Contracts, Invoices, and Onboarding for Virtual Assistants

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Erin Booth

33:41

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1. Introduction

1. Is this course right for you.html

2.1 Onboarding Checklist.pdf

2. Download your simple checklist.html

3. Course FAQ.html

2. Contracts Protect Both You and the Client

1. Understanding the purpose of a contract.mp4

03:45

2. Contract options.html

3. Key components of a contract + NDAs.mp4

05:50

4. Indy walkthrough.mp4

13:57

5. Troubleshooting When contracts are not honored.html

3. Best Practices for Receiving Payments and Managing Invoices

1. Setting up payment systems and options.html

2. Creating and managing invoices.mp4

04:33

3. Troubleshooting Navigating client payment disputes.html

4. Understanding the Client Onboarding Process

1. Defining the client onboarding process.mp4

04:09

2. Download Onboarding welcome email.html

3. Download Information gathering information.html

4. Troubleshooting When clients go missing.html

5. Putting It All Together Your Personalized Onboarding Process

1. Identifying opportunities for improvement.html

2. Whats next.mp4

01:27

Description

Learn to smoothly onboard clients and handle contracts like a boss.

What You'll Learn?

Understand what to include in a freelance contract (and where to find them)
Understand the different ways to accept payment
Learn how to simplify an onboarding process without overwhelming your client
Develop effective communication skills and learn how to troubleshoot typical problems with clients

Who is this for?

Beginner, new, or intermediate virtual assistants.

What You Need to Know?

Students must have access to the internet.

It is helpful for learners to have a basic understanding of VA skills, like communication, organization, and basic computer proficiency.

Some prior experience in working with clients can be useful to understand the challenges of onboarding.

More details

Description
Welcome to the course, Mastering Contracts, Invoices, and Onboarding for Virtual Assistants!

Has this been your onboarding process?Â A client expresses interest in working with you. You get excited and send them 50 questions that you ask them to answer before you start working together. You might have even included an eBook about how you work. And then you never hear from the client again.

What happened?

If this has happened to you before then this course is for you! By the end of the course, you will have a simple and straightforward onboarding process that doesn't overwhelm your client at all.

The truth is, most of the onboarding efforts are done in the background by you. It's writing an effective contract to protect yourself, it's setting up your payment system, and it's a simple welcome email to get your client up to speed.

With this course, you will learn:
How to effectively communicate with clients to ensure a smooth onboarding process
How to write and send contracts that protect both you and the client
Best practices for receiving payments and managing invoices
How to set up systems and processes to streamline your client onboarding and contract process
By the end of this course, you will have the tools, knowledge, and confidence to smoothly onboard clients and handle contracts like a boss.

No more getting ghosted by clients. No more spending hours creating eBooks that clients don't ever read. Together, let's simplify the process and get you working!
Who this course is for:
Beginner, new, or intermediate virtual assistants.

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I'm Erin, a VA and a virtual assistant coach. I escaped the confines of the corporate office in 2012, and I have never looked back! Now I work from anywhere, when I want to—and with clients who make me feel excited to get up every day.I've helped over 32,000 students start their own virtual assistant businesses. My goal is to help you find the clarity you need to build the business you deserve—in half the time!

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