Once upon a time, in a virtual town far, far away, there lived a woman named Becky. A diligent CPA and the proprietor of a company known as AccountAbility, Inc.
Becky found herself buried in a mountain of work and yearned for extra hands to lighten her load.
In her quest for an “Admin Extraordinaire,” she turned to the enchanted realm of social media.
Becky’s request for an admin stirred the curiosity of many, but it was the referral from an old friend and fellow worker, Lily, that added a touch of magic to this tale.
Lily’s sister, Maritza, owned a business called The Grateful VA – a magical haven where virtual assistance was provided with a heart brimming with joy.
That was as close to an “Admin Extraordinaire” as anyone was going to get.
Grateful for Lily’s magical referral, Becky reached out to Maritza, The Grateful VA, hoping to experience the promised “service with a happy heart.”
Their initial communication unfolded through enchanted scrolls (emails), and a magical virtual consultation was scheduled where Becky shared her needs and desires.
The meeting went well and Becky and Maritza chose to embark on a collaborative quest.
In the enchanted realm of The Grateful VA, a magical payment method known as the Debit Card System was employed. Becky acquired a magical debit card containing hours of “worktime” and with this currency purchased, Becky began her journey.
Upon receiving her first magical debit card payment, Maritza initiated the “Onboarding a New Client Process,” which commenced with the delivery of a Welcome Email.
The email included a warm welcome, sharing how excited Maritza was to work with Becky and explaining her hours of operation, the best way of communicating with her, and how the debit card system worked.
Next, Maritza bestowed upon Becky a new client welcome gift, and as a token of gratitude to Lily, a referral gift was sent forth.
She then added Becky’s contact information to her CRM (Hubspot), added her name to her time tracking software (Toggl), created a folder for her in her filing system (Dropbox), added her to her project management software (Trello), added Becky’s email to her email list (Mailchimp), added Becky’s info to her client rate sheet, and established connections on LinkedIn and other social scrolls.
Lastly, Maritza sent Becky a copy of her W9, a document to aid her in the realm of taxes.
Then Maritza got to work.
Together, she and Becky commenced their collaboration, forging a strong bond through virtual check-ins and open communication. Their harmonious partnership allowed for swift adjustments, ensuring that Maritza’s magical support seamlessly aligned with Becky’s evolving needs.
The End
WAIT, I can’t end this tale without the magical fairytale ending:
“And they collaborated together happily ever after!”
THE END
Onboarding a new client is not as silly as this not-so-fairytale tale, but it’s a straightforward process crucial for your business. It sets the tone for your collaboration and establishes a strong foundation!