Client Intake

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Name of your business* This field is required.

4

Title* This field is required.What is your title at your business?

5

City, State* This field is required.

6

Time zone* This field is required.

7

Website (if applicable)

8

Tell me about your business. Include the industry, products, services, etc.* This field is required.

11

Any tool not previously mentioned, please list it here

12

Preferred method of communication* This field is required.

Phone/text

Email

Communication tools (i.e. Slack, Teams)

Messaging app (i.e. WhatsApp)

13

Communication type preferred* This field is required.

14

Operation expectations for your assistant* This field is required.

Work during specific hours ex. 8a-5p

Work in my time zone

Work when they are able

Unsure

15

How did you hear about us?* This field is required.