Why You Should Have A Virtual Assistant Welcome Kit + What Kind Of Content To Include

Do you have a Virtual Assistant Welcome Kit for new clients? If not, this episode will help you understand how having one can make a difference because it will show your clients that you run a professional Virtual Assistant business.

I think a Virtual Assistant Welcome Kit is a must and you should include it in your onboarding process. Because it shows your new client that you’re:

  • Organized,
  • Detailed,
  • A professional.

The most common question I get about having a Virtual Assistant Welcome Kit is what to include. Feel free to use this as a guide in creating your own.

Recommended Documents For Your Virtual Assistant Welcome Kit

#1 – Business Policies Document

  • This explains how you run your business.
  • You go over this in more detail on your New Client Kick-Off Call.

#2 – Client Information Form

  • This is to gather client information such as full name, Birthdate (some people like to know this), Website, Preferences
  • It can be a document or an online form.

#3 – Current List Of Services

  • This document lets your clients know everything you offer.

#4 – How To Work With Me Document

  • This is a simple-to-use checklist that highlights how you work with your clients.

That’s it! I also created a simple email template that I used every time I sent out a new client welcome kit. Saves time and energy! If you can’t save a template in your email program, then create a document then copy and paste it. Simple!

Systems are what simplify your business so you can focus on what you love to do! You can learn more about the processes and simple hacks that will help you to build a professional business relationship with your clients in my post, Virtual Assistant Client Management 101: How To Show You’re Worth Every Cent!

Thanks for reading – Susan


P.S. If you're ready to invest in yourself and a professional future, please check out my VA Success Training. It's for people that are serious about running a successful Online Business. It includes everything you need from business set-up, getting clients, client management, service packaging, a WP website, coaching, a supportive community, and so much more.

Join the FREE VA Training Vault

You’ll have immediate access to more than 7 hours of how-to video information about the VA industry. Get to know The Techie Mentor™ and learn how to get started, find clients, and much more.

Written by Susan Mershon

Susan Mershon started The Techie Mentor™ in 2013 to teach her no-fluff approach to the strategies and skills that Virtual Assistants need to create, build and grow a profitable and sustainable 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 thousands of Virtual Assistants her proven strategies and systems for getting started, getting clients, and charging premium rates that can earn them 4x more than typical admin skills.

To learn more about her, how she’s different, and what she offers, please go to The Techie Mentor website.


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