Client Onboarding Questionnaire
Welcome to Shy Virtual Solutions. This onboarding questionnaire will help assist us in collecting important information needed to help us assist you and your business.
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What Package Are You Taking?
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Company Name *
Company Name
(Primary Contact) Name: *
Email *
Phone number
Website
Assets: Do you have assets (Logo, Images, Videos) you want to share with me to use for your tasks? You can share the link of the files below. If not, you can leave blank.
Preferred method of communication *
Required
Project management tool you want to use: (This is where you will be putting in your tasks to assign to the team) *
Required
Do you need an NDA?
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Password and Credentials: Do you need to share passwords with us?
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Payment: Which email can I send the invoice and access to client portal?
GOAL SETTING
Your success is our success. To ensure the service we provide has the most impact for you/your business, we'd like to get some directions on how you'd like to succeed.
What is your overall goal for our partnership?
What is your goal for this year?
Please choose the sentence that best describes you: *
Roadblocks (What is stopping you from reaching your definition of success?)
Roundup Meetings
To ensure success and high satisfaction rate from our clients, we schedule roundup meetings. These meetings will be our venue to discuss all upcoming tasks and look back on all other completed tasks. This will also help us check if we're on track to hit our goals.
Frequency
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Please type your preferred schedule and we'll send you a calendar invite.
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