Oct 17 • Newbie VA Course (Free)
10.1 Onboarding Checklist — Newbie VA Course (Free)
The first week with a new client can make or break your relationship.A strong onboarding process builds confidence, avoids confusion, and helps you look like the organized pro you are.
Most VAs rush in and start working. The best ones set up structure first.
Your Client Onboarding Basics
Here’s what every smooth start includes:
- Signed agreement or written confirmation of scope
- Access to all tools (email, calendar, password manager, etc.)
- First kickoff call or Loom video to align on goals
- A simple welcome doc — outline what you’ll handle and how to communicate
The goal: your client should feel like they just hired relief, not another problem to manage.
💬 Let’s Talk
What’s one thing you’d always include in your client onboarding process?Drop it in the comments 👇
“A kickoff checklist with tool access links.”
“A short video introduction and summary of next steps.”
🔗 Classroom Lesson: Go to Lesson 10.1 — Onboarding Checklist
⏭️ Next Lesson: Lesson 10.2 — Setting Up Shared Tools
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10.1 Onboarding Checklist — Newbie VA Course (Free)
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