New Client Questionnaire

  • BASIC INFO
  • LOGIN INFO
  • APPLICATIONS

Hello there! Here is a list of questions that will assist with the start-up process. Please answer what you like; leave blank what you prefer not to answer.

If you do not utilize a password-sharing program like LastPass, please use this form to list all the applications along with their respective username and password information. The information will only be used to carry out the requested tasks. For instance, if Inbox Management was the requested task, the login information for your email service provider should be listed on this form. If you have any questions, feel free to email.

If these logins are not pertinent to the work we are doing for you, DO NOT provide the information below.

Please list all the applications you will require your Virtual Assistant to have access to below:

Application 1: Please insert the application’s name, username, and password along with a short description of what it is used for.

Application 2: Please insert the application’s name, username, and password along with a short description of what it is used for.

Application 3: Please insert the application’s name, username, and password along with a short description of what it is used for.

Application 4: Please insert the application’s name, username, and password along with a short description of what it is used for.

Application 5: Please insert the application’s name, username, and password along with a short description of what it is used for.

UPLOAD YOUR LOGO

Please upload your company logo(s) here to use for document or content creation purposes.

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