Virtual Assistant Intake Form

Virtual Assistant Intake Form for Philippines

Virtual Assistant Intake Form Template for Philippines

A Virtual Assistant Intake Form is a comprehensive document used in the Philippines to establish the initial framework for virtual assistant services. This document, governed by Philippine law including the Data Privacy Act of 2012 and E-Commerce Act of 2000, captures essential information about service requirements, work arrangements, and compliance obligations. It serves as a preliminary step before formal engagement, collecting detailed information about the client's needs, virtual assistant qualifications, technical requirements, and data handling protocols while ensuring alignment with Philippine labor and digital service regulations.

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What is a Virtual Assistant Intake Form?

The Virtual Assistant Intake Form is a crucial preliminary document used in the Philippine business context to initiate virtual assistant engagements. This document is typically employed when businesses or individuals seek to hire virtual assistants and need to formally document their requirements, expectations, and compliance obligations. The form addresses key aspects required under Philippine law, including data privacy compliance under RA 10173, digital service provisions under RA 8792, and labor law considerations. It collects comprehensive information about service scope, technical requirements, work arrangements, and confidentiality needs, serving as a foundation for the subsequent service agreement. The document is particularly relevant in today's digital economy where remote work arrangements are increasingly common in the Philippines.

What sections should be included in a Virtual Assistant Intake Form?

1. Parties: Identification of the Virtual Assistant and the Client, including complete contact details and business registration information if applicable

2. Background: Brief context about the purpose of the engagement and the nature of virtual assistant services being sought

3. Definitions: Key terms used throughout the form including 'Services', 'Confidential Information', 'Work Product', 'Communication Channels', etc.

4. Service Requirements: Detailed description of the virtual assistant services needed, including primary tasks and responsibilities

5. Work Schedule and Availability: Expected working hours, time zone considerations, and response time requirements

6. Communication Preferences: Preferred communication methods, tools, and protocols for regular updates and meetings

7. Technical Requirements: Software, hardware, and internet requirements needed to perform the services

8. Data Privacy and Security: Compliance with Philippine Data Privacy Act and handling of sensitive information

9. Experience and Skills: Required qualifications, skills, and experience levels for the virtual assistant position

10. Rate and Payment Information: Expected rate range, payment methods, and frequency preferences

What sections are optional to include in a Virtual Assistant Intake Form?

1. Non-Disclosure Agreement: Additional confidentiality provisions when handling sensitive business information

2. Project-Specific Requirements: For clients with specific project needs or industry-specific requirements

3. Team Collaboration: When the VA needs to work with other team members or existing staff

4. Training Requirements: When specific training or onboarding processes are needed

5. Performance Metrics: When specific KPIs or performance measurement criteria are required

6. Backup and Contingency: For clients requiring backup plans for unavailability or emergency situations

What schedules should be included in a Virtual Assistant Intake Form?

1. Schedule A - Detailed Task List: Comprehensive list of specific tasks and responsibilities

2. Schedule B - Software and Tools: List of required software, tools, and systems with access requirements

3. Schedule C - Rate Card: Detailed breakdown of rates for different types of services or skill levels

4. Appendix 1 - Data Processing Agreement: Detailed terms for handling personal and sensitive data in compliance with Philippine law

5. Appendix 2 - Communication Protocol: Detailed procedures for regular updates, reporting, and emergency communications

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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What is a Virtual Assistant Intake Form?

What sections should be included in a Virtual Assistant Intake Form?

What sections are optional to include in a Virtual Assistant Intake Form?

What schedules should be included in a Virtual Assistant Intake Form?

Authors

Alex Denne

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