VA Client Onboarding Workbook

VA Client Onboarding Workbook

Got your first VA client? Now what? 💻✨

The VA Client Onboarding Workbook helps beginner Virtual Assistants organize important client information, understand expectations, set up their workflow, and start working with confidence.

Inside you'll find:

• Client information worksheet
• Client needs & goals
• Services & responsibilities
• Communication preferences
• Tools & access tracker
• Important dates & deadlines
• First-week checklist
• Task & priority tracker
• Client expectations checklist
• Onboarding completion checklist

📄 Digital PDF — no physical product will be shipped.

Start your client relationship with a clear and organized foundation. 💛