OM Information Request Form

Business Startup Consulting Questionnaire
Name*

First NameLast Name
E-mail*
example@example.com
I. Business & Service Model
SubscriptionProject-BasedHourlyRetainerOthers
2. What types of businesses do you cater to?*
3. What services do you currently offer?*
4. What industry tools do your VAs commonly use?*
5. What key challenges do travel agency clients face that your VAs help solve?*
II. VA Team & Hiring Process
6. How many team members or VAs do you currently have, and how many do you plan to hire?*
7. How do you hire and train your team member or VAs?*
8. How do you currently track team member or VA performance? *
9. How do you ensure team member or VA upskilling for evolving client needs?*
III. Client Management & Onboarding
10. What is your current client onboarding process?*
11. What are the most common issues or complaints from clients?*
12. How do you track and improve client satisfaction?*
13. What strategies are in place to increase client retention?*
IV. Operations, Automation & Workflow
14. What task/project management tools do you currently use?*
15. What automation tools (CRM, email, invoicing) are in place? *
16. What manual/repetitive tasks are slowing down operations?*
17. How do you track time, productivity, and payments for team members or VAs?*
18. Are you open to implementing automation solutions to improve efficiency?*
V. Growth Strategy & Scaling Plans
19. What are your short-term goals (next 3-6 months)?*
20. What are your long-term goals (1-2 years)?*
21. What areas do you need immediate support in?*
22. What budget do you have for operations improvements (tools, training, automation, etc.)?*
VI. My Role & Expectations as a Business Development Consultant or Operations Manager
23. What are your expectations of me in the first 30, 60, and 90 days?*
24. What level of decision-making authority will I have? (Multiple choice: Full, Partial, Limited)*
25. Who will I report to, and how is leadership structured?*
26. What are the key performance indicators (KPIs) I’ll be responsible for improving? *
Should be Empty:

Business Startup Consulting Questionnaire

I. Business & Service Model

II. VA Team & Hiring Process

III. Client Management & Onboarding

IV. Operations, Automation & Workflow

V. Growth Strategy & Scaling Plans

VI. My Role & Expectations as a Business Development Consultant or Operations Manager