Client Onboarding Kit for Virtual Assistants

If you're onboarding clients manually and it feels messy, unstructured, or draining, this kit will change the game for you.

The Client Onboarding Kit is a beautifully designed, fully editable system that helps Virtual Assistants like you impress clients, stay organized, and set boundaries from Day 1, no second-guessing.

Whether you're onboarding your very first client or your fiftieth, this plug-and-play kit creates a smooth, professional experience with zero overwhelm.

🌟 Here’s What You’ll Be Able to Do:

✦ Set clear expectations and working boundaries
✦ Communicate your process with confidence
✦ Request access to tools without awkward back-and-forth
✦ Stay on top of tasks, policies, and check-ins effortlessly

💼 What’s Inside the Kit:

✦ Welcome Message Template
✦ Editable Important Links Page
✦ Client Intake Form (Google Form)
✦ Service Agreement / Contract Template
✦ Weekly Client Check-In Template
✦ Task Prioritization Mind Map
✦ Tools & Access Checklist
✦ Working Hours & Boundaries Page
✦ Payment Policies, FAQs & Final Client Wrap-Up Page

🎁 BONUS:
✦ All templates are editable in Canva and Google Docs
✦ You’ll receive a beautifully designed PDF guide with embedded links, ready to customize and send.

👩🏽‍💻 Created by Sarah Muoki—Virtual Assistant & Systems Pro
✦ Founder, Melchy Brand Studios