Welcome Kit Includes:

• Welcome letter + introduction to process

• “Getting Started” checklist (e.g., access to tools, scheduling preferences)

• 1-pager of services included

• Short onboarding form (tools, logins, time preferences)

• 3 Boundaries: communication hours, turnaround time, revision policy

• Bonus: 10-minute welcome video or “VA basics” guide

Welcome Kit Includes:

• Personalized welcome message (with their name and goals)

• 2-page onboarding plan with timeline (week 1, week 2, etc.)

• Services menu: what’s included, add-ons available

• Tools checklist (Google Workspace, Notion, Trello, etc.)

• Communication standards + weekly update schedule

• Client dashboard template (ClickUp or Notion)

• Bonus: 30-minute onboarding call or recorded walkthrough

Welcome Kit Includes:

• Premium welcome letter signed with your digital signature

• Personalized roadmap for the first 30 days

• Project intake form (top 3 priorities)

• Link to private shared dashboard

• Secure access request form (LastPass or similar)

• Monthly strategy call calendar invite

• Bonus: VA SOP template pack (email, events, admin routines)

We understand that no two clients are alike. That’s why we offer personalized quotes based on your specific requirements, scope, and level of discretion. Whether you need one dedicated assistant or a full support team, we’ll build a solution that fits. Connect with us below!