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Client Intake Form
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Name
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First
Last
Company
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Industry
Business - Business Services
Business - Construction/Landscaping
Business - Consulting
Business - Consumer
Business - Education
Business - Energy
Business - Entertainment
Business - Financial
Business - Fitness
Business - Healthcare
Business - Human Resources
Business - Industrial
Business - Insurance
Business - IT/Technology
Business - Legal
Business - Manufacturing
Business - Marketing/Advertising
Business - Non-Profit
Business - Transportation/Travel
Other
Website
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Address
City
State
Zip Code
Phone Number
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Email
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Time Zone
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Tell me about your business
*
How long have you been in business?
*
What are your business long and short term goals?
*
Have you ever worked with a virtual assistant?
Yes
No
Describe your experience or expectations working with a virtual assistant.
What type of services are you interested in?
*
Administrative Support
Basic Marketing/Social Media Management
HR Support
Data Entry/Transcription
Project Support
Product or Content Training
Business Setup
Other
Describe your business needs. What tasks do you specifically need assistance with?
*
What tools, softwares, and/programs do you currently use for your business?
Microsoft Office
Asana
Trello
Google
QuickBase
Concur
SAP
WebEx
Skype
Zoom
MailChimp
Constant Contact
List any additional tools not listed above here.
What is you budget for services needed?
*
How did you hear about us?
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Referral
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Other
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