Client Discovery

Client Discovery
Intake Form

Help us understand your business, needs, and goals so we can match you with the right virtual assistance partnership.

Basic information to establish context before the conversation starts.

Full Name

Company / Business Name

Website / Social Media Links

Current Team Size

Pinpoints exactly where the pain lives and what service package they need.

What is the primary goal or bottleneck driving your search for Virtual Assistance support right now?

Which specific areas of support do you need immediately? (Check all that apply)

List 3 tasks that currently take up too much of your personal time each week:

Task 1

Task 2

Task 3

Determines onboarding complexity and communication compatibility.

What tools and software does your business use daily? (e.g., Google Workspace, ClickUp, Asana, Slack, Canva, GoHighLevel, HubSpot)

Do you currently have documented Standard Operating Procedures (SOPs) or video walkthroughs for your tasks?

What is your preferred channel for day-to-day communication with your team?

Filters out non-buyers and aligns expectations before drafting a proposal.

How much support are you anticipating needing?

What is your ideal start date for onboarding support?

What is your allocated monthly investment range for this role?

Are you the primary decision-maker for this contract?

We review your intake form within 24 hours

A matching specialist contacts you for a discovery call

You receive 2–3 curated VA profiles

Select your partner & begin onboarding

214-984-7844

Philippines & USA

Mon–Fri, 8AM–5PM PST

Client DiscoveryIntake Form