100 Tasks VAs are Getting Paid to Do – CLICK HERE FOR THE LIST!
Not all email automation workflows are created equal. If you want to stand out and charge more as a Virtual Assistant, mastering two key workflows—Welcome Sequences and Client Onboarding Sequences—is a must. This post breaks down why these automations matter, how they work, and how to pitch them to clients who are ready to pay for systems that save time and increase sales.
You already know that email automation is a must-have skill for Virtual Assistants. But not all email automation workflows/email sequences are created equal. Some just sit in inboxes, while others actively drive sales, boost engagement, and save businesses hours every week.
If you want to stand out and charge premium rates, you need to master the two most in-demand email automation workflows: the Welcome Sequence and the Client Onboarding Sequence. These aren’t just nice-to-haves; they’re systems that keep businesses running smoothly and converting leads into paying customers.
A Welcome Sequence is an automated email series that gets sent when someone signs up for a freebie (like a checklist, eBook, or webinar). It introduces them to the brand and builds trust, so when it’s time to sell, they’re ready to buy.
Email 1 (Sent Instantly): “Welcome! Here’s Your Free 7-Day Meal Plan” – Includes the download link and a friendly introduction.
Email 2 (Sent 2 Days Later): “How to Get the Most Out of Your Meal Plan” – Shares tips to keep them engaged.
Email 3 (Sent 4 Days Later): “Need More Support? Check Out My Coaching Program” – Introduces a paid offer.
Email 4 (Sent 6 Days Later): “See My Clients’ Transformations” – Uses testimonials to build credibility.
It turns cold leads into warm leads automatically.
It builds trust and primes people for a sale.
It increases conversions without manual follow-ups.
Tell potential clients: “You’re collecting leads, but are you nurturing them? I can set up a Welcome Sequence that builds relationships and increases your sales—without you having to lift a finger.”
The Hey VA Method breaks down everything you need to do to land your first client – from figuring out what to offer, to building your presence, to actually pitching. No guessing, no overwhelm. Just check off the boxes and go!!
A Client Onboarding Sequence automates the process of bringing on a new client. Instead of manually sending welcome emails and answering the same questions over and over, an onboarding sequence sets expectations and gets clients started smoothly.
Email 1 (Sent Instantly After Contract Signing): “Welcome! Here’s What to Expect Next” – Outlines project timeline and steps.
Email 2 (Sent 1 Day Later): “Fill Out This Branding Questionnaire” – Collects important brand details.
Email 3 (Sent 3 Days Later): “Meet the Team” – Introduces key team members and contact points.
Email 4 (Sent 7 Days Later): “Your First Design Draft is Coming Soon” – Prepares them for review.
It saves them time by automating repetitive onboarding tasks.
It makes their business look organized and professional.
It reduces client confusion and improves satisfaction.
Tell potential clients: “How much time are you wasting onboarding new clients manually? I can set up an automated sequence that guides them through the process and answers their questions—so you can focus on your work, not your inbox.”
Now that you know which email sequences businesses actually need, let’s talk about which tools you should use to set them up. In my next post, I’m breaking down the best email automation platforms for VAs—so you can confidently choose the right one and start offering this as a service.
NEXT POST COMING SOON…
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