The Executive Standard – Virtual Assistant Placement Consult
Thank you for your interest in working with NAOS Management's Virtual Assistant Placement Agency. This short intake form helps us understand your business operations, delegation needs, and readiness to onboard a Virtual Assistant.Once completed, you will be directed to schedule a Discovery Call with Naos Management.
Name
*
First Name
Last Name
Business Name
*
Business Email
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website
Business Social Media (IG, TikTok..)
Referred by/ Referral Code:
Full Name of Person that referred you/ Referral Code
What type of business do you operate?
*
Service Based Business
Coaching / Consulting
Real Estate
Beauty / Wellness Services
Other
If "Other" list here:
How long have you been in business?
*
Just starting (0–6 months)
6 months – 1 year
1–3 years
3+ years
Do you currently have a Team?
*
Yes
No
What tasks are you looking to delegate to a Virtual Assistant?
*
Email management
Calendar / scheduling
Client onboarding
Credit Repair Management
CRM / data entry
Admin Support
Other
Do you currently have Standard Operating Procedures (SOPs) for your business tasks?
*
Yes – fully documented
Some processes documented
No – I need help creating SOPs
What systems are you currently using in your business?
*
Google Workspace
Outlook/ Microsoft
Calendly
Jotform
CRM System
Zoom
None Yet
What email platform do you primarily use?
*
Gmail / Google Workspace
Gmail / Google Workspace
Other
Do you currently use a scheduling system?
*
Calendly
Acuity
Square Appointments
No Scheduling System Yet
When are you looking to hire a Virtual Assistant?
*
Immediately
Within 2 Weeks
Exploring Options
How many hours per week do you need the VA?
What are the expected working hours? Include Time Zone ? *for VA to follow*
Ex: 10 am - 2 pm ET;
Credit Repair Assistance (For those seeking a VA to do Credit Repair for their clients.
Which Credit Repair Software do you currently use?
Do you already have a dispute template
Yes
No
Approximately how many active/potiential clients do you currently serve?
*
None
1 - 5
5 -10
10 - 25
25 +
Anything else you would like us to know before our consultation call?
Acknowledgement
*
I understand this form helps determine the best VA placement for my business and that I will need to schedule a consultation call after submitting.
Submit
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