Client Onboarding Form

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Home
About
Services & Pricing
How I Work
Book a Call
Contact Me

I Want to Understand Your Business Needs

Kindly complete the following questions to ensure that I understand what your goals are for utilizing 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 *

Business Name *

What Does Your Business Do? *

Location *

South Africa
International

Email Address *

Mobile Number

Skype or Zoom URL

Website URL (If Applicable)

What Kind of Tasks Do You Need Assistance With? *

Virtual Personal Assistance
Virtual Administration
Virtual HR Support
Virtual Payroll Management
All Of The Above
Other

If You Selected "Other" Above, Please List What Services You Need Assistance With?

How Many Hours Per Month Do You Feel You Require Assistance For? *

15 Hours Per Month
35 Hours Per Month
65 Hours Per Month
85 Hours Per Month
Other

If You Selected "Other" Above, How Many Hours Per Month Do You Need Assistance With?

What Budget Do You Have Available to Hire a VA? *

When Are You Looking To Get Started? *

What PC/Laptop Do You Use? *

Mac
Windows
Other

If You Selected "Other" Above, What PC/Laptop Do You Use?

Which Systems Do You Use/Prefer? *

Outlook
Gsuite
Mac Mail
Other

If You Selected "Other" Above, Which System Do You Use/Prefer?

Do You Have a Team? If So, How Many Team Members Do You Have? *

1-5
5-10
10+

Which Form of Communication Do You Prefer? *

Email
Phone
Instant Message

Do You Have Specific Times 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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