Virtual Assistance Discovery Session Application

Fill out this form if you’re looking for tech virtual assistance – you need an implementor, a doer to delegate the work to. You are the operations manager/project manager/planner in your business (or you have one).

Name*
First Last
Email*
Phone
Website*
How did you hear about me? (If someone referred you to me, please include their name below so I can thank them for thinking of me!)
ABOUT YOU
What's your birthday?
(The year doesn't matter - you can choose any year.)
YYYY slash MM slash DD
Have you taken any personality tests (DISC profile, Enneagram, Myers-Briggs, etc.)? List your result(s) below!
This is optional, but helpful if we're working together long-term.
Briefly, tell me about your business, your speciality, and how you help your target market (ex. your 15-30 second elevator pitch).*
Have you ever worked with a Virtual Assistant?*
What is your biggest struggle right now?*
GOALS & VISION
What is the vision for your business over the next 6-12 months?
WORKING TOGETHER
What level of support are you looking for?*
- One-time project
- Ongoing retainer support (min. 3 months retainer)
Who's on your team? Are you looking for someone to work directly with you or under someone else (DOO, OBM, project manager)?*
Please outline your project, any deadlines, desired launch dates, or all of the specific areas you feel you need help in. Be as specific as possible (ex. weekly newsletter or blog post, etc.). **Keep in mind that most product launches require 8-12 weeks for planning and setup!*
What systems and platforms do you currently have in place or do you plan to use for the applicable tasks or projects? (Ex. WordPress, LeadPages, Kit, Keap, HighLevel, Kajabi, Asana, Zoom, etc.)*
For ongoing retainer support, how many hours do you anticipate needing monthly?*
What is your anticipated start date?*
VA retainer packages start at $1350 USD/month. Please check this box to indicate you understand this.*
- Yes, I understand.
Email Communications
- Yes, I would like to receive occasional tips, updates and webinar invitations from The Virtual Solution.

Virtual Assistance Discovery Session Application

ABOUT YOU

GOALS & VISION

WORKING TOGETHER