Offboarding a client as a virtual assistant involves a series of steps to ensure a smooth transition, reduce risk and maintain a positive professional relationship. Impress to the very end to increase your chances of word-of-mouth referrals and glowing testimonials. Use this checklist to guide you through building your own client offboarding process. We have ours set up in an Asana template ... Read on
Resources
Email Templates: Testimonial Request
Who doesn't love feedback or even constructive criticism?!? It's a great way to grow as VA and OBM business owners. Plus, the great feedback always makes us feel warm and fuzzy! Testimonials will play a pivotal role in the success of your business. Use them as social proof on your brochures, proposals, social profiles and website to establish trust, build a positive reputation, and convert ... Read on
Email Templates: Webinar Campaign Sequence
Email invitations, confirmations and strategic reminders are the secret sauce to a successful webinar, virtual forum or other online event. We've designed these templates to help you foster interest, maximise attendance (registrations are not enough!), and present your brand as professional and trustworthy. Engage your audience emotionally and intellectually - capture their interest and ... Read on
Email Templates: Out-of-Office
Having an out-of-office email message is a simple but effective way to maintain professionalism, manage expectations, and ensure efficient communication with your clients and colleagues. It can ultimately contribute to better customer relations and the overall success of your business. Below you will find multiple out-of-office email templates for you to use in different ... Read on
Member Deals
đź‘‹ Hey there! During one of our team huddles, we realised that we had accumulated quite a swag of deals and discounts over our years of negotiating on behalf of our members. Most of these deals can be found throughout our Tools of the Trade, Resources and Training pages... but we decided to open up these deals to all of our members - because so many are just too good not to share! So, ... Read on
Proposal and Brochure Templates
This is EPIC! Say hello to one of our most powerful and, if we're honest, most exciting resources. Our value-packed proposal and brochure templates are the result of hundreds of hours of real-world trial and error by VAs and OBMs from various industries. Grab the templates that WE use to convert high-ticket leads into clients Don’t waste your precious time trying to build your ... Read on
Key Dates by Industry
Have you hit a creative roadblock? Looking for an efficient way to generate content ideas? This member-exclusive resource generates lists of key dates - all you need to do is pick an industry! Use it for easy inspiration when you need to come up with content for social media, blog posts, podcast topics and other marketing activities. Choose your preferred file type below, then read the ... Read on
Client Agreements & Other Legal Templates
Don’t learn about the importance of a client agreement the hard way! Client agreements and other legal documents (e.g., website T&Cs) protect your VA or OBM business. We can’t stress enough how important it is to refrain from working for a client before they’ve signed a client agreement designed to protect you and your business… …or how important it is to use an agreement written ... Read on
Quiz: Is your Client Ready for Google Ads?
If you’ve been working with a client on their marketing strategy and have been trying to shortlist the huge range of marketing and advertising options across a plethora of channels, but are finding the choice increasingly difficult, then this resource might just be the solution you’ve been looking for! FUN FACT Clients often underestimate the time, effort and investment of a proper Google Ads ... Read on