Virtual Assistance Requirement Gathering Form


Consulting | Technology | Outsourcing

VA Requirements Gathering Form


This document is intended to help you structure your thoughts & expectations for your VA requirements. It's also the starting point of Back office Virtual Assistance Support process. We use the information from this document as the basis for discussions with you to compile your full requirements, before responding to you with a proposal.

When you've completed the sections below, please email the document to us. All information will be treated as confidential, and we'll get back to you as quickly as possible.

If you have any queries at all, just contact us direct.

Business Development Office

Systems Junction

Client Intake Questionnaire

Completing this questionnaire will provide us an overview of your immediate and future business needs. Thank you for taking the time to complete this form. We aim to provide you solutions to your problems, save you time and help grow your business and increase your revenue!


First Name* 

Last Name* 





Who is your target or niche market? *

What are your business goals for the next year? What do you want to accomplish? *

Please Select Services *

General Administrative Services

 E-mail monitoring and response Faxing Shipping Appointment schedules and Reminders Internet Research Market Research Billing/Invoice Travel Agent Support Accounting Services BPO Placement and Recruitment Services Sales and Marketing Services Offshore Staffing

Website Design and Development

 Web Hosting Website Design Domain Registration Web/Online Research Website Development Web Coding/Programming Website Maintenance Logo Design Website redesigning

Data Processing

 Data Management Data Control Data Migration Data Conversion Data Capturing Data Reporting Database Development Image Processing Forms Processing Survey Processing

Data Communications

 Office Documents PowerPoint Presentations Press Releases

SEO( Search Engine Optimization)

 Blog Commenting Social Book Marking Form Posting Article Submission Press Release Directory Submission Web 2.0

Internet Marketing Services

 Pay-Per-Click Management Services Google Ad Sense Affiliate Program Professional Search Engine Submission Email Marketing Banner Advertising Manual Article Submission Trade Board & Message Board Classified Ads submission

Who is currently on your team? *

Do You Have other consultants working for you?

 Web Designer Copy Writer Virtual Assistant Contractors SEO/SEM


How are you currently supported administratively?

 I am doing everything/most everything myself. I have another assistant but need more help. I have an assistant but it's not working out.

Where are the "gaps"' on your team? Are there any big challenges with your current team? *

What is robbing you of your time? *

How willing are you to delegate? *

 Telephone calls, voicemail retrievals, return calls/responses Meeting scheduling, confirmations, etc. Plan, coordinate, promote Teleseminars, Webinars, Meetups, etc. Scanning expenses and updating QuickBooks, Xero, or other bookkeeping software Uploading Blogs & posting them Submitting Articles & sharing on LinkedIn and Twitter Uploading Videos & leveraging social media Social Media Activities


Do you communicate well/easily by email? *

 Yes No

Are you able to clearly communicate your needs? *

 Yes No

Do you want your VA to be available in real time with you? *

 Yes No

If yes then please specify your time zone and duration at which you want your VA to be available: (e.g 9am – 5pm PST)

What is your experience with delegating and what kind of communication do you require feeling good about trusting your work partner?

How would you characterize your work style? *

For example: driven, laid-back, organized and frantic. Feel free to describe this in your own words.

How often does your current business encounter emergencies or last minute tasks? *

For example: driven, laid-back, organized and frantic. Feel free to describe this in your own words.

How much documentation or work process is already in place? Do you have a standard operating procedures guide or customer service policies? *

Client intake questionnaire; automated procedures for your business; List Building (Capturing names and emails for list building)

What is your current operating system? *

 MAC PC Mini's I Pad I Phone


What software applications and platform do you use? *

 MS Office 2003 MS Office 2007 Windows XP Windows Vista (all platforms) Windows 7 MAC platform MAC version of MS Office 2004


How computer/tech savvy are you? *

 Super savvy Somewhat savvy Not savvy at all

Please list ten items you have been putting off and are ready to handle with our help: *

What is the most pressing need you have right now? *

What is your anticipated spending budget for administrative support per month?*

Gender Based VA Requirements? *

 Male Female Doesn't Matter

How many Hours of VA service you are looking for?*

 10 hrs/week 20 hrs/week 30 hrs/week 40 hrs/week

Thank you for your Time!

Systems Junction Australia

Australia Office
45 Memorial Ave,
Liverpool NSW.

Phone: +61 414 411 016

Systems Junction Singapore

Singapore Office
65 Ubi Road 1, Oxley
Bizhub #03-51
Singapore 408729

Phone: +65 9649 0489

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