Know which executive assistant leads are worth discovery call time
This guided intake captures the type of support needed, weekly hour commitment, and start timeline for every enquiry, so you can tell a full-time executive support role from a one-off task before booking a discovery call.
The exact intake your executive virtual assistant leads complete
This is the real 7-question guided intake for Executive Virtual Assistant — the same flow your customers finish before you ever pick up the phone.
What a qualified executive virtual assistant lead should tell you
Ongoing remote support for a single executive covering calendar management, correspondence, travel coordination, meeting prep, and task or project coordination, scoped by the hours per week and tools the business actually needs.
- Support Mainly From Executive
- Many Hours Per Week
- Assistant Start
- Person Who Will Approve
- Use Specific Tools Or
- Preferred Time Zone Overlap
- This Assistant Access Sensitive
The questions your team needs answered
Every executive virtual assistant intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of support do you mainly need from the executive assistant? | The mix of support types selected shows whether this is a broad executive support role or a narrow, lower-weight task like personal errands, which affects how the lead should be scoped. |
| How many hours per week do you expect the assistant to work? | Weekly hour commitment is one of the strongest value signals, separating a full-time engagement from a light, under-10-hour request. |
| When do you need the assistant to start? | Start timing identifies urgent, immediate-need leads versus early-stage browsers who should be nurtured rather than called right away. |
| Are you the person who will approve hiring and pricing for this assistant? | Knowing whether the respondent can approve hiring and pricing prevents scope work and calls with someone who can't actually close the deal. |
| Do you currently use specific tools or software the assistant must work with? | Existing tool and software requirements determine whether an assistant needs specific platform experience before they can be matched. |
| What is your preferred time zone overlap for working with the assistant? | Time zone overlap preference informs scheduling and assistant assignment even though it isn't a priority-scoring field. |
| Will this assistant need access to sensitive business or financial accounts? | A yes on sensitive account access signals the need for extra vetting, NDAs, or security steps before placement, not just a general onboarding call. |
How Cliont scores executive virtual assistant leads
Every answer is weighted automatically — no manual review required.
Value signals
- Calendar and scheduling
- Email and correspondence
- Travel coordination
- Meeting preparation and follow-up
- Project or task coordination
- Personal errands and life admin
Urgency signals
- Immediately
See the lead your team receives
Executive Virtual Assistant Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for executive virtual assistant workflows
| Cliont capability | Executive Virtual Assistant application |
|---|---|
| Weighted scoring | Support type and weekly hours (up to full-time at 35+ hours) carry the heaviest weights, so a full-time executive support enquiry scores higher than a short-hours or personal-errands-only request. |
| Decision-maker flagging | The approval yes/no question tags leads where the respondent isn't the final approver, so your team can loop in the actual decision maker before a discovery call instead of after. |
| CRM routing | Qualified leads, along with their hours, start timing, and tool requirements, are sent to your CRM so sales can prioritize immediate-start, full-time enquiries first. |
| Compliance flag | A yes answer on sensitive account access can be used to trigger an internal note or NDA step before the assistant is placed. |
Common executive virtual assistant lead scenarios
Full-time hire, ready now
Prospect selects 35+ hours per week, needs calendar, email, and meeting support, and wants to start immediately. This combination of hours and urgency signals should route straight to a discovery call slot.
Exploring options only
Prospect flags they're just exploring and isn't sure how many hours they need. The intake still captures support type and approval authority so you can nurture without spending a call on it yet.
Not the final decision maker
An office manager or HR contact fills out the form on behalf of an executive who will actually approve pricing. The intake flags this so your team confirms who needs to be on the call before quoting.
Sensitive account access needed
The business indicates the assistant will need access to financial or other sensitive accounts. This surfaces a vetting or NDA step before the discovery call rather than after placement.
Tool and time zone mismatch risk
Prospect requires specific software and only partial time zone overlap. The intake captures both so you can check assistant availability and tool familiarity before promising a fit on the call.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More virtual assistant and bpo intake templates
Executive Virtual Assistant lead-intake FAQs
Does the intake check whether the person filling it out can actually approve hiring?
Yes, the form asks directly whether the respondent approves hiring and pricing for the assistant. If they answer no, the lead is still captured but flagged so your team knows to confirm the real decision maker before investing call time.
Can the intake tell me if someone needs full-time support versus a few hours a week?
Yes, the weekly hours question runs from under 10 hours up to full-time (35+), and that range directly affects the lead's priority score since higher commitment typically signals a more serious, higher-value engagement.
Will the intake surface if a client needs the assistant to use specific software?
The form asks whether the client already uses specific tools or software the assistant must work with, so you can see operational fit requirements before matching an assistant or getting on a call.
How does the intake handle requests that involve sensitive financial account access?
There's a direct yes/no question on whether the assistant will need access to sensitive business or financial accounts, which lets you flag those leads for extra vetting or NDA steps ahead of onboarding.
What happens with leads who say they're just exploring rather than ready to start?
The start-timing question captures this directly, from immediate need to just exploring options, so those leads still land in your CRM but aren't prioritized the same as an immediate-start enquiry.
Does time zone preference affect how a lead is scored or assigned?
The intake asks about preferred time zone overlap, from same time zone to no overlap needed, which is useful for matching assistant availability even though it isn't itself a value or urgency signal.
Turn executive virtual assistant visitors into qualified clients
Give every executive virtual assistant visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.