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Potential Associate Questionnaire
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Name
Your answer
Business Name
Your answer
Business City, State, Zip
Your answer
Business Phone
Your answer
Business Email
Your answer
Website URL
Your answer
Briefly describe your administrative background. Indicate years of experience at different levels of positions
Your answer
Do you have experience supporting webinars? If not, skip to next question. If yes, briefly explain what you managed from beginning to end for the webinars.
Your answer
Do you use a PC, Mac or other?
Your answer
What operating system do you use?
Your answer
What email program do you use?
Your answer
Do you use a backup system for your data? If so, which one?
Your answer
Do you use a virus scan program for your system? If so, which one?
Your answer
What internet browser do you use?
Your answer
Check off which programs you have a working knowledge in?
Microsoft Word
Microsoft Powerpoint
Microsoft Excel
Microsoft Outlook
Office 365/Microsoft Exchange
Gmail
Google Calendar
WebEx
Mac Mail
Mac Calendar
Teamwork PM
Google Drive
Dropbox
Zoom
Webex
GoToMeeting/GoToWebinar
Check off the skills you consider yourself an expert in:
Email Management
Scheduling/Calendar Management
Travel Management
Webinars
Newsletters
Autoresponders
Social Media
Shopping Carts
Phone Support
New Client Concierge
Research
Other:
List your top 3 tasks you LOVE to do!
Your answer
List 3 tasks you greatly DISLIKE doing
Your answer
Approximately how many hours are you available to work each week? Month?
Your answer
Many of our clients focus on scheduling and travel. Are you available to check email and handle tasks minimally twice a day?
Be honest!
Your answer
List your core business hours and time zone so I am clear on your boundaries.
Your answer
Due to the administrative nature of our executives, they do require daily task completion for scheduling (sometimes handling things twice a day). Is that a concern for you?
Your answer
Are you looking for a long-term relationship with us?
Your answer
What is your business hourly rate? What is your subcontractor hourly rate?
Your answer
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