New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.

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Create a Professional New Client Welcome Packet
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    #11 (permalink)  
Old 06-12-2011
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Company name: Midwest Virtual Assistance
 
Join Date: Sep 2010
Location: North Dakota
Posts: 169
Default Re: Welcome Packet Contents
Thanks for the ideas ladies!
I wasn't sure if I was going to do a welcome packet, but it does sound like it is a very good idea. Some of the things I wouldn't have even thought to put in there.
I'm hopeful to get mine together soon!

LaVon
Midwest Virtual Assistant
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    #12 (permalink)  
Old 06-13-2011
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Company name: Everything Administrative Solutions
 
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Location: Atlanta GA
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Default Re: Welcome Packet Contents
This thread has been so helpful, I made not of all the different suggestions and now look forward to putting my own Welcome Packet together very soon!!!
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    #13 (permalink)  
Old 06-19-2011
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Company name: Ivy Business Services
 
Join Date: Jun 2011
Location: United States
Posts: 29
Default Re: Welcome Packet Contents
I had the same idea about the business referral cards! Glad to know others have thought of the same things. Sometimes I worry that my ideas are just crazy!
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Lisa K. Price
http://www.ivybizservices.com
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    #14 (permalink)  
Old 06-20-2011
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Company name: LC Mills, Inc.
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Join Date: May 2011
Location: Monroe, Georgia
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Default Re: Welcome Packet Contents
I'm still working on mine but as of now it includes a company profile, a resume (of sort), and a letter from me. I also plan to include FAQ's describing how we'll work together and what they can expect.
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Old 06-20-2011
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Company name: AdminProfi
 
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Location: Lawrence, Kansas
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Default Re: Welcome Packet Contents
Kim,
do you have an example of the "ways you can help me" that you provide your clients? That sounds like a great idea, but for those of us just starting out an example could be helpful.

Margretta
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    #16 (permalink)  
Old 06-21-2011
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Company name: Everything Administrative Solutions
 
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Location: Atlanta GA
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Default Re: Welcome Packet Contents
Does anyone have any welcome letter examples that they can share?
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Old 06-21-2011
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Company name: Everything Administrative Solutions
 
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Location: Atlanta GA
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Default Re: Welcome Packet Contents
I would also be interested in seeing what the "How we work together" letter consists of if anyone is willing to share?
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Old 06-23-2011
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Company name: Office Birdie, Administrative Services
 
Join Date: Jun 2011
Location: Woodway, Texas
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Default Re: Welcome Packet Contents
Thanks that was helpful! I have started on my welcome packet but taking it slow and easy to learn everything.
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Old 06-25-2011
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Company name: Shaza Salem for Business Support
 
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Default Re: Welcome Packet Contents
I just started preparing mine made but also taking it slow, its made of (so far) company profile, services we offer, planning to add the what a va can do in on hour list .
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Shaza Salem for Business Support
shazasalem.weebly.com
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Old 09-14-2011
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Default Re: Welcome Packet Contents
I really like the idea of sending information on how you and the client will work together and what they can expect.
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