Client Onboarding Virtual Assistant
Sending agreements and welcome packets, collecting intake info, granting access, and scheduling the first session — so you make a great first impression every time.
A client onboarding VA gives every new client a smooth start — sending agreements and welcome packets, collecting intake info, granting access, and scheduling the first session — so you make a great first impression every time.
Inconsistent onboarding starts clients off wrong.
When onboarding is ad hoc, new clients start the relationship on the wrong foot. An onboarding VA gives every client the same smooth, professional start.
What’s included.
How it works — step by step.
Trigger
They trigger on sign-up.
Send
They send agreement and welcome.
Collect
They collect intake info.
Grant
They grant access.
Schedule
They schedule the kickoff.
In-house vs. Edge Nova.
Tools they work in.
They plug into the platforms you already run — no migration required.
Round out your coaches & consultants support.
Client Onboarding Virtual Assistant — FAQs.
Behind your coaches & consultants VA: 25+ years of BPO operating experience.
Edge Nova is led by an operator who has run inbound, outbound, and back-office teams since 1999 — across virtually every niche, for blue-chip clients. Your coaches & consultants VA is recruited, vetted, and managed with that same operating discipline, and is dedicated to your account — never a rotating pool.