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The Successful VA Client Management Kit

Are you tired of trying to figure out how to give your clients the best experience? Well, we have great news for you! 

Our Successful VA Client Management Kit has just what you need to onboard your next client.

We included the following templates:

  • Contact Form for your prospects to complete
  • Discovery Call questions to ask your prospects
  • Proposal to outline what you can offer your prospect
  • Contract outlining what you will offer your new client (after he/she agrees to the proposal)
  • Welcome Packet to provide all the necessary details before you get down to work
  • Referral Letter for your client to help you find more clients
  • Testimonial Request Letter to spread the love about how amazing you are 

...and many more!

Here's what one customer shared:

“This product helped me in getting some important documents in place for me business and ensure my client's experience is smooth and engaging to my clients.”

~Tricia from Island Girl Virtual Solutions~

Visit her site


6 Modules

Client Recruitment

You want to attract the right clients, don't you? Then, these client recruitment templates will help you do just that. 

Client Onboarding

Onboard your clients with ease with these templates!

Client Retention

What if your clients are so satisfied with their project that they want to hire you again? Or, their friends would love to work with you?

Don’t wait for them to ask; use these templates so you're always one step ahead. 

Bonus Items

Who doesn't love a bonus...or 2...or even 3! In fact, we just might throw in new items as we have more amazing stuff to share. So, keep checking for updates 😉

Next Steps

After all is said and done, where do we go from here? Check us on the inside for further details.

Modules for this product 6
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