MGR Virtual Assistant Questionnaire

MGR Virtual Assistant Questionnaire

Thank you for your interest in joining the MGR Team. This short questionnaire should take no longer than 5-10 min to complete. Please answer to the best of your ability. We look forward to speaking with you soon! To learn more about our company, follow this link. https://bit.ly/WelcometoMGR
How did you find out about this position?*
What is their name?*
Please describe?*
- Appointment SettingCreative DirectorExecutive AssistantVirtual Team Manager(GHL) Go High Level CRM AssistantQuickBooks/Bookkeeping AssistantVideo EditorHuman ResourcesRecruitment ManagerPersonal AssistantMarketing LeadAsset ManagerSocial Media Media ManagerOperations Assistant
- Personal Information
- Full Name*
  
  First NameLast Name
- Email Address*
  example@example.com
- Phone Number*
  
  Country CodeArea CodePhone Number
- WhatsApp Contact Number
  
  Country CodeArea CodePhone Number
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Country
- Date of Birth*
  
  MonthDayYear
  Date
- Some High SchoolHigh School GraduateSome CollegeCollege GraduatePost-Graduate Degree
- If you are a college or post-graduate degree holder, please specify your major or area of study.*
- Do you have any certifications or training relevant to the position you are applying for?*
- Do you have a LinkedIn Profile you would like to share?*
- Yes - I am fluent in EnglishNo
- Yes - I am fluent in SpanishNo
- Desired Currency*
- Minimum Acceptable Salary (Monthly)*
  Please use your local currency. (ex. Peso, etc.)
- Desired Salary (Monthly)*
  Please use your local currency. (ex. Peso, etc.)
- Date Available to Start.*
  
  MonthDayYear
  Please enter the earliest date you can start.
- Full-Time (8:30am - 4:30pm CST)Part-TimeWeekdays (Monday - Friday)Evenings (3pm - 11pm CST)WeekendsHolidaysOther
- If desired availability is not listed, please describe your desired availability in Central Standard Time (CST):
- YesNo
- YesNo
- Please provide detail on outside work.
- YesNo
- Please provide a brief explanation.
- YesNo
- Please provide a brief explanation.
- Remote Work Abilities
- BeginnerIntermediateAdvanced
- YesNo
- What is the make and model of your computer?*
- Is your computer equipped with a webcam and microphone?*
- Describe your internet connections (e.g. speed, type)*
- YesNo
- YesNo
- YesNo
- Professional Background
- No Experience1 Year or Less2 Years or Less3–5 Years6–9 Years10+ Years
- MultifamilySingle-Family RentalCommercial (Office/Retail/Industrial)HospitalityPrivate Equity / Investment FundCorporate P&L / Business UnitOther
- Briefly describe your asset type and level of ownership.*
- Less than 100100–300300–700700–1,5001,500+Non-Real Estate Portfolio
- Briefly describe portfolio size (revenue or AUM).*
- Financial Ownership & Results
- YesNo
- Describe your P&L scope including asset count, revenue under management, and your specific financial authority.*
- YesNo
- Describe the scenario, including before/after metrics and what you changed.*
- Have you ever prepared or presented investor reporting packages?*
- Reporting & Governance
- YesNo
- Describe the types of reports, frequency, and audience.*
- Systems & Analytical Skill
- ResManYardiRealPageEntrataAppFolioMRI SoftwareNoneOther
- YesNo
- Describe the types of models you have built and the decisions they supported.*
- Power BITableauGoogle Data StudioExcel DashboardsNoneOther
- Leadership & Accountability
- Describe your experience managing a team (on-site and/or remote). Include team size, roles managed, and tools used for communication and oversight.*
- Executive Summary
- Describe one asset or portfolio you managed where you made the most impact.
- If we could only interview one Asset Manager this week, why should it be you?
- How many years of experience do you have as an Executive Assistant?*
- What industries have you worked in as an Executive Assistant?*
- What is your experience with handling highly confidential or sensitive information?*
- Have you ever supported multiple executives at the same time? If so, how did you manage your workload? *
- Have you worked with international executives or in a remote/virtual setup? If so, please describe your experience. *
- Describe your experience with managing email inboxes, filtering messages, and drafting responses.*
- Describe your experience with managing business and personal tasks for an executive.*
- Do you have experience automating repetitive tasks or using AI tools (Zapier, ChatGPT, AI Scheduling tools, etc.)?*
- Have you written professional correspondence, reports, or presentations for executives? Please describe.*
- Do you have experience planning business trips, booking flights, accommodations, and handling travel logistics? *
- Have you organized company events, conferences, or team retreats? If so, describe your role. *
- Please list any unique tasks & responsibilities you have experience with:*
- List the software and tools you are proficient in (e.g., Asana, Google Suite, Microsoft Office, Slack, Calendly).*
- How many years of experience do you have as an Person Assistant?*
- What industries have you worked in as an Personal Assistant?*
- What is your experience with handling highly confidential or sensitive information?*
- Have you ever supported multiple executives at the same time? If so, how did you manage your workload? *
- Have you worked with international executives or in a remote/virtual setup? If so, please describe your experience. *
- Describe your experience with managing email inboxes, filtering messages, and drafting responses.*
- Describe your experience with managing business and personal tasks for an executive.*
- Do you have experience automating repetitive tasks or using AI tools (Zapier, ChatGPT, AI Scheduling tools, etc.)?*
- Have you written professional correspondence, reports, or presentations for executives? Please describe.*
- Do you have experience planning business trips, booking flights, accommodations, and handling travel logistics? *
- Have you organized company events, conferences, or team retreats? If so, describe your role. *
- Please list any unique tasks & responsibilities you have experience with:*
- List the software and tools you are proficient in (e.g., Asana, Google Suite, Microsoft Office, Slack, Calendly).*
- 1. Describe your most successful digital marketing campaign. What were the goals, and how did you achieve them?*
- 2. List the marketing tools and platforms you are proficient with. How have you used them in past roles?*
- 3. How do you measure the success of a marketing campaign? Please provide specific metrics and examples.*
- 4. Describe your experience with SEO/SEM. Can you provide examples of how you’ve improved search rankings or managed PPC campaigns?*
- 5. What social media strategies have you implemented in the past? Which platforms do you excel in, and how do you engage your audience?*
- 6. Detail your experience with content creation. Can you provide examples of different types of content you’ve created (blogs, videos, social media posts)?*
- 7. Explain your process for video editing. What software do you use, and what types of videos have you produced?*
- 8. Have you ever worked on a project that required collaboration with a remote team? How did you ensure effective communication and project completion?*
- 9. Provide an example of a marketing challenge you faced and how you overcame it.*
- 9. Provide an example of a marketing challenge you faced and how you overcame it.*
- 10. Describe your experience with email marketing. What platforms have you used, and what types of campaigns have you managed?*
- 11. What is your experience with creating and optimizing click funnels? Which tools have you used?*
- Please share samples of marketing work.
  
