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Client Intake Form
Hey friend! Please take a few moments to answer the following questions so I can learn how I can serve you best! Once you submit your response, I will reach out to you within the next 24 business hours!
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* Indicates required question
Email
*
Your email
Preferred name:
*
Your answer
Name of your company / business: (Type N/A if you are looking for a VA for your household.)
*
Your answer
Industry your company is in: (Type N/A if you are looking for a VA for your household.)
*
Your answer
Position held in the company / business (or household):
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Your answer
Best email to reach you (this is how you will be contacted to schedule your Discovery Call):
*
Your answer
Best telephone number to reach you:
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Your answer
How do you and your team (or household) typically communicate?
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Text
Email
Slack
Other:
Required
What state are you located in?
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Your answer
What services are you in need of?
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Calendar & Time Management
Community Support (e.g. support of Facebook groups, membership or launch support, etc.)
Content Creation (e.g. social media content, blogging, email marketing, etc.)
Organization Systems Creation and/or Management
Email Management and/or Marketing
Website Edits
Social Media Content Scheduling
Other:
Required
If you checked "Social Media Content Scheduling" please provide the platforms you are on and the handles.
*
Your answer
When would you like services to start?
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MM
/
DD
/
YYYY
Are you looking for an assistant on a short-term, project-basis or on a long-term ongoing basis?
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Short-term, project-basis
Long-term, ongoing-basis
What is the approximate number of hours per month you think you'll want/need an assistant for?
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Your answer
Do you require services to be performed during certain hours of the day?
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Yes
No
If you said Yes, please provide the hours in which you require services performed for you to be completed.
Your answer
What is something you hate doing, but know needs to get done?
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Your answer
What is something you like to do, but would make your life easier if it was removed from your plate or delegated?
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Your answer
What hours of the day do you prefer to communicate?
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Your answer
Why do you think you need an assistant? Why now?
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Your answer
What do you hope to achieve by hiring an assistant?
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Your answer
How do you take your coffee?
*
Your answer
What is your love language?
*
Acts of Service
Words of Affirmation
Gifts
Quality Time
Physical Touch
How did you hear about The Mindful Virtual Assistant?
*
Your answer
Do you want to be added to our subscriber list?
*
Yes
No
Send me a copy of my responses.
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