Virtual Assistance Client Questionnaire Template

A discovery call alone rarely maps every task a client wants covered. This virtual assistance client questionnaire template gathers priorities, hours, and tools before you start.

Great for

• Virtual assistants onboarding a new retainer client
• A form sent after booking the discovery call
• VA agencies collecting the same intake from every lead

Lead with tasks and hours so you can quote capacity early. Tool names in a short field beat a long software laundry list.

Send the Formms link before the kickoff call and skim answers on your phone. Export CSV when you want a simple client record.

Questions in this template

1. Full name *
   Name
2. Email *
   Email
3. Business name or type *
   Short text
4. Which tasks do you need help with most? *
   Checkboxes Email management, Calendar and scheduling, Research, Social media, Bookkeeping admin, Customer support, Other
5. Hours of support needed per week *
   Dropdown 1-5, 6-10, 11-20, 21+, Not sure yet
6. Which tools do you already use?
   Short text
7. What does success look like in the first 90 days? *
   Long text