  You may upload directly or submit a weblink.
- Upload sample
  
  Please keep file size less than 5mb total.
  Cancelof
- Link to sample
- Professional Background
  
  Please describe any skillsets that you offer. We are a fast growing company and we enjoy training, so it is okay to not have any experience in these areas.
- How would you describe your personality?*
  
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  9
  
  10
  
  1 is Quiet/Reserved, 10 is Outgoing/Personable
- 1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- Please describe your experience with appointment setting. Include specific tools or systems you have used.
- 1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- 1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- Knock (RealPage Apartment CRM)Ooma (VOIP Phone Service)Resman (Property Management Software with CRM tools)Hubspot (CRM for Business Acquisition)Other
- Please add other softwares you have experience with.
- How comfortable would you be spending the majority of your day Calling Prospects on their phone multiple times per day?*
  
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  1 is Not Very Comfortable, 5 is Very Comfortable
- How comfortable would you be spending the majority of your day Calling Prospects on their phone multiple times per day?*
  
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  1 is Not Very Comfortable, 5 is Very Comfortable
- How comfortable would you be spending the majority of your day Texting or Emailing Prospects multiple times per day?*
  
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  1 is Not Very Comfortable, 5 is Very Comfortable
- How comfortable would you be spending the majority of your day Calling & Scheduling Appointments?*
  
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  5
  
  1 is Not Very Comfortable, 5 is Very Comfortable
- No Experience1 Year of Resman Experience or Less2 Years of Resman Experience or Less3 - 5 Years of Resman Experience6 - 9 Years of Resman Experience10 Years or Greater of Resman
- No Experience1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- YesNo
- YesNo
- Please detail relevant experience in debt collection.
- What other relevant skills or qualifications do you have that would make you an excellent appointment setter?
- Management & Leadership
  
