Client Preferences and Needs Assessment

Client Preferences and Needs Assessment

This form is designed with your success in mind. By sharing your insights, preferences, and specific requirements, you empower us to handcraft a Virtual Assistant experience perfectly aligned with your unique needs.

Your input is the key to unlocking seamless collaboration, increased efficiency, and a tailored support system. Let's embark on this journey together, ensuring every task is not just completed but exceeds your expectations.

Thank you for taking the time to provide us with the details that will shape your future Virtual Assistant experience!

Company Information
Name*

First NameLast Name
Position*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Industry*
Company Name*
Website*
City*
State*
Country*
Timezone*
Current Workload and Challenges (Choose all that apply)*

Overwhelming Administrative TasksCustomer Service DemandsSocial Media ManagementData Entry OverloadEmail Inbox OverflowChaotic Calendar ManagementExtensive Research RequirementsContent Creation (e.g., writing, graphic design)Others
If you choose OTHERS, please specify*

Task Prioritization
Describe your preferred working style and any specific work methodologies.*
List some examples of daily tasks you envision your Virtual Assistant handling.*
Is there any additional information or specific requirements you would like to share?*
How many Virtual Assistant do you need?*
When do you plan to onboard a Virtual Assistant?*
If you were referred and provided with a referral code place it here:
How did you hear about us?*
Should be Empty: