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Client
Intake Form
First Name
*
Last Name
*
Email
*
Phone Number
*
BUSINESS OVERVIEW
Business Name
*
Business Type
Website
What does your day-to-day usually look like?
What are 2–3 challenges you’re currently facing?
Time zone
Working hours or times typically available:
SUPPORT AREAS REQUESTED
Administrative Support
Administrative Support
Client & Vendor Coordination
Client & Vendor Coordination
Invoicing, Estimates & Insurance
Invoicing, Estimates & Insurance
Task & Project Support
Task & Project Support
Inventory
Inventory
Social Media Support
Social Media Support
VALETTA PACKAGES
How many hours of support are you looking for
MONTHLY
?
*
How many hours of support are you looking for MONTHLY?
A
1-5 HR
B
6-10 HR
C
10-20 HR
D
20-30 HR
E
Other
Do any of these packages interest you?
COMMUNICATION & EXPECTATIONS
Preferred communication method?
*
Preferred communication method?
How involved would you like to be in the day-to-day task management?
*
How involved would you like to be in the day-to-day task management?
A
Very involved – I want to collaborate closely multiple times a week
B
Semi-involved – I’ll check in as needed
C
Hands off – Just get it done and keep me posted
D
Other
What are your top priorities for working with Valetta?
(Ex: inbox support, scheduling, admin tasks, systems setup)
Are there any tasks you’d love to hand off right away?
How will you define success with this support?
FILE SHARING AND DOCUMENTATION
Do you have any SOPs, guides, or templates to share?
Where do you store files and documents?
Where do you store files and documents?
What tools do you currently use to run your business?
What tools do you currently use to run your business?
THANK YOU
I’ll review your responses and be in touch shortly with a link to schedule your onboarding call. During that call, we’ll walk through your goals and clarify next steps.
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