Client Intake Form

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Client Intake Form

All information collected is confidential.

First and Last Name *

What is your email address? *

What is your phone number? *

Are you looking for a Fractional or Full-Time Assistant? *

Fractional (by the hour)

Full-time (salary)

Not sure yet

What type of Assistant are you looking for? *

Personal - personal tasks such as errands, household management, house/pet care, grocery shopping, etc

Executive - business related tasks such as calendar & email management, research, meeting & documentation coordination, travel booking, etc

Virtual - personal and/or executive tasks executed strictly remotely

Personal Assistant

Executive Assistant

Virtual Assistant

Both a Personal and Executive Assistant

If interested in fractional Personal Assistance, which package do you prefer?

*If you require a mix of personal & business support, we’ll recommend our Executive Assistant packages to ensure you’re matched with someone who brings the right level of business expertise.*

Thrive (80 Hours per month, $4,500 per month)

Standard (50 hours per month, $3,000 per month)

Essential (20 hours per month, $1,500 per month)

Custom Hours ($75/hr + $350 monthly retainer)

Clear selection

If interested in fractional Executive Assistance, which package do you prefer?

Thrive (80 Hours per month, $5,000 per month)

Standard (50 hours per month, $3,500 per month)

Essential (20 hours per month, $2,000 per month)

Custom Hours ($75/hr + $350 monthly retainer)

Clear selection

If interested in fractional Virtual Assistance, which package do you prefer?

Thrive (80 Hours per month, $4,500 per month)

Standard (50 hours per month, $3,000 per month)

Essential (20 hours per month, $1,500 per month)

Custom Hours ($75/hr + $350 monthly retainer)

Clear selection

If interested in Full-Time, what is your salary budget?

What tasks will your Assistant do?

Ex: Laundry, errands, property management, grocery shopping/meal prep, booking travel, scheduling and calendar management, email management, expense tracking, etc.

What is your timeline to have someone in place?

What are your "Must Haves" in an Assistant?

What are your "Nice to Haves" in an Assistant?

Are you looking for any specific personality traits in an Assistant?

What part of town do you live or work in? (Home or office where assistant will report.) *

Will there be any pet or childcare responsibilities? If so, please explain.

*Please note that we do not source nannies but we understand life overlaps at times.

How did you hear about us?

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