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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Old 04-15-2012
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Default Re: Welcome Packet Contents
Originally Posted by Your Virtual Wizard View Post
I send the same as Lee along with a list of 100 things a VA can do in an hour and a 1099. But really the concentration in my welcome packet are my business policies, hours, deposit required, expectations and reiteration of the need to communicate.

I do not include an invoice in the welcome packet because it is something I send before I sign with the client.

Janine
Janine,

Forgive me if I don't follow - but what are the 100 things a VA can do in an hour? - where can I find that list.?

Patricia
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Old 06-07-2011
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Default Re: Welcome Packet Contents
In my welcome pack I have a copy of the contract, Welcome letter (thanking them for choosing me), Who we are letter (which outlines polices, office hours and other general stuff), information I need sheet and a "Ways you can help me" sheet which gives little tips on how they can better organize their papers.

Kim
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Old 06-20-2011
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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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Old 06-12-2011
lavonjs lavonjs is offline
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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
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Old 06-13-2011
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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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Old 06-20-2011
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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 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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Old 06-21-2011
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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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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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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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