The VA Client Onboarding Checklist + Template — Never Miss a Step

Stop winging it. Look like a pro from day one.Every new client is a chance to impress—or to fumble. Miss one step in onboarding, and you look scattered. Forget to set expectations, and you're setting yourself up for scope creep and confusion.The VA Client Onboarding Checklist + Template gives you a repeatable system, so you never miss a beat.What you get:✓ PDF Checklist — 40+ steps covering pre-contract through 30-day review✓ Kickoff call prep — Know exactly what to ask and document✓ First-week action plan — Build trust fastWho this is for:• New VAs who want to look experienced• Established VAs who want to streamline• Executive assistants onboarding new executives• Anyone who manages multiple clients and needs a systemInstant access. No fluff. Just the steps that work.- 40+ step checklist (PDF)- Pre-contract through 30-day review- Kickoff call prep + meeting notes template- Instant digital downloadPDF format. Print and fill by hand, or use your preferred PDF editor to add fillable fields.

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