Virtual Assistant Onboarding Sheet

Document text

Client: [Client name] Prepared: [Date]

Virtual assistant

Full name {{va_name}}

Email for work accounts {{va_email}}

Mobile / WhatsApp {{va_mobile}}

Role {{role}}

Engagement

Start date {{start_date}}

Working hours and time zone {{schedule}}

Rate {{rate}}

Payment method {{payment_method}}

Tools {{tools}}

First week

Tasks: [list the first-week tasks]

Accounts to share: [list the accounts and access level]

Confidentiality

The virtual assistant keeps client information, passwords and files confidential and uses them only for client work, during and after the engagement. Agreed: {{confidentiality}}

Client: ____________________ Date: ____________

Virtual assistant: {{va_name}} Signature: ____________________