Fastest Onboarding Process for New Clients (For Freelancers)

Fastest Onboarding Process for New Clients (For Freelancers)
Have you thought about what to do after your client says “yes?” In this video, I’m sharing my seamless onboarding process for bringing on clients.
In this video you’ll learn:
✨ What to do after your discovery call
✨ My pro-tip for getting paid FAST
✨ A seamless, repeatable process you can use on EVERY client
WHO AM I?
I’m Abbey Ashley and I teach Virtual Assistants how to start their very own remote, service-based business from SCRATCH. I started as a Virtual Assistant in 2015 with NO idea what I was doing - and I was able to FULLY book out my services in just 30 days. I want to teach YOU how to do the same thing so you can live a life you love with a career you enjoy and are passionate about.
0:00 Intro
0:20 My streamlined onboarding process
0:31 I'm Abbey Ashley
1:45 The importance of your onboarding process
2:21 Step #1
2:49 Have a list of questions prepared
3:33 Step #2
4:25 Bonus tip
5:00 Step #3
6:15 Walk yourself through your process
7:38 Check out the VA Savvies Facebook Community
7:56 Outro
RESOURCES MENTIONED:
GRAB YOUR FREE VIRTUAL ASSISTANT CHECKLIST & STARTER KIT
thevirtualsavvy.lpages.co/che...
JOIN A FREE COMMUNITY of aspiring and current Virtual Assistants (over 60,000 members!)
groups/vasavvies
LASTPASS
www.lastpass.com/
DASHLANE
www.dashlane.com/
DUBSADO
www.dubsado.com/?c=virtualsavvy
HONEYBOOK
www.honeybook.com/
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_____________________________________
SAY “HI” ON SOCIAL 👋👋
Facebook: thevirtualsavvy.com/facebook
Facebook Group for VAs: / vasavvies
Instagram: / thevirtualsavvy
Pinterest: / thevirtualsavvy

[@kristygarzell]

Abbey, you're a hoot. That wrap up was amazing! 🔥😂

[@brittanymorgan2923]

You are the essence of fun. It seems all less scary when you talk about it :P

[@nordiawilliams7028]

Great tips Abbey!! Thank you for sharing!

[@thevirtualsavvy]

So glad you enjoyed the video! :)

[@gugulethuntsobe6429]

Thank you Abbey for this!!!

[@thevirtualsavvy]

You're so welcome!

[@ladygayledatu7153]

Thank you, Abbey! I'm so glad I found you! I finally got it.

[@thevirtualsavvy]

YAY! So glad you're here!

[@susangitau9674]

Thanks Abby, very helpful information!

[@thevirtualsavvy]

You're so welcome! Glad you enjoyed the video!

[@tessieudoh3772]

Abbey on the go!🥰 I think I'm the first here today 😁

[@blueninja]

Great video thanks for the tips, we do some of these but need to get them all in one place, thanks for sharing

[@thevirtualsavvy]

Awesome! You're so welcome!

[@aquilamariyah2137]

No I do not have an onboarding process, working on that now. Thanks for the video, it was very helpful.

[@thevirtualsavvy]

Awesome! So glad you enjoyed the video!

[@Msgordana]

Thank you Abby for your practical advice (as always) and unbelievable energy❣️

[@thevirtualsavvy]

Thank you so much!

[@tyrellknox8349]

Thank you so much

[@paulashley3732]

Absolutely awesome thank you so much for the ending 😂

[@thevirtualsavvy]

So glad you enjoyed it!!

[@letsgoviral777]

Thank you, Abby!

[@thevirtualsavvy]

You're welcome! Thanks for watching!

[@aghugg5921]

Very good information 😊

[@thevirtualsavvy]

I'm glad you've found it helpful!

[@matsumoto-kuntv3761]

Abby Thank you dear! You are such an inspiration! I have experience with Fortune500 companies working on cust service and back office and your content help me convinced me to be my own Boss! Keep on inspiring us Abby!

[@thevirtualsavvy]

LOVE THIS!! So glad you enjoyed the video!

[@matsumoto-kuntv3761]

@@thevirtualsavvy lots of love from the Philippines!!!!

[@renosance8941]

8:01 What's the name of the background song? I've been looking for that song for a while! 😅 haha Great video!

[@thevirtualsavvy]

I think it's C'Mon n' Ride It (The Train) by Quad City DJ's

[@munchkinm6929]

Hilarious thanks I needed the laugh

[@thevirtualsavvy]

😂 You're welcome! Thanks for watching!

[@reneegarrin8127]

This was great, thank you! QQ - Do you charge for the kickoff call? Or is this cost built into the package you are offering? OR - is this just part of doing business?

[@thevirtualsavvy]

Yes! You'll want to make sure you're getting paid for the kickoff call!

[@dorisdaye8188]

I would love to join your community for support and to gain courage; but I don't have a social media page. Do you have any other way to join your group?

[@thevirtualsavvy]

For job opps, we have a new Freelancer marketing place coming soon! You can join the waitlist here: hellosavvy.com

[@dorisdaye8188]

@@thevirtualsavvy thanks I just put myself on waiting list. You are a true gem! God bless

[@ohafeez26]

Hi Abbey mam I really need to learn some techniques and I want to know how I can get clients

[@thevirtualsavvy]

Awesome!! I have a TON of resources on thevirtualsavvy.com that can help you get started! Also, you can check out my free 60 minute Become A Booked Out Virtual Assistant training...this goes in depth about how to start landing clients! You can check it out here: thevirtualsavvy.com/bbo

[@ohafeez26]

@@thevirtualsavvy thanks mam definitely I will look up there

[@knuttlaarsen7218]

Don't know how I bumped onto this. All in all GREAT video 🙌🙌. I also have been watching those rather similar from mStarTutorials and kinda wonder how you guys make these vids. MSTAR TUTORIALS also had amazing info about similiar things on his channel.

[@RobinCarterRockinRobinVA]

I kind of have an onboarding process, but I am not confident with it. I don't like it. So, no!

[@thevirtualsavvy]

No worries! There's always time to practice and change things in your processes! :)