Client Onboarding Kit For Virtual Assistants

The way you onboard a client sets the tone for the entire working relationship. If your process feels messy, confusing, or unprofessional, clients will quietly doubt whether they made the right choice hiring you.

• But when you have a clear, professional onboarding system in place?
• Clients instantly feel confident.
• They see you as organized and trustworthy.
• And they’re more likely to stick with you long-term (and refer you to others).

This Client Onboarding Kit for Virtual Assistants is a plug-and-play toolkit that takes the stress out of welcoming new clients and positions you as a polished pro from day one.

Here’s what’s inside:

• Client Discovery Call Workbook: This workbook guides you through what to prepare before, what to say during, and how to follow up after. Stop stumbling through discovery calls. You’ll know the right questions to ask, showcase your expertise, and convert prospects into paying clients with ease.

• Onboarding Checklist: Never forget a single step. With this checklist you’ll not be guessing if you should send your welcome packet before your contract is signed. Every task is mapped out so you’d be organized and reliable.

• Client Onboarding Toolkit: Save hours of research with a handpicked collection of mostly free or super affordable tools. From scheduling discovery calls to sending forms, signing contracts, and generating invoices. You’ll have everything you need to be professional.

• Virtual Assistant Agreement Template: Protect yourself and your business with an iron-clad agreement that sets expectations, prevents misunderstandings, and keeps your client relationship professional from day one. No more working without contracts or scrambling to find one at the last minute.

• Agreement Amendment Template: Need to adjust terms later? No need to draft a brand-new contract. This template makes it simple to update agreements while staying professional and protected.

• Virtual Assistant Proposal Template: This template helps you present your offers clearly, professionally, and persuasively, so prospects can’t wait to say “yes.”. You’ll finally be able to send polished proposals that actually close the deal instead of chasing clients who “need to think about it.”

• Welcome Email Template: First impressions matter. I’m giving you my word for word email template. It will help you make a strong first impression with a proven email structure that sets the tone, builds trust, and gets your client excited to work with you.

• Client Onboarding Form: Use this form to collect everything you need upfront: passwords, SOPs, branding, payment details, all in one place. No more back-and-forth emails. Your ready-made system for gathering the right info, managing expectations, and avoiding awkward “what’s next?” moments.

• Welcome Packet Template: Use this customizable Canva template to introduce clients to your services, processes, and policies. In under 30 minutes you’ll be able to send over a personalized packet that introduces your process, boundaries, and policies instantly showing clients you’re organized and serious about your business.

Here’s what this means for you:

• No more piecing together random templates from the internet.

• No more wasting hours creating forms and contracts from scratch.

• No more imposter syndrome. You’ll feel confident, prepared, and professional every time a new client says “yes.”

This kit saves you weeks of work and helps you build the kind of client experience that gets people talking about you (and referring you).

Imagine landing your next client and onboarding them seamlessly in less than an hour, all because you had this system ready to go. This onboarding process has helped me get clients and made them refer me to others.

Don’t wait until another client slips through the cracks. Get this comprehensive client onboarding kit today. It contains everything you need and more, yet it is the most affordable one anywhere.