New Client Questionnaire | Form 1
Let us know how we can help you!
Name
*
First Name
Last Name
Email
*
example@example.com
Telephone and/or Mobile:
-
Business or Landline
Mobile Number
Where are you located?
Are you looking for Business Support or Lifestyle Management?
*
Please Select
Business Support
Lifestyle Management
A bit of both
Preferred Method of Contact:
*
Email
WhatsApp
Telephone Call
Text Message
Zoom
Other
Do you have a website?
For businesses, please tell us a bit about what products or services you offer and any challenges you are facing
For Lifestyle Assistance, please tell us a bit about your situation and any challenges you are facing
What tasks would you like us to help you with?
*
Email Management
Diary Management
Booking Management
Bookkeeping
Invoicing
Banking / Payments
Customer Services
Outbound Calls
Data Entry
Social Media Management
Research
Updating CRM
General Lifestyle Assistant
Gifting
Holiday Planning
Event Planning
Other
Preferred Payment Term:
Please Select
Pay as You Go
Monthly Retainer
How many hours per week do you require assistance? (An estimate is fine)
*
When are you hoping to get started?
-
Month
-
Day
Year
Date
Submit
Should be Empty: