In last week’s blog post, we reviewed the first five documents that VA Biz Lady recommends are included in a New Client Welcome Packet. This bundle of professional forms will ensure your business relationship starts off on the right foot. All expectations are clearly spelled out and each party knows exactly what to expect while working together. This week, let’s continue by reviewing the last five documents we recommend you include in your own Client Welcome Packet.
Policies & Procedures
The Policies & Procedures form clearly explains the professional policies each party will follow during the course of the business relationship. It can include such items as:
- Contact information.
- Hours of operation.
- Confidentiality policy.
- Billing and payment procedures.
Rates for Services
This document will inform your client of other services you provide along with the type of rates you charge. Often, virtual assistants include an hourly flat rate, hourly packages, and per project packages. It really depends on how you wish to be paid for your services.
Login & Password Tracker
The Login and Password Tracker is a great option for keeping track of your client’s websites, online applications, and software logins along with their specific passwords. We recommend including a note of assurance so your client knows this information will not be shared with anyone outside of your business team.
Services Provided
The Services Provided form is an exhaustive list of all the services you provide. It’s always a good idea to send this to your clients so they’re aware of the other services you offer. While they’re hiring you now for managing your social media, they may be interested in hiring you later to write blog articles.
Request for Referral
This form is actually a form letter that you can create and then tweak as needed for each individual client. After working with each client for a month or so, you can send them this letter, asking them to refer you and your services to others in their industry who may need virtual assistance. It’s a simple and easy way to find possible new clients.
Check Out Our New Client Welcome Packet Now
Thankfully, you don’t have to create this packet all on your own. At VA Biz Lady, we’ve done the hard work for you! Download our New Client Welcome Packet today and begin using it to successfully onboard new clients. You can use them as-is or brand them with your logo or business name. We provide a number of other helpful resources such as WordPress training videos, Done-For-You social media graphics, and much more.