Adminova Client Onboarding Form
Business Overview
Business name
Website/Links (if applicable)
Primary contact person
Best contact email
Current Operations Snapshot
What does your business primarily do?
What currently relies on you the most?
Inbox & communication
Client delivery coordination
Follow ups & CRM
Admin & backend tasks
Everything
Systems & Tools
What tools are you currently using?
Gmail/Outlook
Calendar
CRM
Notion
Project Management Tool
Other
How would you describe the current state of your systems and workflows?
Please Select
Clear & structured
Partially structured but inconsistent
Disorganised & unclear
Access & Setup
If we were to start immediately, what is the first area you want us to take over or fix?
Inbox & email management
Follow-ups and CRM
Calendar and scheduling
Admin backlog
Workflow or system set up
Other
If you selected 'other', please specify:
Communication Preferences
Preferred communication method:
Please Select
Email
Notion
Shared workspace
Turnaround expectations (optional)
Reset Focus
What outcome do you want us to achieve during this engagement? Please be specific
What is currently causing the most pressure or slowing things down?
Agreement & Acknowledgement
Adminova operates with structured, async execution. No calls are required.
I understand and agree to this working structure
Submit
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