Manage every client relationship with confidence, from first enquiry to final invoice.
Every potential new client starts with excitement, and then the nerves start to creep in.
How do you handle the discovery call? What actually needs to go in a contract? What happens when a client pushes past their agreed hours?
Winging it works until it doesn't, and by then you've usually got a client walking all over your boundaries or a payment you're chasing for the third time.
That's exactly why we created VA Business: Client Management.
One practical training covering the full client journey, discovery calls, proposals, contracts, invoicing, secure systems, boundaries and offboarding, so you always know what to do next.
A messy client relationship costs more than just time
An unclear contract, a scope creep you didn't catch early, or a late payment you're too polite to chase properly costs you time, money, and confidence.
This training takes the guesswork out of managing clients professionally, from onboarding to offboarding.
Imagine feeling confident because...
- You know exactly what to say on a discovery call.
- Your contracts and proposals protect you properly.
- You get paid on time, every time.
- Your systems and passwords are properly secure.
- Your working hours stay your own.
- You know how to offboard a client properly, no loose ends.
That's exactly what VA Business: Client Management is designed to help you achieve.
What's inside Client Management?
Written to follow the real client journey, start to finish, so you always know what stage you're at and what to do next.
The Full Client Journey
The Enquiry & Discovery Call
From appointment scheduling to closing the call with confidence, including how to spot red flags and handle tricky clients before they become a problem.
Proposals, Contracts & Invoicing
How to put together a proposal that gets signed, what needs to be in your contract, and how to invoice properly, including what to do about late payers and non-payers.
Secure Access & Systems
Password managers, working around 2FA safely, and setting up a CRM that actually keeps your client relationships organised.
Operational Boundaries
Set your working hours, turnaround times and communication channels so clients know what to expect, and stick to it.
Evolution & Scope Creep
Spot scope creep before it eats your week, know when to bring in associate VAs, and collect testimonials that bring in more work.
Reviews & Offboarding
Run a proper 90-day review, and handle offboarding professionally, from notice periods through to the final invoice.
More than just a written training
The training also includes practical resources to help you put it into action straight away.
Including:
- Discovery Call prep checklist
- Proposal & contract checklist
- 90-Day Review template
- Offboarding checklist
Everything has been created to help you manage clients like the professional you are.
Built by Virtual Assistants, for Virtual Assistants
We've been where you are.
We've built our own businesses, worked with clients, made mistakes, learnt valuable lessons and created the resources we wish we'd had when we were starting out.
Now we're sharing them with you.
No lengthy videos.
No unnecessary filler.
Just a practical written training you can work through at your own pace and return to whenever you need a refresher.
Manage Clients With Confidence
No subscriptions, no upgrades, no hidden tiers. Pay once and it's yours.
- The full Client Management written training
- Discovery Call prep checklist
- Proposal & contract checklist
- 90-Day Review & offboarding templates
Frequently Asked Questions
This training is designed to get your systems and confidence in place before your first enquiry lands, so you're ready when it does.
The training is delivered in a written format, making it easy to learn at your own pace, revisit sections whenever you need to and quickly find the information you're looking for.
Once you've purchased Client Management, you'll have lifetime access to the training and every resource included.
Because this is a digital product delivered with instant lifetime access, we cannot offer refunds. Please look through what is included carefully to make sure you are ready to purchase before completing your checkout!
Stop winging it with your clients.
Whether you're about to take on your first client or you've been trading a while and your systems still feel patchy, this training gets you properly set up in one sitting.
Manage clients like the professional you are.
Get Instant Access to Client Management for £35Create Your Free Account