Onboarding

  • Client processes you need to consider before & after working with a client

    Taking on a new client can be quite a scary prospect if you’re a new Virtual Assistant. If you want the process to run smoothly, you need to ensure you have the right processes in place. Ignore the processes you need and you’ll run the risk of missing crucial information and coming across as inexperienced […]

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  • How to successfully onboard a new VA

    onboarding your VA

    One of the roles, I love is helping Business Owners find their Virtual Assistants and connecting them with VA Mastery Course graduates. But  am often asked how the onboarding process should work so that things go smoothly and without too many problems.  So in this blog, we are looking at the onboarding relationship but from […]

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  • Why you should automate your onboarding process

    Why you should automate your onboarding process

    When a client first comes to you, how you communicate and follow up with them, is an indication of how you’ll be as a VA. If you’re looking to communicate confidence, your business values and ethics, and even your general professionalism, you need to ensure all of your communications are on point. And nowhere is […]

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  • 5 fundamental steps to onboard a client

    Become a better Virtual Assistant and learn how to onboard your clients with ease - VACT Blog post

    Whether you’re a new Virtual Assistant or an experienced one, there are five fundamental steps needed, to onboard a new client. Each step is essential, if you want to pave the way for a successful and smooth-running relationship. However, the longer you’ve been in business, the easier it is to fall into the trap of […]

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