policies and procedures

How to Onboard Clients (the Right Way!)

by Tracey D'Aviero
September 28, 2018November 15, 2018

First impressions matter, in every relationship – but especially in business. When a client has paid you money or agreed to work with you, their expectations kick into gear immediately. If you aren’t providing a great first impression, you could be losing a bit of your client’s trust before you even start working together. Have you developed a great onboarding process for your new clients? If you haven’t, I have some great tips for you. Your process for onboarding clients should be all about clarity and communication. 1. Send a welcome letter or email. Once a client agrees to work with you, clearly outline what comes next for them. Be succinct in your emails – try not to get too… Read More »How to Onboard Clients (the Right Way!)

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Boundaries Help You Build a Better VA Business

by Tracey D'Aviero
August 24, 2012February 21, 2018

“You teach people how to treat you.” Boundaries are essential to any successful business. There are boundaries that are necessary for many parts of your business, but in terms of client boundaries, you need to really think about many things, and you need to set your own policies or boundaries to manage the different personalities that will be working within your business. It’s critical in a virtual business when you are working with more than one client, to be able to articulate how you work with your clients. It’s true that you teach people how to treat you – by the way you set them up, by the way you interact with them, and by the way you react to… Read More »Boundaries Help You Build a Better VA Business

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