Client Onboarding Questionnaire


We want to know.....

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We are excited to begin this partnership together and are looking forward to assisting you propel your business forward and completing your projects and tasks! The purpose of the questions below is for us to get to know you a bit better, along with more information for further assistance with our matching process for your Virtual Assistant.


Please take the time to thoughtfully fill this out so that we may offer you the best match. Once this form is received, we will match you up with your Virtual Assistant within 2 business days. When we send your match, we will send along their Team Profile which includes an overview of their experience & education.

Your new Virtual Assistant will then be in touch to conduct your New Client Orientation.