NexoPad

Virtual assistant client onboarding email template

To tell a new client what you need from them to start working as their assistant.

AdminTone: Professional89 words
Hi customer name, Thank you for trusting me as your assistant. To get started on Start date, I'll need the following: • Access to Tools (email, calendar, task manager…), ideally shared through a password manager. • Your scheduling preferences: focus time and meetings that can't move. • Key contacts and how you'd like me to write to them. • Priority tasks for the first few weeks. I suggest a Duration call to go over it together. Does a time before date + 3 days work for you? Best regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /vaonboarding.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /vaonboarding and fill in the blanks.