Outsourcing Made Easy: Client Discovery Form

CLIENT QUESTIONNAIRE

Thank you for considering VirtuallyAtEase to support your business with top-tier virtual assistant services. To help us understand your needs and match you with the best-fit virtual assistant, please fill out the form below.
Name

First NameLast Name
E-mail
example@example.com
Phone Number

Area CodePhone Number
What type of support are you looking for? (Select one)

Work with our in-house team for a fully managed experienceHire an independent virtual assistant for direct collaborationPartner with a VA for a volunteer roleHire a VA for a paid internship
What is your industry? (e.g., Coaching, E-commerce, Real Estate, etc.):
Briefly describe your business and the services/industry/products you offer.
What specific challenges are you currently facing in your business that you hope to address by working with a virtual assistant?
How have these challenges impacted your business operations or personal life?
What are your primary goals for the next 6-12 months
What tasks or projects are you looking to delegate to a virtual assistant? (e.g., administrative tasks, social media management, project management, customer support, etc.)
Are there any specific tools or software you currently use or prefer for your business operations?
What is your budget for virtual assistant services?
Do you have a preferred method of communication? (e.g., email, Slack, WhatsApp)
Do you use any project management tools you wish the VA to be knowledgeable about? (e.g., Trello, Asana, ClickUp)
What outcomes are you hoping to achieve by working with a virtual assistant?
What is your preferred working arrangement?

Full TimePart timeProject basedShort term tasks
When would you like your virtual assistant to start?

ImmediatelyWithin 1-2 weekswithin 1 month
Is there anything else you think is important for me to know about you or your business?
Thank you for taking the time to complete this questionnaire!

Our team will review your responses and reach out to you within 48 hours to discuss your requirements and next steps.

We look forward to partnering with you to help your business thrive!
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CLIENT QUESTIONNAIRE