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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.
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	Create a Professional New Client Welcome Packet This $19 PDF guide to creating your own professional new client welcome packet includes customizable forms, templates, and sample retainer contract.	-	-	-

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Views: 11 Announcement: Last chance to join Lee Drozak's virtual assistant business class - starts May 8th! 05-06-2013 VAF Admin (Forum Administration)
	Rating Thread / Thread Starter	Last Post	Replies
	Client asked to see my previous work, but is that a breach in confidentially ( 1 2) VIPlifestyle	11 Hours Ago by ATMVA	13
	Welcome Packet Contents ( 1 2 3 4 5 ... Last Page) tracie123	5 Days Ago by Amandasmith	56
	Had a phone consultation - now what? ( 1 2) VAbyNellie	1 Week Ago by virtualgirlfriday	11
	Tell 1st client (s)he's my first? ( 1 2) sarahdavey	1 Week Ago by virtualgirlfriday	18
	Potential client asking for resume... ( 1 2 3) Malaika	1 Week Ago by denise tubbs	20
	First prospective client...advice? sarahdavey	1 Week Ago by TracyJ	4
	What questions do you ask new clients during your consultation, and what are their questions? ( 1 2 3 4 5 ... Last Page) tg180078	1 Week Ago by Amanda	93
	Poll: [Question] Where do most of your new clients come from? ( 1 2 3 4) Shandon Collins	2 Weeks Ago by KathiWalsheck	36
	Telling a Potential Client You Won't Work with Them lisa4jvs	2 Weeks Ago by lisa4jvs	9
	Client Intake process SandyM	2 Weeks Ago by RhondaHolscher	4
	Do you refer to yourself as a 'Virtual Assistant'? ( 1 2 3 4 5 ... Last Page) Malaika	2 Weeks Ago by chelseywash	68
	[Question] What to put in my introduction letter? ( 1 2) chuckles	2 Weeks Ago by jwaiharo	10
	Mail or pdf welcome packet? ( 1 2) sarahdavey	3 Weeks Ago by kaylagwilliams	14
	Responding to first e-introduction sarahdavey	3 Weeks Ago by Your Virtual Wizard	1
	[Question] Private client log-in area simplydazee	03-29-2013 by simplydazee	8
	Invoicing multiple retainer clients - How often do you invoice? ( 1 2) The-Admin-Connection	03-28-2013 by JustAThought	12
	Client Management logicalchoiceVA	03-28-2013 by logicalchoiceVA	5
	REVIEWS: Create a Professional New Client Welcome Packet Guide VAF Admin	03-26-2013 by VAF Admin	7
	When is the appropriate time to remind a client about our agreed meeting? ( 1 2) rolfova	03-13-2013 by KathiWalsheck	11
	Create a New Client Welcome Packet Guide PDF mskelly1975	03-09-2013 by dburtaine	5
	[Resource] Customer surveys and customer data forms & templates ( 1 2) JamieVA	02-22-2013 by Delaina	19
	[Tip] Great new client experience ( 1 2) Canary Admin Services	02-22-2013 by Delaina	16
	Looking for a sample letter karrieu	02-22-2013 by Kristi	5
	First Free Consult Call sovaprof	02-14-2013 by JoCarole	3
	Help with setting up a new client wendy75	02-12-2013 by MaplewoodVA	7
	New Client Presentation VAbyNellie	02-05-2013 by Virtuous1	7
	[Question] Paperless Welcome Packets? ( 1 2 3 4) LucentVA	01-27-2013 by Pursueyourdreams	32
	Text Consultation YesiU	01-01-2013 by Catherine Coombs	7
	Face to Face Christmas Cards MelissaBologhVA	12-13-2012 by MelissaBologhVA	8
	[Question] Portfolio Virtual Office Solutions	12-11-2012 by JeanetteKahle	4
	Welcome Email LouiseM	12-11-2012 by mmangen	4
	New Client - Wants suggestions on anything! annette315	11-09-2012 by vrsi-office	6
	What are the best ways to gain potential clients ( 1 2 3 4 5 ... Last Page) karenrayner	10-22-2012 by ReeseBY	52
	Anyone willing to share what they have included in their welcome packets to clients? ladylaura71	10-16-2012 by ladylaura71	7
	What docs do I bring to in-person consult? nekiwa07	10-08-2012 by Rachael	6
	What questions do I ask during phone consult? nekiwa07	07-25-2012 by lisacduffy	9
	How to Handle PC Question: Why Should I Pay You That Much? ( 1 2) msva2011	06-09-2012 by Paulette	11
	For preparation... ( 1 2) LeShanteH	06-04-2012 by LeShanteH	15
	Potential First Client...What to ask? ( 1 2) Paulette	06-01-2012 by LeShanteH	19
	Great Client/Questions Information ( 1 2) Virtually Your Solution	05-29-2012 by dotyel	12
	Providing Potential Client With Advice and Solution VBMPro	05-12-2012 by VBMPro	7
	[Question] Cilent Profile Sheet MonaFitz45	05-12-2012 by pfant	2
	Potential first client... moiraesfate	05-11-2012 by moiraesfate	4
	Virtual Relations - how to build EAinSpain	03-06-2012 by EAinSpain	3
	Not sure how to respond to potential first client ( 1 2) emski	03-06-2012 by JoyJackson	10
	What to bring when meeting a potential client ( 1 2) karlaamaya	03-06-2012 by SarahG	14
	How to do you handle the money issue? ( 1 2) VIPlifestyle	03-06-2012 by SarahG	10
	Potential first client. Help? Virtualleide	02-25-2012 by RobnT08	8
	New Client: Need Advice!!! Virtual Jane	02-23-2012 by Jackie	4
	[Problem] Need Some Advice Beth0813	01-04-2012 by leedrozak	4

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Virtual Assistant Forums

New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more. Volunteer Moderator: Your Virtual Wizard

VIRTUAL ASSISTANT / CLIENT RELATIONS

New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.
Volunteer Moderator: Your Virtual Wizard