Discovery Form
Thanks for your interest in Sarah Bowman Assisting! Please fill out this form. It's a bit in depth, but will help to determine if we will be a great fit for each other. I look forward to reading all of your responses. Thanks again for considering me!
Email address *
First and Last name *
Your answer
Company Name *
Your answer
Phone *
Your answer
Where in the world are you based? *
Your answer
URL: *
Your answer
When is the best time to reach you? *
Where did you find me?
Your answer
Describe your business, services and offerings as well as who you work with. (i.e. client type, target market) *
Your answer
What type of support are you looking for? *
What method do you work best with when communicating?
What (if any) administrative support are you receiving now?
If you mentioned that you already have an assistant above, please explain why your needing additional assistance.
Your answer
Are you able to delegate easily?
What type of tasks are you looking to delegate? *
Required
Describe tasks needed and list any additional tasks not listed above. *
Your answer
Do you have systems in place for your business? (i.e. process manuals and standard operating procedures?)
What type of computer do you use?
What type of website do you have?
Does your company have any of the following? (check all that apply)
If you have an email list, what email marketing or CRM service do you have?
What area(s) of your business needs the most assistance? *
Your answer
Which tasks up most of your time each day?
Your answer
How would you describe your personality? *
Your answer
What are some of your passions (other than your business) and hobbies? What drives you and pushes you to shine each day?
Your answer
Are you willing to invest in the growth of your business? *
If YES, what type of budget do you have for team support on a monthly basis? *
Please share anything you would like me to know that I may have missed.
Your answer
Who is your favorite music group or artist? (This is just for fun to end this form on a light note! :)) *
Your answer
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