Virtual Assistant Intake Form Template for United States

1. Team Integration: Required when VA needs to work with client's existing team members

2. Social Media Management: Specific section for social media handling requirements and access

3. Payment Processing: Required when VA will handle financial transactions or have access to payment systems

4. Content Creation Guidelines: Needed when VA will be creating content on behalf of the client

5. Client Branding Requirements: Required when VA needs to maintain specific brand standards

6. International Services: Additional requirements for working across different time zones or countries

7. Special Project Requirements: For specific one-time or recurring projects outside regular duties

1. Schedule A - Service Package Details: Detailed breakdown of services, hours, and pricing tiers

2. Schedule B - Systems Access Checklist: Comprehensive list of required access credentials and permissions

3. Schedule C - Standard Operating Procedures: Detailed procedures for common tasks and processes

4. Appendix 1 - Data Protection Protocol: Specific measures for handling sensitive information

5. Appendix 2 - Communication Tools Guide: Setup and usage guidelines for required communication platforms

6. Appendix 3 - Emergency Procedures: Detailed protocols for handling urgent situations or system issues