Turn Enquiries Into Paying Clients (Without losing your sh*t)
Excitement - an enquiry has come in. A potential client needs a VA and wants to chat. What do you do?
You don't wing the discovery call and fumble your way through the onboarding process, that's what.
You simply download my guide, hold a phenomenally impressive consultation, land the client, and then onboard them like a boss.
This guide is perfect for new VAs landing their first clients, experienced VAs who want to systematise their process, and anyone tired of chaotic onboarding experiences.
It will save you time, eliminate errors, and make you look like a pro even if you're a total noob.
The Consultation (Disco Call) Section Includes:
* A pre-call research checklist – spot red flags before you waste your time.
* A conversation framework that positions you as the expert.
* Ten essential questions to find out what clients really need.
* Advice on how to discuss rates and payment terms without feeling ick or awkward.
* Professional closing techniques that lead to signed contracts.
The Client Onboarding Section Includes:
* A 26-point checklist covering everything you need to work together.
* Detailed notes for each step so you don't forget anything important.
* A ready-to-use client onboarding email template.
* A financial setup guide covering payment terms, invoicing, and late fee policies.
* System access protocols for passwords, platforms, and collaboration.
Save hours of time with a ready-made template and checklist.
Look like a professional VA from day one – even if it's your first client
Avoid costly mistakes that could damage the client relationship.
Set clear boundaries that prevent scope creep and late payments.
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