JLW CSS VA Client Info 'Sheet

JLW Consulting Services Simplified

Virtual Assistant Client Questionnaire
Client Information
Name

First Name Last Name
Nickname (if applicable)
Address
Address to give out to public
Contact Details
Home Phone
Work Phone
Cell Number
Fax (if applicable)
Number to give out to public
Email(s)
example@example.com
Phone

How may I contact you? Cell Email
Personal Information
Birth date

Month Day Year
Date
Marital Status
No. of Children
Spouse's Name
Spouse's Birth date

Month Day Year
Date
Important Dates in your Life

Month Day Year
Date
Names and Ages of Children
General Information
In a nutshell, describe your business:
Describe your services (current or future):
Describe your products (current or future):
Who is your target market or niche?
What are some unique characteristics of your business?
What are three short term goals you hope to accomplish this year?
Ideally, how would you have your virtual assistant help you with these goals?
What are your biggest "time suckers"?
Do you currently use other VAs? If so, what is their role(s)?
Expectations
What do you expect to get out of these first 30 days of working together?
Do you have any comments or questions we need to address in your consultation?
Tell me something about yourself that you think we should know to serve you better?
If you have any additional questions, please don’t hesitate to contact us at hello@jlwcss.com or call 202.430.5463
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JLW Consulting Services Simplified