Free checklist

Virtual assistant onboarding checklist for your first 90 days

The first 90 days shape everything after. Use this checklist to set up your virtual assistant in the Philippines for success, from the work agreement to your 90-day review.

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Before day one

Get the basics in writing and the access set up, so your VA starts with real work.

Week one

Give your VA a plan, so the first week isn't 40 hours of shadowing you.

Weeks two to four

Start handing off real ownership, one area at a time.

Your 30 and 90 day reviews

Make space for honest feedback in both directions.

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Questions owners ask

Onboarding a virtual assistant, answered

What should a virtual assistant onboarding process include?

A written work agreement, access to your tools, communication standards, a plan for the first two weeks, recorded walkthroughs of each task, and reviews at 30 and 90 days.

How long does it take to onboard a virtual assistant?

Plan for 90 days. Setup happens before day one, the first week follows a schedule, and ownership grows over the first month, with reviews at 30 and 90 days.

What should I set up before my VA starts?

A simple work agreement, a company email address, a password manager, access to the tools your VA will use, and agreed response times.

Want help setting this up, or fixing onboarding that didn't work?

Remote Team Consulting builds your work agreement, communication standards and first 90 days with you, whether your VA is new or you're starting over.