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New Client Intake Survey
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Your Company Name
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Input below
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Your website URL?
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Input full URL below beginning with http:// or www.
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What is your Instagram URL?
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Input full URL below beginning with http:// or www. or N/A if not applicable
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What is your Facebook URL?
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Input full URL below beginning with http:// or www. or N/A if not applicable
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What is your LinkedIn URL?
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Input full URL below beginning with http:// or www. or N/A if not applicable
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What's your company size?
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Number of employees and contractors
1-5
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5-10
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11-20
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21-50
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51-100
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>100
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What's your company's current annual revenue?
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<$50,000
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$50,000 - $100,000
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$100,000 - $250,000
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$250,000 - $500,000
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$500,000 - $1,000,000
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>$1,000,000
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Tell us about your business in a few sentences.
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Who do you serve and what do you sell?
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Have you worked with a Virtual Assistant before?
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Yes
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No
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What WENT WELL and what could have been IMPROVED with your experience with your previous virtual assistants?
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What type of support do you need from a Virtual Assistant? 
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Responsibilities and tasks, soft skills, personality, etc.
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What are the preferred hours you'd like your VA to work?
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Please include the timezone
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Which Project Management software do you use?
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Select one below
Asana
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Airtable
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Basecamp
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ClickUp
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Monday
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Trello
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Wrike
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None
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Other
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What other online programs, software or tools do you use for your business? 
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i.e. website provider, email service provider, social media scheduling tools, cart software, etc.
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What does success look like for you when it comes to working with a Virtual Assistant?
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Do you have any concerns or questions you want to make sure we address in our onboarding session?
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Do you have a preference for where you VA is located?
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Select all that apply
United States
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Offshore
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Open to either U.S. or Offshore
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How many hours do you need per month?
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Include starting hours per month and how many hours you may want to expand later
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