[
  {
    "grp": "var",
    "title": "New VA Engagement Intake",
    "findTitle": "New VA Engagement Intake",
    "category": "Virtual Assistant Services",
    "cover": "va-kickoff-cover.png",
    "desc": "<p><strong>New VA Engagement Intake</strong> — Kickoff intake form (public) for Virtual Assistants. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>A few quick details about what you need help with, how you like to work, and how much time you want back. Takes about three minutes — we shape the engagement from here.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>About you &amp; your business</em> — First name [short text]; Last name [short text]; Email address [short text].</li><li><em>What you need help with</em> — VA Engagement Focus Areas [multi-select: Inbox triage / Calendar booking / Travel/event support / Research / Data entry / …]; Working Model [dropdown: Task-based / Retainer hours / Dedicated hours / Project-based / Hybrid]; Weekly Hours Cap [number] <em>(conditional)</em>; Response SLA Target [dropdown: 2 hours / 4 hours / Same business day / 24 hours / 48 hours]; Timezone Overlap Requirement [dropdown: None / 1-2 hrs / 3-4 hrs / Full workday].</li><li><em>How you like to work</em> — Work Update Channels [multi-select: Email / Slack/Chat / SMS / Client portal / PM tool comments / …]; Update Cadence [dropdown: Daily / 2-3x/week / Weekly / Bi-weekly / Milestone-based]; Preferred Tools Stack [multi-select: Google Workspace / Microsoft 365 / Slack / Zoom / Teams / …].</li></ul><p><strong>Conditional logic (forks):</strong></p><ul><li>WHEN <em>Working Model</em> is <strong>Retainer hours</strong> → show <em>Weekly Hours Cap</em> (hidden by default until met).</li></ul><p><strong>Required:</strong> Email address, VA Engagement Focus Areas (kept low-friction).</p><p><strong>Form type:</strong> Kickoff intake (in), public. <strong>Niche:</strong> Virtual Assistants. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> A virtual assistant scoping a new client engagement — capturing the work to delegate, the working model and weekly hours, response SLA, and how the client likes to stay in sync.</p>"
  },
  {
    "grp": "var",
    "title": "Delegation, Authority & Spend Setup",
    "findTitle": "Delegation, Authority & Spend Setup",
    "category": "Virtual Assistant Services",
    "cover": "va-delegation-cover.png",
    "desc": "<p><strong>Delegation, Authority &amp; Spend Setup</strong> — Update / setup form (auth-only) for Virtual Assistants. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>The boundaries of what your VA can decide, send, and spend — so we move fast without overstepping.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Authority &amp; spending</em> — Delegated Authority Scope [multi-select: Book/schedule meetings / Send routine emails / Vendor liaison / Approve up to $ amount / Purchase tools/subscriptions / …]; Approval Threshold for Purchases ($) [number]; Authorized Expense Categories [multi-select: Office supplies / SaaS subscriptions / Travel bookings / Gifts / Shipping/courier / …]; Corporate Gifting Policy [short text].</li><li><em>Travel &amp; events</em> — Travel Booking Authority [dropdown: Research only / Book within guidelines / Book with approval / Not applicable]; Event Support Scope [multi-select: Venue research / Vendor outreach / RSVPs/ticketing / Agenda &amp; run-of-show / Tech setup / …].</li><li><em>Escalation &amp; tone</em> — Escalation Triggers [multi-select: Budget risk / Deadline risk / Scope change / Stakeholder conflict / Legal/compliance concern / …]; Tone/Voice Guidelines [long text]; Email Signature Block [long text]; Send-As / Delegate Access Status [dropdown: Not requested / Requested / Granted / Not applicable].</li><li><em>Contacts &amp; vendors</em> — VIP Contacts List [long text]; Contact Groups to Maintain [long text]; Vendors to Manage [long text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Virtual Assistants. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Virtual Assistants client workflow — delegation, authority &amp; spend setup.</p>"
  },
  {
    "grp": "var",
    "title": "Inbox, Calendar & Communication Setup",
    "findTitle": "Inbox, Calendar & Communication Setup",
    "category": "Virtual Assistant Services",
    "cover": "va-comms-cover.png",
