Client Questionnaire Intake Form

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Hi there, thank you for your interest in working with Engage Virtual Solutions!

Please complete the below questionnaire to help me better understand the needs of your business. Once I review your answers I'll be in touch to discuss further.

If you have any questions or need any help completing the form, please email heather@engagevs.com

Email *

What is the name of your business? *

What is your name? *

Can you share your website URL and/or social media page(s)? *

What are looking for in an Integrator/Data Strategist *

Can you tell me a bit more about what your business does? *

What are the business goals you'd like to partner together to achieve? *

Are there specific software or apps that you'd like me to be familiar with? *

What does your team look like?

Under 5 Team Members

Over 5 Team Members

Still a Solopreneur, But Would Like to Hire to Step Into my role as CEO

Clear selection

How is your business data looking?

Clean. I know all the numbers for my business and what they mean.

What data?

Could use help figuring out the data I need to propel my business forward.

Other:

Clear selection

Have you worked with an Integrator or Data Strategist Before? Do you have any hesitations about hiring one?

Is there anything else you'd like to add or to ask me?

Tell me how you found about Engage Virtual Solutions. If it was a referral, please tell me who to thank!

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