• May include: A black and white printable virtual assistant client intake form template. The form is divided into sections with headings such as "Personal Information", "Contact Information", "Business Information", "Services Required", "Frequency and Timing", "Software and Tools", "Access and Information", "Security and Confidentiality", "Preferred Work Style", "Expectations and Preferences", and "Technical Details". The template is available for instant download and is fully editable. It is also printable in US Letter and A4 sizes. The template can be used with Microsoft Word.
  • May include: A laptop computer displaying a Google Docs document with a virtual assistant client intake form. The text "EDIT IN GOOGLE DOCS" is displayed above the laptop. The text "FULLY EDITABLE" is displayed below the text "EDIT IN GOOGLE DOCS". The text "Using Google Docs for templates streamlines document creation, enhances collaboration, and ensures easy accessibility, making it a time-efficient and user-friendly tool for various professional and personal needs." is displayed below the laptop.
  • May include: A person is working on a laptop computer. The screen displays a "Virtual Assistant Client Intake Form".
  • May include: A computer screen displaying a Microsoft Word document with a client intake form titled "Virtual Assistant Client Intake Form". The text "Edit in MS Word" is displayed above the computer screen with a checkmark next to the text "Fully Editable".
  • May include: A person is looking at a computer screen displaying a "Virtual Assistant Client Intake Form". The form includes fields for client information, services, and rates.
  • May include: A black and white printable virtual assistant client intake form with sections for personal information, business information, services required, technical details, and expectations and preferences. The form is designed to be easily printed using a printer.
  • May include: A black and white intake form for virtual assistant clients. The form includes sections for personal information, services required, technical details, expectations and preferences, and preferred work style.
  • May include: A black and white image of a virtual assistant client intake form template. The form includes sections for personal information, service requests, technical details, expectations and preferences. The text "WHAT YOU WILL GET:" is at the top of the image. A checklist of features is on the right side of the image. The features include: 2-page template, Google Docs template, A4 size (8.27" x 11.69"), US Letter size (8.5" x 11"), Docs to MS Word video, and Instant download. The bottom of the image includes the text "AVAILABLE ON MAC & PC" and "THE BUSINESS BLOCKS".
  • May include: A collage of customer testimonials with five-star ratings for a digital product. The testimonials highlight the quality, usefulness, and value of the product. The text includes the names of the customers, their dates of purchase, and their positive feedback.
  • May include: A laptop computer displaying a website with a variety of templates. The website advertises unlimited access to all templates for $49.99. The text "PREMIUM FULL BUNDLE" is displayed on a gold button.
  • May include: A black and white printable virtual assistant client intake form template. The form is divided into sections with headings such as "Personal Information", "Contact Information", "Business Information", "Services Required", "Frequency and Timing", "Software and Tools", "Access and Information", "Security and Confidentiality", "Preferred Work Style", "Expectations and Preferences", and "Technical Details". The template is available for instant download and is fully editable. It is also printable in US Letter and A4 sizes. The template can be used with Microsoft Word.
  • Product video
  • May include: A laptop computer displaying a Google Docs document with a virtual assistant client intake form. The text "EDIT IN GOOGLE DOCS" is displayed above the laptop. The text "FULLY EDITABLE" is displayed below the text "EDIT IN GOOGLE DOCS". The text "Using Google Docs for templates streamlines document creation, enhances collaboration, and ensures easy accessibility, making it a time-efficient and user-friendly tool for various professional and personal needs." is displayed below the laptop.
  • May include: A person is working on a laptop computer. The screen displays a "Virtual Assistant Client Intake Form".
  • May include: A computer screen displaying a Microsoft Word document with a client intake form titled "Virtual Assistant Client Intake Form". The text "Edit in MS Word" is displayed above the computer screen with a checkmark next to the text "Fully Editable".
  • May include: A person is looking at a computer screen displaying a "Virtual Assistant Client Intake Form". The form includes fields for client information, services, and rates.
  • May include: A black and white printable virtual assistant client intake form with sections for personal information, business information, services required, technical details, and expectations and preferences. The form is designed to be easily printed using a printer.
  • May include: A black and white intake form for virtual assistant clients. The form includes sections for personal information, services required, technical details, expectations and preferences, and preferred work style.
  • May include: A black and white image of a virtual assistant client intake form template. The form includes sections for personal information, service requests, technical details, expectations and preferences. The text "WHAT YOU WILL GET:" is at the top of the image. A checklist of features is on the right side of the image. The features include: 2-page template, Google Docs template, A4 size (8.27" x 11.69"), US Letter size (8.5" x 11"), Docs to MS Word video, and Instant download. The bottom of the image includes the text "AVAILABLE ON MAC & PC" and "THE BUSINESS BLOCKS".
  • May include: A collage of customer testimonials with five-star ratings for a digital product. The testimonials highlight the quality, usefulness, and value of the product. The text includes the names of the customers, their dates of purchase, and their positive feedback.
  • May include: A laptop computer displaying a website with a variety of templates. The website advertises unlimited access to all templates for $49.99. The text "PREMIUM FULL BUNDLE" is displayed on a gold button.
Report this item to Etsy

