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: Remember - they’re getting a VA to take work OFF their plate, so make your email easy to digest quickly for your time-poor client! For clients who engage us for EA services, we use the template below: ... Read on
Resources
Email Templates: New Client 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
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: 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, ... Read on
Debt Collection Templates
Looking for the right words to use when chasing a debt? When we're asked about bad payers, we generally recommend getting your clients on pre-paid retainers for ongoing VA work and paying deposits for project work. Either way, it is important to ensure that you have a signed agreement in place before any work commences. Also, don't underestimate the power of a phone call! Try these ... Read on
From 0-10 Clients: Your Ultimate Checklist for Setting Up a Profitable & Fulfilling VA Business
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