Virtual Assistance Client Questionnaire
Please let me know the best way I can help you by answering the form below:
Name
*
First Name
Last Name
Email
*
example@example.com
What Time zone are you in?
Mobile Phone or WhatsApp Number:
Please enter a valid phone number.
What is the name of your business?
*
Do you have a website or a Facebook Page?
Tell me a little bit about your business. What do you do?
*
What administrative challenges are you facing right now?
Please list down a few things you are looking to hand over:
What type of tasks do you need assistance with? (You may check more than one)
*
Data Entry
Web Research
Email Management
Web Content Management
Social Media Management
Calendar Management
Photo Editing / Graphic Designing
Transaction Coordinator
CMA Prep and Delivery to the agent
Home Tour Schedule and Route Prep
MLS Home Search Set up
Outbound referral Prep and tracking
Prep offer on the go and send to the client for signature
Create and send for signature/ Brokerage Documents- Sellers/Buyers
ISA (Inside Sales Agent)
Data Entry
If what you're looking for is not on the options above, please specify them here:
Do you have any particular background or software knowledge required from me to work on this project?
*
Preferred Method of Contact:
*
Email
WhatsApp
Skype
Zoom
Messenger
Preferred Payment Term:
*
Please Select
Hourly Rate
Fixed Daily Rate
Monthly Retainer Fee
Project Based Only
Preferred Payment Method:
*
Please Select
Zelle
Cash App
Invoice via Quickbooks
How do you want to keep track of my work?
*
Via Task tracking Sheet - Shared Google Sheet
Other
Submit
Should be Empty: