Make Money Online & Business review
Virtual Assistant Client Onboarding Toolkit (English) review
A template toolkit for virtual assistants onboarding new clients: an 8-page workbook, an Excel project planner and copy-and-adapt client messages. EUR 39 once, 60-day refund promise.
Worth it
A compact, concrete toolkit with a clear file list and a candid no-guarantee line. The access and handover records are helpful for the part of VA work that goes wrong most. It is not a course on finding clients, and the order form is not public yet, but EUR 39 with a 60-day refund is low risk.
- Price
- EUR 39.00
- Billing
- One-time payment
- Best for
- New or freelance virtual assistants who want a repeatable intake, access and handover process
- Not for
- Anyone who needs help finding clients, a contract, legal advice or video training
Virtual Assistant Client Onboarding Toolkit (English) at a glance
This toolkit helps a virtual assistant turn a new enquiry into an agreed, trackable project. The seller lists an 8-page workbook in PDF and editable DOCX (client briefing, kickoff agenda, scope changes, secure access planning, status updates, approvals and handover), an Excel project planner with three sheets (30 task rows, 20 access records and 20 handover records, plus task and approval counters), copy-and-adapt client messages and a worked example covering four newsletters and twelve social posts, plus start-here instructions. It is an English download, a self-paced template toolkit and not a video course, coaching, contract or legal advice. The seller states there is no guarantee of clients, income or time savings.
- Contents
- 8-page workbook (briefing, kickoff, scope changes, access, status, approvals, handover), Excel planner, client message templates, worked example
- Excel planner
- Three sheets: 30 task rows, 20 access records, 20 handover records, with task and approval counters
- Language
- English edition
- Price
- EUR 39.00, one payment
- Refund
- 60-day money-back guarantee, stated on the order form
- Not included
- Video course, coaching, contract, legal advice, software licences
- Delivery
- ZIP download; PDF reader and software for DOCX/XLSX needed
- Digistore24 ID
- 735105
What the seller says you get
The workbook runs from the client brief and kickoff agenda through scope changes, secure access planning, status updates, approvals and handover. The Excel planner tracks 30 tasks, 20 access records and 20 handover records, with counters for tasks and approvals.
Message templates are copy-and-adapt, and a worked example covers four newsletters and twelve social posts.
Claims and limits
The seller says it is a self-paced template toolkit and gives no guarantee of clients, income or time savings. It is not a contract or legal advice, and you may use it with your own client projects but not resell it. We have not opened the files.
Price and refund
The order form shows EUR 39.00 and a 60-day money-back guarantee, with the process for requesting a refund described on the form. It is flagged as not public yet.
Seller
Digistore24 GmbH is the contractual partner; support is info@einfachhaltbar.de. It is one of several template products from this seller, which also sells an email copy library and practical courses.
Pros and cons
What works
- Specific file list and sheet counts
- Covers access and handover, not only the first call
- No guarantee of clients or income
- 60-day refund stated
What does not
- Does not help find clients
- Not a contract or legal advice
- Order form not public yet
- Seller details are thin
Virtual Assistant Client Onboarding Toolkit (English) FAQ
How much is the VA Client Onboarding Toolkit?
EUR 39.00 once, per the order form.
Does it include a contract?
No. The seller says it is not a contract or legal advice.
What files do I get?
An 8-page workbook (PDF and DOCX), an Excel planner, client message templates and start-here instructions.
Will it get me clients?
No. The seller gives no guarantee of clients, income or time savings.
The bottom line
A compact, concrete toolkit with a clear file list and a candid no-guarantee line. The access and handover records are helpful for the part of VA work that goes wrong most. It is not a course on finding clients, and the order form is not public yet, but EUR 39 with a 60-day refund is low risk.
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