Rest Easy Intake Form Research

Virtual Assistance Client Questionnaire

Thank you for choosing me as your Virtual Assistant! This quick survey will help me understand your business information and services needs. Please take a few minutes to provide detailed information. Your responses will guide our work together by answering the form below:
1. Full Name*
2. Business Name
3.. Email*
example@example.com
4. Mobile Phone or WhatsApp Number:
Please enter a valid phone number.
5. How did you find us? (Platform)*

Social MediaReferralSearch EngineWebsiteOther
6. Business Industry (Ex. Content Creator, Ecommerce, Service Business)*
7. Do you have any social media accounts?*

YesNo
Social Media (Instagram Link)
Social Media (TikTok Link)
Social Media (Facebook link)
Social Media (Linkedin Link)
8. Do you have a website?*

YesNo
Website URL
Is your website currently converting leads?*

YesNoUnsure
What issues are you experiencing with your website?*
9. What are the primary challenges you facing right now? *
What Service do you need support in? (please only choose one)*

Administrative SupportCreative WritingSocial Media SupportGraphic DesignsOther
Additional areas you may want support in: (please only choose one)

Administrative SupportCreative WritingSocial Media SupportGraphic DesignsOther
10. When are you ready to start your package?*

Immediately / ASAP1-2 WeeksWithin 1 MonthNext Quarter (2-3 Months)Just Gathering Information
Would you like to schedule a discovery call now?*

YesNo
Would you like helpful resources sent via email?*

YesNo
11. Budget Range for Services Per Month?*

Less Than $500$500 - $1,500$1,501 - $3,000$3,001 - $5,000More than $5,000
Are you open to a starter or limited-scope package?*

YesNo
12. Are you the Primary decision maker?*

YesNo
Who is the decision-maker?*
When will they be involved?*
What would make this a failed experience for you?*
I know you ready for the next step. Please pick a good date and time over the next two weeks for us to conduct our official 15 -30min kick off call and I will reach out to confirm the date and time as well as any other important information soon. This call will help us plan the how to take some of the load of your plate!!*
Thank you for taking the time to complete this survey Your responses will be crucial in tailoring our collaboration to meet your business needs and goals I look forward to working together and helping your business thrive.
Decision-Maker
Website Converting Leads
Discovery Call Request
Lead Score
Temperature Score (Lead & Budget)
Budget Score
Overall Priority Score (Temp & Budget)
Lead Temperature
Budget Tier
Overall Priority
Should be Empty:

Virtual Assistance Client Questionnaire