New VA Engagement Intake — Kickoff intake form (public) for Virtual Assistants. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

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.

What it collects (by section):

• About you & your business — First name [short text]; Last name [short text]; Email address [short text].
• What you need help with — 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] (conditional); 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].
• How you like to work — 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 / …].

Conditional logic (forks):

• WHEN Working Model is Retainer hours → show Weekly Hours Cap (hidden by default until met).

Required: Email address, VA Engagement Focus Areas (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Virtual Assistants. Deployment: embed.

Best for / surface when: 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.