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Full Name

Business Name

Website

Phone *

Voicemail Forwarding will be setup with this number

Email *

Address

Trade Category

What 2-3 questions are essential to ask new customers?

Who should receive job inquiries? (You directly, Office Manager, Specific Team Member)

What scheduling/booking system do you use?

What customer management system do you use?

Any current promotions or discounts to mention to callers?

What would you like to name your virtual assistant? (e.g., Emily, Sarah, Sam)

Personality Traits (select all that apply):

Assistant Style (select all that apply):