CLIENT ONBOARDING PORTAL

ALL VIRTUAL PROGRAM

Welcome to Your All Virtual Client Onboarding Process

Our executive assistant Sarah, will be guiding you step by step on what exactly to do in order to facilitate your client onboarding process for a better experience for us both.

This process will be updated regularly due to any major updates or changes in our system. Last system update was 9/23/2020.

The onboarding process takes around 90 minutes and requires some research, please leave adequate time for this. 

It may take 90 minutes, but once it’s done… it’s done. No back and forth emails or stumbling for passwords further down the line.

If you have any questions or concerns please contact Kevin on Slack or via email at kevin@allapproach.com

1

What To Expect In The

All Virtual Program

Program Overview 

Click the button down below to watch the 1st step of the process.

2

What We Expect

Out Of You

Your Commitment

Click the button down below to watch the 2nd step of the process.

3

Complete The Program Enrollment Form

Enroll With All Virtual

Click the button down below to complete the form.

4

Complete The VA

Intake Form

Tell Us What You Need Your VA To Help You With

Click the button down below to complete the form.

Please be extremely specific about what you need your virtual assistant to do for you. This will ensure we hire the right candidate. Your VA will not be 100% perfect. No candidate is. They are a human being and can not do every possible requested task. 

5

Join Our Slack Workspace 

Join Our Slack Workspace & Meet Our Team

Click the button down below to join our Slack workspace.

 

Slack is our communication tool. Slack is where you'll monitor your virtual assistants activities on a daily basis. This is also where we'll introduce you to your new Virtual Assistant. Slack is mandatory for participation in the All Virtual Program. Once you have joined our Slack workspace, we will add you to a private channel designated for your daily communications with your VA and a private channel designated for chatting with other All Virtual program members and staff. 

6

Book Your Strategy

Call With Kevin

Let's Review Your Onboarding Forms & Get Started

Click the button down below to book your call with Kevin.

Please only schedule your Zoom strategy call with Kevin once you have completed all previous steps. Kevin will review your business goals and onboarding forms with you during your video strategy call. Kevin will confirm and optimize your VA business processes with you on your strategy call. Book that using the button below. 

Step 7: Join Our Team On Slack If You Haven't Already

Slack is our communication tool. Slack is where you'll monitor your virtual assistants activities on a daily basis. This is also where we'll introduce you to your new Virtual Assistant. Slack is mandatory for participation in the All Virtual Program. Once you have joined our Slack workspace, we will add you to a private channel designated for your daily communications with your VA and a private channel designated for chatting with other All Virtual program members and staff. If you are already on the All Approach Slack workspace, we will add you to the appropriate private slack channels when it is time.

Image by Brett Zeck

You Have Officially Completed 

Your Onboarding Process!

Hope this was a very smooth and simple process, and always remember authenticity always wins!

Contact Info

425-318-4258

Marysville, Washington

Open M-F 9-4 PM PST

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