Before we chat 🎯✨
A few quick questions so I walk into our call already understanding your business
Hello, thanks for booking in. To make our conversation as useful as possible, I've put together a short questionnaire. It takes about 5 minutes and means we can skip the basics on the call and get straight into what matters for your business. There are no wrong answers. If a question doesn't apply, just write n/a and move on. Talk soon, Ben Ragless, Sales Director, Ad On Workforce.
Your business
What does your business do, in your own words?
Past offshore experience
Have you used a VA, offshore staff, or freelancer before?
Yes
No
If yes, what worked well?
What didn't work?
What would you do differently next time?
Did you manage them yourself or through an agency?
Managed myself
Through an agency
Where you're at right now
What's holding you back from the perfect day currently?
Be honest. The more specific, the better.
Which roles in your business are stretched or under-resourced right now?
The tasks you'd love to offload
What are the top tasks you'd hand over if you had the right person? Tick all that apply.
Shared inbox management (e.g. accounts, sales, info - sorting, replying, routing)
Individual inbox management for a busy professional (sorting, deleting, drafting replies)
General admin (scheduling, document handling, file management)
CRM management and data entry
Calendar and diary management
Pipeline tracking, quote follow-up and pipeline tool management
Invoice generation and follow-up (chasing late payments)
Bookkeeping support (paying suppliers, reconciliations, payroll)
Marketing support (social content, campaigns, website, ad management)
Customer service and ticket handling
Phone roles (inbound, outbound, appointment setting)
Voice note to task conversion (drop a voice note after a client meeting, VA turns it into follow-up actions)
Meeting prep and follow-up (agendas, notes, action items)
Other (please specify)
Any specific examples or detail you want to add?
Hiring history
Have you tried hiring locally for these roles? What was the experience like?
What's it currently costing you (time and money) to hire and onboard locally?
Outcomes and timeline
What's your timeline if we can find you an amazing candidate?
ASAP
Soon (within a month)
Soon-ish (2-3 months)
Just exploring for now)
If we got this right, what would be different in your business 6 months from now?
If you had an extra 10 to 15 hours a week, what would you do with that time? Have a think across the three areas below and list whatever comes to mind. The examples are just to get you started.
Business.
Family.
Personal.
Mobile number
 -
Area Code
Phone Number
Communication and working style
Understanding your working style is critical when matching you with a remote employee.
With any remote staffer, communication style is critical. These few questions help us match you with the right person.
Do you know your DISC profile? If yes, what is it?
What's the best way to communicate with you? Tick all that apply.
Text
Call
Email
Contact details
Email
example@example.com
Mobile number
Anything specific you want me to come prepared with?
Submit
Should be Empty: