Virtual Assistant Client Intake Form

Name *
Business/Company Name *
Email *
Phone No.
Business Type *
Areas of VA Support Needed (Choose one or more) *	Administrative Bookkeeping/ Invoicing Calendar Management Content Creation CRM Management Customer Service Data Entry Email Management Graphic Design Lead Generation Personal Assistant Project Management Property Management Scheduling Social Media Management
Other *
How frequent would you require VA support? *	Full Time (at least 40hrs per week) Part Time (20hrs or less per week) As Needed Not Sure Yet
What day(s) would you prefer your VA support to work for you? (Please check all that applies) *	Monday Tuesday Wednesday Thursday Friday Saturday Sunday
List all applications/platforms your business current use. *
Are there any specific tools/applications that your VA must already be familiar with? *
What is your preferred method of communication? *	Email Microsoft Teams Slack Text Message WhatsApp Zoom
Other
What would you like your VA to accomplish during the first 30 days?
How did you hear about us? *
If by Referral, please let us know who has referred you.
If Other, please let us know.