Virtual Assistance Client Questionnaire

Virtual Assistance Client Questionnaire

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

First NameLast Name
Email*
example@example.com
Location*

Street Address

Street Address Line 2

CityState

Zip Code
Mobile Phone or WhatsApp Number:
Please enter a valid phone number.
What is the name of your business?*
Do you have a website, Instagram, Twitter, LinkedIn or a Facebook Page?
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 a few things you are looking to hand over (ex: Data entry tasks Email management, Calendar Management, project management):
What type of tasks do you need assistance with? (You may check more than one)*

Data EntryEmail ManagementAppointment ManagementCalendar ManagementAnswering Phones - business hoursAnswering Phones - after business hoursData ManagementDatabase ManagementClient Paperwork (intake, onboarding etc)New Account formsWeb ResearchDocument ScanningNotarizingCredentialing and Enrollment (medical, physicians)Trial Prep (Attorney and Law)
If what you're looking for is not on the options above, please specify them here:
What computer operating system do you use in your business (Mac,PC, both):*
Do you have any particular background or software knowledge required from me to utilize regularly?*
What Email Platform do you us? :*
What calendar Platform do you us? :*
do you use any software or tools to share files securely with your team? :*
Preferred Method of Contact:*

EmailZoomMicrosoft Teams
What tools do you use to communicate if you are unavailable by phone:*
is there anything else that would be valuable for me to know?
When do you anticipate hiring a Virtual Assistant?*
Should be Empty: