- $97 or 2 monthly payments of $49
Onboarding & Off-Boarding Like a Badass
- Course
- 17 Lessons
This course is for the virtual assistant who is ready to elevate their onboarding and off-boarding process.
Get ready to onboard and off-board your clients seamlessly and efficiently to get you more leads and more income with ease.
Starting a business gets to be easy.
Contents
Start Here 🏁
All Things Onboarding
Intake Form Q's [CONTENT]
On Boarding Checklist [PDF]
On Boarding Email Template [CONTENT]
Contract/Agreements Template [CONTENT]
HoneyBook and Why It's the BEST [CONTENT]
Payments + Invoicing
How to Create a PayPal Subscription [VIDEO CONTENT]
How to Create a One Time PayPal Link [VIDEO CONTENT]
Invoicing [CONTENT]
Calendars 📆
Google Calendar (Individuals & Groups) [VIDEO CONTENT]
Scheduling - How to Use Acuity [VIDEO CONTENT]
Scheduling - How to Use Calendy [VIDEO CONTENT]
All Things Off-Boarding
Scaling UP vs Scaling DOWN [CONTENT]
Off-boarding Checklist [CONTENT]
Off-Boarding Email Template [CONTENT]
Off-boarding/Testimonial Form Q's [CONTENT]
BONUSES 🔥
Share Passwords with your team with Lastpass [VIDEO CONTENT]