Free VA template

VA Client Onboarding Checklist

Use this checklist to start a new client relationship with clear goals, access, communication rules, and first-week priorities.

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VA Client Onboarding Checklist

Includes

  1. Client goals and success definition
  2. Tool access and shared folder setup
  3. Communication rules and response windows
  4. First-week task plan
  5. Approval and escalation rules

How to use it

Generate the first draft, then personalize it for your client.

1. Choose the workflow

Open the free generator and select the matching VA task.

2. Add client details

Paste tools, deadlines, approval rules, and recurring tasks.

3. Copy or download

Use the generated doc in Google Docs, Notion, ClickUp, or your client folder.

Build a cleaner client workflow in under a minute.

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