Products
Kick-off call checklist
Get your new client relationships off to the best possible start with this kick-off call conversation guide. It details everything you need to do to ensure a smooth onboarding and positive working relationship with your new client.
Onboarding checklist
Transform your client relationships with a thorough, well-planned onboarding process. Instead of rushing straight into paid work, spend a small amount of time working through the steps in this guide and you’ll create healthier, happier working relationships.
Tricky conversations email templates
Awkward conversations are part and parcel of running a successful business. These five empowering email templates will help you deal with a range of common - yet slightly uncomfortable - situations. From raising your rates to chasing late invoices, these templates will help you communicate clearly and confidently.
Discovery call checklist
Starting from scratch with your discovery calls can be tiring and result in you missing important information. Use this conversation guide to create consistent and effective discovery calls. You’ll give clients a great impression while making sure you get all the information you need.
Off-boarding call checklist
Offboarding a client is the kind of thing many VAs don’t think about until the day a client hands in their notice. This often means panic and a scramble to make sure everything’s done properly. However, set up a systematic offboarding process and you’ll not only make life easier for yourself, but you’ll give your soon-to-be ex-client a better experience too, leading to a greater likelihood of referrals and positive testimonials. It will also mean you’re compliant with data protection regulations - essential for any virtual assistant.
