Checklist / Self AssessmentVirtual AssistantFree

The VA Systems Skills Checklist

See where your VA skills are strong, where your systems knowledge is missing, and what to learn next.

A free self-assessment for virtual assistants, freelancers, and online support professionals to check their skills across workflows, SOPs, CRM, automation, and client ownership.

What the checklist covers

  • Daily workflow and task management habits
  • Documentation and SOP writing
  • CRM and pipeline handling
  • Automation awareness and basic build skills
  • Client communication and reporting
  • Ownership: following through without being chased

Who it is for

  • Virtual assistants who want to move past task-taking
  • Freelancers supporting online businesses
  • Online support professionals building systems skills
  • Anyone deciding what to learn next, not just what to add to a profile

What you will get

  • A printable checklist covering six skill areas
  • A simple way to see where you are strong and where the gaps are
  • Clear next steps to focus your learning

Get the checklist — free

Tell us where to send it and you will get access on the next page.

Looking for more practical resources?

The Resource Library is where we publish checklists, templates, and short guides as they are finished.

Browse the Resource Library