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Client On-Boarding Form
Kindly complete the following questions to ensure that I understand what your goals are for using my Virtual Assistant services, so that I can ensure that I meet your business needs and goals.
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Client Name and Surname
*
Company Name
*
What industry are you in?
*
Location
*
South Africa
International
If you are based internationally, where are you based?
Email Address
*
Mobile Number
*
Skype ID
What sorts of services do you require my help with?
*
Secretarial VA Services
Administrative VA Services
Financial VA Services
Social Media/Marketing Services
Other
If other was selected above, what other services do you need help with?
How many hours per month do you feel you require assistance with?
*
20 hours per month
40 hours per month
80 hours per month
120 hours per month
What budget do you have available for a VA?
*
R4,400-R8,400 per month
R8,400-R12,000 per month
R12,000-R15,200 per month
R15,200-R21,600 per month
More
When are you looking to get started with my services?
*
What email systems do you use/prefer?
*
Outlook
Gsuite
Mac Mail
Other
If other was selected above, which mail program do you use?
What PC/laptop do you use?
Mac
Windows
Other
If other was selected above, which PC/laptop do you use?
Do you have a team? If so, how many team members do you have?
1-5
5-10
10+
What form of communication do you prefer?
Email
Phone
Skype IM
Do you have specific times that you need assistance with or can the work be performed any time of day?
*
Which of these 3 situations resonates most with you?
*
You battle with time personally due to workload
Your business lacks processes and systems
You want to focus on the growth of the business
All of the above
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