Client Readiness Assessment

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Hello!
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Thank you for your interest in working with me to find a virtual partner who can give you the freedom to do the high level work you have either not been able to do or do not have the expertise and the time to accomplish on your own.

You are making a great decision to grow your business by adding pre-qualified, vetted and interviewed professionals to your staff.

I will be with you every step of the way to help with the transition. I’m

This assessment, which takes about 5 minutes to complete will help me to evaluate your needs and expedite your requests.

Once I receive your responses, I will acknowledge receipt and send you a link to my scheduler.

Please know that I do not sell, rent or provide information to any outside parties. This document is confidential
and will not be viewed by any outside parties.

Thank you!

~Janine

Email *

What is your phone number and time zone? *

Name *

Company Name *

Website URL *

Facebook URL and/or Business Page *

How did you hear about Janine's virtual assistance referral service? *

What is the size of your email list? *

Please describe your work in 1-2 sentences *

So I can better prepare for our call, please tell me your annual business income. *

Under $50k

$50k – $100k

$100k – $150k

$150k – $250k

$250k – $500k

$500k – $1M

Over $1M

Other:

What tasks do you want off your plate right now? *

What tasks do you want off your plate in one month? *

What tasks or projects do you have in mind for the future? *

Briefly indicate, what is the biggest bottleneck in your business right now? Where are the greatest time and energy drains in your business? *

Do you have a monthly budget range you wish to pay your virtual professional? *

Do you have the resources available to pay for Janine's referral services? *

Yes

Have you worked with a virtual professional (VA) before? *

Are there any preferences for the type of person you would like to add to your team? Please list personality-type, attitude, values or belief preferences. *

You may list any final comments here.Please click SUBMIT below. I will send you a link to my scheduler once I have reviewed the assessment.

A copy of your responses will be emailed to the address you provided.

Submit

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