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

Others:

Virtual Assistant/Program Start Date*

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

Others:

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

YesNoOther

Others:

Will provide business email address for your VA?*

YesNoOther

Others:

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

YesNoI prefer paid RingCentral account (tool which PrimeView utilize)Other

Others:

Communication with VA*

We have an internal tool for this and will give my VA an accessI prefer Slack account (tool which PrimeView use)Other

Others:

CRM*

We have an internal tool for this and will give my VA an accessI prefer Zoho CRM account (tool which PrimeView use)Other

Others:

What are your expectations of the working relationship?*