Chasely

Start free trial

Client onboarding checklist for virtual assistants

A VA relationship fails on ambiguity: unclear tasks, missing access, no style guide. This onboarding checklist captures priorities, tool access, working hours and communication rules — so you can actually act on the client's behalf from day one.

1. Name, company, role and website
2. Main tasks to delegate (top 5 priorities)
3. Tools you use: email, calendar, project management
4. Access needed: inboxes, calendars, accounts (use a password manager)
5. Working hours and time zone overlap needed
6. Communication channel and response-time expectations
7. Recurring tasks and their schedules
8. Style guide: how to write emails as you
9. Contacts list: key people and how to address them
10. Booking / travel preferences (if applicable)
11. Files and documents organization (Drive structure)
12. Tasks that are OFF limits
13. Weekly hours or retainer agreed
14. Reporting: how you want updates
15. Trial period terms

Tips from the field

• Use a password manager for access — never ask for passwords by email.
• Write down what's OFF limits as clearly as what's delegated.
• Agree on response-time expectations in both directions.