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New Client Onboarding

Our new client onboarding process is designed to ensure a smooth and efficient transition for our clients as they begin utilizing our services. There follows an overview of our client onboarding process:

Initial Consultation: We start by scheduling an initial consultation with the client. This can be done via video call, phone, or in-person, depending on the client’s preference and location. During this consultation, we aim to gather information about the client’s specific needs, goals, and expectations from our virtual assistant services.

Service Proposal: Based on the information gathered during the initial consultation, we prepare a detailed service proposal. The proposal outlines the specific virtual assistant services we will provide, including tasks, hours, and pricing. It also includes any additional terms and conditions relevant to the client’s engagement with our agency.

Agreement and Contract: Once the client has reviewed and approved the service proposal, we move forward with the agreement and contract phase. We provide the client with a formal agreement that outlines the scope of work, billing terms, confidentiality provisions, and other relevant details. The client signs the agreement to formalize our working relationship.

Discovery and Onboarding Questionnaire: To gain a deeper understanding of the client’s business and requirements, we provide a discovery and onboarding questionnaire. This questionnaire covers various aspects, such as the client’s industry, target audience, preferred communication channels, tools and software used, and any specific guidelines or preferences they have for our virtual assistants.

Virtual Assistant Matching: Based on the information gathered from the discovery questionnaire, we carefully match the client with virtual assistants from our team who possess the necessary skills, experience, and expertise to meet the client’s specific needs. We consider factors such as availability, language proficiency, and industry knowledge.

Introduction and Training: Once the virtual assistant(s) is assigned, we arrange an introductory call or meeting between the client and the assigned virtual assistant(s). This allows the client and virtual assistant(s) to get acquainted, discuss specific tasks and expectations, and establish effective communication channels. We also provide any necessary training to ensure that the virtual assistant(s) are well-equipped to handle the client’s tasks.

Ongoing Support and Communication: Throughout the onboarding process and beyond, we maintain open lines of communication with the client. We encourage regular check-ins and feedback sessions to ensure that the client’s needs are being met and to address any concerns or adjustments required. Our team remains available to provide ongoing support and assistance as needed.

Performance Monitoring and Evaluation: We closely monitor the performance of our virtual assistants and regularly evaluate their work to ensure high-quality service delivery. This includes tracking task completion, responsiveness, and adherence to client guidelines. Feedback and performance reports are shared with the client to maintain transparency and continuously improve our services.


By adhering to this comprehensive onboarding process, where practically achievable, we will establish a strong foundation for a successful and collaborative partnership with our clients, enabling them to maximize the benefits of our virtual assistant services.