You will get a custom client intake form or branded business templates.
Project details
A strong intake form helps you onboard clients smoothly and professionally. I will create a fully customized client intake form or set of branded business templates that reflect your business style and make your workflow easier.
Your deliverables can include client intake forms, onboarding forms, questionnaires, welcome templates, proposals, or any other branded documents you need. I design each file with clear structure, clean formatting, simple navigation, and consistent branding.
You can choose from Google Forms, PDF, Canva, or Word formats, and I will provide both a final version and an editable source file. My goal is to help your business present itself professionally while saving you time on client onboarding and communication.
Your deliverables can include client intake forms, onboarding forms, questionnaires, welcome templates, proposals, or any other branded documents you need. I design each file with clear structure, clean formatting, simple navigation, and consistent branding.
You can choose from Google Forms, PDF, Canva, or Word formats, and I will provide both a final version and an editable source file. My goal is to help your business present itself professionally while saving you time on client onboarding and communication.
Project Type
Data Entry, Virtual Assistance, OtherWhat's included
| Service Tiers |
Starter
$40
|
Standard
$75
|
Advanced
$150
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 4 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $50
Additional Revision
+$10
Additional Template
+$25
Convert to Fully Editable Canva Template
+$25Frequently asked questions
About Lea
Administrative Assistant , HR, and Marketing
Fresno, United States - 9:43 am local time
My background includes:
✔️ Human Resources: onboarding, payroll assistance, employee records, scheduling, training materials
✔️ Administrative Support: inbox + calendar management, data entry, document creation, research, filing
✔️ Marketing & Communications: client communication, report creation, proofreading, templates, content organization
✔️ Business Operations: setting up workflows, improving processes, organizing chaos, building forms, SOPs, trackers
✔️ Legal/Admin Environment: scanning, routing mail, maintaining files, labeling, accuracy under pressure
Clients work with me when they need:
• A detail-oriented problem solver
• Someone who communicates clearly
• A partner they don’t have to micromanage
• A fast learner who adapts quickly
• A friendly, reliable presence for their team or customers
I love helping people get organized, stay ahead of deadlines, and make their work life feel lighter. If you need someone dependable who can jump in and make sense of the moving pieces—I’m the one you call.
Let’s build something strong together.
Steps for completing your project
After purchasing the project, send requirements so Lea can start the project.
Delivery time starts when Lea receives requirements from you.
Lea works on your project following the steps below.
Revisions may occur after the delivery date.
I review your details and requirements
I review your business info, branding, and the fields you want included.
I create your custom form or template
I build your intake form or template with clean layout and clear structure.