Virtual Assistant Templates and Checklists

Each template lives inside the guide that explains how to use it. Copy what you need and adapt it to your business.

• Job description template
  Post a clear role that filters out careless applicants.
• Interview questions and paid test task
  Twenty questions, red flags and a test task you can reuse.
• Contract checklist
  The clauses to cover before work starts (not legal advice).
• Onboarding and offboarding checklist
  Access, documentation, first-week plan and exit steps.
• SOP template
  Turn a recurring task into a one-page procedure.
• Task brief template
  Brief any task with goal, deliverable, deadline and decision rules.
• Account access list
  Track who has access to what, and when to review it.
• Time audit worksheet
  Work out how many VA hours you really need.
• Task ideas: 30 things to delegate
  Pick your first tasks from a grouped list.

New here? Follow the start-here reading path to see which template to use when.