    "desc": "<p><strong>Inbox, Calendar &amp; Communication Setup</strong> — Update / setup form (auth-only) for Virtual Assistants. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>How you want your email triaged and your calendar booked, so the day-to-day runs without you.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Inbox</em> — Inbox Platform [dropdown: Google Workspace / Microsoft 365 / Other]; Inbox Management Level [dropdown: Monitor/flag only / Triage &amp; categorize / Respond via templates / Full correspond within playbook]; Response Templates Library Link [short text].</li><li><em>Calendar</em> — Calendar Platform(s) [multi-select: Google Calendar / Outlook/Exchange / Apple Calendar / Other]; Calendars to Manage (names/links) [long text]; Booking Rules (buffers/hrs) [long text]; Meeting Types Allowed [multi-select: 15-min intro / 30-min call / 45-min strategy / 60-min deep-dive / Internal stand-up / …]; Scheduling Tool Preference [dropdown: Calendly / Google Appointment Schedules / Microsoft Bookings / HubSpot/CRM tool / Other].</li><li><em>Email marketing</em> — Email Marketing Platform [dropdown: Mailchimp / Klaviyo / ConvertKit / ActiveCampaign / HubSpot / …]; Campaign Calendar Link [short text].</li><li><em>Reporting rhythm</em> — Weekly Report Format [dropdown: Bullet summary / Table checklist / KPI snapshot / Loom/video / Mixed]; Hours Tracking Method [dropdown: Manual timesheet / Timer app / System time tracking]; Timesheet Submission Day [dropdown: Friday / Saturday / Sunday / Monday].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Virtual Assistants. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Virtual Assistants client workflow — inbox, calendar &amp; communication setup.</p>"
  },
  {
    "grp": "var",
    "title": "Tasks, Tools & SOPs Setup",
    "findTitle": "Tasks, Tools & SOPs Setup",
    "category": "Virtual Assistant Services",
    "cover": "va-systems-cover.png",
    "desc": "<p><strong>Tasks, Tools &amp; SOPs Setup</strong> — Update / setup form (auth-only) for Virtual Assistants. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>How work comes in, where it lives, and the documents and SOPs that keep everything consistent.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Task intake &amp; triage</em> — Task Intake Method [dropdown: Email / Form / PM tool / Chat / Voice note]; Priority Triage Rule [dropdown: Due-date driven / Impact/Effort / FIFO / SLA-based]; Recurring Tasks List [long text].</li><li><em>Project management</em> — Project Management Tool [dropdown: Asana / Trello / ClickUp / Monday.com / Notion / …]; Boards/Workspaces Links [long text].</li><li><em>Files &amp; documents</em> — File Storage System [dropdown: Google Drive / OneDrive/SharePoint / Dropbox / Box / Notion / …]; Folder Naming Convention [short text]; Document Templates to Use [long text]; SOPs / Playbooks Link [short text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Virtual Assistants. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Virtual Assistants client workflow — tasks, tools &amp; sops setup.</p>"
  },
  {
    "grp": "var",
    "title": "Access, Security & Reporting Setup",
    "findTitle": "Access, Security & Reporting Setup",
    "category": "Virtual Assistant Services",
    "cover": "va-access-cover.png",
    "desc": "<p><strong>Access, Security &amp; Reporting Setup</strong> — Update / setup form (auth-only) for Virtual Assistants. Standalone version — a hosted mini landing page (an embeddable twin is also available).</p><p>How your VA gets the access they need — safely, through your password manager — plus the data rules and reporting that keep the engagement accountable. Never paste passwords or 2FA codes here.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Access &amp; credentials</em> — Access Provisioning Status [dropdown: Not started / Requested / Granted / Review pending / Revoked]; Password Manager Used [dropdown: None / 1Password / LastPass / Bitwarden / Dashlane / …]; Credential Vault Reference [short text]; Two-Factor Method [dropdown: Authenticator app / SMS / Security key / Email / Mixed]; Data Handling Restrictions [multi-select: No PII storage in notes / No payment details / NDA for third parties / Delete exports after handoff / Share via links only]. How access is granted — securely. Share logins only through your password manager, never in plain text.</li><li><em>Reporting &amp; accountability</em> — KPIs to Track [long text]; SLA Breach Notification [dropdown: Immediate / End of day / Include in weekly report]; Holidays / Blackout Dates [long text].</li><li><em>Automation</em> — Automation Opportunities to Explore [long text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Virtual Assistants. <strong>Deployment:</strong> standalone.</p><p><strong>Best for / surface when:</strong> Virtual Assistants client workflow — access, security &amp; reporting setup.</p>"
  }
]