VA Client Onboarding Checklist — Your First 7 Days With a New Client

The first seven days with a new client decide whether they stay for two months or two years. Most VAs nail the pitch, sign the contract, then default to vague "I'll start whenever you need me" — and the relationship loses momentum before any real work happens. This checklist fixes that.

Why the First Week Matters Disproportionately

Three things happen in week one that don't happen again:

1. The client decides whether hiring you was a good call. That decision rarely changes after week 2. If they're enthusiastic on day 7, they'll be enthusiastic on day 70.
2. You learn enough to actually do the job. Tools, voice, internal politics, "the way they like the slack messages worded" — none of that's in the SOW.
3. You set the rhythm. Whatever cadence you establish in week one — daily check-ins or weekly recaps, fast or slow turnaround — becomes the default. Renegotiating it later is painful.

Treat week one like a project with deliverables. Not a runway.

Day 1 — Kickoff Call + Intake Form

Before the call, send a short intake form. Keep it under 10 questions:

• Who else on your team will I interact with?
• Top 3 outcomes you want from this engagement (in your words)
• Top 3 things you absolutely don't want me touching
• Communication preference (Slack? Email? When NOT to message?)
• Working hours and timezone
• One thing you wish your last VA had done differently

On the call (60 minutes max), cover:

• Walk through their answers — clarify, don't relitigate
• Set the cadence: weekly recap day, retainer hours, when you escalate vs. decide
• Share your working preferences — ASAP responses are a myth, agree on response-time SLAs
• Schedule the next two check-ins on their calendar before you hang up

End the call with one concrete deliverable for day 3 already on the books.

Day 2 — Access and Tooling

Don't let access requests trickle in over the next two weeks. Get everything you need in one batch:

• Email forwarding or inbox delegation (not full account access where avoidable)
• Calendar share with edit rights
• Shared drive (Google Drive / Dropbox / Notion)
• Project management tool (Asana, ClickUp, Linear, Trello — whatever they use)
• Communication channel access (Slack, Teams, Discord)
• Password manager invite (1Password, Dashlane) — never accept passwords in plaintext
• Specific tool logins they mentioned in the call

Document everything in your client management system as you go. If you're using VA Growth Suite, drop credentials into the client's notes (encrypted), tag the tools, and you'll never lose track of who has access to what.

Day 3 — Ship a Small Win Fast

Pick one thing from the SOW that you can deliver in under 4 hours. The boring win counts:

• Inbox triaged and labeled
• Calendar audit with 3 conflicts flagged
• A clean SOP document for one process
• A first draft of the report you'll be running weekly

Send it before EOD with a one-liner: "First deliverable. Took 3.5 hours. Anything you'd change for next time?"

This does three things: it proves you can ship, it gives them something to react to (much easier than blank-page feedback), and it sets you up to bill cleanly at month-end.

Days 4–5 — Build the Rhythm

Now you start doing the work in steady-state. Two things to nail:

Time tracking from day one. Start the timer the moment you open their tab. Don't reconstruct hours later — you'll always undercount and underbill. Tag every entry with task type so you can audit your effective rate at month-end.

Documentation as you go. Every time you do something twice, write it down. Even a 4-line bullet list. By the end of the week you'll have a dozen mini-SOPs that make weeks 2 onward boring (in a good way).

If something's blocked, escalate it the same day. Don't sit on a question for 48 hours hoping it resolves itself.

Day 6 — First Weekly Recap

Send the weekly recap before they have to ask. Three sections, no more:

Done this week

• [Concrete things you shipped, not "worked on X"]

In progress

• [What you're holding, ETA]

Need from you

• [Decisions, access, or context blocking work — bullet list]

Time it for the day before their leadership/planning day so the info is useful. The "Need from you" section is the most important — it converts you from "task taker" to "ops partner" in their head.

Day 7 — The 7-Day Review Meeting

Not a "check-in." A review. 30 minutes, structured. Three questions:

1. What's working? Specifically — which deliverables made you go "oh, nice"?
2. What's not working? Either in the work itself or in how we work together?
3. What should we adjust for next week?

Then — and this matters — summarize the answers in writing the same day and send back: "Got it. Adjusting X, keeping Y, dropping Z. Confirm?" Decisions you don't write down evaporate.

The Hidden Win: You Just Built a Reusable Playbook

If you ran this checklist for one client, you can run it for the next ten with almost no extra thinking. That's the actual point — onboarding shouldn't be improvised every time. It should be a repeatable system.

This is exactly why VA Growth Suite ships a built-in Client onboarding task template that seeds these tasks for you in one click — welcome email, kickoff call, drive access, first weekly recap. Apply it on day zero and the whole sequence is queued up in your task board. You're working from a system, not your memory.

Quick Recap

Day	Goal	Deliverable
1	Align on outcomes	Kickoff call + intake form
2	Lock down access	All tools, all logins, documented
3	Ship a small win	One concrete deliverable < 4 hours
4–5	Build the rhythm	Real work, time-tracked, mini-SOPs as you go
6	Show momentum	Weekly recap email — Done / In progress / Need from you
7	Calibrate	30-min review, adjustments confirmed in writing

Run this for every new client and your retention rate quietly doubles. The clients who churn at 60 days aren't churning because of the work — they're churning because the relationship never built momentum in the first place. Week one is the foundation. Get it right and the next 23 weeks run themselves.