EDE Client Partnership Profile Form

Welcome to Exclusive Digital Experiences!

We are excited to help you take your business to new heights with our expert virtual assistant services. To get started, please fill out this client intake form. Your responses will help us understand your needs and tailor our services to provide the best possible support for your business.

This form will gather essential information about:

  • Your contact details and business information
  • The specific services you are interested in
  • Your current digital tools and platforms
  • Your goals and expectations for our partnership
  • Any additional information that will help us serve you better

Please take a few minutes to complete the form. Your input is invaluable in ensuring we meet and exceed your expectations.

Note: All information provided will be kept confidential and used solely for the purpose of delivering our services.

Thank you for choosing Exclusive Digital Experiences. We look forward to working with you!

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Full Name *
  Email Address  
  Phone Number  
  Brief Description of Your Company  
  Company Location  
  Company Name  
  Company Website  
Company Facebook
Company Instagram
Company X/Twitter
  Which services are you interested in? (Select all that apply)  
  Are there any other specific services you are looking for that are not listed above?  
  What challenges are you currently facing in managing your business?  
  What are your main goals in hiring a virtual assistant?  
  How do you measure success for these services?  
  What are your top three priorities for the next 3-6 months?  
  What tools or platforms are you currently using in your business? Example:  Project Management (e.g., Trello, Asana) Communication (e.g., Slack, Microsoft Teams) Social Media (e.g., Hootsuite, Buffer) Email Marketing (e.g., Mailchimp, Constant Contact)
  Are there any other tools you would like us to use?  
  Preferred method of communication (Email, Phone, Messaging Apps):  
  Preferred days and times for meetings or check-ins:  
  How frequently would you like to receive updates on tasks and projects?  
  Which pricing package are you interested in?  
  If you selected a custom package, please specify your needs and budget:  
  How did you hear about our services?  
  Do you have any specific deadlines or time-sensitive projects?  
  Is there anything else we should know to better assist you?  
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