Client Onboarding – Agenda, Prep & Post-meeting Steps

When our sister business, Thought Penny, is engaged by a new client, the following happens BEFORE work commences:

• Payment of the client’s first invoice (either for a pre-paid retainer or a project deposit);
• Client signs their Services Agreement; and
• The assigned VA meets with the client for an onboarding call to ensure they are on the same page regarding priorities, schedules, and communication methods.

While an employer would facilitate an employee’s onboarding, virtual assistants and managers should take ownership of their clients’ onboarding.

Your new client is looking to you. You need to communicate the next steps and manage the onboarding preparation, agreement, agenda, calendar invites, and documentation of required actions.

What’s Included:

• The processes, templates, and tools that Thought Penny uses to onboard new clients.
• Screenshots and downloadable templates for Asana
• Step-by-step details on the tasks completed before the onboarding meeting
• Agenda with talking points to guide your client with handing over everything you need to hit the ground running
• Step-by-step details on the tasks completed after the onboarding meeting