Virtual Assistance & Operations

Client Onboarding Support

New clients start with clarity, not chaos.

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Flat lay illustrating Client Onboarding Support - a virtual assistant desk: weekly planner with handwritten tasks, sticky flags, envelopes.

Who this is for

Agencies
Consultants

Problems solved

- Slow, confusing onboarding

What I handle

Onboarding flow

Intake forms

Kickoff meeting

Deliverables

✓ Onboarding SOP
✓ Client welcome pack

Tools

NotionGoogle Forms

Process

01
Design
First 30 days.
02
Run
Per client.

Example workflows

- Contract → welcome → intake → kickoff → first deliverable

KPIs I track

Time-to-first-deliverable

Frequently asked

White-labelled?

Yes - under your brand.

Related

Related services

Customer Support Admin

Ticket triage, first responses, and SLA discipline.

SOP Documentation

Turn how-you-do-it into how-anyone-can-do-it.

Ready to hand this off?

Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.

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