Summit Executive Support — Discovery Call Qualifier

Summit Executive Support — Discovery Call Qualifier

Thank you for your interest in Summit Remote Executive Support Agency. Please complete this form before your discovery call so we can prepare a tailored conversation around your business needs. This should take 5-8 minutes. All information is confidential.
Business Overview
Full Name

First NameLast Name
Email
example@example.com
Job Title
Business Name
Industry or Niche
How Long in Business
Current Business Stage
Sales or Operation Channels

Other
Repetitive Tasks & Daily Operations
Which repetitive tasks take up the most time each week?
Which daily tasks do you handle personally?

Other
How many hours per week are spent on tasks that could be delegated?
Where You Need Support
Where do you need support?

Other
What type of support would make the biggest difference right now?
Current status of documented systems/processes
Prior VA or Remote Support Experience
Have you worked with a virtual assistant or remote support agency before?
If yes, what went wrong or was missing?
What matters most when choosing a support partner?

Other
Goals and Growth
Top 3 business goals for the next 12 months
What does success look like 90 days after bringing on a support partner?
When would you like to start support?
Budget
Monthly budget for business support services
Who makes the final decision on bringing on support?
Anything else you'd like to share before the discovery call
Book your Strategy Discovery Call here: https://calendly.com/summitvaofficial/strategy-discovery-call-summit-va-agency
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Summit Executive Support — Discovery Call Qualifier

Business Overview

Repetitive Tasks & Daily Operations

Where You Need Support

Prior VA or Remote Support Experience

Goals and Growth

Budget