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Bring on New Clients with a Killer Onboarding Process
Season 2 · Episode 138

Bring on New Clients with a Killer Onboarding Process

The Teacher Pivot · Aubree Malick | Teacher Transition

September 27, 202118m 44s

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Show Notes

When I first got started in my VA business, I would just fly by the seat of my pants but that gets harder as you grow. So let me help you streamline your business so you can convert more clients & reach your goals!

 

Onboarding a client starts before contracts are signed, it really helps shape a first impression of how you run your business and the value you can provide. Plus, we can set up these systems to run on autopilot, and who doesn’t want that?!

 

In this episode, you will learn: 

  • Why you need an onboarding process
  • How to create a duplicatable system to cut out the overwhelm
  • 6 steps for setting up your onboarding process
  • What tools to use to help streamline & stress less

  

Links Mentioned in this Episode: 

https://www.and.co/

Join the VA Prep Accelerator Waitlist: aubreemalick.com/join-accelerator

 

Other Resources: 

Want my step-by-step guide on how to start your VA business today? Grab The Prep which will show you exactly how to set up and start your business! You will get instant access to the digital product so you don't have to wait any longer to start! 

Join here >> aubreemalick.com/theprep

 

Looking to scale your freelancing business to 5k/month and want to join the Freelancer to CEO Academy? Jump into our signature program: aubreemalick.com/academy

 Join the Freelancer to CEO Podcast Community on Facebook

  

If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role! 

 

Connect with me on Instagram: @aubreemalick