VA Client Onboarding Checklist – Know Exactly What To Do When a Client Says YES
Booked a client? Now what?!
No more guessing, googling, or forgetting key steps. This Virtual Assistant Client Onboarding Checklist gives you a clear, professional process to follow every time someone says YES to working with you.
Perfect for beginner and growing VAs who want to build trust, save time, and look like they’ve done this a hundred times before — even if it’s client #1.
✅ What You’ll Get:
✔️ A step-by-step onboarding checklist (printable + digital-friendly)
✔️ Covers everything — from first reply to welcome email to what docs to send
✔️ Keeps you organized and confident during onboarding
✔️ Designed to be beginner-friendly, but professional-level
PLEASE NOTE: THIS IS JUST A CHECKLIST THAT WILL GUIDE YOU IN THE NEXT STEPS, YOU WILL STILL HAVE TO DO THE WORK LIKE COMPOSING & SENDING EMAILS, ETC
🛒 Price:
Only $7.99 — one-time download, lifetime use.
You’ll never ask “what’s next?” again.