VIRTUAL ASSISTANT SUPPORT TEAM
CLIENT QUESTIONNAIRE
Personal Information:
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Back
Next
Company Information
Company Name:
*
Full name of company
What is your position?
*
Address of Company
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Company website link:
*
Industry/sector you operate
*
Briefly describe your business:
*
Back
Next
How Can We Help You
What tasks do you need assistance with? (Check all that apply)
*
Administrative Tasks (General Admin Assistant)
Scheduling and Appointment Management
Email Management
Data Entry and Management
Document Creation and Formatting
Travel Arrangements
Expense Reporting
Bookkeeping
Personal Assistance
Executive Assistant
Human Resource
HR Assistant
Social Media Management
Customer Support
Marketing and Sales
Technical Support
Transcription
Translation
Other
If "other" please explain:
How many hours of virtual assistant support do you need per week?
*
What are your top priorities for virtual assistant tasks?
*
Scheduling and Availability
What time zone are you in?
*
Location time zone
What are your available hours for virtual assistant work?
*
How quickly do you need virtual assistant services to start?
*
Communication Preferences
Preferred communication method:
*
Email
Phone
Video Calls
Messaging Apps
All of the above mentioned
Other
Do you have specific communication tools, platforms and CRM you/company use?
*
List them here
Provide links to relevant social media platforms:
*
Security and Confidentiality:
Do you require a non-disclosure agreement (NDA)?
*
Are there specific compliance regulations we should follow?
How did you hear about VAST?
*
Facebook
Instagram
Google
Friend
Colleague
Name of your referral:
Appointment
Submit
Should be Empty: