@blorp.1956
Amazing! I am just starting up and was about to start writing a whole onboarding manual from scratch, you saved me a lot of time haha
@WeAreIndy
Thanks for all the love, Erin! We really appreciate the shout-out. Keep crushing it 💪
@ninito414
Erin, this was gold. Many VAs aren't business people so they don't necessarily know how to run it in a client-friendly way. It's good to see a peer in this work reaffirm my approach because I have my concerns about this [same approach I've been taking] but hearing you explain why you do things this way makes sense but my god I hate the inefficiency of it. Though, it's true. It builds rapport and gives the client a chance to collab and see how you work before they move on without you due to the potentially tedious onboarding process. This video is helping me re-think how I'm going to adjust my onboarding process. Thank you so much for sharing your digital copies💰💰💰-17yr Virtual EA/PA/Admin Specialist
@monicamcleod5556
Thank you, thank you, thank you!!! I have been overthinking and overwhelming myself with how I want to onboard my clients. Literally this was holding me back from launching.
@damosdef
Brilliant! Looove your straight forward content 🌼 KISS… keep it super simple 😊
@onewaytikt
Amen, I'm working through a VA company at the moment and the documentation they want the client to complete through onboarding is so so convoluted, repetitive and laborious. Hold the clients hand with the extra info and do the work for them.
@Godsdaughterymap90
I love your videos Erin. I thank you because I go over it thinking how I am going to start and get clients, but with every video I get to watch from you , I learn more.
@martinecunningham7434
Thank you. This is so simple and suits me so much better than some suggestions such as Dubsado, Honeybook etc.
@AnggiSahamCantik
Ah, thx so much for sharing this Erin. I am not a VA, but I use almost the same freelance writing onboarding process. I always thought, my onboarding process is not 'fancy' enough 🤣
@autumnequinox21
Thank you so much! ❤️ I really need this now.
@aylyn
I love you Girl!!🤩I like your content!!
@TheTikiGirl
This client onboarding is so helpful thank you. How do you start at the beginning for them to do a jump call with you? Did they find you on linkendin or your website? Do you have a lead form with a questionnaire for them to fill out first before they jumped on a call with you? What are the beginning steps before the call? Can you please provide that info for first time VA's. thank you!
@beverlyvega561
This is what I need right now. Thanks Erin I am currently starting a new Job as an EA and my client doesn't even know what to do and I'm afraid I'm gonna lose this chance of work.
@winonarunsca6964
That color suites you 👌🏻
@TheTikiGirl
This is so helpful and affordable to use INDY. I will try it out
@thedaringmama
Thank you so much, Erin; so simple to implement.
@Consultelainewilliams
Thank you. I love how super simple this is.
@Chanel1222NYC
Thanks so much for this!
@WriteLight3
2:14 3rd video I've watched. Subscribed (the hair flip cracked me up).
@Alexandervos100