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Virtual Assistant Client Intake Form, VA Client Questionnaire, Editable in Canva, Virtual Assistant Form,

NowPrice:$3.73

Original Price: $7.47

50% off

•

Sale ends on November 8

TheUrbanProfessional  
5 out of 5 stars

You can only make an offer when buying a single item

Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Highlights

This Virtual Assistant Client Intake Form is easy to edit, print and send to your clients. The form will help you gather vital information from your potential clients that will help you serve them better!

Available to edit in CANVA. The template is sized at 8.5 x 11. You can change the font, text, colors and personalize it to reflect your own business.

** Bonus Item: A Modified version - Fillable PDF file is included with this purchase, and is meant to be used as is. You can use programs such as DocFly to make any changes yourself / upload your logo etc. No customization is included with the Fillable PDF Purchase. **

WHAT YOU GET:
+ Instruction guide (PDF) with a link to editable Canva Virtual Assistant Client Intake Form.
+ Bonus Item: Fillable PDF that contains a modified version of the form. You can edit it in online PDF programs if you need to, however no customization of the pdf is included.

Find the Matching Contract Here: https://www.etsy.com/listing/1357138437/virtual-assistant-contract-template

HOW TO DOWNLOAD YOUR TEMPLATE:
1. Purchase the item and you will immediately be taken to the downloads page
2. Etsy confirms your payment (usually within a couple of minutes)
3. Signed-in users will also find it in your account: https://www.etsy.com/ca/your/purchases (“Download Files” button to the right of your purchase). Guests will receive an email with the download link.

PLEASE NOTE: if you purchase through the app, Etsy usually doesn’t let you download items through it. Therefore, you must access it through the Etsy website on your computer or iPad.

HOW TO USE YOUR CANVA TEMPLATE:
1. After the payment process you will receive a PDF with instructions including the link to the template in Canva
2. The link in the PDF will direct you to a landing page in Canva. Log in or sign up on Canva first (it’s free). Click the “use template” button to save a new copy of the design to your Canva account and instantly begin editing – no need to make a copy!
3. Customize the template

IMPORTANT – PLEASE READ:
+ This is a DIGITAL PRODUCT which means NO physical item will be shipped to you.
+ These templates are for use in Canva (You don’t need a PRO account!)
+ Bonus Template is a Fillable PDF - you cannot edit this in CANVA.
+ Common knowledge of Canva is required to edit the template.
+ Any Stock photos used are for presentation purposes only and are not included.
+ Due to the digital nature of this product, ALL SALES ARE FINAL. This means requests for refunds or exchanges cannot be accepted so please consider the
product carefully before placing an order. Please feel free to ask me ANY questions before you purchase.
+ Please note that I am NOT currently accepting any requests for customization or alterations.

**The Urban Professional is not responsible for any legal issue relating to the usage of this form. It is your responsibility to research the applicable laws in your state / province / country, and adapt the form to your specific needs. **

Thank you so much for stopping by and supporting my small business. Please don’t hesitate to get in touch with me with ANY queries about your digital purchase.

Thank you!
Amber ♥

***GOOD LUCK***
© The Urban Professional. All of my designs and content are for your personal use only. You may not copy, resell or re-distribute under any circumstances.

Find more templates in my shop at https://www.etsy.com/ca/shop/TheUrbanProfessional

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Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(5 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
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5 out of 5 stars 5 This item

Jessica Jan 16, 2026

Exactly what I needed for my business.

Jessica Jan 16, 2026

Response from Amber

Great to hear - Thank You!

5 out of 5 stars 5 This item

Leigh Oct 31, 2024

this product is great and easily customizable!

Leigh Oct 31, 2024

Response from Amber

Thank You!

5 out of 5 stars 5 This item

Laura Sep 6, 2024

Amazing customer service. Had to reach out regarding a credit and received a quick response from Amber as well as quick resolution. The form will be a great addition to use with new clients.

Laura Sep 6, 2024

Response from Amber

Thank you so much 😊

5 out of 5 stars 5 This item

Michelle Dec 26, 2023

It is easy to use documents that you can manage for your business

Michelle Dec 26, 2023

Response from Amber

Thank You!

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