Best for: Solo business owners, creatives, new nonprofits
Typical tasks: Email monitoring, calendar help, light research

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

Best for: Busy solopreneurs, grant writers, consultants
Typical tasks: CRM management, research, client follow-up, document creation

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