Get organized this year with this “First 30 Days with a Client” mini pack. Includes 8 forms and templates – use one or use them all!
Intake form – you can use this form during your get acquainted call or during a follow-up call.
Once you agree to work together, send the Welcome kit to include Welcome Letter, Payment arrangement form, First 30 Days Business Goals Worksheet, Client Invoice (or receipt if they’ve already paid), Client Agreement, and VA Success Guidelines
You can use the Client Call Notes whenever you have a scheduled call together.
If you provide monthly strategy calls with your client, you can also modify the First 30 Days Business Goals Worksheet and use it as a Monthly Goals and Actions Worksheet to work from. First, you use the client Call Notes sheet to take notes during the call and then you translate that into the Goals and Actions that you can tackle during the month.