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Virtual assistants: Onboarding questionnaire

Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.
virtual assistants onboarding questionnaire

This form asks for this information:

  • Preferred communication method
  • Background and objectives
  • Project overview
  • Preferences and expectations
  • KPIs
  • Feedback process
  • Confidentiality needs
  • Billing and payment

This form uses these blocks:

  • File upload
  • Multiple choice
  • Text area
  • Text input
  • Page breaks

This form could be embedded into your agreement. Read more or watch more about agreements using the respective links.