Virtual Assistant Onboarding
Tools, SOPs, and access for a new VA engagement.
6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL
IntakeFlowSAMPLE PORTAL · DUMMY DATA
- Tools you'll share access toText answer · REQUIRED
Email, calendar, drive, PM, socials…
Sample answer — this is what a client's reply looks like.
- Password manager invite or vault entrySecure credential · REQUIRED
Share via 1Password/Bitwarden — never plain text.
••••••••••••stored encrypted — revealed only by you
- Existing SOPs / process docsFile upload
attachment.pdfuploaded
- Weekly schedule and time zone overlapText answer · REQUIRED
Sample answer — this is what a client's reply looks like.
- Communication preferencesText answer · REQUIRED
Slack? Email? Daily standup?
Sample answer — this is what a client's reply looks like.
- Tasks to start with (week 1 list)Text answer · REQUIRED
Sample answer — this is what a client's reply looks like.
Want this checklist branded for your studio?
IntakeFlow sends any template as your own client portal — your logo and colors, auto-saving answers, reminders, and one-click review.
Send this template free