Name
*
First Name
Last Name
Business Name
*
Industry/Business Type
Business Website and/or Social Media
Email
*
Phone
*
(###)
###
####
Preferred Contact Method
*
E-mail
Phone
Either is Fine
Which of the following admin tasks do you need help with?
*
Select all that apply
Inbox Management (sorting, responding, prioritising emails)
Calendar Management (scheduling appointments, reminders)
Data Entry (Spreadsheets, logs)
Client Follow-ups (invoices, reminders, scheduling)
Document Formatting & Organisation
Standard Operating Procedures (SOP) Creation
Record Keeping / Book Keeping
Custom Spreadsheets & Automation
Social Media Management (post scheduling, replying to messages)
Other
Are there any specific pain points or time-consuming admin tasks your looking for assistance with?
How many hours of support do you estimate you will need per week?
*
2 hours (I understand a 2 hour minimum applies)
3 - 5 hours
6 - 10 hours
10+ hours
Not sure yet - let's discuss a tailored plan
Do you already have existing admin systems or procedures in place?
*
Yes
Some, but they need improvement
No
Do you prefer a hands on approach where I guide you or would you prefer I work independently?
*
Hands on - I like to be involved
Independent - take it off my mind!
Hybrid - a mix of both
Are you looking for ongoing support or a one time service?
*
Ongoing
One off
Not sure yet
Would you like to book a discovery call to further discuss your needs & a tailored plan?
*
Yes, I am ready to start my journey to streamlined admin!
No, I am still doing my research
Anything else you would like us to know about your business needs or how we can assist?