Virtual Assistant Client Onboarding Template

Starting your first client project as a VA? Having a clear Virtual Assistant client onboarding template will make you look professional, set expectations, and save hours of admin work.

Why Every VA Needs an Onboarding Template

• Builds trust from day one

• Reduces misunderstandings

• Speeds up project setup

• Makes you look organized and reliable

What’s Inside the Premium First-Client Confidence Kit

This complete Virtual Assistant client onboarding template includes:

• Welcome Page — professionally introduce yourself

• About Me + Mission — connect on a personal level

• Client Intake Form — gather essential details fast

• Working Hours — set boundaries and availability

• Expectations & Policies — avoid scope creep and payment delays

• Project Timeline — clear steps from start to finish

• Thank You & Next Steps — end on a positive, professional note

How to Use This Canva Template

1. Open the editable link in Canva

2. Add your name, brand colors, and details

3. Save as PDF and send to your client after they sign the contract

💡 Pro Tip: This template can also be printed if you prefer handing clients a physical welcome packet.

Benefits for New and Experienced VAs

• New VAs: Look professional even without experience

• Busy VAs: Save hours with ready-to-use forms

• Niche VAs: Easily customize for your industry (podcast, eCom, coaching, etc.)

Get the Premium Virtual Assistant Client Onboarding 

• Instant download after purchase
• Fully editable in Canva
• Lifetime access & updates

Download Now on Ko-fi 

Related Resources for Virtual Assistants

• How to Set Boundaries as a Virtual Assistant

• Canva for Virtual Assistants: 10 Time-Saving Tips

• Upwork’s Guide to Client Onboarding

You can reach out. We’re happy to help you match tools to your workflow.