Virtual Assistant Client Intake Form Template: Editable Onboarding (Digital Download)

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF

Seller's description

Streamline your virtual assistant onboarding process with our meticulously crafted Client Intake Form Template. Enhance efficiency and client communication effortlessly. This editable digital template ensures a seamless client-virtual assistant collaboration. Elevate your business today with our time-saving, user-friendly solution. Perfect for freelancers and virtual assistants looking to make a lasting impression. Download now for a smoother workflow!

You may quickly modify the template to match your unique demands and specifications because it is fully editable in Google Docs or Microsoft Word. This onboarding template is a terrific tool for any business because it's not only simple to use but also polished.

WHAT'S INCLUDED:
Two Google Docs Templates (2 sizes US Letter and A4), convertible to:
Microsoft Word document
Quick video on how to download Google Docs templates into MS Word

***CHECK OUT OUR PREMIUM BUNDLE! If you are keen to level up your templates, we have a bundle that gives you unlimited access to our full templates library for only $49.99: https://www.etsy.com/listing/1551478775/hr-templates-hub-600-hr-forms-employee***

REQUIREMENTS
Microsoft Word (2007 or greater) for Windows or MacOS
--or--
Adobe Acrobat Reader
--or--
Google Account (for Google Docs)

-----

GET YOUR 15% OFF COUPON FOR YOUR FIRST PURCHASE!
Go to: tinyurl.com/tbb15off

-----

CHECK OUT OUR BUNDLES:

• Full Bundle - MS Word - https://www.etsy.com/listing/1550683975/hr-templates-bundle-employee-onboarding
• Full Bundle - Google Docs - https://www.etsy.com/listing/1536663058/hr-templates-basic-bundle-40-google-docs
• Employee Onboarding Bundle 1 - https://www.etsy.com/listing/1406602939/employee-onboarding-template-bundle-new
• Employee Onboarding Bundle 2 - https://www.etsy.com/listing/1396365426/employee-onboarding-template-bundle-hr
• Employee Performance Bundle - https://www.etsy.com/listing/1402339858/employee-performance-review-templates-hr
• HR Process Basics Bundle - https://www.etsy.com/listing/1439992195/hr-process-basics-bundle-employee
• Job Interview Bundle - https://www.etsy.com/listing/1426812487/job-interview-template-bundle-interview
• Employee Appreciation Bundle - https://www.etsy.com/listing/1433930923

-----

OTHER INFORMATION
To alter or modify these templates, some familiarity with Canva, Microsoft Word, or Google Docs is required.
No printed materials or physical products will be provided to you; this is a digital product.
The Business Blocks owns the rights of its designs. You may use the template as often as you like, but you may not share it with anybody outside of your business. Please get in touch if you need assistance with repairing or amending.

There are no returns because of the nature of the product, but we'd be happy to work with you to resolve any problems.

-----

Please note: The template is a strong starting point, and the generic information is meant to be edited specific to your company, state regulations, and/or legal or union restrictions. This is not meant to be legally defensible, and I recommend having the information vetted to suit your specific needs. Every company is different and adheres to a specific set of circumstances.

The policy documents and templates provided on this website are intended for general informational purposes only and should not be relied upon as legal advice or as a substitute for legal advice. While every effort has been made to ensure that the information provided in these documents is accurate and up-to-date, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the templates, or the information, products, services, or related graphics contained therein for any purpose.

By purchasing and downloading any of our templates, you acknowledge and agree that you have read and understand this legal disclaimer and that you consent to its terms. You acknowledge and agree that you use these templates at your own risk and that we shall not be held responsible or liable for any damages, losses, or costs arising from your use of any of our templates.

Furthermore, you agree that it is your responsibility to seek legal advice before relying on any of the information provided in these templates or making any decisions based on the templates.

We reserve the right to update or modify this legal disclaimer at any time without prior notice. Your continued use of our templates following any such changes constitutes your acceptance of the new legal disclaimer.

View more

Price:$4.99

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Reviews for this item

4.0

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.

(1 reviews)

4.0 Item quality
4.0 Shipping
4.0 Customer service
4 out of 5 stars 4 This item

Renee Apr 23, 2024

Served the purpose for my business.

