Virtual Assistant Services - Client Intake Form

Virtual Assistant Services - Client Intake Form
Section 1: Contact Information
Name

First NameLast Name
Business Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Section 2: Business Overview
Briefly describe your business and what you do.
How many team members are currently in your business?
What industry are you in?
Section 3: Virtual Assistant Needs
What type of support are you looking for? (check all that apply)

Email managementCalendar/schedulingTravel bookingCustomer serviceData entrySocial media managementDocument creationResearchCRM updatesOther
What software or tools do you currently use? (e.g., Google Workspace, Outlook, Slack, Asana, Canva, QuickBooks, etc.)
How many hours of support do you anticipate needing each week?
Section 4: Preferences & Availability
Preferred communication method?

EmailPhoneZoomSlackText
Preferred working hours for your VA?
Time zone you’re operating in.
Section 5: Expectations & Budget
What is your ideal start date?

MonthDayYear
Date
How long are you looking to work with a VA?
Monthly budget for VA services?

Under $500$500–$1,000$1,000–$2,000$2,000+
Section 6: Final Details
Any special instructions, concerns, or goals you'd like us to know?
How did you hear about us?
Should be Empty: