Company Onboarding Form

Home
Plans & Pricing
Contact
Careers
Blog
About Us
Sign In

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 Company's Name *

Website

Company Address *

City

State

Postal code

Your Phone Number *

Business Email *

Personal Email (For Invoicing) *

Company´s Industry *

Select an option

Aerospace & Defense
Agriculture
Arts, Entertainment & Recreation
Construction, Repair & Maintenance Services
Education
Energy, Mining & Utilities
Financial Services
Government & Public Administration
Healthcare
Hotels & Travel Accommodation
Human resources & Staffing
Information Technology
Insurance
Legal
Management & Consulting
Manufacturing
Media & Communication
Nonprofit & NGO
Personal Consumer Services
Pharmaceutical & Biotechnology
Real Estate
Restaurants & Food Service
Retail & Wholesale
Telecommunications
Transportation & Logistics
No elements found. Consider changing the search query.
List is empty.

Your Company´s Number of Employees *

Select an option

1-3
4-7
8-10
11-20
21+
No elements found. Consider changing the search query.
List is empty.

Annual Sales *

Select an option

$0.00 - $50,000
$50,001 - $100,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 - $1,000,000
Over $1,000,000
No elements found. Consider changing the search query.
List is empty.

Which VA plan are you interested in? *

Select an option

Advanced Level Virtual Assistant
Cold Calling & Lead Generation Virtual Assistant
Data Entry Virtual Assistant
Entry Level Virtual Assistant
Intermediate Level Virtual Assistant
Social Media Virtual Assistant
Other Type of Virtual Assistant - Not Listed
No elements found. Consider changing the search query.
List is empty.

Hiring Time For This Job *

Select an option

Temporary
Permanent
Help me choose
I don't know
No elements found. Consider changing the search query.
List is empty.

What schedule do you want your assistant to work? *

Select an option

During Regular Office Hours
Weekend Shift
Other
I Don't know yet
No elements found. Consider changing the search query.
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
No elements found. Consider changing the search query.
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
No elements found. Consider changing the search query.
List is empty.

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
No elements found. Consider changing the search query.
List is empty.

How many hours a week do you want the Virtual Assistant to work for you? *

Select an option

Less than 20 hours a week
20 hours a week
More than 20 hours a week
Full Time 40 hours a week
I dont know yet
No elements found. Consider changing the search query.
List is empty.

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

Select an option

Yes
No
No elements found. Consider changing the search query.
List is empty.

Are you interested in a virtual assistant that can provide customer support? (making or receiving phone calls) *

Select an option

Yes
No
I don't know yet
No elements found. Consider changing the search query.
List is empty.

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

Select an option

Yes
No
No elements found. Consider changing the search query.
List is empty.

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

Job Description *

COMPANY

Businesses We Serve

Aditional Information

2550 W Union Hills Dr Suite 350, Phoenix, AZ 85027

[email protected]

(602) 932-0102

Terms & Conditions