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Virtual Assistant Client Intake Form
Welcome! This form will help me gather the details I need to best support you. Please take a few minutes to complete it so we can start off strong.
24
Questions
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1
Name
*
This field is required.
First Name
Last Name
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2
Email
*
This field is required.
example@example.com
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3
Instagram Handle
*
This field is required.
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4
Website / Blog URL
(if applicable)
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5
Where did you find me?
*
This field is required.
Instagram
Facebook
Google
Referral
Pinterest
TikTok
LinkedIn
Other
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6
Which type of VA support are you looking for?
*
This field is required.
Admin Support (Inbox management, file organization, client/project management, documentation)
Marketing & Strategy (Pinterest growth, email marketing, content writing, lead generation)
Social Media Management (Content creation, scheduling, engagement, monitoring)
Tech & Automations (Funnels, automations, website development, video editing, Canva design, project management)
Affiliate & Creator-Specific Services (Collage design, Amazon/Wayfair management, LTK, newsletters, SEO, crossposting)
Other
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7
Can you describe your current workload?
*
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8
What’s your niche or content style?
*
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9
What goals are you hoping VA support will help you reach?
*
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10
What's your LTK Handle?
*
This field is required.
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11
Do you currently use other platforms for affiliate marketing?
*
This field is required.
Amazon Storefront
ShopMy
Wayfair Storefront
No
Other
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12
What type of content do you create most?
*
This field is required.
Fashion
Home
Beauty
Lifestyle
Travel
Other
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13
What is your biggest struggle with LTK/Amazon/Wayfair/ShopMy right now?
*
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14
What’s your main goal for the next 3-6 months with LTK/Amazon/Wayfair/ShopMy?
*
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15
What is your biggest struggle with your business right now?
*
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16
When would you ideally like to start?
*
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17
How many hours per week do you anticipate needing?
*
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20 hours/week
25 hours/week
30 hours/week
35 hours/week
40 hours/week
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18
Anything else I should know or questions you have?
*
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19
Have you already booked a free discovery call with me?
*
This field is required.
YES
NO
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20
My schedule is almost full. If I’m fully booked, would you be open to a dedicated VA from my agency (under my supervision) to handle your needs with priority? Rates are still around $15–35/hr, 15hr/week minimum.
*
This field is required.
More info: www.nextlevelvirtuals.com/services
Yes, no problem — as long as the work ethic and output stay the same.
No, I’ll look for another VA instead if you confirm you’re already fully booked.
Other
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21
How would you like me to contact you?
*
This field is required.
Email
WhatsApp
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22
How would you like me to contact you?
*
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Email
WhatsApp
I’d like to have a quick call with you
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23
What's your WhatsApp Number?
*
This field is required.
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24
Choose your preferred date and time.
*
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