Virtual Assistant Client Onboarding Packet

A well-structured onboarding packet sets the tone for a successful working relationship. The Virtual Assistant Client Onboarding Packet is designed to help you present your services clearly, set expectations, and build trust with new clients from the first interaction.

Whether you are just starting out as a VA or managing multiple ongoing projects, this editable Canva template makes your onboarding process efficient, professional, and stress-free.

Why Every Virtual Assistant Needs an Onboarding Packet

An onboarding packet is more than a welcome document. It’s a complete client experience tool that:

• Establishes clear expectations from day one

• Prevents misunderstandings and scope creep

• Saves time by answering common client questions in advance

• Enhances your brand image with consistent, professional presentation

By providing this packet at the start of every project, you set boundaries, clarify communication, and reassure clients they’re in capable hands.

What’s Inside the Dachi Fax Client Onboarding Packet

• Welcome Page – Greet clients and outline what’s inside the packet

• Meet Your Virtual Assistant – Share your background, skills, and mission

• What to Expect – A quick overview of your onboarding process

• Core Services – List included services and explain any add-on options

• Service Overview – Outline packages, custom solutions, and your working style

• Tools You’ll Use – Introduce platforms and software you work with

• Communication & Boundaries – Define working hours, turnaround times, and preferred communication channels

• Workflow Process – Step-by-step guide for how you handle client tasks

• Payment & Invoicing – Explain billing schedule, payment methods, and late fees

• FAQs – Address common client concerns before they arise

• Action Checklist – Simple steps clients must take before the project begins

• Thank You Page – End with a positive note and contact details

How to Use This Template

1. Open the link in Canva.

2. Replace placeholders with your logo, brand colors, and business details.

3. Adjust text to reflect your exact services and policies.

4. Save as a PDF and send to new clients once they’ve signed the contract.

This packet is fully customizable, so you can adapt it for different services or client types.

Who It’s For

This virtual assistant onboarding packet works perfectly for:

• General Virtual Assistants

• Social Media VAs

• Podcast VAs

• E-commerce VAs

• Coaches and Consultants

• Freelancers and Service Providers

Why This Template Pays for Itself

Instead of creating new welcome documents from scratch for each client, this template:

• Saves you hours of work

• Provides a consistent client experience

• Helps prevent payment delays

• Positions you as a reliable professional

When clients feel confident in your process, they’re more likely to return for future work and recommend you to others.

Get the Virtual Assistant Client Onboarding Packet Today

• Instant digital download

• Fully editable in Canva

• Lifetime updates included

Download Now and start onboarding clients like a pro.
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