Templates & Guides
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VA business
Ultimate Guide to Client Onboarding
Description
Reviews
Description
Learn my proven methods for onboarding your clients smoothly and feel confident AF to win those dreamy clients.
Know how to nail your discovery calls and spot the red flags, learn EXACTLY how to write your proposal to impress. Protect your boundaries in your contract and avoid any clunky initial toing and froing when you first start working with a client.
Reviews
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“The Onboarding Guide has been so helpful so far and really helped me with a kick off call I had yesterday and a disco call I have today!! It has definitely helped! Thank you.”
HEATHER
@FULLBLOOMVIRTUAL
“The onboarding guide makes sure I have a seamless system in place when I start working with new clients. And those systems are honestly invaluable.”
EMMA
@EMMAMULCAHY_VA
The discovery call and proposal have gone done so well with the client and they have this morning confirmed they want to work with me so I am super excited! Although I have other clients already, this is the first where I feel I am doing each step properly as I want to scale and grow and therefore need to start as I mean to go on!
@LJVIRTUALYYORKSHIRE
<< Discover exactly what’s included
£47.99
Winning Proposal Template
Description
Reviews
Description
No more agonising over the best thing to write in your proposals to win your dream clients.
Use my Proposal Template Guide that I have personally used in my OBM business to win all of my clients over the last 3 years.
What’s included:
🔥 The sections to include in your proposal
🔥 Real life examples that I have used in my winning proposals to help guide what to say and the tone to use
🔥 Examples of how to put together a general list for VA tasks or a specific project
🔥 How to sum up the proposal document to make sure you include the key components
Reviews
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“The proposal template is LOVED by prospect clients and a few have actually told me that the proposal I have sent them has set me ahead of other VAs they have spoken to, leading them to signing my contract. “
EMMA
@EMMAMULCAHY_VA
“The proposal template is so helpful, what a little gem”
AIMEE
@AIMEE.LUMENVA
£17.99
Roadmap to Owning Your Discovery Calls
Description
Reviews
Description
This 10 page guide is PACKED with questions, tips and advice on how to get the most out of your next discovery call.
⚡ Introductory questions to form your proposal
⚡ Questions to understand the client and spot any red flags
⚡ Questions to understand the tasks involved
⚡ Questions for specific VA roles (e.g. tech VA, admin VA)
⚡ Cover the way you work and find out if it fits with their expectations
⚡ Explore how many hours the contract will be and whether it will be a retainer, project work, hourly etc
⚡ Tips on how to end the call and set their expectations
Reviews
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“Using the roadmap I was able to focus my thoughts a lot easier and therefore in turn give better attention to my lead in the call. So thank you so much Megan, you’re doing amazing amazing work”
JULISA
@CLIMBVIRTUALCONSULTING
“I used your discovery call checklist – thank you so much it really helped me – I signed the client woohoo 💕”
STEPH
@SBBUSINESSSUPPORT
“Damn, this document is so valuable!! Amazing!!”
GEMMA
@GEMMACORMACK
£14.99