Simple Contracts & Onboarding for Virtual Assistants
Simple Contracts & Onboarding for Virtual Assistants, available at $59.99, has an average rating of 4.55, with 17 lectures, based on 41 reviews, and has 199 subscribers.
You will learn about Understand what to include in a freelance contract (and where to find them) Understand the different ways to accept payment Learn how to simplify an onboarding process without overwhelming your client Develop effective communication skills and learn how to troubleshoot typical problems with clients This course is ideal for individuals who are Beginner, new, or intermediate virtual assistants. It is particularly useful for Beginner, new, or intermediate virtual assistants.
Enroll now: Simple Contracts & Onboarding for Virtual Assistants
Summary
Title: Simple Contracts & Onboarding for Virtual Assistants
Price: $59.99
Average Rating: 4.55
Number of Lectures: 17
Number of Published Lectures: 17
Number of Curriculum Items: 17
Number of Published Curriculum Objects: 17
Original Price: $19.99
Quality Status: approved
Status: Live
What You Will Learn
- Understand what to include in a freelance contract (and where to find them)
- Understand the different ways to accept payment
- Learn how to simplify an onboarding process without overwhelming your client
- Develop effective communication skills and learn how to troubleshoot typical problems with clients
Who Should Attend
- Beginner, new, or intermediate virtual assistants.
Target Audiences
- Beginner, new, or intermediate virtual assistants.
Welcome to the course, Mastering Contracts, Invoices, and Onboarding for Virtual Assistants!
Has this been your onboarding process? A client expresses interest in working with you. You get excited and send them 50 questions that you ask them to answer before you start working together. You might have even included an eBook about how you work. And then you never hear from the client again.
What happened?
If this has happened to you before then this course is for you! By the end of the course, you will have a simple and straightforward onboarding processthat doesn’t overwhelm your client at all.
The truth is, most of the onboarding efforts are done in the background by you. It’s writing an effective contract to protect yourself, it’s setting up your payment system, and it’s a simple welcome email to get your client up to speed.
With this course, you will learn:
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How to effectively communicate with clients to ensure a smooth onboarding process
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How to write and send contracts that protect both you and the client
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Best practices for receiving payments and managing invoices
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How to set up systems and processes to streamline your client onboarding and contract process
By the end of this course, you will have the tools, knowledge, and confidence to smoothly onboard clients and handle contracts like a boss.
No more getting ghosted by clients. No more spending hours creating eBooks that clients don’t ever read. Together, let’s simplify the process and get you working!
Course Curriculum
Chapter 1: Introduction
Lecture 1: Is this course right for you?
Lecture 2: Download your simple checklist
Lecture 3: Course FAQ
Chapter 2: Contracts Protect Both You and the Client
Lecture 1: Understanding the purpose of a contract
Lecture 2: Contract options
Lecture 3: Key components of a contract + NDAs
Lecture 4: Indy walkthrough
Lecture 5: Troubleshooting: When contracts are not honored
Chapter 3: Best Practices for Receiving Payments and Managing Invoices
Lecture 1: Setting up payment systems and options
Lecture 2: Creating and managing invoices
Lecture 3: Troubleshooting: Navigating client payment disputes
Chapter 4: Understanding the Client Onboarding Process
Lecture 1: Defining the client onboarding process
Lecture 2: Download: Onboarding welcome email
Lecture 3: Download: Information gathering information
Lecture 4: Troubleshooting: When clients go missing
Chapter 5: Putting It All Together: Your Personalized Onboarding Process
Lecture 1: Identifying opportunities for improvement
Lecture 2: What's next?
Instructors
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Erin Booth
Helping you build a profitable VA business from Day 1!
Rating Distribution
- 1 stars: 1 votes
- 2 stars: 0 votes
- 3 stars: 2 votes
- 4 stars: 8 votes
- 5 stars: 30 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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