Virtual Assistant Client Questionnaire

A virtual assistant client questionnaire is the form VAs send before a retainer. It collects hours, tasks, tools, and access. This VA client intake form is a fillable PDF.

Hours, tools, and access are agreed before you take the inbox. The virtual assistant onboarding questionnaire is done, so week one is work, not access tickets.

Yes. Open the editor, add or remove questions, change labels, mark what is required, then download a fillable PDF. The starting fields are a default, not a lock-in.

No. Scope Panda is a questionnaire, not a checkout. There is no Stripe or payment field. Collect answers here, then invoice in the tool you already use.

Nothing is stored on our servers. The PDF is generated in your browser and saved to your device. Do not put passwords or payment card numbers in the form. See the privacy page.

No. There is no autoresponder, drip sequence, or chatbot. Download the fillable PDF and send it the way you already send files.

Yes. The editor works on phones and desktops. Clients can fill the PDF in Preview, Acrobat, Chrome, or any reader that supports form fields.

A minute or two if you use the template as-is: open it, download the PDF, send it. Editing questions adds a few minutes. No account or install.

Ask hours, what comes off their plate first, tools, timezone, how you communicate, week-one access, and what not to touch. Those are the questions to ask virtual assistant clients — add your own in the editor.

Both. It is a VA client intake form, a virtual assistant onboarding questionnaire, and a new client questionnaire: hours, tasks, and access before week one. Same virtual assistant client questionnaire, downloaded as a fillable PDF.

Yes. Download a fillable virtual assistant client questionnaire PDF. The client types answers in the file and sends it back.