  Please provide description on all Leadership & Management experience you have. Please highlight details that set you apart from other candidates.
- No Experience1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- Please describe each of your previous Leadership roles and how long you held each role.*
- Describe your experience with leading remote teams. How many team members did you manage, and what were their roles?*
- How do you ensure accountability and productivity in a remote team? Provide specific examples.*
- What strategies do you use to handle underperforming team members?*
- What methods do you use to monitor the quality of work in a remote team?*
- How do you measure and report on team performance metrics?*
- Provide an example of a project you managed successfully and the outcome.*
- No Experience1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- Please describe your experience with executive support. Include specific tools or systems you have used.
- AsanaGoogle SuiteMicrosoft OfficeHubspotOomaOther
- Please describe other softwares you have used in the past.*
- No Experience1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- None at this time3 - 56 - 89 or more
- Marketing & Social Media
  
  For each skill category listed below, you will be asked to rate your experience on a scale from 1 to 5 and provide specific examples or details to support your rating. Here is what the scale represents: • 1 = No Experience: I have not performed this task. • 2 = Basic Knowledge: I have basic knowledge of this task but have limited hands-on experience. • 3 = Intermediate: I have some experience performing this task and can do it independently. • 4 = Advanced: I have extensive experience and can perform this task proficiently with minimal supervision. • 5 = Expert: I am highly skilled in this task and can mentor others or lead projects in this area.
- Content Creation - Creating engaging posts (text, images, videos)*
  
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  5
  
  1 is No Experience, 5 is Expert
- Content Creation - Provide specific examples or details*
- Platform Management - Managing social media accounts (Facebook, Instagram, TikTok, LinkedIn, etc.)*
  
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  5
  
  1 is No Experience, 5 is Expert
- Platform Management - Provide specific examples or details*
- Audience Engagement - Responding to comments and messages, building community*
  
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  5
  
  1 is No Experience, 5 is Expert
- Audience Engagement - Provide specific examples or details*
- Analytics and Reporting - Tracking and analyzing social media metrics (engagement, reach, conversions)*
  
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  1 is No Experience, 5 is Expert
- Analytics and Reporting - Provide specific examples or details*
- Advertising - Creating and managing paid ad campaigns (Facebook Ads, Instagram Ads, etc.)*
  
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  1 is No Experience, 5 is Expert
- Advertising - Provide specific examples or details*
- Creative Tools - Using tools for graphic design and video editing (Canva, Adobe Creative Suite, CapCut, etc.)*
  
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  1 is No Experience, 5 is Expert
- Canva Experience*
  
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  5
  
  1 is No Experience, 5 is Expert
- CapCut Experience*
  
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  5
  
  1 is No Experience, 5 is Expert
- Adobe Photoshop Experience*
  
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  1 is No Experience, 5 is Expert
- Adobe Premiere Experience*
  
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  1 is No Experience, 5 is Expert
- GHL Experience*
  
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  1 is No Experience, 5 is Expert
- Other Creative Tools - Provide specific examples or details*
- Strategy Development - Developing social media strategies and content calendars*
  
  1
  
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  3
  
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  5
  
  1 is No Experience, 5 is Expert
- Strategy Development - Provide specific examples or details*
- Do you have any skills using Social Media? (Facebook, Instagram, TikTok, etc.) Please describe.*
- Do you have any Creative Marketing skills? (Creating Flyers, Posters, etc). Please describe.*
- Do you have any Video Marketing Skills? Please describe.*
- Do you have any Copywriting Experience? Please describe.*
- Please share samples of marketing work.
  
  You may upload directly or submit a weblink.
- Upload sample
  
  Please keep file size less than 5mb total.
  Cancelof
- Link to sample
- ADMINISTRATION
- Yes, I have experience in Asset and/or Property ManagementNo
- Please elaborate on any Asset/Property Management Experience you have.
- No Experience1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- No Experience1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- No Experience1 Year or Less2 Years or Less3 - 5 Years6 - 9 Years10 Years or Greater
- How would you rank your TECH Skills? (Zoom, Google Meet, Spreadsheets, Data Entry, etc)?*
  
