Simple Client Onboarding Process | Tips for Virtual Assistants
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- Опубліковано 16 жов 2024
- 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?
✨ Indy for contracts: weareindy.com/
✨ Email I send to clients: docs.google.co...
✨ Client onboarding spreadsheet: docs.google.co...
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Thanks for all the love, Erin! We really appreciate the shout-out. Keep crushing it 💪
Love you guys!
Are you in Indy? Me too. Do you think we can connect?
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 🌸
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
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
Thank you so much for your feedback, especially coming from someone with your experience!
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.
Ahhh! I’m so glad to hear the video was helpful! Best of luck 🤞
Brilliant! Looove your straight forward content 🌼 KISS… keep it super simple 😊
Thank you. This is so simple and suits me so much better than some suggestions such as Dubsado, Honeybook etc.
Glad to hear it!
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.
YES! Oh my goodness yes. I've also seen some VA companies send out entire onboarding books that required them to be on the phone to explain it. And then they'd get mad when they client wouldn't find the time to book the call!
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.
I'm so glad!
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 🤣
I love it! Here's to us non fancy ladies! Whatever works 😜
I love you Girl!!🤩I like your content!!
my pleasure!!
This is what I need right now. Thanks Erin I am currently starting a new Job as an EA and my client doesn't even know what to do and I'm afraid I'm gonna lose this chance of work.
Oh gosh! A) congratulations! B) I hope your client can be patient - the learning curve for you both can be tough hit worth it! I suggest that you ask your client for AT LEAST once a week check ins by video (or in person) to check in on what’s going well and what can be better. It will help! Good luck to you!
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!
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!
I sure do! ua-cam.com/video/ZhEirJOL2ds/v-deo.html&t & ua-cam.com/video/Vsg09NLPwUA/v-deo.html
Thank you. I love how super simple this is.
This is so helpful and affordable to use INDY. I will try it out
Thank you so much, Erin; so simple to implement.
Glad it was helpful!
Thank you so much Erin for this!
Thanks! I downloaded some forms you have shared and plan to customize them according to my needs but this is very helpful :) great job
Glad I could help!
Thanks so much for this!
Hi Erin, awesome and informative video, as always!! Would you please post the spreadsheet you use that you mentioned? Thx!
Oops! Updated in the description of this video!
That color suites you 👌🏻
2:14 3rd video I've watched. Subscribed (the hair flip cracked me up).
😂😂 hair flip interlude
It was really helpful video😍
Brilliant advice!!!😊🙌🏼👌🏼
Glad it was helpful!
Here i am a year later. thank you so much for this.
Thank you Erin.
Also, can you share the links that you send clients showing how they can grant access to their calendar and email
support.google.com/calendar/answer/37082?hl=en
Great value, thank you! Nerds like myself get distracted by shiny process flows and forget to K.I.S.S. ;-)
I'm a fellow "oh look, a new object" nerd, so I have to keep my processes simple! I totally hear you!
Nice and easy. Love it. Do you know where I can apply on my own to find a job as a virtual assistant?
Search my channel for "find clients" and a ton of videos will pop up!
Thank you!
I really need a VA. How can I find someone like you who understands!? I'm too busy, keep saying I need a VA, but I don't have time to find one.
I understand that feeling
I would love to help you by rendering my VA services?
Would you want a discovery call
Maybe so. Can you share your website? How do we message each other outside the comments?
www.youtube.com/@ErinBooth/search?query=hire%20a%20VA
I’m curious why you would be watching a video on “how to work as a VA” rather than Googling, looking on online job boards, etc.
Quite informative. Please, can you writ the name of the. Software you use for onboarding.
No software, it's just a welcome email!
Hey Erin I was waiting the template that u use for the info of the client :(
Oops! Updated in the description of this video.
Thankyouu Erin
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? 🙂
What alternative ways is their to get a call with the client if you do not have a website yet? Is there a lead form that you insert on your profile? Any suggested advice for inspiring new beginner VA's on a budget will help. If you have a video on this please send me the link. Thank you so much!
LinkedIn profile! I used my LI as my “website” for 8 years
@@ErinBooth Hi Erin - what does LI mean?
@@TheTikiGirl LinkedIn :)
@@ErinBooth Oh I see so use linkendin as my to network if I do not have a website lined up right? Got it that for sure I can do. I was wondering if I do create a business page from my personal Linkendin page. Can my employer see my side hustle as a VA? Please let me know. thank you!
Do you use Indy to also take payments as well? I’m looking for an all in one system
I sure do! I send invoices to 2 clients who are Solopreneurs and too small to want to set up direct deposit. For my larger (corporate) clients however, I prefer direct deposit of funds into my bank account.
I would like to know questions for first discovery call 😉
I have a few reverse Q's (from the client side): ua-cam.com/video/-2-ngRlLvQ4/v-deo.html & ua-cam.com/video/HlGZUfQTMug/v-deo.html, as well as a quick tip for the most common question. ua-cam.com/video/-bRvEuNHibc/v-deo.html. I'm going to be releasing a discovery call and interview course on Udemy around Sept 1 too!
@@ErinBooth thank you ☺️
Can indy be used worldwide?
Mostly, there are a few countries where the platform is still not available. You'll have to sign up for a free account to check!
I love it❤
kiss = keep it simple stupid
keep up all the
Excellent work
Thank you
Keep it simple sweetheart
I like that one.
your hair so fancy 😅