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Client Needs Survey

Home » Client Needs Survey

We know that finding the right VA can feel overwhelming, especially if you're not sure where to start.

This short survey is designed to help us understand your unique business challenges so we can connect you with the perfect VA support.

Client Needs Survey

First Name

Last Name

Section 1: Identifying Your Needs

Which of these describes your current situation? (Select all that apply)

I’m buried in emails and spend more time responding than running my business.

Scheduling meetings and appointments is taking over my day.

I know I need to be more active on social media, but I don’t have the time.

I’m spending too much time on data entry and managing customer information.

I have a backlog of marketing tasks like blog posts and newsletters.

I’m overwhelmed but not sure what to delegate.

I need help managing my clients and handling inquiries.

I have too many projects coming in and need help staying organized.

I need a graphic designer to help with branding, website updates, or marketing materials.

Other

Section 2: Outcomes & Goals

What would success look like after hiring a VA? (Select one)

I want more time to focus on growing my business.

I need someone to handle routine tasks so I can focus on clients.

I’m looking for help implementing systems to streamline my work.

I need someone to manage specific projects, like launching a course.

I need help creating high-quality graphics and marketing materials.

Other

Your Tools & Systems

Which of the following tools or processes do you already have in place? (Select all that apply)

Project management tools (Trello, Asana, etc.)

Communication tools (Slack, Zoom, etc.)

Document storage (Google Drive, Dropbox, etc.)

CRM or email marketing tools

None of the above, I need help setting them up.

VA Preferences

What type of VA are you looking for? (Select one)

Admin/Executive Assistant

Marketing/Creative VA

Graphic Designer VA

Customer Support VA

Generalist (a mix of administrative and creative tasks)

I’m not sure yet.

Link

FAQs
Careers
Competitive Advantages
Identifying Your Needs
20-step VA Recruitment Process

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FAQs
Careers
Competitive Advantages
Identifying Your Needs
20-step VA Recruitment Process

Home
ABOUT US
HOW IT WORKS
CONTACT US