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  1 is Beginner, 10 is Expert - I Can Handle Any Task With Minimal Training
- Please Detail any other Software Solutions you have experience with:
  Ex: Asana, Salesforce, Resman, Google Suite, etc.
- What Softwares have you used in the past to facilitate your virtual career?
  Ex: Slack, LastPass, WhatsApp,
- GHL Experience
- No ExperienceLess than 1 year1-2 years3+ years
- Please describe your experience with GoHighLevel.*
  Include specific tasks you’ve managed, such as setting up workflows, creating email campaigns, or managing pipelines.
- Have you set up multiple pipelines or workflows in GoHighLevel before?*
  Describe one example of a pipeline or workflow you created, including its purpose and outcome.
- What tagging or segmentation strategies have you used in a CRM to personalize communications?*
  Please provide an example of how you’ve used tags to organize and target different audiences.
- Describe your experience with automated email and SMS campaigns in GoHighLevel.*
  What types of campaigns have you built, and what strategies did you use to increase engagement?
- If tasked with creating a nurturing sequence for new investor leads, what key steps would you include?*
  Outline the sequence steps briefly (e.g., welcome email, follow-up, educational content).
- How would you handle re-engaging a broker who hasn’t submitted deals recently?*
  Describe any automation or messaging strategy you would use in GoHighLevel.
- Imagine you have multiple recruitment pipelines for different job roles. How would you set up and manage these pipelines efficiently?*
  Briefly explain your approach to pipeline organization and applicant tracking.
- WorkflowsAutomationsEmail/SMS CampaignsLanding PagesFunnel BuildingReporting and Analytics
- Please describe any challenges you’ve faced in GoHighLevel or another CRM platform and how you resolved them.
  This could include technical issues, campaign performance issues, or organization challenges.
- Are you comfortable setting up integrations between GoHighLevel and other platforms (e.g., email providers, analytics tools)?*
  If yes, please list any platforms you have successfully integrated.
- Are you available for full-time work with some overlap with US business hours?*
- Sample Task
  
  Please complete this brief task:
- Imagine we are launching a new quarterly newsletter for investors. Outline the key elements you would include in the GoHighLevel campaign (such as audience segmentation, timing, and types of content).
- Detail your experience with QuickBooks Online, including years of use, types of clients (e.g., small businesses, property management), and the volume of transactions managed monthly.*
- YesNo
- Please detail:
- For each of the tasks below, rate your proficiency on a scale of 1-5 (1 = Limited Experience, 5 = Expert), and briefly describe a relevant project or client example
- Describe your experience with Categorizing Transactions
- Describe your experience with Reconciling Accounts
- Describe your experience with Preparing financial reports (e.g., Profit & Loss, Balance Sheet).
- Describe your experience with Resolving discrepancies in financial data.
- Describe your experience with Managing payroll or accounts receivable/payable (if applicable).
- How familiar are you with U.S. Generally Accepted Accounting Principles (GAAP)? Provide examples of how you’ve applied these principles in your work.
- YesNo
- Please describe:
- Have you handled financial catch-up projects? If so, describe the scope of the project, the timeframe for completion, and the outcome (e.g., accounts reconciled for 6 months in 3 weeks)
- YesNo
- Please upload or link to an example of a financial report or reconciliation you’ve completed (ensure no sensitive information is shared).
  
  Cancelof
- Describe your workflow for ensuring accuracy and efficiency in QuickBooks Online tasks. Include any specific tools, checklists, or automations you rely on.
- What is your hourly rate or project-based fee for QuickBooks Online services?
- Adobe Premiere ProAfter EffectsFinal Cut ProDaVinci ResolveOther
- Describe your experience with animation and motion graphics.*
- What tools do you use for color grading and motion graphics?*
- CommercialsSocial Media ContentExplainer VideosEvent CoverageOther
- Please provide links to your portfolio or completed video projects.*
- Have you worked on projects involving animations or sound effects? If yes, please describe.*
- How do you approach editing a video from start to finish? Describe your typical workflow.*
- Describe a time when you had to meet a tight deadline for a video project. How did you manage it?*
- Do you have experience optimizing videos for specific platforms (e.g., YouTube, Instagram, Facebook)?*
- Rate your expertise in audio editing, syncing, and sound design.*
  
