Consultation Questionnaire

Consultation Questionnaire

Please let me know the best way I can help you by answering the questions below.
Name*

First NameLast Name
Location*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
What time zone are you in?*
Email*
example@example.com
Mobile Phone:*

Area CodePhone Number
Preferred Method of Contact for this consultation:*

EmailMobile Phone
(If ‘mobile’ to the previous question) What is the best time to contact you?*
What is the name of your business?*
How long have you been in business? *
Do you have a company website?*
Please provide company website
Social Media?
Provide social media names
Tell me a little bit about your business. What do you do? What are your Products, Services, Area of Coverage?*
What administrative challenges are you facing right now? *
Please list down a few things you are looking to hand over:*
Do you have any particular background or software knowledge required from me to work on your specific tasks?*
Preferred Method of Contact during business hours:*

EmailZoomPhone call
How frequently do you prefer to communicate?*

DailyWeeklyAs Needed
How involved do you like to be in the day-to-day administrative operations?*

Very hands-onSomewhatOnly what I need to knowDepends on the task
How many hours are you expecting work to be done weekly?*
Do you prefer formal status reports or informal ones? What information do you want communicated to you in these reports and how frequently?*
Have you worked with a virtual assistant before? If so, what was the experience like? What, if anything, would you like to be handled differently this time?*
(If ‘no’ to the previous question) Do you have any concerns about working with a virtual assistant?*
How long do you think will be the duration of this project/job?*
When are thinking to have me start working for you?*
Between what hours of the day would you expect me to work for you and how many days a week?*
What are your goals for your business over the next year? Five years? Long-term? *
How do your business goals mesh with your personal goals? *
What should I know in order to better assist you in achieving these goals?*
Any other details I need to know to help your business be successful?*
Preferred Payment Term:*
Preferred Payment Method:*

Credit CardPaypalVenmoZelleACHOther
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