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Editable Virtual Assistant Client Intake Form Template, Freelance Personal Assistant Client Questionnaire, Canva editable #2093

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The Editable Virtual Assistant Client Intake Form Template is a customizable document designed for virtual assistants to easily collect important information from new clients.

This template includes fields for client contact information, project details, and any special instructions or requirements. The template can be edited and tailored to fit the specific needs of your business. This template helps you to save time and streamline your client intake process, so you can focus on providing high-quality service to your clients. This template is perfect for new and established virtual assistants looking to streamline their client onboarding process.

This is a 2-page Editable Virtual Assistant Client Intake Form Template editable in Canva (FREE Account)! The text is already written for you but it is also easily edited in CANVA to add anything that is particular to your business or area it is also completely customizable. Text, font, and colors are all fully editable to give you complete control of your branding and create a cohesive look for your business.

✦ WHAT YOU WILL RECEIVE ✦

⫸ 1 PDF with access to the following templates:

2 Fully Editable Pages

All in US Letter and A4

⫸ 1 PDF with the free Canva Basics Guide

Please note that this is a DIGITAL DOWNLOAD listing. No physical product will be shipped to you.

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✦ HOW TO USE YOUR VIRTUAL ASSISTANT CLIENT INTAKE FORM TEMPLATES ✦

1. After the payment process you will receive a PDF with the link to the template in Canva.
2. The link in the PDF will direct you to a landing page in Canva. Log in or sign up on Canva first (it’s free). Click the “use template” button to save a new copy of the design to your Canva account and instantly begin editing – no need to make a copy!
3. Customize the template
4. After customizing, download as PNG files for high-quality images or as PDFs for printing.

✦ IMPORTANT – PLEASE READ ✦

+ This is a DIGITAL PRODUCT which means NO physical item will be shipped to you.
+ These templates are for use in Canva ONLY (You don’t need a PRO account!)
+ Common knowledge of Canva is required to edit the template.
+ Stock photos are free Canva images, and are included. You can easily exchange them for your own or other stock pictures.

✦ CUSTOM ORDERS ✦

The templates are created for you to customize on your own with the help of resources like tutorial videos and PDF guides. I currently do not provide any customization services for the templates.

If there are any specific templates you are looking for, please fill out your template request form here: 
https://biztemplateforyou.canny.io/template-request

✦RETURNS✦

Due to the digital nature of this product, ALL SALES ARE FINAL. This means requests for refunds or exchanges cannot be accepted so please consider the product carefully before placing an order. Please feel free to ask me ANY questions before you purchase.

✦COPYRIGHT NOTICE✦

All of the files included in this download are original and copyrighted by Biz Templates For You. Files are for personal use only and may not be resold, copied, distributed, or shared with a third party. ©BIZ TEMPLATES FOR YOU

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https://www.biztemplateforyou.com/

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You will get the following files:
  • PDF (223KB)
  • PDF (15MB)