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.

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.