Rich Virtual Assistance – Client Support Intake Form
To better assist you and recommend the best fitting package for your need, please fill out this form.
Section 1: Basic Information
Tell us about yourself and your business.
Full Name
First Name
Last Name
Business Name (if applicable)
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Website and/or Social Media Links
Section 2: Business Overview
Help us understand your business context.
What type of business do you run?
Realtor
Coach
E-commerce
Service Provider
Agency
Other (please specify)
How long have you been in business?
Just starting
Less than 1 year
1–3 years
3+ years
What is your current average monthly revenue?
Pre-revenue
$1k–$5k
$5k–$10k
$10k–$25k
$25k+
Section 3: Past Support Experience
Tell us about your experience with virtual assistants or support teams.
Have you ever worked with a virtual assistant or support team before?
Yes
No
If yes, what type of support have you outsourced in the past?
Admin
Social Media
CRM
Email
Customer Support
Other
What worked well — and what didn’t?
Section 4: Support Needs
Let us know what kind of support you’re seeking.
What type of support are you currently looking for? (Check all that apply)
Social Media Management
Content Creation / Repurposing
Admin / Operations
Email & Calendar Management
CRM / Lead Follow-up
Customer Support
Other (please specify)
If social media support, which platforms matter most?
Instagram
TikTok
Facebook
LinkedIn
N/A
Other
How often would you like content posted?
2–3 times per week
4–5 times per week
Daily
Not sure yet
What best describes the level of support you’re looking for?
Execution only (I’ll provide content or ideas)
Light strategy + execution
Full support (ideas, execution, posting)
Section 5: Time & Budget Alignment
Help us match your needs with the right package.
How many hours of support do you anticipate needing per week?
5–10 hours
10–20 hours
20+ hours
Not sure — open to recommendations
What monthly budget range are you comfortable with for support? (This helps us propose realistic options)
Under $500
$500–$1,000
$1,000–$2,000
$2,000+
Open to discussing
Section 6: Goals & Expectations
Share your goals and what you hope to achieve.
What would success look like after 90 days of support? (More leads, consistency, time saved, brand growth, etc.)
What is your biggest challenge right now when it comes to delegation or support?
When are you looking to get started?
ASAP
Within 2 weeks
Within 30 days
Just exploring
Section 7: Final Notes
Anything else you'd like to share?
Is there anything else you’d like us to know before our call?
How did you hear about Rich Virtual Assistance?
Submit
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