Renee Apr 23, 2024

Response from John

Great! Thanks for your feedback, Renee!

Seller's description

Specifications

May include: A black and white printable virtual assistant client intake form template. The form is divided into sections with headings such as "Personal Information", "Contact Information", "Business Information", "Services Required", "Frequency and Timing", "Software and Tools", "Access and Information", "Security and Confidentiality", "Preferred Work Style", "Expectations and Preferences", and "Technical Details". The template is available for instant download and is fully editable. It is also printable in US Letter and A4 sizes. The template can be used with Microsoft Word.

Streamline your virtual assistant onboarding process with our meticulously crafted Client Intake Form Template. Enhance efficiency and client communication effortlessly. This editable digital template ensures a seamless client-virtual assistant collaboration. Elevate your business today with our time-saving, user-friendly solution. Perfect for freelancers and virtual assistants looking to make a lasting impression. Download now for a smoother workflow!

You may quickly modify the template to match your unique demands and specifications because it is fully editable in Google Docs or Microsoft Word. This onboarding template is a terrific tool for any business because it's not only simple to use but also polished.

WHAT'S INCLUDED:
Two Google Docs Templates (2 sizes US Letter and A4), convertible to:
Microsoft Word document
Quick video on how to download Google Docs templates into MS Word

***CHECK OUT OUR PREMIUM BUNDLE! If you are keen to level up your templates, we have a bundle that gives you unlimited access to our full templates library for only $49.99: https://www.etsy.com/listing/1551478775/hr-templates-hub-600-hr-forms-employee***

REQUIREMENTS
Microsoft Word (2007 or greater) for Windows or MacOS
--or--
Adobe Acrobat Reader
--or--
Google Account (for Google Docs)

-----

GET YOUR 15% OFF COUPON FOR YOUR FIRST PURCHASE!
Go to: tinyurl.com/tbb15off

-----

CHECK OUT OUR BUNDLES:

• Full Bundle - MS Word - https://www.etsy.com/listing/1550683975/hr-templates-bundle-employee-onboarding
• Full Bundle - Google Docs - https://www.etsy.com/listing/1536663058/hr-templates-basic-bundle-40-google-docs
• Employee Onboarding Bundle 1 - https://www.etsy.com/listing/1406602939/employee-onboarding-template-bundle-new
• Employee Onboarding Bundle 2 - https://www.etsy.com/listing/1396365426/employee-onboarding-template-bundle-hr
• Employee Performance Bundle - https://www.etsy.com/listing/1402339858/employee-performance-review-templates-hr
• HR Process Basics Bundle - https://www.etsy.com/listing/1439992195/hr-process-basics-bundle-employee
• Job Interview Bundle - https://www.etsy.com/listing/1426812487/job-interview-template-bundle-interview
• Employee Appreciation Bundle - https://www.etsy.com/listing/1433930923

-----

OTHER INFORMATION
To alter or modify these templates, some familiarity with Canva, Microsoft Word, or Google Docs is required.
No printed materials or physical products will be provided to you; this is a digital product.
The Business Blocks owns the rights of its designs. You may use the template as often as you like, but you may not share it with anybody outside of your business. Please get in touch if you need assistance with repairing or amending.

There are no returns because of the nature of the product, but we'd be happy to work with you to resolve any problems.

-----

Please note: The template is a strong starting point, and the generic information is meant to be edited specific to your company, state regulations, and/or legal or union restrictions. This is not meant to be legally defensible, and I recommend having the information vetted to suit your specific needs. Every company is different and adheres to a specific set of circumstances.

The policy documents and templates provided on this website are intended for general informational purposes only and should not be relied upon as legal advice or as a substitute for legal advice. While every effort has been made to ensure that the information provided in these documents is accurate and up-to-date, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the templates, or the information, products, services, or related graphics contained therein for any purpose.

By purchasing and downloading any of our templates, you acknowledge and agree that you have read and understand this legal disclaimer and that you consent to its terms. You acknowledge and agree that you use these templates at your own risk and that we shall not be held responsible or liable for any damages, losses, or costs arising from your use of any of our templates.

Furthermore, you agree that it is your responsibility to seek legal advice before relying on any of the information provided in these templates or making any decisions based on the templates.

We reserve the right to update or modify this legal disclaimer at any time without prior notice. Your continued use of our templates following any such changes constitutes your acceptance of the new legal disclaimer.

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Meet your seller

templateshubofficial
John
templateshubofficial ·

Sydney, Australia

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. 4.8
·
9.8k sales
·
3 years on Etsy
John Jun Tagaro
2 shop members

Usually responds in a few hours

View shop registration details

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