Virtually MB
New Client Intake Form
You run the road—I’ll handle the rest.
Fill out the form below to help me tailor your onboarding experience and bring order to your chaos.
Name
*
First Name
Last Name
Business Name
Email
*
example@example.com
Mobile Phone:
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website/Facebook/Instagram Handle (optional)
What industry are you in?
*
Trucking/Logistics
Dispatching
Coaching/Consulting
Other (please describe)
Do you currently have an LLC and/or MC number?
*
Yes
No
Need help with this
How long have you been in business?
How many trucks or clients do you currently manage?
Are you a solo operator or do you have a team?
What support are you looking for?
*
LLC/MC Setup
Business Blueprint Strategy Session
FMCSA/Audit & Inspection Handling
Driver Onboarding
Load tracking/ Invoice Reconciliation
Broker communication
Bookkeeping
Payroll Support
Social Media Content
Calendar, Email & Inbox Management
General Admin Support
MC lease on referral
Dispatcher referral
Basic logo & merchandise
Not sure – need guidance
Have you had a fleet admin or virtual assistant before?
*
Yes
No
How do you currently organize your back office or admin work?
*
What systems do you wish you had in place?
Preferred Method of Contact:
*
Email
Phone
Text
How soon are you looking to get started?
*
Submit
Should be Empty: