Sending the Kick-Off Email & Client Welcome Packet

What is a Kick-Off Email?

Ito ang unang email na isi-send mo after you and your client have agreed to start working together. Parang “Hi Client, let’s go! Let’s do this!” email siya —
but in a professional and organized way.

📅 When should you send it?

✅ Right after the contract is signed OR
✅ Right after you receive the first payment (depende sa agreement nyo)

IMPORTANT: Wag na wag mong hayaang first move nila ang “So… what’s next?”
Dapat ikaw ang mag-lead ng buong process. You’re the VA. Be the guide!

USE THE TEMPLATE UNDER MATERIALS FOR THE KICK-OFF EMAIL.

📅 When should you send the Welcome Packet?

✅ With your Kick-Off Email
✅ OR within 24 hours after the contract/payment

💡 What should be inside your Welcome Packet?

Here’s a list of what to include:

• ✅ Short welcome message
• ✅ Your working hours & response time
• ✅ Preferred communication channels
• ✅ Your services scope (Recap of what you’ll do)
• ✅ Turnaround time
• ✅ Meeting schedule or calendar link
• ✅ Project tools you’ll be using (Trello? Notion? Drive?)
• ✅ How to contact you for urgent matters
• ✅ FAQs (optional but super helpful)
• ✅ Reminders about payment terms or revision limits

✅ Reminder: Design your Welcome Packet nicely using Canva, Notion, or Google Docs. Kahit simple lang — basta clear and easy to read.

🧃 PRO TIPS:

💡 Make it branded – Add your logo, brand colors, fonts (para ma-feel nila na legit ka talaga)
💡 Link your Calendly or Google Calendar kung kailangan ng kickoff call
💡 Add a checklist at the end para may action steps sila
💡 Save your templates in Google Drive, Notion, or Dropbox para madali ulit gamitin next time

This step sets the vibe for the whole working relationship.
Gusto mo bang ang first impression nila sa’yo ay:
“Wow, ang organized naman nitong VA na ‘to!”
or
“Umm… parang di pa ready ‘to.”

Let’s aim for the WOW. 😍
Start strong, lead with clarity, and always give them the confidence that they hired the right person.