New Client Welcome Packet

Our New Client Welcome Packet includes everything you need to successfully onboard a new client. All documents can be edited or changed in order to customize them to your particular business.

  • Welcome Letter
  • Virtual Assistant Contract
  • Client Questionnaire
  • Description of Services
  • Job Proposal
  • Policies & Procedures
  • Rates for Services
  • Login & Password Tracker
  • Request for Referral
  • Services Provided
  • Testimonial Request