Free download · Written guide

Virtual Assistant Onboarding Guide

Our written onboarding guide walks you through the first month with a new virtual assistant, from the accounts to set up before day one to the routines that keep the work on track.

Illustration of a free downloadable guide: a document with download, checklist, inbox and book icons

What's inside

  • A before-day-one checklist: access, tools, communication channels, and working hours.
  • A day-by-day plan for the first week and a week-by-week plan for the first month.
  • How to hand over a task with a short recording and a written checklist.
  • A daily update and weekly review routine, plus the most common onboarding mistakes to avoid.

Get it free

Enter your name and email, and the onboarding guide opens right here.

We will also send a few short notes about delegating and hiring over the next two weeks. Every email has an unsubscribe link.

Who it is for

Anyone about to start with a new virtual assistant, including first-time employers and teams adding a second or third remote hire who want a repeatable onboarding plan.

How to use it

  1. Work through the before-day-one checklist: accounts, a password manager, communication channels, and agreed working hours.
  2. Plan the first week day by day, starting with one small, well-documented task.
  3. Record each handover once and pair it with a written checklist your assistant can edit.
  4. Start the daily update and weekly review routine in week one, not after problems appear.
  5. Add responsibilities week by week over the first month as each task becomes routine.
  6. Read the common mistakes section before you start and again at the end of week two.

Ready to hand the work over?

We place full-time, vetted virtual assistants from the Philippines who work your hours, for a flat $1,800 a month. Hiring takes 14 days, and every hire starts with a 1-week trial.

Get matched with your hire

Start in 14 days.

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