You will get a branded client intake form (Up to 10 questions)
Project details
Stop chasing down client info. I’ll take your questions and turn them into a clean, branded intake form that’s easy to fill and ready to send. Whether you’re onboarding coaching clients, creative collaborators, or service leads, this intake form keeps it simple, organized, and professional.
Purpose
BusinessLanguage
EnglishWhat's included $55
These options are included with the project scope.
$55
- Delivery Time 2 days
About Sharita
Your Back-Pocket Brain for Systems, Support & Social Media
Houston, United States - 10:42 pm local time
Through my consulting brand So Savvy You, I’ve supported small businesses, healthcare providers, funeral services, nonprofits, and coaches—helping them bring order to the backend of their business so they can focus on serving people up front.
Here’s what I bring:
*Virtual assistant services tailored to your business—calendar and inbox support, CRM updates, travel research, and document prep
*Clear, usable SOPs, training guides, and process documentation
*CRM setup and maintenance, task tracking, and account follow-up
*Project coordination from kickoff to wrap-up—timelines, notes, and reporting
*Experience with Excel, Google Workspace, Canva, ConvertKit, Mailchimp, and other SaaS tools
*A steady, reliable presence who can adapt quickly without needing to be micromanaged
If your digital systems are messy, your documentation is outdated, or you just need a second brain to keep things moving, I’m here to help.
Steps for completing your project
After purchasing the project, send requirements so Sharita can start the project.
Delivery time starts when Sharita receives requirements from you.
Sharita works on your project following the steps below.
Revisions may occur after the delivery date.
Review Platform + Question Content
I’ll confirm where the form will live and what you need to ask clients.
Build a 10-Question Form
I’ll format your questions clearly with consistent spacing and logic flow.