Virtual Assistant Client Assessment Form
Name
First Name
Last Name
Business Name
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
1.) Business Overview
Industry/Niche
Brief Description of Business
Years in Business
Please Select
0-1 year
2-5 years
6 years +
Business Model
Please Select
Service-based
Product-based
Both
Team Size
Please Select
Solo
Entrepreneur
Small Team (2-5)
Medium (6-20)
Large (21+)
2.) VA Role & Objectives (Why are you hiring a Virtual Assistant)
Top 3 priorities for the VA
1.
2.
3.
Is this a new role or replacing someone?
Please Select
New
Replacement
3.) Tasks & Responsibilities
(Check all that apply and add specifics if needed)
A. Administrative Support
Email management
Calendar & scheduling
Data entry / CRM updates
Document creation & formatting
B. Marketing Support
Social media management
Content creation (blogs, posts, reels)
Graphic design (Canva, Photoshop)
Email marketing campaigns
C. Sales & Lead Management
Cold calling / lead follow-up
Appointment setting
CRM management
Proposal creation
D. Operations Support
Project management
Vendor coordination
Inventory / order management
Research & reports
E. Real Estate Specific (if applicable)
MLS listing input
Transaction coordination
Listing coordination (photos, open houses)
Expired/FSBO listing calls
Other Tasks (Please specify):
4.) Skills & Tools Required
(Check all that apply)
Microsoft Office / Google Workspace
Canva / Graphic Tools
CRM (Specify: ________________)
Social Media Platforms (Specify: __________)
Video editing tools
Project Management Tools (Trello, Asana, ClickUp, etc.)
Industry-specific software
Other
5.) Work Schedule & Availability
Full-time
Timezone:
Preferred Working Hours:
Urgency of Hire
Immediate
Within 1–2 weeks
Flexible
6.) Communication & Reporting
Preferred Communication Tools
Email
Slack
Zoom
WhatsApp
Other
Reporting Frequency:
Daily
Weekly
As needed
Budget & Payment
Budget Range
Payment Method:
Hourly
Monthly
Per Project
Payment Platform
Paypal
Wise
Bank
Transfer
Other
8.) Success Metrics
How will you measure the VA’s success?
9.) Additional Notes
Submit
Should be Empty: