Effortless Client Consultations And Smooth Onboarding.

Argh! An enquiry has come in. A potential client needs a VA and wants to chat... what do you do?

You don't panic, that's what.

You simply download this guide, conduct a professional consultation, land the client, and onboard them like a boss.

This 13-page guide offers a clear, simple process for client consultations and onboarding. It contains detailed steps, checklists, practical tips, and even a customisable onboarding email template.

The guide will save you time, reduce errors, and give clients confidence in your abilities from their very first interaction.

Simply put, it has everything you need to hold a pro discovery call and smoothly onboard your shiny new client!

£20 - BUY NOW

THE CONSULTATION (DISCO CALL)

This section of the guide covers

* How to prepare for the consultation, including conducting background checks and how/where to hold the meeting.

* Strategies for leading the conversation, explaining your services and payment terms, and discussing other key details with potential clients.

* Ten questions you should ask during the discussion.

* How to close the consultation with clear next steps and actionable items.

ONBOARDING THE CLIENT

This section of the guide contains:

* A five-section checklist covering 26 items you need to seamlessly onboard your new client, from contracts, payment schedules, terms, budgets and fees to system access, communication platforms and task deliverables.

* Detailed notes for every item on the checklist. I provide additional info for every section with relevant tips, advice and resources for each item.

* An editable client onboarding email template. Send this to your client to ensure you have everything you need to work together.

Voted For By You

Big thanks to everyone who voted for me. You're actually the real winners because you wouldn't have voted for me if you didn't feel my DIY VA course was worth every penny.

It is my absolute honour to help you go from admin whizz to kickass Virtual Assistant.