When travel is being arranged for your client by someone outside of your organisation, that person couldn’t possibly know your client’s preferences. This document provides everything they need to know and will ensure they feel confident in making decisions to keep your client comfortable and productive while on the road. It also shows you to be the organised superstar VA that you are! Imagine ... Read on
Generic Meeting Agenda Template
While we use Asana projects to manage a live and shareable meeting agenda, in some situations, a document might still be needed. We’ve created this template to ensure you include the basics when you create your own agendas. If you swear by Asana (like we do!), use this Google Doc template as a guide for setting up your own Asana project to manage your agendas, take minutes and assign tasks ... Read on
Client WIP Agenda
WIP stands for ‘Work in Progress’, and it is what we call the regular meetings we have with our clients. We’ve pulled together the agenda we use for clients who need EA level assistance and included our hot tips for leveraging technology and facilitating a meeting to impress your client. You can cull the unnecessary agenda items and add your own to suit the type of service you offer. You can ... Read on
Client Compendium
At Thought Penny, we compile a Client Compendium as part of our onboarding process and keep adding to it as we work, so that it becomes a resource that covers every aspect of the work we do, to ensure our clients are questioned and disturbed as little as possible. These compendiums are used as the main source of information for each client and are updated every time we interact with them or learn ... Read on
Onboarding Call Summary Email
Once we've completed an onboarding video call with a client, we follow up with a summary email. We recommend you send this ASAP - same day at the latest - for three reasons: It will fill your client with confidence that they’ve hired someone with great follow-throughThey’ll be excited about handing work to you and more motivated to set you up before your first dayYour notes will make more ... Read on
Welcome Email
Once a client has decided to work with us, we book a time for their onboarding call and issue an invoice and service agreement. We then send a welcome email. For clients who engage us for EA services, we use the template below: ... Read on