CARMON KELLEY SERVICES CLIENT APPLICATION 8-2023

CARMON KELLEY EXECUTIVE SERVICES

CLIENT SERVICE APPLICATION
PRIVACY POLICY

The information you submit through this form is private and confidential, for our company's internal use only. It will not be shared with third parties or entities outside of our business.
A NOTE BEFORE YOU BEGIN

Click the "save and continue later" button at the bottom as you go. It will generate a link that you may copy, paste (we suggest in a text document or email to yourself), and return to whenever you are ready.
CONTACT DETAILS
Name*

First NameLast Name
Email
example@example.com
Company Name*
Company Email*
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
ABOUT YOUR BUSINESS and INDUSTRY

What type of business are you in?
List all that apply.*

B2BB2CConsultation/CoachingConstruction/ContractingEntertainmentEventsPublic Service/GovernmentMilitary ContractsNonprofitProductsProfessional Practice (finance, legal, medical, etc.)Real EstateServicesSpeakerOther
If "other," describe.
What is your business structure/form?*

Association (community or trade)CorporationFreelance operator (not registered)LLCLLPNonprofit.Nonprofit CDCPartnershipSole proprietorshipOther
If "other," describe.
What is your business? (Describe it.)*
What is your role in the business?*

Owner/FounderCo-ownerCo-founderCEOCFOCOOManagerOther
If "other," describe.
Other than yourself, who are the company principals?(List names with titles/descriptions.)
How long have you been in your role at this company?*
When was this company/organization started? (What year?)*
Who are your customers? (Describe.)*
Who is your audience? Consider and describe the various “segments.” (This may include not only customers, but potential customers, suppliers, and employees.)*
What is the (approximate) number of active contacts in your email database?*
How frequently do you communicate with them? (Discuss as applicable.)
When was the last time you sent an email to your entire list?*
What are the top businesses in your same industry that your audience may compare with yours?*
What distinguishes your business from others in your same space?*
YOUR EXPERIENCE WITH ADMINISTRATIVE OR VA SERVICES

Have you previously worked with an administrative or virtual assistant?
Have you previously worked with an administrative or virtual assistant?

YESNOYes, but very briefly.
If, “Yes,” discuss your experience.
What are your expectations in hiring a VA service?
What are your immediate objectives with the service?
What are your short-term goals (90 days or less)?
What long-term outcomes would you like as a result of working with our VA service?
VA SERVICE INTEREST

Which of our following core VA services are you interested in?
Check all that apply.

Administration.Banking.Billing/Invoicing.Bookkeeping.Calendar management/scheduling.Contracts and agreements.CRMData input.Email (inbox) management.Email marketing.Expense management.KPI monitoring and analysis.Market research.Marketing campaigns.Social posting.Software platform consultation, configuration, and management.Team/Staff recruiting. (Ad placement, management, and screening follow-up.)Other (describe)
CAPACITY
What is your monthly marketing investment for your business?*
How much have you invested in administrative or virtual assistance for your business within the past year’s time up until now?*
What is your present quarterly budget for VA services?*

$12,000 +$9,000 - $12,000$7,500 - $9,000$4,500 - $7,500$1,500 - $4,5000 - $1,500
TIMEFRAME
How soon do you need admin or VA services for your business?*

Last week!Today.Within the next 7 days.Within the next 30 days.Within the next 90 days.Next quarter.Later this year.
Are you prepared to begin with at least $1,500 for a 3-month period?

YESNOI am prepared to begin with another option.
What is the initial length of time for which you believe you need the service?*

30 days90 days6 months6 months to a year.
Given we’re a good fit together, how long do you expect to retain the service?*

30 days90 days6 months6 months to a year.Given we work well together, I’m interested in an ongoing long-term working relationship.
CONGRATULATIONS and THANK YOU

for completing your application!
COPYRIGHT NOTICE

This document is the exclusive -and CONFIDENTIAL- property of CARMON KELLEY SERVICES, LLC. All rights reserved. It may not be shared or reproduced in whole or in part either photographically, electronically, or by any other means without the express written permission of CARMON KELLEY SERVICES, LLC.

Copyright © 2023 CARMON KELLEY SERVICES. All rights reserved.
Date*

MonthDayYear
Date
Hour MinutesAM/PM Option
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CARMON KELLEY EXECUTIVE SERVICES

CONTACT DETAILS

ABOUT YOUR BUSINESS and INDUSTRY

YOUR EXPERIENCE WITH ADMINISTRATIVE OR VA SERVICES

VA SERVICE INTEREST

CAPACITY

TIMEFRAME