1. Choose the workflow
Open the free generator and select the matching VA task.
Free VA template
Client Intake Form for Virtual Assistants
Collect the details you need before recurring client work starts, so fewer tasks arrive half-explained.
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Client Intake Form for Virtual Assistants
Includes
- Business goals and current workflow
- Tools, links, and access owners
- Recurring tasks and deadlines
- Brand and communication preferences
- Approvals, risks, and escalation contacts
How to use it
Generate the first draft, then personalize it for your client.
2. Add client details
Paste tools, deadlines, approval rules, and recurring tasks.
3. Copy or download
Use the generated doc in Google Docs, Notion, ClickUp, or your client folder.