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Virtual Assistant Client Onboarding and Workflow Kit, Fillable Printable Editable Forms

Original price was: $19.99.Current price is: $12.99.

A coordinated 16-section kit for client inquiry, service fit, intake, access, scope, milestones, deliverables, revisions, payment status and offboarding.

Description

A coordinated 16-section kit for client inquiry, service fit, intake, access, scope, milestones, deliverables, revisions, payment status and offboarding.

What is included

  • 16 coordinated virtual-assistant client onboarding and workflow sections
  • Business-specific fields for inquiries, goals, service fit, proposals, agreements, intake, access, scope, milestones, deliverables, revisions and offboarding
  • Soft Sage and black-and-white Ink-Saver editions
  • US Letter and A4
  • Printable PDFs, fillable PDFs and editable SVG masters
  • Individual files plus one complete ZIP
  • Services, access needs, scope, timelines, deliverables, revisions, payment status and offboarding steps remain editable
  • Organizational utility only; no legal, privacy, financial, contract or business outcome is promised
  • Instant digital download; no physical item is shipped

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Why buy from ArtisanFilesCo

  • Every listing clearly identifies the included file formats and page sizes.
  • Products are checked for opening, printing and fillable-field usability before publication.
  • Instant digital delivery means no shipping charge and no physical item.
  • Store policies and contact information remain available before and after purchase.

Read the printable and fillable forms buying guide.