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Apply for Virtual Assistance Support

Business Overview

Thank you for your interest in working together. This questionnaire helps ensure we’re aligned, efficient, and set up for success from the start.

Business Name

Primary Contact Name & Role

Email Address

Preferred Method of Communication(required)

Email Slack Asana Other: _______

Website (if applicable)

Social Media Handles

Briefly describe your business

Reason for Support

What prompted you to seek a Virtual Assistant at this time? (Select all that apply)(required)

In one sentence, what problem are you hoping I help solve?

Scope of Work & Priorities

Top 3 priorities for the first 30–60 days

Current Systems & Tools

Other:

Are your systems currently:(required)

Well organized Somewhat organized Disorganized / inconsistent Not set up yet

Do you have documented processes or SOPs?(required)

Yes Some No

Time, Capacity & Communication

How many hours of support are you seeking?

Hourly (estimate per week): _______ Retainer (monthly hours): _______

Number

Preferred turnaround time for tasks:

Same day 24–48 hours Flexible / non-urgent

How do you prefer to communicate feedback or changes?

Decision-Making & Boundaries

Who has final decision-making authority?

How do you typically handle changes in scope or priorities?(required)

Discuss and adjust collaboratively Expect flexibility without notice Prefer strict scope boundaries

Values & Working Style

What values are important to you in a working relationship? (e.g., transparency, creativity, structure, flexibility)

Success Metrics

How will you know this partnership is successful after 3 months?

What would make you say, “This was a great decision”?

Is there anything else I should know about your business, timeline, or expectations?

Name

Date (YYYY-MM-DD)