Company Onboarding Form

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Onboarding Form

Completing this form is a crucial step in our process to ensure we discover the perfect team member tailored to your specific business needs.

What is your Full Name? *

Your Phone Number *

Personal Email *

Your Company's Name *

Website

Company Address *

City

State

Postal code

Company´s Industry *

Select an option

Construction / Trades (Plumbing, Electrical, HVAC, Roofing, etc.)
Consulting / Coaching
E-commerce
Financial Services / Accounting
Healthcare / Medical Practice
Home Services (Cleaning, Landscaping, Maintenance)
Insurance
Legal / Law Firm
Marketing / Advertising Agency
Media / Content Creation
Nonprofit & NGO
Real Estate (Agents, Brokers, Property Management)
Restaurants & Food Service
Hotels & Travel Accommodation
Retail & Wholesale
Technology / SaaS
Transportation & Logistics
Other
No elements found. Consider changing the search query.
List is empty.

Years in business

1 Year or less
2
3
4
5
6
7
8
9
10 Years or more
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List is empty.

Your Company´s Number of Employees *

Select an option

1-3
4-7
8-10
11-20
21+
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List is empty.

Hiring Time For This Job *

Select an option

Temporary
Permanent
Help me choose
I don't know
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What schedule do you want your assistant to work? *

Select an option

During Regular Office Hours
Weekend Shift
Other
I Don't know yet
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List is empty.

What CRM system do you use? *

Select an option

Epic
EZLynx
Go High Level
Housecall Pro
HubSpot
Jobber
Less Annoying CRM
Monday
Pipedrive
Salesforce
Service Titan
Zendesk
Zoho CRM
The CRM we use is not listed
We don't use CRM
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List is empty.

What is your timezone? *

Select an option

UTC -7 MST Mountain Standard Time
UTC -7 PDT Pacific Daylight Time
UTC -4 EDT Eastern Daylight Time
UTC -5 CDT Central Daylight Time
UTC -6 MDT Mountain Daylight Time
UTC -8 AKDT Alaska Daylight Time
UTC -9 HDT Hawaii-Aleutian Daylight Time
UTC -10 HST Hawaii Standard Time
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When are you wanting to hire your Virtual Assistant? *

Select an option

Immediately
Within 30 days
Within 60 days
Within 3 months
Within 6 months
I don't know yet
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How many hours a week do you want the Virtual Assistant to work for you? *

Select an option

Part-time (20 hours/week)
Full-time (40 hours/week)
Flexible / As-needed
Not sure yet
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List is empty.

Does the company use a document cloud storage service such as Google Workspace, Dropbox, or OneDrive ? *

Select an option

Yes
No
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List is empty.

Are you looking for a Virtual Assistant to manage customer support calls? *

Select an option

Yes
No
I don't know yet
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List is empty.

Does the company use a VOIP phone line to make and receive calls? *

Select an option

Yes
No
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List is empty.

Have you worked with a Virtual Assistant or support team before?

Yes
No
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List is empty.

Do you have any other comments or needs that were not covered on this form?

Job Description *

Please include a Position Description. (If you already have one, please upload a pdf of the document here. If not, we can create one for you .)

Company

Industries We Serve

Roofing Companies

Landscaping Companies

Carpentry Businesses

Plumbing Businesses

Electrical Contractors

HVAC Companies

Home Improvement Companies

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Service Locations

Nationwide

Phoenix, Arizona

Los Angeles, California

Miami, Florida

Additional Information

[email protected]

2550 W Union Hills Dr Suite 350

Phoenix, Arizona 85027

(866) 890-0102

Proudly serving clients nationwide from Phoenix, Arizona.