A well-structured Virtual Assistant Client Intake Form Template is essential for a smooth onboarding process.
Whether you are a freelancer offering Virtual Assistant Services or a client looking to hire a VA, this form helps ensure clear communication, expectations, and workflow efficiency.
Unlike other websites that charge for similar templates in PDF format, we are providing this editable Google Docs template for free.
Why Use a Virtual Assistant Client Intake Form?
A VA Client Onboarding Template helps freelancers and clients align their goals by documenting key business details, required services, and preferences.
Without a structured intake form, misunderstandings can arise, leading to inefficiencies and unmet expectations.
This template simplifies the client information collection process, ensuring a seamless working relationship.
Key Sections of the Template
Personal Information
Capturing essential client details, such as:
- Name (First and Last)
- Contact Information (Email and Phone Number)
- Time Zone
Business Information (If Applicable)
Understanding the client’s business helps a freelancer tailor their Virtual Assistant Services effectively. This section includes:
- Company Name
- Industry
- Website
Referred Method of Communication
Clarify the client’s preferred communication channel:
- Phone
- Video Call
- Other (Specify)
Services Required
The VA Client Onboarding Template includes:
- A description of the organization
- A breakdown of the scope of work
- Frequency and timing of required services
Technical Details
To ensure seamless workflow, the form asks for:
- Software and tools the client uses
- Access information (if necessary)
- Security and confidentiality preferences
Expectations and Preferences
This section ensures mutual understanding on:
- Preferred work style
- Communication expectations (frequency of updates, method of receiving updates)
- Emergency procedures
Terms and Agreement
Clearly outline the contract and billing structure:
- Short-term or long-term collaboration
- Preferred billing method
- Cancellation policy
Benefits of Using This Free VA Client Onboarding Template
- Saves time by streamlining the intake process.
- Ensures clarity by setting expectations upfront.
- Enhances professionalism with a well-organized document.
- Completely editable and free – no need to pay for expensive PDF versions.
Free Virtual Assistant Client Intake Form Template
Using our Virtual Assistant Client Intake Form Template is simple:
- Click on the “Get this template” button.
- The link takes you to the preview page.
- Click on “USE TEMPLATE” to make a copy in Google Docs.
- Edit the template as needed to customize it for your clients or VA business.