Virtual Assistance Client Questionnaire Form Template
Streamline Your Client Onboarding Process with This Essential Template
Finding the right fit for your virtual assistance needs can be challenging. This template helps you simplify your client onboarding by gathering essential information from new clients, ensuring a smoother start to your working relationship. Benefit from clear insights into client expectations, streamlined communication, and efficient service setup, which will save you time and enhance client satisfaction. Try out this live template to get started!
When to use this form
Use this form before you start working with a new client or when expanding support for an existing one. It helps founders, coaches, and busy teams hand off scheduling, inbox triage, CRM updates, travel booking, and light bookkeeping without guesswork. You will capture goals, tools, access needs, deadlines, and preferred communication so you can start strong in week one. Pair it with the Get to know you questionnaire form to understand work style and boundaries, and the Target client list form to define who you should contact, screen, or prioritize. If money handling or vendor payments are in scope, align on budgets and approval limits early. The result: clear expectations, faster onboarding, and measurable outcomes.
Must Ask Virtual Assistance Client Questionnaire Questions
- What outcomes do you want to achieve in the first 30, 60, and 90 days?
This sets clear success metrics and makes reporting simple. It helps you and your VA rank tasks and avoid vague goals.
- Which tasks should I own weekly versus as needed, what is the expected time budget, and are there spending limits?
This defines scope, cadence, and capacity so you can forecast hours and costs. If budgets are complex, you can reference the Financial needs analysis form to capture limits and approvals.
- Which tools and accounts will I use (email, calendar, CRM, project management), and who grants access?
Early access prevents kickoff delays and security workarounds. Document owners and backup contacts so you are not blocked by vacation or turnover.
- How should we communicate and plan (channels, response times, meeting cadence, and time zones)?
Clear rules reduce misfires and speed decisions. It also sets expectations for urgent requests and after-hours work.
- Who are your ideal clients or stakeholders, and are there any do-not-contact lists?
This guides outreach, filtering, and tone so messages fit your brand. It protects relationships and helps the VA qualify leads before engaging.
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