How I Onboard My Clients

(1 Reviews)

Duration 1 h 23 m 32 s

How I Onboard My Clients

About Course

Sobrang importante ng Client Onboarding Process kasi dito makikita ng client mo kung gaano ka kaorganized.
During this experience, maeencounter niya if...
you're missing anything...
organized ka ba...
maayos ka bang kausap...
secured ba siya on your end?
Since masipag tayo this week, and I had time to onboard a new client, I'll share my process with you!
In this webinar, you'll learn:
  • how I find clients (sneak peek)
  • how I pitched to this client (may sample promise)
  • what happened during the discovery call and what things did I ask
  • drafting a service agreement (sneak peek)
  • How I make it easy for a client to sign my document (using a FREE tool you can use)
  • What to include in an invoice
  • Pointers when onboarding a client
  • How to organize everything in a project management board
And sooooo much more! Ang hilig ko pa namang magdrop ng golden nuggets here and there so, I hope you stay with me until the end 😍

Course content

videoHow do I onboard my clients?1 h 23 m 32 s
Isaac David

Isaac David

Founder, PH Freelancers & VAs Community

Course Instructor

Isaac created the PHFVAC to help Filipinos discover more opportunities than just their regular 9-5 jobs, land clients that will improve their quality of life by opening doors to more than a single stream of income, and understand their worth: that they can charge more than what they know regardless of their race and location. 

He also created the PHFVAC to provide a support system to Filipino Freelancers and Virtual Assistants that will allow them to share their thoughts, experiences, and wins. He built the community for members to meet new virtual friends from all over the Philippines, share value, and potentially earn from their connections.