Course Description

Essential tools & templates to manage your existing clients and onboard new clients (turning your clients into fans!).

Includes:


  •  Consultation Form
 Want to capture all the relevant information you can about a client? Our form contains all the areas you need to cover off – easy!
  • Client Discovery Call Script
 Everything you need to speak effectively with your potential clients and bring them on board!
  • Client Proposal Template
 Looking to nail that proposal and win your client? We have done the hard work for you!
  • Foolproof Follow-up Process
 Potential client gone quiet? It can be hard to know what to do in that situation. Our follow up process is one we have used for six years to ensure that we nurture potential clients successfully into paying clients.
  • Client Onboarding Checklist
 Be ready to onboard your client, and know exactly what you need in place with our handy checklist
  • Client Onboarding Pack
 Get your new client on board in the smoothest, easiest and most professional way! Outline your way of working so that you are both clear.
  • Client Review Form
 Time for that essential client review? Use our handy template to ensure you can focus on the growth of your relationship, serving your clients needs and gaining a testimonial!
  • Rate Increase Email Template
 Email your clients and effectively and easily inform them of your forthcoming rate increases – stress free!
  • Client Feedback Form
 Ensure you gain the best and most constructive feedback from your clients using our pre-built form.
  • Firing a Client Email Template
 Ensure you gain the best and most constructive feedback from your clients using our pre-built form.

Worth over £300 together, grab your bundle today for just £77!


Association of Professional Virtual Assistants

At the APVA we are proud to be the leading industry body and Association pioneering the setting of VA industry standards, accrediting VAs and helping businesses find the safe pair of hands they need.  We are passionate about changing the face of the VA industry, and supporting the global VA industry as it grows.If you are looking for a top class VA, want to become a VA or are a highly skilled VA looking for accreditation and professional development, then the APVA is for you.

Course curriculum

  • 1

    Client Management Bundle

    • Client Consultation Form

    • Client Review Form

    • Firing a Client Email

    • Rate Increase Email

    • Fool-proof Follow up Process

    • Onboarding Pack - way of working

    • Client Discovery Call Script

    • Client feedback form

    • Client Onboading Checklist

    • Client Proposal Template