One of two things normally happens when a Virtual Assistant onboards a new client:

One: They sit back, scramble, and wait to be guided leading to a dishevelled start to the relationship and an abrupt shake-up to their roster.

Two: The VA has a smooth onboarding procedure, guiding the new client through an organized kick-off process with confidence and ease. 

Which one are you?

During this 5-STEP BOOTCAMP YOU WILL LEARN:

1. The onboarding TIMELINE (when to send what and why)!

2. How to assist your client in getting YOU everything you need! 

3. Proper etiquette when coming into someone’s cherished business!

4. Setting up project management and communication!

5. Client questionnaires to get organized right away!  

6. Boundaries you want in place to protect your sanity

7. Ways to take your process to the next level (gifts, birthdays, etc.)!

HOURS OF INVALUABLE TRAINING!

Proper onboarding sets the tone for the 

Relationship

Imagine guiding your client through a smooth and supportive onboarding process that immediately puts them at ease! 

They feel SO GOOD about their decision to work with you and are blown away by your organization and professionalism!

They immediately feel assured

As Virtual Assistants, it’s our job to remove stress and chaos…

Not add to it. 

We want to

avoid

scambling to get all the login information, losing track of your client’s priorities, retroactively setting your boundaries, etc. etc. 

Ahhhhh!!!

Instead, we want a process that we can follow every time we onboard a new client. 

A step-by-step procedure that we revisit as we kick-off every new contracts.

Here’s another thing…

A strong onboarding process increases your client retention rate.

ie. Your relationship will start off strong, which will increase the chances of it remaining strong, which usually leads to clients renewing your services. 

Opposed to both parties getting frustrated and going their separate ways.

THE KICK-OFF Bootcamp is 5 days of potent trainings (+ a LIVE Q&A) where I will teach you how to onboard Virtual Assistant clients like a pro! 

We will take ACTION — build an onboarding process that you can use over and over again as you continue to grow your roster and take on more clients! 

This is for you: 

If you are an established Virtual Assistant and are ready to up level your onboarding process!

You are new to Virtual Assisting and want to start STRONG! 

You struggle with client retention and overwhelm and need a clean system for kicking-off new relationships!

Investment:

$99 of the best dollars you’ve ever spent

ARE YOU FINALLY READY TO DO THIS?

* Always remember you can write-off any course or program investment you make towards your business (yay!)

ARE YOU FINALLY READY TO DO THIS?