VersAssist

Internal Training

VersAssist · Internal Training

Onboarding a New Client

From the discovery call to the first deliverable — and the weekly rhythm that keeps the account.

11 min 07 sec · September 2026

What's covered

0:00Onboarding a New Client
1:16The discovery call
2:29Package and payment
3:18Intake — same day
4:24Access and credentials
6:12The handoff packet
7:59Into the dashboard
8:48The first deliverable
9:30The weekly rhythm
10:48Protect the first 72 hours

VersAssist · Internal training · Not for client distribution