You can always press Enter⏎ to continue
Add A Freedom Maker
We are excited to assist you with adding another Freedom Maker to your team. Please fill out this brief form to get the process started.
START
1
Your name
First Name
Last Name
Previous
Next
Submit
Press
Enter
2
About Yourself
Please enter your email
Please enter your phone number
Confirm your phone number
Business website, if it is different from what we have on file or if different from what your current Freedom Maker supports
Previous
Next
Submit
Press
Enter
3
Click any that apply
My business is:
Veteran owned
Military spouse owned
Non-profit
Previous
Next
Submit
Press
Enter
4
Would you like to see our most commonly requested tasks?
If you are interested in any of them, just check the box and we will make sure those tasks are added.
YES
NO
Previous
Next
Submit
Press
Enter
5
Marketing Tasks
Click any tasks you'd like to include in your Assignment. Later, there is a blank space to write other tasks and detail. If this is non-applicable, just hit next.
Create content
Find content to share
Post content online
Monitor/respond to online comments
Put together newsletters
Find networking events
Register for events
Find speaking opportunities
Pitch to speaking opportunities
Prepare for the speaking event
Add events to calendar
Previous
Next
Submit
Press
Enter
6
Customer Service, Sales, and Operations Tasks
Click any tasks you'd like to include in your Assignment. Later, there is a blank space to write other tasks and detail. If this is non-applicable, just hit next.
Email customers
Check/respond to voicemail
Calendar/appointment management
Respond to customer inquiries
Schedule sales/other calls
Follow up with leads
Track referrals
Hold sales conversations
Manage CRM data and processes
Research
Client intake - initial
Client intake - document prep/files/account creation
Client intake - coordination
Delivery of service--routine, specialized or urgent
Delivery of service - prep work
Order processing
Previous
Next
Submit
Press
Enter
7
Finance and Back Office Tasks
Click any tasks you'd like to include in your Assignment. Later, there is a blank space to write other tasks and detail. If this is non-applicable, just hit next.
Prepare invoices
Pay bills
Track revenue/expenses
Enter/classify receipts
Insurance forms
Certifications and/or licenses (state, city, etc)
File management
Software research/purchase/renewal
Supplies
Previous
Next
Submit
Press
Enter
8
Executive and Personal Assistant Tasks
Click any tasks you'd like to include in your Assignment. Later, there is a blank space to write other tasks and detail. If this is non-applicable, just hit next.
Calendar management/Schedule meetings
Email management
Order office supplies
Book travel
Create detailed travel itineraries
Draft meeting notes
Prepare sensitive documents
Organize small events
C-suite level support
Organize personal travel and create itineraries
Create grocery pick up or delivery orders
Schedule personal appointments
Review/respond to personal emails
Personal party or event planning/coordination
Research various personal topics and services
Previous
Next
Submit
Press
Enter
9
Specialty Services
The following support falls under our specialty rates and generally would be a separate assignment. If you select one of these areas, we will be in touch about the rate and a way forward.
Full-service Bookkeeping
Website creation or revamp
Graphic design
Copywriting
Paralegal
Previous
Next
Submit
Press
Enter
10
Summary of work and tasks.
Please add additional tasks or detail that weren't captured in the previous checklists.
Previous
Next
Submit
Press
Enter
11
Please list all systems or software with which you expect the Freedom Maker to have experience.
The more required systems, the smaller the net. The more preferred systems, the wider the net. If they are preferred, we will still do our best to find someone with experience with that platform or a platform of the same type.
I require experience with these platforms
I prefer experience with these platforms (not a deal-breaker, but nice to have)
Previous
Next
Submit
Press
Enter
12
Optional: include any special requests you think prospective Freedom Makers should know.
Examples: 1. I have a dry sense of humor. They need to be comfortable with that. 2. They need to be comfortable with my business mission. 3. I will be seeking a 24-hour turnaround on tasks.
Previous
Next
Submit
Press
Enter
13
Estimated hours per project, week, or month this Freedom Maker will support you.
*
This field is required.
This helps the Freedom Makers know if they have the bandwidth to support you. This will NOT be used for billing purposes.
How many hours?
Please Select
Per Project
Per Week
Per Month
Per Week
Please Select
Per Project
Per Week
Per Month
Per Project, Week, or Month?
Previous
Next
Submit
Press
Enter
14
Does this Freedom Maker need to be available during certain business hours?
This helps us choose the best possible Freedom Makers to speak with during your selection calls. Keep scrolling if you don't see your timezone.
Please Select
No - we can work asynchronously
Yes - Pacific business hours
Yes - Mountain business hours
Yes - Central business hours
Yes - Eastern business hours
No - we can work asynchronously
Please Select
No - we can work asynchronously
Yes - Pacific business hours
Yes - Mountain business hours
Yes - Central business hours
Yes - Eastern business hours
What availability do you need?
Add detail about required availability, for example: Mondays at 10am for a recurring meeting, or weekday afternoons. N/A if not applicable
Previous
Next
Submit
Press
Enter
15
Please select how you'd like to conduct your Selection Calls
Phone call - each Freedom Maker will call you at the phone number provided. For the video option, please enter your personal Zoom, Google Meet or Microsoft Teams link here. These links will show you where it's located:
Zoom
,
Teams
,
Google Meet
. For Zoom, please be sure to enable the
waiting room feature
to ensure the Freedom Makers are not joining your selection call with another Freedom Maker. You will then be able to admit each Freedom Maker when you're ready.
Please Select
Phone Call
Zoom Video Call
Teams Video Call
Google Meet Video Call
Phone Call
Please Select
Phone Call
Zoom Video Call
Teams Video Call
Google Meet Video Call
How would you like to conduct your Selection Calls?
If using a video platform, add your meeting room link here.
Will anyone else be on your Selection Calls with you? If so, please add their names and email addresses here.
Previous
Next
Submit
Press
Enter
16
What date would you prefer prospective Freedom Makers to contact you?
*
This field is required.
Please give at least 5 business days--we like to ensure all Freedom Makers have a chance to view the work opportunity. You will be able to talk with up to four Freedom Makers.
-
Date
Month
Day
Year
Previous
Next
Submit
Press
Enter
17
Include a 2-hour window on the date you selected for us to schedule Freedom Maker selection calls.
*
This field is required.
Example 9-11 AM
Add 2 hour window here
What time zone with you be in for your Selection Calls?
Previous
Next
Submit
Press
Enter
18
Please confirm that the selected date and time block works for you. Rescheduling may incur an additional fee due to the amount of coordination involved.
*
This field is required.
The date/time block I selected works for me!
Previous
Next
Submit
Press
Enter
19
Thank you!
Please download this
Get Started Roadmap
to prepare for your new Assignment. We recommend starting on it now, and completing it prior to the Kick Off Call. Review the upcoming steps for your calendar planning purposes.
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
19
See All
Go Back
Submit