| Name: * |
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| Address: |
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| City: | |
| State/Province: | |
| Country: | |
| E-mail Address: * | |
| Zip/Postal Code: | |
| Home Phone: | |
| Work Phone: | |
| Fax Number: | |
| Website/URL: | |
| My time zone is: | |
| The best time to contact me is: | |
| The best way to contact me is: | |
| I have been in business since: | |
| Services Needed: |
Administrative
Association management
Authors, writers, publishing
Bookkeeping
Calendar, appointments, reminders
Client follow-up/Drip campaigns
Coaching
Contact management
Copywriting
Correspondence/word processing
Customer service
Data entry
Database management
Direct mail
e-commerce/shopping cart set up
Email campaigns
Email filtering/processing
Event/meeting planning
Ezines/newsletters
Financial (banking, financial planning, etc.)
Graphic design/desktop publishing
Human resources
Other |
Insurance
Lead management
Legal
Live telephone answering
Mailings/order fulfillment
Marketing, Public Relations, Advertising
Medical/Health
Mortgage
Non-profit
Online/Internet marketing
Passive income generation
Project management
Proofreading/editing
Real Estate
Remote office management
Report creation
Research
Speakers
Teleclasses/Seminars
Transcription
Travel arrangements
Web design/maintenance |
| My goals and vision for my business are: |
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| Top 10 Tasks I would like to delegate right away: |
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| My main competitors are: |
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| My biggest challenges/frustrations are: |
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| My leadership style is: |
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| I sometimes have trouble focusing on a few projects at a time. |
True
False |
| I am able to provide easy, clear and concise instructions: |
True
False |
| I can easily communicate and delegate projects: |
True
False |
| I do not wait until the last minute to delegate tasks: |
True
False |
| I like to take my time when making decisions. |
True
False |
| I like to get things done quickly and move on to the next project. |
True
False |
| I am prepared to respect my Virtual Professionals personal and business boundaries. |
True
False |
| I am open to new ideas and ways of getting things done in the spirit of efficiency and productivity. |
True
False |
| I am prepared to trust my Virtual Professional with personal information, private business practices, and/or credit cards. |
True
False |
| My computer is: |
PC
Mac
Both |
| My computer operating system is: |
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| Software required or preferred: |
Access
Acrobat
ACT
Corel Suite
Dreamweaver
Excel
Fireworks
Flash
Freehand
FrontPage
Illustrator
InDesign
InfoPath
Internet Explorer
Lotus Suite
Microsoft Office 2000
Microsoft Office 2003
Microsoft Office 2007
Microsoft Works
Mozilla Firefox
Netscape
OneNote
Outlook
Other |
Outlook Express
Photoshop
PowerPoint
Publisher
QuickBooks
QuickBooks Online
Quicken
SharePoint
Visio
Word
WordPerfect
AppleWorks
Entourage
Filemaker
iLife
iMovie
iPhoto
iWeb
Quark
QuarkExpress
Safari
Opera
Garageband |
| Web-based Software or Services Preferred |
1shoppingcart.com (or other shopping cart service)
Authorize.net (or other Virtual Terminal for processing credit cards)
Constant Contact or Ezine Director (or other ezine delivery service)
My Fax (or other web-based fax service)
PayPal (or other similar service)
CentralDesktop (or other web/file sharing program)
Survey Monkey (or other online survey program)
Yahoo Instant Messenger (or other instant messenger service)
Blogger or TypePad (or other blog service)
Podcasting service
RSS feeds service
Teleclass service
Other |
| I use the following internet service: |
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| I would like to elaborate on my specific projects by telling you: |
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| * Required | |