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  1 is Worst, 5 is Best
- Comments
- YesNo
- Years of Recruiting Experience*
- Average Open Roles Managed at one time?*
- Highest Number of Open Roles you managed simultaneously*
- Average time to fill (in days) for roles you recruited*
- Less than 60 Percent60-69 percent70-79 percent80-89 percent90 percent of higer
- Less than 2525-4950-99100-199200 or more
- Briefly describe your recruiting background. Focus on scope, industries, and role types.*
- Describe your proactive sourcing process.Include platforms used, how you track responses, and how you build bench talent.*
- Describe the recruiting tracker or dashboard you use.What metrics do you track and why?*
- How do you determine if someone is an A Player versus a seat filler?Include red flags.*
- Describe one hire that did not work out.What did you miss and what did you change?*
- If hired, what would you focus on fixing or improving in your first 30 days?*
- YesNo
- Job boards are not the pipeline. Walk us through your proactive sourcing process.Include where you source candidates, outbound volume per week, how you track responses, and how you keep warm candidates engaged.*
- Describe one hard to fill role you successfully hired for.Include why it was difficult, what failed initially, what worked, and total time to fill.*
- What recruiting tools, ATS systems, CRMs, or tracking systems have you used? For each tool, briefly describe how you used it.*
- Describe the recruiting tracker or dashboard you currently use. If you do not use one, explain what you would track and why.*
- How do you determine whether a candidate is an A Player versus a seat filler?Include red flags you watch for and how you say no to hiring managers.*
- Please describe your experience in HR and recruitment, including the number of years and specific roles you've held.*
- Which HR systems and recruitment tools (e.g., GoHighLevel, ATS, Slack, Asana) are you proficient in? Please provide details of your experience with each.*
- Can you walk us through your typical process for onboarding a new hire, from offer acceptance to first-week integration?*
- What strategies have you used to source high-quality candidates for hard-to-fill positions? Please provide specific examples.*
- What retention strategies have you successfully implemented in your previous roles? Please describe the outcomes.*
- What retention strategies have you successfully implemented in your previous roles? Please describe the outcomes.*
- How do you approach handling employee performance evaluations? Please describe your process.*
- How would you develop or enhance an employee engagement program? Please provide examples of initiatives you've led.*
- What experience do you have in automating HR workflows or recruitment pipelines (e.g., using GoHighLevel or other tools)?*
- CURRENT or MOST RECENT EMPLOYMENT #1
  
  Please provide as much detail as possible regarding your 3 most recent employers.
- YesNo
- Comments.
- Yes - I must give a 2-Week NoticeNo - I do not have to give a 2-Week NoticeNot Applicable
- Employer or Company*
  Please detail company or industry.
- What were your responsibilities?*
- How long did you work there? - Please provide your start date. *
  
  MonthDayYear
  Date
- How long did you work there? - Please provide your LAST day of work there. *
  
  MonthDayYear
  Date
- Reason for Leaving?*
- Annual Income?
  Please use your local currency. (ex. Peso, etc.)
- PREVIOUS EMPLOYMENT #2
  
  Please provide as much detail as possible regarding your 3 most recent employers.
- Employer or Company*
  Please detail company or industry.
- What were your responsibilities?*
- How long did you work there? - Please provide your start date. *
  
  MonthDayYear
  Date
- How long did you work there? - Please provide your LAST day of work there. *
  
  MonthDayYear
  Date
- Reason for Leaving?*
- Annual Income?
  Please use your local currency. (ex. Peso, etc.)
- PREVIOUS EMPLOYMENT #3
  
  Please provide as much detail as possible regarding your 3 most recent employers.
- Employer or Company*
  Please detail company or industry.
- What were your responsibilities?*
- How long did you work there? - Please provide your start date. *
  
  MonthDayYear
  Date
- How long did you work there? - Please provide your LAST day of work there. *
  
  MonthDayYear
  Date
- Reason for Leaving?*
- Annual Income?
  Please use your local currency. (ex. Peso, etc.)
- Please explain any periods of unemployment.*
- References
- Reference # 1
  Name - Phone Number - Email
- Reference # 2
  Name - Phone Number - Email
- Reference # 3
  Name - Phone Number - Email
- Submissions
- Resume/CV
  
  Cancelof
- Cover Letter
  
  Cancelof
- YesNo
- Please upload your DISC Assessment.
  
  Cancelof
- Headshot or Picture
  
  Cancelof
- Video Introduction
- Please submit a Loom Video Introduction. Briefly explain relevant work you have personally done. Show or clearly describe how you executed, owned outcomes, and solved problems. Be specific and concise.*
  Loom Hyperlink Submission
- Loom Guidelines
  - https://www.loom.com/
  - 3–5 minutes total
  - Live walkthrough only
  - No slides
  - No sales pitch
  If you can’t clearly explain your own work in under three minutes, this role will not be a fit.
  
  Shortlisted candidates will be invited to an interview.

MGR Virtual Assistant Questionnaire

Personal Information

Remote Work Abilities

Professional Background

Financial Ownership & Results

Reporting & Governance

Systems & Analytical Skill

Leadership & Accountability

Executive Summary

Please share samples of marketing work.

Professional Background

Management & Leadership

Marketing & Social Media

Please share samples of marketing work.

ADMINISTRATION

GHL Experience

Sample Task

For each of the tasks below, rate your proficiency on a scale of 1-5 (1 = Limited Experience, 5 = Expert), and briefly describe a relevant project or client example

CURRENT or MOST RECENT EMPLOYMENT #1

PREVIOUS EMPLOYMENT #2

PREVIOUS EMPLOYMENT #3

References

Submissions

Video Introduction