Streamline your client onboarding and project management with this ready-to-use Trello board template, designed specifically for beginner virtual assistants and freelancers.
Whether you're juggling your first few clients or setting up systems that scale, this board gives you a clean, organized workflow to track every step — from discovery call to final deliverable.
No more missed emails, scattered notes, or wondering what comes next.
What’s Included:
Fully customizable Trello board
Pre-built client onboarding workflow
Drag-and-drop task cards for each project phase
Space for proposals, contracts, and notes
Columns to track current, upcoming, and completed tasks
Quick-start guide for setting up your board
Perfect For:
New virtual assistants
Freelancers managing client projects
VAs offering admin, marketing, or tech services
Anyone who wants to look polished and professional from day one
Please Note:
You’ll need a free Trello account to use this template.
Due to the digital nature of this product, all sales are final.
If you do not make a copy of the board, any edits you make will be deleted.
Streamline your client onboarding and project management with this ready-to-use Trello board template, designed specifically for beginner virtual assistants and freelancers.
Whether you're juggling your first few clients or setting up systems that scale, this board gives you a clean, organized workflow to track every step — from discovery call to final deliverable.
No more missed emails, scattered notes, or wondering what comes next.
What’s Included:
Fully customizable Trello board
Pre-built client onboarding workflow
Drag-and-drop task cards for each project phase
Space for proposals, contracts, and notes
Columns to track current, upcoming, and completed tasks
Quick-start guide for setting up your board
Perfect For:
New virtual assistants
Freelancers managing client projects
VAs offering admin, marketing, or tech services
Anyone who wants to look polished and professional from day one
Please Note:
You’ll need a free Trello account to use this template.
Due to the digital nature of this product, all sales are final.
If you do not make a copy of the board, any edits you make will be deleted.
