Virtual Assistant Onboarding Kit

Description

Give new VA clients a clear first step

Bring the client brief, working arrangements, priorities, and reporting into a coordinated onboarding kit with useful prompts and adaptable welcome copy.

Exactly what is included

• Six editable A4 PowerPoint core templates: questionnaire, welcome guide, task tracker, weekly report, kickoff agenda, and approved access arrangements.
• Four additional printable PDF forms: recurring task brief, decision and question log, onboarding checklist, and client handover.
• 12-page PDF with all ten layouts and setup workflow.

How to use it

Start with the questionnaire and kickoff agenda. Agree priorities, fill the welcome guide with your actual hours and approval process, then maintain the task tracker and weekly report.

Extract the ZIP and save a working copy of the PPTX. Personalize native text, tables, and shapes in desktop Microsoft PowerPoint. Replace every bracketed field and check the finished export. For A4 pages, test print at Actual size / 100%. Other editors may change spacing.

Format and compatibility

Editable core PPTX templates for desktop Microsoft PowerPoint plus a non-editable PDF guide and additional printable forms. Tracking, calculations, approvals, and communication are manual. Software, automated services, and binding contracts are not included.

Usage permission

One person or one business may customize these files for its own work and share finished client-facing outputs. Keep source files private. No resale, redistribution, public source upload, or sale of printed copies. Copyright is not transferred.

Digital download only. No physical item will be shipped. After payment confirmation, download the ZIP from your order page or email and extract it before opening the files.