Teresia_and_Co_VA_Client_Onboarding

Client Onboarding Questionnaire
Welcome to Teresia & Co. | Virtual Assistance! I’m so excited to help take some weight off of your shoulders. Please fill this out so I can understand your needs and create the best experience possible.
1. Basic Info
Full Name:
Business Name:
Email:
example@example.com
Preferred Contact Method:

CallTextEmail
Time Zone/Location:
2. Your Business:
Briefly describe what your business does:
What are your current priorities or goals?
What tasks take up the most time or stress for you right now?
3. Support You Need
Which type of support are you looking for? (Select all that apply)

Administrative (email, scheduling, client coordination)Organization (file management, spreadsheets, SOPs)Operations (system setup, workflows, CRM)Travel Planning & BookingOther
When would you like to get started?

MonthDayYear
Date
Preferred communication frequency:
4. Brand & Tools
Do you have brand assets to share (logo, templates, etc.)?

YesNot yet
What tools or platforms do you currently use?
Would you like help organizing or improving your systems?

YesNot right now
5. Packages
Which service package are you most interested in?

Essential Calm (Basic Support)Balanced Flow (Mid-Level Support)Premium Partnership (Full Support)Not sure yet - I’d like guidance
Preferred onboarding call date/time:

MonthDayYear
Date
Hour Minutes

AM/PM Option
6. Final Thoughts
Is there anything else you’d like me to know before we begin?
By submitting this form, you confirm the information is accurate and you're ready to start onboarding with Teresia & Co. | Virtual Assistance.
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Date

MonthDayYear
Date
Thank you for completing your onboarding form! You'll receive a follow-up email soon with next steps to confirm your package, call time, and welcome materials.
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Client Onboarding Questionnaire

1. Basic Info

2. Your Business:

3. Support You Need

4. Brand & Tools

5. Packages

6. Final Thoughts