Welcome!
Let's get to know you better!
General Info
Let's make this fun!
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Preferred Method of Communication
*
Please Select
Email
WhatsApp
Slack
About Your Business
Time to show off!
Please provide a brief description of your business and the services/products you offer.
What are the core values or mission of your business?
How long have you been in business?
Please Select
Less than 1 year
1 - 3 years
4 - 6 years
7+ years
Current Challenges and Needs
This is where I get to really dig in! Tell me what’s been keeping you up at night, and what you’re looking to crush next.
What specific tasks or challenges are you currently facing that you need help with? (Select all that apply)
Administrative tasks (e.g., email/calendar management)
Streamlining business systems/processes
Task or project organization
Automations and integrations
Content creation (social media, blogs, emails)
Funnel building and lead generation
Client communication or customer service
Event planning or coordination
Bookkeeping
Body Doubling aka "Accountability Partner"
Other
What are the top 3 priorities you’d like me to focus on within the first 30–90 days?
Have you worked with a Virtual Assistant or OBM before?
Please Select
YES
NO
If yes: What worked well, and what didn’t?
What tools, software, or platforms are you currently using?
Project Management (e.g., ClickUp, Trello, Asana)
CRMs (e.g., HubSpot, Dubsado, HoneyBook)
Communication (e.g., Slack, Microsoft Teams,)
Marketing/Email (e.g., MailChimp, ConvertKit, ActiveCampaign)
Accounting/Finance (e.g., QuickBooks, Wave)
Other
Goals and Expectations
Let's talk big dreams!
What are your primary goals for the next 3–6 months?
How would you define success in our working relationship?
What is your preferred communication style?
Daily updates
Weekly check-ins
As needed
Are there any specific deadlines or urgent projects I should be aware of?
Logistics and Support
Let's get the details flowing!
How many hours per week do you anticipate needing support?
Less than 5 hours
5–10 hours
10–20 hours
20+ hours
What is your budget for Virtual Assistant/OBM support?
Less than $500/month
$500–$1000/month
$1000–$2000/mont
$2000+/month
Do you have any questions or concerns about working with a Virtual Assistant/OBM?
We're Almost Done
Phew!
Is there anything else you'd like me to know about your business or your needs?
Are you ready to schedule your 30mins discovery call?
Click the "Submit" button below to book a discovery call today!
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