Virtual Assistance Assessment

Assesment Estimated Time:  3 - 5 minutes

Assessing whether your business is ready for a Virtual Assistant (VA) involves evaluating your current needs, resources, and readiness for delegation. Here's a comprehensive assessment to help you determine if you and your are prepared to hire a VA.​

By carefully assessing the factors in our Assesment Tool, we can determine if your business is ready for a Virtual Assistant and take the necessary steps to prepare for a successful integration.

Email *
Name *
Email *
Phone Number *
How often do you feel overwhelmed by your daily workload *
How much time do you spend each week on administrative or repetitive tasks? *
Do routine tasks prevent you from focusing on sales, clients, strategy, or business growth? *
Required
Which statement best describes your current workload? *
Which ADMINISTRATIVE tasks are you currently doing yourself?
Select all that apply
*
Required
Which CUSTOMER SUPPORT tasks are you currently handling?
Select all that apply
*
Required
Which MARKETING tasks are you currently doing yourself?
Select all that apply
*
Required
Which SOCIAL MEDIA tasks are taking your time?
Select all that apply
*
Required
Which PROJECT or OPERATIONAL tasks could use additional support?
Select all that apply
*
Required
Are there tasks in your business that someone else could perform with the proper instructions *
Do you have recurring tasks that follow approximately the same process each week or month *
How documented are your business processes? *
If you hired a Virtual Assistant tomorrow, could you explain what you need them to accomplish? *
How comfortable are you allowing someone else to handle tasks in your business? *
Are you willing to invest some time upfront to train, communicate expectations, and provide feedback? *
Do you currently use cloud-based tools that would allow someone to work remotely?
Examples: Google Workspace, Microsoft 365, Dropbox, CRM, project-management software, social media scheduling platforms, etc
*
What is the BIGGEST reason you are considering a Virtual Assistant?
Choose One
*
In this section, provide us with any aditional information that you would like to share regarding your business challenges as it relates to virtual assistant services *
YOUR VIRTUAL ASSISTANT READINESS SCORE
Thanks for completing the VA Assesment!

A Business Essentials representative will be contacting you soon to discuss the results of your assesment. This will be a brief free consultation to help you determine if you and your business are:
  • Not Quite Ready / Need to Build the Foundation First
  • Ready with some Guidance
  • Somewhat ready to Delegate
  • Highly Ready / Well positioned to benefit from a VA
A copy of your responses will be emailed to .
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. - Terms of Service - Privacy Policy

Does this form look suspicious? Report