Name
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First Name
Last Name
Email
*
Phone
(###)
###
####
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Instagram URL
Facebook URL
Twitter URL
Tik Tok Username
Pinterest URL
Which time zone do you most frequently work from?
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Pacific
Mountain
Central
Eastern
Depends on the day
Tell us about your work style! What do you love about the way you work your business? In what areas do you excel? Are there any areas where you struggle to work efficiently?
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Ex: "I love to plan things a month in advance. I stay off email most mornings. I prefer to communicate via text. I love connecting with my clients but I hate social media and marketing." OR "I tend to jump from project to project and like to move at a fast pace. I like to chat throughout the day with my team to collaborate closely. I am great at big picture, but get lost in the weeds of details." etc.
How long have you been working your CURRENT business?
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>1 year
1-3 years
3-5 years
5-10 years
10+ years
What are your short term goals for your business?
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What are your long term goals for your business?
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Which of our services are you interested in?
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Select all that apply.
What is your budget?
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$1,000 - $3,000 per month
$3,000 - $5,000 per month
$5,000 - $8,000 per month
$8,000+ per month
Which area of your business currently requires the most of your time and/or mental energy?
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Is delegating easy for you? Why or why not? This would be a great place to share any fears or hesitations you may have about outsourcing services.
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Tell us about your team! Do you currently work regularly with any of the following support people?
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Select all that apply.
Do you have systems in place such as Standard Operating Procedures (SOP), process manuals, or handbooks?
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Yes! My business processes are fully documented.
Some of my processes are documented, some aren't.
What is an operating procedure and where do I find one?
What level of support do you currently need?
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Daily Support - I'll have needs most days
Moderate Support - I'll have needs here and there throughout the week.
Light Support - I'll have needs a few times a month.
Flexible Support - I'll have needs here and there throughout the month, but they aren't usually time sensitive.
Temporary Support - I need help with a one time project that has a specific deadline, or a VIP Day.
Is there anything we missed that you'd like to share?
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