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 Company's Name *

Website

Company Address *

City

State

Postal code

Your Phone Number *

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+
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List is empty.

Business Email *

Hiring Time For This Job *

Select an option

Temporary
Permanent
Help me choose
I don't know
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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.

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

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
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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 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
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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.

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

Which Virtual Assistant role are you interested in?

Select an option

Administrative Assistant
Assistant – Primary Care, Medical Practice Support
Bookkeeping Assistant
Executive Assistant
Insurance Agency (CSR) Assistant
Job Recruiter
Legal Assistant
Medical interpreter
Operations Manager
Poject Manager
Sales Assistant/ Lead Generator Assistant
Social Media Marketing Assistant
Software Developer
Video Editor & Production Specialist
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Job Description *

Please include a job description. (If you already have one, please upload the document here. If not, that's not a hindrance—we can create one for you.)

COMPANY

Businesses We Serve

Additional Information

1 (866) 890-0102

[email protected]

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