Providing a Client Welcome Packet as a Virtual Assistant lets your clients know what service and results to expect. You can impress your new clients by laying out all the details of working together and answering their questions before they even ask.
Present a polished image and clear policies so your clients know what they can expect from you and what is expected of them. This bundle includes a client survey that is geared toward gathering the necessary information to onboard new clients.
You can also simplify the back end of your business with the Virtual Assistant contract template, multiple timeline options, prospective budget template, and an invoice.
- These designs are editable, intuitively laid out, and feature a modern, sophisticated vibe
- You can easily change fonts, text, colors, sizes, pictures and more all in the free version of Canva
- All the images included in the template are free for commercial-use (unsplash and pexels) so leave them if you like or easily replace them with your own
- Includes my Easy Editing Guide to walk you through the basic of using Canva to easily edit your template
- BONUS detailed instructions for how to make your pages into editable PDFs your clients can type on
All of this is laid out in a neutral, modern design that you can change to fit your brand or choose to leave as-is and just add your content. Simply plug in your text and content to the pre-formatted pages and choose the layouts and pages you like best.
• 36 template pages to edit in Canva
• 8 page contract template to edit in Google Docs
• Size: US letter + A4 (can be resized to any size with Canva Pro)
👉Get matching virtual assistant Instagram templates! 👈
✔️ Use in your business or for personal use. Click here for the full usage guidelines.
W H O A R E T H E S E F O R ?
These are the perfect marketing tools for virtual assistants, VA remote workers, and any service business owner looking for easy client onboarding, forms, worksheets, branding tools, and resources to add value to their client experience.
