Virtual Assistant Client Onboarding Questionnaire
Virtual assistants need to know the tasks, tools, access, working hours and communication rules before day one. This onboarding questionnaire gathers it all, so you can start helping straight away.
- 14 questions
- About 7 minutes for your client
- No account needed to fill it
The 14 questions, and why each one matters
Every question earns its place. Here's what each one tells you before you quote.
About you
- 1
Full name*
Short answer
Why ask: So you know who you're dealing with and can address them properly in your proposal.
- 2
Email address*
Email
Why ask: Where you'll send the quote, contract and updates.
- 3
Phone / WhatsApp number
Phone
Why ask: Most clients reply faster on WhatsApp than email, especially for quick approvals.
- 4
Business or brand name
Short answer
Why ask: Lets you look up their current website and social pages before your first call.
The work
- 5
Which tasks do you need help with?*
Checkboxes (many)
- Email management
- Calendar and scheduling
- Social media
- Customer support
- Data entry
- Research
- Bookkeeping
- Travel planning
Why ask: A clear task list defines the role and stops extra tasks creeping in later.
- 6
Describe a typical week of tasks
Paragraph
Why ask: Real examples show volume and priorities better than a task list alone.
- 7
How many hours per week?*
Multiple choice (one)
- Under 10
- 10 - 20
- 20 - 30
- Full-time
Why ask: Hours set the fee and how much time you have for other clients.
- 8
Your working hours and time zone
Short answer
Why ask: Defines when you need to be available and how fast to reply.
Tools and communication
- 9
Which tools do you use?
Paragraph
Why ask: Shows what you need access to and any tools you need to learn.
- 10
How should we communicate?
Multiple choice (one)
- Slack
- Calls
Why ask: Agreeing on one channel avoids missed messages.
- 11
What can I do without asking you first?
Paragraph
Why ask: Clear limits let you act quickly without overstepping.
Budget and timeline
- 12
What budget range are you working with?*
Multiple choice (one)
- Under ₦100k/month
- ₦100k - ₦250k/month
- ₦250k - ₦500k/month
- Above ₦500k/month
Why ask: Ranges are easier for clients to answer than an exact number, and they tell you straight away which package to quote.
- 13
When would you like to start?
Date
Why ask: A target date tells you whether the project fits your schedule before you spend time on a proposal.
- 14
Anything else we should know?
Paragraph
Why ask: Catches deal-breakers early: tight deadlines, bad past experiences, or other people who need to approve the work.
How to use this template
- Step 1
Add it to your forms
Create a free account. The template is copied into your dashboard, ready to share.
- Step 2
Make it yours
Change the budget ranges to your prices, remove what you don't need and add your own questions.
- Step 3
Send one link
Paste the link into WhatsApp, email or a DM. Answers arrive in your dashboard with an alert.
See it as your client will
This is the form your client fills. Submitting is turned off in this preview.
Questions about this template
Is this virtual assistant client onboarding questionnaire free?+
Yes. Create a free Formtified account, add the template to your forms and share it. Templates don't use AI credits, and responses are unlimited.
Can I change the questions?+
Yes. Edit, reorder or remove any question, change the answer options (for example, to your own budget ranges) and add your own questions before you share it.
Does my client need an account to fill it?+
No. Your client opens the link, fills the form on any phone or computer and taps Submit. You get an in-app and email alert, and the answers land in your dashboard.
Can AI write a version for a specific project?+
Yes. Describe the project in a sentence and Formtified AI asks a few quick questions, then writes a questionnaire for that exact project. Each AI form uses one credit, and you get 20 free when you sign up.