My Onboarding Guide
💼 My
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Onboarding &
Discovery Process
as a Virtual
Assistant
Swipe!
How I help busy professionals start
organized and stay stress-free
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Schedule a Kickoff Call on
Zoom or Google Meet
• Weekly priorities & meeting rhythm
• Communication preferences
• Pain points (time conflicts, unclear priorities)
Book a Call
Onboarding Questionnaire:
• Tool access (Trello, Drive, Calendar)
• Team contacts
• Deadlines & workflow habits
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Tool Access & Setup
Request Access & Test Permissions
Create an Access Tracker for all tools and verified logins to
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Client Profile
Build a Client Dashboard on Notion dashboard
summarizing:
Timezone & preferred meeting hours
Weekly recurring tasks
Communication rules
Welcome summary
Send a Welcome Recap detailing:
Access checklist Pending items
Next steps & follow-up meeting
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Ready to Simplify Your
Workflow?
I can help you build clarity and structure — from Day One.
Let’s connect!
💼
-https://www.linkedin.com/in/misturat-diekolola-akanbi