6 Key Elements of a Kick-Ass Onboarding Process

No matter what type of VA you are or what niche of clients you work with, having a kick-ass onboarding process is essential to building a strong customer relationship and getting yourself and your new client set up for success. 

Without an onboarding process, ⁠you’ll likely feel like a fish out of water, trying to figure out what questions to ask a potential new client, making a to-do list of things to do next,  and waking up at 3 am freaking out because you can’t remember if you sent that proposal or not. 

The key to setting up a positive working relationship from the get-go is to nail your onboarding process and make it seamless.

Plus, it’ll save you a ton of time and stress knowing your system is rock-solid and easy to execute. 

A kick-ass onboarding system can even help you land more clients. The more organized and easy you make it on them, even from the initial communication, the more trust they’ll have in you that you can get shit done in their business.

Here are the 6 key elements we use to create a kick-ass onboarding process:

  • Use a platform like Dubsado to make the entire process automated and streamlined. 

  • Send new client prospects an inquiry form. Your prospect will complete a form which populates directly into your Dubsado dashboard. An email is automatically sent with an outline of services for them to review.⁠

  • Make a to-do list.  After the welcome email is sent, Dubsado can populate a to-do list for your next steps. ⁠

  • Schedule a call. A follow-up email is then sent to schedule a call to discuss the best package for them. ⁠

  • Send the proposal. You can automatically send a proposal after your call right from Dubsado. ⁠

  • Send the contract and collect your first payment. Once they select their package in the proposal, they can automatically sign, pay and get started!⁠

  • BONUS: Grab a glass of champagne and celebrate landing your new client, you kick-ass entrepreneur!

Dubsado is truly a dream for making your entire onboarding process friction-less and easy to implement. 

If you’re ready to invest in the right tools and level up all of your processes so you can get more shit done and help more people, click here to join The Foundation course!