What Do You Need in a Virtual Assistant?

Name*

First Last

If you could delegate tasks, what would they be?

Are you seasonal?

Yes
No
Maybe

Do you currently have a website?

Yes
No

Do you have a logo?

Yes
No

Do you sell products on your website?

Yes
No

Do you like the design of your website?

Yes
No
Maybe

What platform is your website on?

Who does the updates?

I do
Co-Worker or Employee

What Social Media avenues do you currently use? Select all that apply.

Facebook
YouTube
Instagram
Twitter
Reddit
Pinterest
Google+
LinkedIn
Other

Who handles your Social Media accounts?

I do
Co-Worker or Employee

Do you have a social media marketing plan in place?

Yes
No

How is your advertising being handled?

What gift publications advertising avenues do you use? Select all that apply.

Gift Beat
Gift Bizz Buss
Giftware News
Gifts & Decorative Accessories
Gift Shop Magazine
Gifts Wholesale
Smart Retailer
Other

Who handles the strategic planning for your trade shows?

I do
Co-Worker or Employee

Who does the travel/shipping arrangements for trade shows?

I do
Co-Worker or Employee

How much time are your presently spending on email tasks? Please check all that apply.

15 minutes or less - I'm very organized.
It takes me 45 minutes or so to go through and check.
I find myself constantly looking for past emails and missing some.
When I'm at trade shows, I am only able to glance at emails and hit the high spots.

Do you have an email marketing campaign in place for the year?

Yes
No
I use email marketing, but I do not set up the marketing campaigns in advance.

If yes, what platform do you use?

Who handles your email marketing?

I do
Co-Worker or Employee

Who does the bookkeeping for your company?

I do
Co-Worker or Employee

Is the bookkeeping kept current?

Yes
No
Maybe

Who handles your catalogs?

I do
Co-Worker or Employee

Are they online or print only?

Online
Print Only
Online and Print

What computer platform do you currently use?

What operating system do you currently use?

What are the tasks that you don’t like to do?

What areas are being missed?

What areas of your business do you feel need improving?

Do you need assistance so you can concentrate on the things that grow your business?

Yes
No
Maybe

Do you want to delve into Social Media area but don’t know where to start?

Yes
N0
Maybe

Are you overbooked and unorganized?

Yes
No
Maybe

Do you have enough office power while staff is on the road for trade shows?

Yes
No
Maybe

Are there any other needs that haven’t been addressed?

How do you see our relationship working?

Your Title

Name

First Last

Email*

Enter Email Confirm Email

Office or Home Phone

Cell Phone

Preferred method of contact?

Phone
Cell
Email
All of the above is fine.

Company Name

Years in business?

Link to your company website.

What do you expect to get out of working with a Virtual Assistant?

Tell me something about yourself that you think we should know to work with you better?

Briefly share your overall business goals. Where do you see yourself in 1 year? In 5 years? In 10 years?

Client Needs Questionnaire