Client Discovery Form
Full Name
*
First Name
Last Name
Job Title / Position
*
Please Select
Business Owner / Founder
CEO / President
Manager
HR / Recruitment
Operations
Sales / Marketing
Finance / Accounting
Company Name
*
Business Website
Business Email
*
example@example.com
Business Address
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
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About Your Business
What industry is your business in?
*
Real Estate
E-commerce
Marketing & Advertising
Professional Services
Finance & Accounting
Legal
Healthcare
Technology / IT
Education
Construction
Home Services
Insurance
Retail
Hospitality / Travel
Food & Beverage
Fitness / Wellness
Beauty / Personal Care
Manufacturing
Logistics / Transportation
Recruitment / Human Resources
Nonprofit
Other
What does your business do?
*
How long has your business been operating?
*
Pre-launch
Less than 1 year
1–2 years
3–5 years
6–10 years
11–20 years
More than 20 years
What is your current business size?
*
Solo business
2–5 employees
6–10 employees
11–25 employees
25+ employees
What are your biggest challenges right now?
*
Too much administrative work
Not enough time to focus on growing the business
Overwhelmed with daily tasks
Need help managing emails and calendars
Customer service / customer support workload
Lead generation / finding new customers
Sales follow-up
Social media / content management
Marketing tasks
Bookkeeping / financial administration
Data entry / research
Managing appointments and scheduling
Project / task management
Managing multiple clients or customers
Difficulty keeping up with repetitive tasks
Lack of specialized skills within the team
Need to reduce workload for existing employees
Need help with business operations
Difficulty finding reliable staff
Need to reduce operating costs
Business is growing faster than our current team can handle
Need support outside regular business hours
Other
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VA Hiring Needs
What position are you looking to hire?
*
General Virtual Assistant
Administrative Assistant
Executive Assistant
Customer Service Representative
Sales Assistant / Sales Support
Appointment Setter
Marketing Assistant
Social Media Manager
Content Creator
Email Marketing Specialist
Bookkeeping Assistant
Real Estate Virtual Assistant
Property Management VA
Short-Term Rental VA
GoHighLevel (GHL) Specialist
Automation Specialist
Project & Operations Manager
Data Entry Specialist
Research Assistant
Other
How many VAs are you looking to hire?
*
Is this a new position or a replacement?
*
What tasks will the VA primarily handle?
*
Please list at least 3–5 responsibilities you expect the VA to perform
What skills are required for this position?
*
Written & Verbal English Communication
Customer Service
Administrative Skills
Data Entry
Email Management
Calendar & Appointment Management
Lead Generation
Sales & Cold Calling
Sales Follow-Up
Social Media Management
Content Creation
Graphic Design
Video Editing
Email Marketing
Bookkeeping / Accounting
Data Research
Internet Research
CRM Management
GoHighLevel (GHL)
Project Management
Task & Workflow Management
Real Estate Knowledge
Property Management
E-commerce Management
Technical / IT Skills
Automation
Microsoft Office / Google Workspace
Attention to Detail
Organization & Time Management
Problem-Solving
Ability to Work Independently
Other
Are there any specific software/platforms the VA must know?
*
No specific platform required
Similar experience is acceptable
Must have experience with the specific platform(s) selected
Communication & Collaboration
Slack
Microsoft Teams
Zoom
Google Meet
Pumble
Other
Email & Productivity
Gmail
Outlook
Google Workspace
Microsoft 365
Google Drive
Dropbox
OneDrive
Other
Project & Task Management
ClickUp
Asana
Trello
Monday.com
Notion
Basecamp
Jira
Other
CRM & Sales
GoHighLevel (GHL)
HubSpot
Salesforce
Zoho CRM
Pipedrive
Mojo
Landvoice
Other
Customer Service & Support
Zendesk
Freshdesk
Intercom
Help Scout
LiveChat
Other
Marketing & Email
Mailchimp
Klaviyo
ActiveCampaign
Constant Contact
ConvertKit
Brevo
HubSpot Marketing
Other
Social Media
Facebook / Meta Business Suite
Instagram
LinkedIn
TikTok
YouTube
Pinterest
X (Twitter)
Manychat
Buffer
Later
Sprout Social
Other
Design & Content
Canva
Adobe Photoshop
Adobe Illustrator
CapCut
Figma
Other
Accounting & Bookkeeping
QuickBooks
Xero
FreshBooks
Wave
Zoho Books
Stripe
PayPal
Other
E-commerce
Shopify
WooCommerce
Amazon Seller Central
Etsy
eBay
BigCommerce
Squarespace Commerce
Other
Real Estate & Property Management
Follow Up Boss
kvCORE
BoomTown
Dotloop
DocuSign
Zillow
Realtor.com
AppFolio
Buildium
Rent Manager
Guesty
Hostaway
Airbnb
Vrbo
Booking.com
Other
Scheduling & Booking
Calendly
Acuity Scheduling
Google Calendar
Microsoft Outlook Calendar
Doodle
Other
Automation & Integrations
Zapier
GoHighLevel Automations
HubSpot Workflows
Other
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Experience Level
What level of experience would you prefer for this position?
*
Open to a motivated beginner with little/no experience
Prefer someone with some experience
Prefer an experienced VA
Must have extensive/specialized experience
Would you consider hiring a less-experienced VA at a lower rate if they have the right attitude and potential?
Yes
Maybe, depending on the candidate
No, I prefer an experienced VA
Ideal Candidate
What qualities are most important to you in your ideal VA?
*
Reliable & Dependable
Proactive / Takes Initiative
Strong Communication Skills
Highly Organized
Detail-Oriented
Fast Learner
Problem Solver
Adaptable / Flexible
Professional & Responsible
Good Time Management
Tech-Savvy
Works Independently
Positive Attitude
Customer-Focused
Sales-Oriented
Creative & Resourceful
Can Work Under Pressure
Strong English Communication
Previous Industry Experience
Previous VA Experience
Leadership Skills
Other
What communication style do you prefer?
*
Assertive Communication
Passive Communication
Aggressive Communication
Passive-Aggressive Communication
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Work Schedule
Work Schedule
*
Rows
Working Days
Start Time
End Time
Timezone
Sunday
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Atlantic Time (AT)
Monday
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Atlantic Time (AT)
Tuesday
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Atlantic Time (AT)
Wednesday
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Atlantic Time (AT)
Thursday
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Atlantic Time (AT)
Friday
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Atlantic Time (AT)
Saturday
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
Eastern Time (ET)
Central Time (CT)
Mountain Time (MT)
Pacific Time (PT)
Atlantic Time (AT)
Maximum number of hours per week
*
Is weekend work required?
*
Yes
If needed
No
Are there specific holidays when the VA is expected to work?
Budget & Compensation
What is your expected hourly budget?
*
What is your preferred monthly budget?
Are you open to different rates depending on experience?
*
Yes
No
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Training & Onboarding
Do you have SOPs/documentation available?
*
Yes
None
How long is your expected training/onboarding period?
What level of supervision will the VA receive?
*
Daily
Several times a week
Weekly
Minimal supervision
Hiring Timeline & Process
When would you like your VA to start?
*
Immediately
Within 1–2 weeks
Within 1 month
1–3 months
Not sure yet
Are you currently working with another VA/recruiter/agency?
Yes
No
Which hiring process would you like?
*
Review recorded interview of shortlisted candidates
Interview selected candidates
Have Brightline recommend who to hire
Is there anything else we should know about the position?
Would you like to schedule a short Discovery Call to discuss more details?
Yes
No
I'd like to schedule later
Appointment
*
Submit
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