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Client VA Intake Form
Please fill out the form so we can recruit the most qualified candidate for you.
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* Indicates required question
First Name
*
First and last name
Your answer
Last Name
*
First and last name
Your answer
Company Name
*
First and last name
Your answer
Email
*
Your answer
Website URL
*
Your answer
Phone
*
Your answer
Your Location (City, State, Country)
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Your answer
How many hours per week will your VA be working?
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10 hours
15 hours
20 hours
30 hours
40 hours
Other:
Required
What hours & days do you want your VA to work? (Ex. M-F 9-1 PM PST) Your VA can work within the exact same business hours that we do. Our office is open from 7-4 PST and we suggest having your VA work during our office hours so that they can get the coaching they need.
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Your answer
What times in PST can you be available on Wednesdays and Thursday's to interview your top VA candidates? If your calendar is up today, please paste a scheduling link for our recruiting team.
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Your answer
If your VA is part-time are you comfortable with your VA working with another client while they work with you if they need more income?
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Yes
No
Not Applicable. My VA will be full-time
Any particular softwares you'd like your VA to be skilled at already? We can't promise they will know it but we can try to get someone with experience in a particular software like Mailchimp. We can provide additional training for specific softwares you own.
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Your answer
What primary tasks would you like your VA to do for you? Pick up to 3.
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Email Correspondence
Internal Project Management for business tasks
Managing My Schedule
Find New Customers AKA Lead Generation
Creating and scheduling Social Media Graphic Content
Messaging people back on your behalf on Social Media
Client Onboarding & Client Project Communication
Editing my website
Other:
Required
Do you need help purchasing or setting up any of the following tools that we like to use?
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Asana
Slack
Mailchimp
Zapier
Square
Hubspot CRM
Loom
Calendly
Ulinc LinkedIn Automation
Snov.io
Email Account for cold email outreach
Other:
Required
Please provide additional information that would help us recruit the ideal candidate. This is the part where you break down your specific needs.
*
Your answer
In your initial, All Virtual onboarding email will be a link to your client google doc. Did you receive your client google doc? Contact us if you are unable to locate your client google doc.
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Yes
No
All Approach will be paying your VA directly via Transferwise every Monday. How much would you like to pay your VA per hour? We will be paying your VA $5/hr unless you have specified differently in your All Approach service agreement.
*
Your answer
Any comments or questions? Don't worry we will review your forms with you via Zoom.
Your answer
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