{
  "key": "virtual-assistant-client-intake-form",
  "slug": "virtual-assistant-client-intake-form-template",
  "name": "Virtual Assistant Client Intake Form",
  "category": "intake-onboarding",
  "summary": "Identify repeatable tasks and working hours for an assistant engagement.",
  "priority": "P1",
  "seo": {
    "title": "Virtual Assistant Client Intake Form Template",
    "description": "Identify repeatable tasks and working hours for an assistant engagement. Try the editable template and form preview.",
    "primaryKeyword": "virtual assistant client intake form template",
    "secondaryKeywords": [
      "virtual assistant client intake questionnaire template",
      "virtual assistant client intake form example"
    ],
    "intent": "Find and customize a ready-to-use form",
    "basis": "Editorial search intent informed by official template catalogs; search volume and difficulty not measured."
  },
  "content": {
    "introduction": "Start with the questions below, then adapt them to your own process. Collect tool names and access roles here, then grant access through each tool's own invitation process.",
    "whenToUse": "Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to identify repeatable tasks and working hours for an assistant engagement.",
    "customizationTip": "Collect tool names and access roles here, then grant access through each tool's own invitation process.",
    "beforePublishing": "Keep discovery separate from account access. Never request passwords through an intake form.",
    "steps": [
      "Replace the introduction with your own context for virtual assistant client intake.",
      "Collect tool names and access roles here, then grant access through each tool's own invitation process.",
      "Check required questions, remove information you do not need, then test the form on a phone.",
      "Publish a copy and share its link or embed it on your page."
    ],
    "faqs": [
      {
        "question": "What does this virtual assistant client intake form collect?",
        "answer": "It includes which tasks would you like to delegate, estimated hours per week, which tools are part of the workflow, preferred working time zone. Every question can be edited before you publish."
      },
      {
        "question": "What should I customize before sharing it?",
        "answer": "Collect tool names and access roles here, then grant access through each tool's own invitation process."
      },
      {
        "question": "What happens after someone submits it?",
        "answer": "Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service."
      }
    ]
  },
  "document": {
    "schemaVersion": 1,
    "title": "Virtual Assistant Client Intake",
    "description": "Identify repeatable tasks and working hours for an assistant engagement.",
    "category": "Client intake & onboarding",
    "theme": "paper",
    "accent": "plum",
    "submitLabel": "Send request",
    "thankYouTitle": "Your request has been received",
    "thankYouBody": "Your response has been recorded. The organizer will review it and follow up if needed.",
    "fields": [
      {
        "id": "name",
        "type": "text",
        "label": "Your name",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "email",
        "type": "email",
        "label": "Email address",
        "description": "Used to respond about this request.",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "which-tasks-would-you-like-to-delegate",
        "type": "textarea",
        "label": "Which tasks would you like to delegate?",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "estimated-hours-per-week",
        "type": "number",
        "label": "Estimated hours per week",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "which-tools-are-part-of-the-workflow",
        "type": "textarea",
        "label": "Which tools are part of the workflow?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "preferred-working-time-zone",
        "type": "text",
        "label": "Preferred working time zone",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "most-important-outcome",
        "type": "select",
        "label": "Most important outcome",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [
          "Save time",
          "Improve follow-through",
          "Organize operations"
        ],
        "condition": null
      }
    ],
    "layout": "classic",
    "firstStepTitle": "Your details",
    "workflow": {
      "notify": false,
      "recipient": "",
      "confirmation": false
    }
  },
  "reviewedAt": "2026-10-22",
  "related": [
    "client-intake-form-template",
    "client-onboarding-form-template",
    "web-design-client-intake-form-template"
  ]
}