About this product

Impress your clients and set the tone for success with this done-for-you Delegation Checklist template designed specifically for Virtual Assistants. This editable Notion checklist walks your clients through the full delegation process—helping them understand what to delegate, how to work with a VA, and how to build a productive partnership from day one.

Includes 8 professionally written sections:
✅ Understanding their needs
✅ Setting up systems & processes
✅ Choosing the right VA (you!)
✅ Smooth onboarding
✅ Task delegation
✅ Communication practices
✅ Monitoring & evaluation
✅ Building a strong working relationship

Use this as part of your welcome packet to educate clients, establish authority, and reduce onboarding friction. A must-have for VAs offering premium, structured support.