Virtual Assistant Client Onboarding Checklist
Please complete this form to help us tailor our virtual assistant services to your needs.
Client Full Name
*
First Name
Last Name
Business Name
*
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Communication Method
*
Email
Phone
Video Call (Zoom/Teams/Google Meet)
Messaging App (Slack/WhatsApp)
Other
Which services do you require from your virtual assistant?
*
Calendar Management
Email Management
Travel Arrangements
Research
Data Entry
Social Media Assistance
Other
Which project management tools do you use?
Asana
Trello
Monday.com
ClickUp
Notion
Other
Preferred File Sharing Method
Google Drive
Dropbox
OneDrive
Email Attachments
Other
What are your top three priorities for your virtual assistant?
*
Are there any specific instructions or preferences we should be aware of?
Preferred Weekly Meeting Day/Time
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Please upload any documents or guides relevant to your onboarding.
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