Client Onboarding: Working Guidelines Template
The “How I Work” slide deck template that every Virtual Assistant needs for their client onboarding process. This slide deck is what I send to my new virtual assistant clients during the onboarding process to outline their next steps, what they can expect from our working relationship, and tips for maximizing our time together. It also covers communication standards, how to schedule calls, how to hand off tasks, vacation arrangements, and more.
This template has been created and requires a Canva account to be edited.
This template includes text prompts that you can edit to reflect your working standards and processes.
**This purchase is non-refundable due to the digital nature of this product**
The “How I Work” slide deck template that every Virtual Assistant needs for their client onboarding process. This slide deck is what I send to my new virtual assistant clients during the onboarding process to outline their next steps, what they can expect from our working relationship, and tips for maximizing our time together. It also covers communication standards, how to schedule calls, how to hand off tasks, vacation arrangements, and more.
This template has been created and requires a Canva account to be edited.
This template includes text prompts that you can edit to reflect your working standards and processes.
**This purchase is non-refundable due to the digital nature of this product**
The “How I Work” slide deck template that every Virtual Assistant needs for their client onboarding process. This slide deck is what I send to my new virtual assistant clients during the onboarding process to outline their next steps, what they can expect from our working relationship, and tips for maximizing our time together. It also covers communication standards, how to schedule calls, how to hand off tasks, vacation arrangements, and more.
This template has been created and requires a Canva account to be edited.
This template includes text prompts that you can edit to reflect your working standards and processes.
**This purchase is non-refundable due to the digital nature of this product**