Simple Client Onboarding Process | Tips for Virtual Assistants

In this week's video, we're talking about how to create a simply client onboarding process.

"Onboarding" refers to your process to get new clients up to speed, or familiar, with your business and services.

As a VA, you may already have an onboarding process. But is it too complicated? Or unclear in any way? This video covers some simple steps to help you create a clean, concise process that allows you and your client to start working together without any confusion.

What does your onboarding process look like?

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[TheTikiGirl]

This is so helpful and affordable to use INDY. I will try it out

[blorp.]

Amazing! I am just starting up and was about to start writing a whole onboarding manual from scratch, you saved me a lot of time haha

[damosdef]

Brilliant! Looove your straight forward content 🌼 KISS… keep it super simple 😊

[Alexandervos]

Thank you Erin. I recently looked into this and discovered that some VA's have complicated process for onboarding client's.
I like your approach.
Thank you 🌸

[Consultelainewilliams]

Thank you. I love how super simple this is.

[WeAreIndy]

Thanks for all the love, Erin! We really appreciate the shout-out. Keep crushing it 💪

[Tofindexpress]

I love your videos Erin. I thank you because I go over it thinking how I am going to start and get clients, but with every video I get to watch from you, I learn more.

[thedaringmama]

Thank you so much, Erin; so simple to implement.

[martinecunningham]

Thank you. This is so simple and suits me so much better than some suggestions such as Dubsado, Honeybook etc.

[ninito]

Erin, this was gold. Many VAs aren't business people so they don't necessarily know how to run it in a client-friendly way. It's good to see a peer in this work reaffirm my approach because I have my concerns about this [same approach I've been taking] but hearing you explain why you do things this way makes sense but my god I hate the inefficiency of it. Though, it's true. It builds rapport and gives the client a chance to collab and see how you work before they move on without you due to the potentially tedious onboarding process. This video is helping me re-think how I'm going to adjust my onboarding process. Thank you so much for sharing your digital copies💰💰💰-17yr Virtual EA/PA/Admin Specialist

[monicamcleod]

Thank you, thank you, thank you!!! I have been overthinking and overwhelming myself with how I want to onboard my clients. Literally this was holding me back from launching.

[emeralddove]

Thanks! I downloaded some forms you have shared and plan to customize them according to my needs but this is very helpful :) great job

[aylyn]

I love you Girl!!🤩I like your content!!

[onewaytikt]

Amen, I'm working through a VA company at the moment and the documentation they want the client to complete through onboarding is so so convoluted, repetitive and laborious. Hold the clients hand with the extra info and do the work for them.

[TheTikiGirl]

This client onboarding is so helpful thank you. How do you start at the beginning for them to do a jump call with you? Did they find you on linkendin or your website? Do you have a lead form with a questionnaire for them to fill out first before they jumped on a call with you? What are the beginning steps before the call? Can you please provide that info for first time VA's. thank you!

[AnggiSahamCantik]

Ah, thx so much for sharing this Erin. I am not a VA, but I use almost the same freelance writing onboarding process. I always thought, my onboarding process is not 'fancy' enough 🤣

[WriteLight]

2:14 3rd video I've watched. Subscribed (the hair flip cracked me up).

[gloriakamikazi]

Here i am a year later. thank you so much for this.

[aniaaaa]

I bought from contract provider booking form and they said to send terms of business with contract plus data processing form. What do you think about this? 🙂

[MariamHafez]

Thank you so much for this valuable video! Im still learning and haven’t started working yet, but do you have a video explaining what to talk/ask about during the initial exploratory call you mentioned? Thanks!