Customer Intake – Business Assist

E-mail Address: *

Full Name and Company Name *

Phone Number

Website

Time Zone

Please check everything that you need assistance with

Article Submission
Audio/Video Posting
Blog Setup / Customization
Calendar / Schedule Management
Customer Service
Database Management
Email Broadcasting / Autoresponders
Event Management
Online Research
Power Point Presentations
Project Management
Website Maintenance / Editing
Shopping Cart Administration
Systems Management
Website Maintenance / Editing
Word Processing / Excel

Tell me a bit about your business. What do you offer? Who is your market?

What are your top three priorities, tasks or projects?

Do you currently have a team or supprt staff? And what do they do for your business? i.e. Web Designers other VAs, etc.

What systems, platforms and software do you operate on?

What are your preferred hours and methods of communication?

What is your monthly budget for VA Services (in USD)?

Please share any other information that you would like me to know about your business.

How did you hear about Business Assist / Referred by?

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