Description
The professional onboarding toolkit built by a VA, for VAs. Stop spending your first month asking your new client the same questions — this 15-tab Google Sheet captures everything you need to know, from emergency contacts and travel preferences to passwords, vendors, vehicles, and beyond. Used by VAs managing high-level executives, this template is the fastest way to get up to speed and start delivering value from day one.
What’s included: 15 pre-built tabs: Welcome, Instructions, The Basics, Family, Key Dates, Travel, Financial, Subscriptions, Social Media, Health, Vendors, Vehicles, Gift Tracker, Passwords & Logins, and VA Notes. Every tab includes pre-labelled fields, dropdown menus, and a colour-coded layout. The VA Notes tab is your private running record of preferences and context — it gets more valuable the longer you work together.
How It Works: Make a copy in Google Sheets, rename it for your client, and share it before your first call. Built to be filled in gradually over time — even 50% complete will save you hours of back-and-forth questions.
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