WELCOME PACKET
Virtual Assistant UK
Welcome!
Thank you for choosing to work with us. This Welcome Packet outlines what you can expect, how we work, and the information we’ll need from you to begin our partnership smoothly.
About Us
The Virtual Assistant was founded in 2025, with core values of professionalism, trust and reliability. Let us get to know your business, understand your values and provide you with the ‘right’ service that you need.
With over 15 years experience in administration, office management and personal assistance, we have got you covered.
Services Can Included & More..
Diary & Calander Management - Making appointments on your behalf, taking bookings on your behalf
- Setting up Meetings and making reservations
Email Management - Daily Email Checks, sifting out junk mail, and placing all emails in folders for your attention
- All of the above and answering emails using your templates and guidance.
Supplier/Client Communication Emails
Spreadsheet Creation/Management
Time Sheet Management
Research
Social Media Management
Database - Inputting information into your chosen systems
- Inputting details into your website
- All other data entry
Simple Website Design
Blog Management
Canva designs and edits - Photo Edits, Logo Designs, Social Media Posts to mention a fe
Email Campaigns
Image Editing and Sourcing
Google Ad's Set Up
Google Set Up
Custom Work
If you need additional services, we can easily add them to your plan.
How to Get Started
To ensure a smooth onboarding experience, please complete the following:
Fill out any onboarding forms (if applicable).
Provide account access, login credentials, or brand materials.
Schedule your kickoff/intro call.
Review and sign the Service Agreement, this will be attached to your email.
Communication Guidelines
Business Hours: Mon – Friday 09.00am to 17.00pm
Response Time: Typically, within [5 hours / 1 business days].
Preferred Communication: Email / Messaging platform / Phone
Urgent matters should be labelled clearly so we can prioritize them.
Project Management
We use the following tools to manage your tasks and projects:
ClickUp Project Management
File-sharing tool - DROPBOX
Communication tool – EMAILS, WHATSAPP
You’ll receive access or instructions as needed.
Data & File Sharing
Please share your documents, brand assets, or materials through:
Google One Drive
Drop Box
Payment Information
As outlined in your Service Agreement:
Billing Cycle: [Weekly / Monthly / Per project]
Accepted Payment Methods: [Card, Bank Transfer, PayPal, etc.]
Invoice Terms: Due within 14 days
If you’re on a retainer, unused hours cannot be rolled over unless otherwise agreed.
What We Need From You
To begin working efficiently, please provide:
Access/login credentials
Brand guidelines (if applicable)
Relevant documents or project details
Primary point of contact
Any deadlines or priorities we should be aware of
Next Steps
Once onboarding items are completed, we will:
Build your initial task list
Set milestones
Begin executing your requested services
We’ll keep you updated regularly.
Thank You
We’re excited to work with you and help you reach your goals.
If you ever have questions or need adjustments, we’re here to support you.
Contact Information
Glenda
Virtual Assistant UK
Email: remoteasuk@outlook.com
Phone: 07591297118
Website: Virtual Assistant UK | Enhance Productivity Today – Get Support