Operations

1
Full Name* This field is required.
First Name
Last Name
2
Email
example@example.com
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Job Title* This field is required.
4
Business Name* This field is required.
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Industry or Niche* This field is required.
6
How Long in Business* This field is required.
Please Select
Please Select
Less than 1 year
1-2 years
3-5 years
6-10 years
10+ years
7
Current Business Stage* This field is required.
Please Select
Please Select
Early-stage / building the foundation
Growth phase / scaling operations
Established / optimizing systems
Restructuring / pivoting direction
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Sales or Operation Channels* This field is required.
Direct-to-consumer/e-commerce
Retail/wholesale
Events/pop-ups
Subscription model
B2B/corporate clients
Service-based
Other
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Which repetitive tasks take up the most time each week?* This field is required.
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Which daily tasks do you handle personally?* This field is required.
Responding to emails/DMs
Scheduling and calendar management
Invoicing and payment follow-up
Social media posting
Order processing and fulfillment
Customer inquiries and complaints
Data entry and reporting
Supplier/vendor communication
Content creation
Other
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How many hours per week are spent on tasks that could be delegated?* This field is required.
Less than 5 hours
5-10 hours
10-20 hours
20+ hours — it's consuming my time
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Where do you need support?* This field is required.
Operations and systems
Inbox and calendar management
Customer service and CRM
Marketing coordination
Social media management
Project and team management
Financial tracking and invoicing
SOPs and process documentation
Other
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What type of support would make the biggest difference right now?* This field is required.
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Current status of documented systems/processes* This field is required.
Yes, fully documented
Partially, some things are written down
No, everything is in my head
No, and it's causing problems
15
Have you worked with a virtual assistant or remote support agency before?* This field is required.
No, this is my first time
Yes, but it didn't work out
Yes, and it was somewhat helpful
Yes, and I'm looking to upgrade my support level
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What worked well, and what would you like to improve this time?
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If yes, what went wrong or was missing?
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What matters most when choosing a support partner?* This field is required.
Reliability and consistency
Executive-level thinking, not just task execution
Strong communication
Industry or business experience
Proactive problem solving
Confidentiality and professionalism
Flexibility and availability
Other
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Top 3 business goals for the next 12 months* This field is required.
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What does success look like 90 days after bringing on a support partner?* This field is required.
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When would you like to start support?* This field is required.
Immediately
Within 30 days
Within 60-90 days
Just exploring for now
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Monthly budget for business support services* This field is required.
Under $500/month
$500-$1000/month
$1000-$2500/month
$2500-$5000/month
$5000+/month
No budget set yet open to discussion
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Who makes the final decision on bringing on support?* This field is required.
I decide independently
I consult a business partner or co-founder
I consult a financial advisor
Multiple people are involved
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Anything else you'd like to share before the discovery call
Should be Empty: