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Contracts, Invoices, and Onboarding for Virtual Assistants
#1
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Published 6/2023
Created by Erin Booth
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Genre: eLearning | Language: English | Duration: 17 Lectures ( 46m ) | Size: 652 MB

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

[b]What you'll learn[/b]
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

[b]Requirements[/b]
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.

[b]Description[/b]
Welcome to the course, Mastering Contracts, Invoices, and Onboarding for Virtual Assistants!Has this been your onboarding process? 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 processHow to write and send contracts that protect both you and the clientBest practices for receiving payments and managing invoicesHow to set up systems and processes to streamline your client onboarding and contract processBy 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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