Virtual Executive Assistant Onboarding Form

Thank you for onboarding a Virtual Executive Assistant (VEA). Please fill out this form to help us tailor our services to your needs.

Basic Information

Your Name *

Your Role/Company:

Your Email *

Primary Objectives

Top 3 Goals for Your EA:

1.
2.
3.

Immediate Tasks (up to 5):

1.
2.
3.
4.
5.

Preferred Communication

Communication Tools:

Email

Slack

ClickUp

Other:

Meeting Frequency:

Daily

Weekly

Bi-Weekly

Calendar and Email Management

Calendar Platform:

Google Calendar

Outlook Calendar

Other Calendar:

Email Management Instructions:

None

None

Specific (please specify)

Tools and Tasks

Key Tools Your VEA Should Use:

Google Drive

ClickUp

Slack

Other tools

Ongoing Projects or Events:

Yes

No

Please specify ongoing project

Travel Assistance Needed?

Yes

No

Personal Assistance Needed?

Yes

No

Please Specify

Additional Information

Confidential Tasks or Special Instructions:

Yes

No

Please specify if any

Will the VEA handle creating and sending invoices via Stripe, including follow-ups on overdue payments? If yes, please specify the process.

Should the VEA generate payment reports or manage refunds/disputes on Stripe? If yes, provide any relevant instructions.

Your Signature:

Clear

Thank you for your responses. We’ll use this information to ensure your VEA is set up for success.

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company.