LAZAR & COMPANY
CLIENT ONBOARDING CHECKLIST AND TASK BRIEF

Use this editable checklist to prepare for a discovery call and initial handoff.
Your written proposal and agreement define the engagement.

BEFORE YOUR DISCOVERY CALL
[ ] Choose the service: virtual assistance, Nevada in person assistance,
    California personal assistance, or antique authentication.
[ ] Identify your first two tasks or the question you want help researching.
[ ] List your existing tools, preferred schedule, and location if relevant.
[ ] Note your budget, desired timing, and the decisions you want to retain.
[ ] Leave passwords and sensitive client information out of the inquiry form.

BEFORE WORK BEGINS
[ ] Confirm responsibilities, exclusions, working hours, and fees in writing.
[ ] Confirm staffing availability and the start date.
[ ] Complete the agreement and payment arrangements.
[ ] Agree confidentiality, permitted information, and approved contacts.
[ ] Confirm who approves messages, appointments, purchases, and exceptions.
[ ] Set up individual accounts and limited permissions where available.
[ ] Agree a secure credential sharing method and escalation contact.
[ ] Choose the task tracker and the activity reporting rhythm.

TASK BRIEF (COPY THIS SECTION FOR EACH TASK)
Task name:
Purpose:
How often and when due:
Estimated time and priority:
Instructions and existing example:
Tools and access needed:
What completed work should look like:
What the assistant may decide:
What needs approval:
Who to contact about an exception:
Where to record completion:

FIRST REVIEW
[ ] Review the first output together.
[ ] Record unclear instructions and agree changes.
[ ] Check hours used, pending decisions, and the next priorities.
[ ] Select a baseline measure before discussing improvement targets.

SUGGESTED REVIEW POINTS
30 days: review the first tasks, instructions, permissions, and actual hours.
60 days, if continuing: compare recurring work with your agreed baseline.
90 days, if continuing: review scope, communication, and the next priorities.
These are planning checkpoints, not a minimum commitment or results guarantee.

STANDARD VA KICKOFF
Up to 45 minutes and the initial handoff of up to two agreed tasks are included
within the first month's account oversight allowance. Assistant execution uses
your purchased assistant hours. Complex onboarding is separately scoped.
Regional assistance and antique authentication use their own written proposals.

CONTACT
https://lazarandcompany.com/contact/
andrew@lazarandcompany.com