Portal template
VA SOP & Client Onboarding
Write down how each client wants things done, and onboard new clients with a checklist — contract, payment, tool access, brand files. Access is tracked as a status; passwords are never stored.
- Dashboard
- SOP Library
- Client Onboarding
- Reports
Active SOPs
91
Drafts to Finish
64
Clients Onboarding
54
Waiting on Client
140
SOP Library
Want to click around? Open the live demo — approve requests, add records and try it with your own spreadsheet.
What's included
SOPs — included
Standard operating procedures per client — steps, links, version and status — so any VA can do the task the same way.
Client Onboarding — included
A checklist for every new client: contract, payment setup, tool access, brand files and how they like to communicate. Access is tracked as a status — passwords are never stored.
Reports — included
Standard reports and exports built from the portal's own data.
Who uses it
- VA Agency Owner
- Manages the portal and its users. Sees SOPs, Client Onboarding, Reports.
- Team VA
- Sees SOPs.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
SOPs
- SOP
- Client
- Category
- Steps / Link
- Version
- Last Updated
- Status
Client Onboarding
- Client
- Start Date
- Contract
- Payment Setup
- Tool Access
- Brand Files
- Prefers
- Status