Free template · 16 questions
Virtual assistant client questionnaire
A VA onboarding questionnaire: tasks, tools, access and boundaries, so you can start delivering in week one instead of asking permission for everything.
When to send it: Before the first week of work.
The work
- 1.List the tasks you want to hand over, starting with the one you hate most.
- 2.Which tasks are recurring (daily, weekly) and which are one-off?
- 3.Hours per week or month you expect.
- 4.What can I decide on my own, and what must you approve?
Tools and access
- 5.Tools you use: email, calendar, project management, CRM, file storage.
- 6.How will you share passwords (password manager, invite as user)?
- 7.Email signature and tone when writing on your behalf.
Working style
- 8.Your time zone and core hours when you want me available.
- 9.How do you prefer updates: daily summary, weekly call, task board?
- 10.What does an urgent request look like, and how should you reach me?
- 11.Confidential areas I should not access.
Budget, timing and decisions
- 12.What budget range have you set aside for this?
- 13.Is there a hard deadline, and what happens if it moves?
- 14.Who else needs to approve the work or the contract?
- 15.How would you prefer we communicate (email, calls, messaging), and how often?
- 16.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a virtual assistant send a client questionnaire?
Before the first week of work.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.