SAVE TO PINTEREST TO REFER TO LATER
One of the most important steps in your client intake process is sending a contract that outlines your policies, what your service includes, and anything else that you need to communicate to your client.
Not only do contracts help you in case of a legal situation, they’re also great for letting your client know what to expect. I prefer to state my business policies in contracts instead of sending a welcome packet because clients are much more likely to read a contract. That way, my clients know what’s going on and I only have to create one document instead of creating a contract AND a packet.
WHAT I USE TO SEND MY CONTRACTS
I now use HelloSign to send my contracts. I used to use Docracy, but they unfortunately shut down. I was really sad because Docracy was totally free. After doing some research on a handful of different contract signature programs, I found a way to send free contracts through HelloSign. They offer 3 free contracts a month which is really cool. If you send more than 3 there’s a monthly fee.
In the video above I’ll show you how to create and send a contract through HelloSign.
For a lot of new VAs, the contract is one of the most intimidating parts of the client intake process, but it doesn’t have to be. HelloSign and my contract templates make it so easy!
Have any questions? Leave a comment below and I’ll be happy to answer.
Need help finding clients? Click here to check out the VA’s Guide to Getting Clients.