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New Client Best Practices
How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.
VIRTUAL ASSISTANT BUSINESS GUIDES
BECOME A VIRTUAL ASSISTANT EBOOK (PDF Version)
BECOME A VIRTUAL ASSISTANT EBOOK (Kindle Version)
CREATE A NEW CLIENT WELCOME PACKET (PDF Version)
CREATE A NEW CLIENT WELCOME PACKET (Kindle Version)
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New Client Best Practices
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Sample Documents
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08-13-2008
dawndmd
Contributing Member
Join Date: Jun 2008
Location: Traverse City, MI
Posts: 130
Sample Documents
Can anyone direct me to a sample welcome letter and client intake sheet?
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08-13-2008
LoriLee
Contributing Member
Company name: Executive Virtual Staffing
Join Date: Jun 2008
Posts: 144
Re: Sample Documents
Hello Dawndmd,
Whenever I have had a block or wanted something new I've googled it. There is a wealth of free information there. If you don't find what you're looking for PM me. Good Luck
LoriLee
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08-13-2008
Tess
Senior Member
Company name: Codehead, LLP
Latest blog post:
SEO Q&A
Join Date: Apr 2007
Location: Portland, OR
Posts: 9,131
Blog Entries:
3
Re: Sample Documents
Hi Dawn, check the
document library
or try
DocStoc
if we don't have what you need!
__________________
Create a welcome packet for new clients with this guide and free templates!
(Available in
PDF
and
Kindle
versions)
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08-14-2008
dawndmd
Contributing Member
Join Date: Jun 2008
Location: Traverse City, MI
Posts: 130
Re: Sample Documents
Thank you very much. I will check out DocStoc. Dawn
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10-07-2009
faithfuladmin
Contributing Member
Join Date: Sep 2009
Posts: 62
Re: Sample Documents
More sample documents, great resource, always looking for more to help out. This is great.
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06-23-2010
North Shore Assistant
New Member
Join Date: Jun 2010
Location: Vancouver, BC.
Posts: 44
Re: Sample Documents
I completely forgot about DocStoc, thanks for posting this link!
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08-16-2010
EarthMajic
New Member
Join Date: Aug 2010
Posts: 24
Re: Sample Documents
Thank you for the link, it very helpful
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08-16-2010
dianeeclark
New Member
Company name: Out of Office Virtual Assistant
Join Date: Apr 2009
Location: Cincinnati, Ohio
Posts: 34
Re: Sample Documents
I forgot about DocStoc as well, I am looking for all of the help that I can get.
__________________
Diane Clark-Ragans
www.outofofficevirtualassistan t.com[/url]
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09-19-2010
Avail Virtual
New Member
Company name: Avail Virtual, LLC
Join Date: Apr 2010
Location: St. Louis
Posts: 26
Re: Sample Documents
DocStoc.com is incredibly helpful. Thanks for the recommendation!
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10-14-2010
pjerb
Contributing Member
Company name: Common Cents Bookkeeping
Join Date: Sep 2010
Location: Willow Street, PA
Posts: 66
Re: Sample Documents
Never heard of docstoc.com but will look into it ASAP! Thanks
__________________
Pamela J Erb, Owner
Common Cents Bookkeeping
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