The Discovery Call Script
"I'd love to learn about your business and see how I can help. Can you tell me: 1. What tasks take up most of your time? 2. What do you wish you could delegate? 3. What would you do with an extra 10 hours per week? 4. What's worked/not worked with previous support?"The Onboarding Email Template
"Subject: Let's Set You Up for Success!Hi [Client],
Excited to start supporting you! To ensure smooth collaboration:
1. Please complete this onboarding form: [link] 2. Grant access to: [list needed tools] 3. Our kick-off call is scheduled for: [date/time]
Attached is my communication guide and initial workflow plan.
Looking forward to freeing up your time!
[Your name]"
The Boundary-Setting Message
"Hi [Client],To ensure I can provide you with focused, high-quality support:
- My working hours are [hours] - Response time for non-urgent items: [timeframe] - For urgent needs outside hours: [process/rate]
This helps me serve you better while maintaining the work-life balance that keeps me at my best.
Thanks for understanding!"