Scheduling A New Client Kick-Off Call

Do You Schedule Kick-Off Calls With New Clients?

Scheduling a Kick-Off call with a new client is a great way to “kick-off” the relationship.

It does several things:

  • Builds trust
  • Shows you are organized and professional
  • Allows you to discuss priorities, deadlines and communication preferences
  • Gives you the opportunity to review your Business Policies and set up weekly status calls.

In this week’s VLOG I talk about the benefits of having a Kick-Off call with all new clients.

Thank you for watching and listening.

Do you schedule Kick-Off calls with your new clients?

I’d love to hear. Please take a moment to leave your comments and questions and I will happily respond to each of them.

Enjoy your day – Susan

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Written by Susan Mershon

Susan Mershon started The Techie Mentor™ in 2013 to teach Virtual Assistants her no-fluff approach to the systems and skills they need to build and automate a successful business.

With a strong base in project management, Susan brings her love of systems and teaching to offer in-depth training and mentoring to new and experienced Virtual Assistants.

She’s taught over 5,000 students her unique systems and strategies that focus on offering high-end skills that give you the freedom to work when and where you want.

To learn more about The Techie Mentor™ and the systems and skills she teaches without all the fluff or hype go to The Techie Mentor website.


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  1. Chiquita

    Excellent recommendations that I will incorporate into my new virtual assistant business.

    • SE Mershon

      Awesome Chiquita!

  2. William

    This is a great practice. Building trust and improving communication would really be important if you want to be successful in your projects.

    • SE Mershon

      Thanks William!

  3. Yolanda Crowley

    Thanks for this info!

    It’s a great idea and so helpful for the VA and the client!

    • SE Mershon

      My pleasure Yolanda, glad you find it helpful!

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