Business Support Onboarding Form

Business Support Onboarding Form

The Office Collective
Thank you for expressing interest in being assisted by the team here at

The Office Collective.

In order to ensure we have the capacity to fulfill your expectations as one of our valued clients, we ask that you answer a few questions about your business and the tasks that you are interested in outsourcing to us.

Please fill out as much as you can, if you are unsure, feel free to email us at admin@theofficecollective.online

We look forward to the opportunity of working together on your small business!
Name

First NameLast Name
Email
Business Details
Your Business Name
ABN
Your entity type and GST status are important to us!
Facebook Link
Please tell us a little about what you do in your business and what support you are looking for.
Service Needs
What services do you think will elevate your business?

Trades Essential PackageAccounts ManagementMarketing and Social MediaOperations and ProceduresAd-Hoc Support
What are your immediate prioritise?
Current Systems & Processes
Do you currently use any of these tools?

XeroAsana/TrelloSlack/Microsoft TeamsProcess Street/Monday.com
Do you have existing marketing/social media accounts? If yes, which platforms?

FacebookInstagramLinkedInTikTok
Capacity and Expectations
How many hours of support do you estimate needing per month?
Do you prefer a retainer arrangement or ad‑hoc support?

RetainerAd-hoc Support
What is your expected start date?

DayMonthYear
Date
Are there any deadlines or upcoming events we should know about?

YesNo
If Yes, what is the deadline date?

DayMonthYear
Date
What do you value most in a support partner (e.g. clarity, speed, collaboration)?
How do you see The Office Collective fitting into your business journey?
Anything else you’d like us to know about your business or goals?
We have a monthly newsletter full of small business information, workshop opportunities and free resources. Would you like to join our mailing list?

Yes please!Not yet, thank you.
Thank you for reaching out to The Office Collective.

Once you submit this form, we’ll review your details and be in touch within one business day. Our goal is to make sure you feel supported from the very beginning, because while you might be in business for yourself, you are never in business by yourself.
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Business Support Onboarding Form

Business Details

Service Needs

Current Systems & Processes

Capacity and Expectations