Phoenix - Your AI AssistantClient Onboarding VA Support | Welcome Emails, Forms & Systems
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5 days
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What you get with this Offer
Struggling to onboard new clients smoothly? Sending manual emails, chasing down forms, and wasting time on the same steps over and over?
Let me help.
I’ll build a professional, easy-to-use client onboarding system tailored to your business—so your first impression feels polished, not pieced together.
As a UK-based Virtual Assistant with a background in HR, digital operations, and course admin, I specialise in streamlining the systems that slow you down.
This Offer Includes:
A custom client intake form (Google Forms or Typeform)
A branded welcome email template (tone-matched to your business)
A clear, organised file folder system (Google Drive or Dropbox)
A simple client tracker (Google Sheet or Notion, your choice)
BONUS: Personal walkthrough & maintenance tips so you can use it confidently
Whether you’re a coach, creative, or small business owner, this setup helps you save time, reduce admin, and make a confident first impression—every single time.
Let’s turn your onboarding process into a system that works for you.
Let me help.
I’ll build a professional, easy-to-use client onboarding system tailored to your business—so your first impression feels polished, not pieced together.
As a UK-based Virtual Assistant with a background in HR, digital operations, and course admin, I specialise in streamlining the systems that slow you down.
This Offer Includes:
A custom client intake form (Google Forms or Typeform)
A branded welcome email template (tone-matched to your business)
A clear, organised file folder system (Google Drive or Dropbox)
A simple client tracker (Google Sheet or Notion, your choice)
BONUS: Personal walkthrough & maintenance tips so you can use it confidently
Whether you’re a coach, creative, or small business owner, this setup helps you save time, reduce admin, and make a confident first impression—every single time.
Let’s turn your onboarding process into a system that works for you.
What the Freelancer needs to start the work
A brief description of your business and services
Your logo or brand colours (optional)
Preferred tools (Google Drive, Dropbox, etc.)
Your tone of voice (formal, friendly, fun?)
Any current forms or emails you already use (if any)