New Client Assessment

Thank you for your interest in working with our team! Please take a few minutes to fill out the form below. This information is very valuable to us and will help us match you with the team member best suited for your needs.

Your Name (required)

  

Your Email (required)

Phone Number

  

Company Name

Website URL

Billing Address

  

Address Line 2

City, State/Province Postal Code

  

How did you hear about us?

How many hours of support do you anticipate needing on a monthly basis?

What type of computer do you use?

  

How computer savvy are you?

In order to understand how we can best support you, please tell us what you do. (i.e. your elevator speech)

Please describe the services you are interested in (i.e. social media marketing, bookkeeping, contact management, website design, etc.)

Is there any additional specialized or industry-specific software that you would like your assistant to be familiar with?

Have you worked with a virtual assistant in the past? If so, what did you like or dislike about that experience?

What are the three most important qualities you are looking for in an assistant?

What three words do you feel best describe you?

Is there anything else you would like us to know?