Client Intake Form

Congratulations! You are one step closer to getting your own Virtual Professional! Allow us to get your basic information now so we can get started, and then we will finish up with the details later. Filling out and submitting this form is a stepping stone so we can look for an amazing Virtual Professional who is the right fit for your business needs.

Preferred Email *

Client Name *

Business Name *

Business Address *

Business Website *

Preferred Contact Number *

What type of virtual professional can assist your business best? *

Executive Admin

Marketing Executive

Finance Executive

Licensed Architect

What systems are you currently using and how are you using them?

A. Preferred means of communication *

Messaging Services (Slack, Google chat)

Virtual Platforms (Skype, Zoom, Microsoft Teams)

Text/SMS

None

B. Platform for Internal Project Management *

Airtable

Asana

Basecamp

Trello

None

C. Utilized CRM *

Active Campaign

GoHighLevel

Hubspot

Podio

Salesforce

None

D. Social Media Marketing tool

Buffer

Content Studio

Engagebay

Hootsuite

Planoly

None

E. Email Marketing platform

Active Campaign

Hubspot

Mailchimp

None

F. Finance software

Freshbooks

Quickbooks

Sage

Xero

None

G. Appointment Setting platform *

Bloom

Calendly

Drift

Vyte

None

H. File Storage platform *

Dropbox

Egnyte

Google Drive

One Drive

None

What other software do you use and how do you use it? *

Have you had any virtual employee in the past? How was your experience? What did you like and/or dislike about it? What would you like to see more of and less of from your new VP compared to your last virtual professional? *

What key points do you want to be covered in our intake session?

What is your preferred communication platform for us to be able to reach out to you in the most efficient way? *

Preferred Work Schedule for the virtual professional (Please include the Time Zone) *

Who will be the VPs primary point of contact during onboarding? Please provide at least two (2) with their name and email. If you have more in mind, feel free to send a CSV file instead. Simply provide the link to the file. *

Do you require a technical certificates or affiliation? If YES, please specify. *

Can you give a brief description of your perfect candidate?

Questions or additional information you would like to share with us *