Client Onboarding Checklist for VA’s & Freelancers

Tired of scrambling every time you land a new client? This Client Onboarding Checklist Notion Template is your plug-and-play solution for a seamless, professional start to every project.

Designed specifically for freelancers, virtual assistants, and service providers, this template walks you step-by-step through the onboarding process—from sending the welcome email and contract to preparing for the kickoff call. No more forgotten tasks, scattered files, or inconsistent communication.

🔹 What’s Inside:

• A detailed, duplicatable onboarding checklist

• Pre-onboarding tasks (contract, payment, scheduling)

• Setup tasks (folders, shared tools, tracking)

• Communication best practices & expectation setting

• Kickoff call prep & follow-up

• Optional client feedback section

• Clean, minimal design with helpful icons + callouts

Whether you’re onboarding your first client or your fiftieth, this template helps you show up with confidence, clarity, and professionalism.