Teresia_and_Co_VA_Client_Onboarding

Client Onboarding Questionnaire
Welcome to Teresia & Co. | Virtual Assistance! I’m so excited to help take some weight off of your shoulders. Please fill this out so I can understand your needs and create the best experience possible.
1. Basic Info
Full Name:
Business Name:
Email:
example@example.com
Website (if applicable):
2. Your Business:
Tell me about your business in your own words:
3. Priorities
What are your top 3 priorities right now?
4. Immediate Focus
What would you like me to take off your plate first?
5. Brand & Tools
YesNot yet
What tools or platforms do you currently use in your business?
(Ex. Email, CRM, scheduling tools, etc.)
6. Access Prep
YesNot yetNeed Guidance
7. Communication
CallTextEmail
Preferred turnaround expectations:
8. Workflow
Time Zone/Location:
Typical working hours:
9. Final Thoughts
Is there anything else I should know to best support you?
Should be Empty:

Client Onboarding Questionnaire