Article: Client Communication 101: How to Set Expectations Like a Pro

Let’s talk about the real secret to being an amazing Virtual Assistant: it’s not mastering every tech tool, juggling 10 clients, or even making a spreadsheet so beautiful it deserves its own art exhibit. Nope. The real key is killer communication skills.

Think about it—your clients can’t read your mind (and thank goodness for that, right?). Clear communication keeps everyone happy, expectations aligned, and avoids those awkward “Wait, I thought you were doing that” moments.

Ready to become the Beyoncé of client communication? (AKA flawless?) Let’s dive into the must-know tips for setting expectations like the pro you are.

Tip #1: Start With a Solid Welcome Packet

First impressions matter. A welcome packet isn’t just fancy fluff—it’s your chance to lay out the groundwork for a smooth working relationship.

What to include:

  • Your working hours (because you’re not available 24/7).

  • How to contact you (and how not to, looking at you, midnight texters).

  • A breakdown of your services and what’s included.

A welcome packet says, “I’ve got this.” And when your clients feel confident in you, the magic begins.

Tip #2: Set Clear Deadlines (and Stick to Them)

Nothing kills communication faster than vague timelines. Be upfront about when you’ll deliver, and don’t be afraid to clarify client deadlines too.

Example:
Client: “Can you get this done ASAP?”
You: “Sure! Let’s set a clear deadline. I can have it ready by Friday at noon—does that work for you?”

See how easy that was?

Tip #3: Use the Power of the Weekly Update

Ah, the weekly update—the unsung hero of client communication. It’s a simple email that keeps your client in the loop and eliminates 10,000 “Hey, just checking in” messages.

What to include:

  • What you’ve accomplished this week.

  • What’s in progress.

  • Anything you’re waiting on from them.

Pro tip: Keep it short, sweet, and to the point. Your clients will love you for it.

Tip #4: Master the Art of Saying No (Nicely)

Let’s be honest: clients will occasionally ask for things that aren’t part of your agreement. The key is to handle it with grace while protecting your boundaries.

Example script:
"I’d love to help, but that’s outside the scope of what we agreed on. I can recommend someone who specializes in this, or we can add it as an extra project—let me know how you’d like to proceed!"

Boom. Professional, polite, and you’re still in control.

Tip #5: Overcommunicate (But Not Too Much)

When in doubt, err on the side of too much communication. Clients love feeling informed, but there’s no need to overwhelm them with a play-by-play of your day.

Find the balance:

  • Keep them updated on progress.

  • Ask for clarification when needed.

  • Confirm receipt of their messages and deliverables.

Your goal is to make them feel like they’re always in the loop—without having to ask.

Tip #6: Have a Post-Project Wrap-Up Plan

When a project ends, don’t just drop the mic and disappear. A thoughtful wrap-up shows your professionalism and keeps the door open for future work.

What to include in your wrap-up:

  • A summary of what was accomplished.

  • Any remaining action items for them.

  • A thank-you note for trusting you with their business.

Bonus points if you ask for feedback or a testimonial—clients love being part of your growth journey.

Communication is Queen

Here’s the truth: the best VAs aren’t just taskmasters—they’re communicators. When you set clear expectations, keep the lines open, and handle hiccups with confidence, you’ll build relationships that last.

So, which tip are you going to try first? Drop a comment below—I’d love to hear how you’re leveling up your client communication game.

And remember: you don’t need to be perfect; you just need to be present, professional, and proactive. You’ve got this!