* required fields

    Company/Client Name*

    Virtual Assistant Project*

    Administrative/Office Assistant RoleAccountingWeb/Graphic DesignerIT/System EngineerWeb DeveloperSales AssistantLead Generation or Telemarketer or EncoderMedical Admin AssistantAccount/Project ManagerCustomer Support/ServiceEcommerce SupportHuman Resource Assistant


    Virtual Assistant/Program Start Date*

    Getting to know about your business*

    Target Market and where are your clients based*

    Workload or Responsibilities of your Assistant*

    Please indicate which tasks you expect your virtual assistant to manage. Check all that apply:*

    Respond to emails and phone callsSchedule meetings/appointmentsBook travel and accommodationsManage a contact list or CRMPrepare customer Invoices and keep online recordsOrganizing and Managing Web stores or Ecommerce platformsCreation of Graphic and Website DesignsPayroll and Employee FilesSocial Media ManagementAdowrds/PPCSales Call/Telemarketing/Lead Gen

    Are there additional tasks you think you need help with?*

    List of systems, software, or applications utilized by you/your company*

    Virtual Assistant Schedule*

    8AM - 5 PM Monday - Friday PST8AM - 5 PM Monday - Friday EST8AM - 5 PM Monday - Friday ArizonaAfter office hours SupportPart time/ By schedule


    Do you have training materials for your VA for onboarding them to your project?*


    Will provide business email address for your VA?*


    Will provide a calling tool or VoIP for your VA?*


    Communication with VA*




    What are your expectations of the working relationship?*