Remove Business Cards Remove Expenses Remove Forms Remove Report
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The Welcome Package – Turning New Clients Into Loyal Clients

Step It Up VA Coaching

Once you get the template in place, it doesn’t take a lot of time to pull one together, and it’s not expensive to do, but it sends a very clear message that you are serious about that relationship, and your new client will respect and appreciate that. Another important piece I always include in my packages is the New Client Intake form.

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The Welcome Package – Turning New Clients Into Loyal Clients

Step It Up VA Coaching

Once you get the template in place, it doesn’t take a lot of time to pull one together, and it’s not expensive to do, but it sends a very clear message that you are serious about that relationship, and your new client will respect and appreciate that. Another important piece I always include in my packages is the New Client Intake form.

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The ultimate app guide for assistants

Practically Perfect PA

This app is slightly expensive but worth paying for if your manager travels a lot. I use the website all the time, not just for planning travel but also for expenses, so it is helpful having the app on my phone. Hand over the iPad to a guest who can then fill in a form with their details, take a photo and sign an agreement.

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How To Manage Your Receipts

Brilliantly Better

But one of the things I didn’t mention in that post, mainly because I didn’t know much about it at that time, was about the practical side of the… expenses. In other words, it does the dirty work for you, transcribing your unordered piles of paper into meaningful reports. Not the money itself, but the receipts. Namely, receipts.

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Free Blog Posts | Men With Pens

Men With Pens

It was free because it was idle; it wasn’t supposed to be the sort of business expertise that many companies would shell out good money for in the form of a consultant. But business blogs started to grow and then became essential, and all the while no one stopped to think, “Wait a minute. Reverse order by date?

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