Detailed Client Information Tell us more about yourself Step 1 of 8 12% Personal InformationName First Last Home PhoneCell Phone*Office PhoneGoogle Voice (if applicable)Private Email Address* Please use the email best used to reach you directly.Public Email Address Other Email Address Home Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code CountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Business Contact InformationBusiness Name Business Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code CountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Billing Contact InformationBilling or Other Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code CountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Where should shipments be sent? Home Business Billing Notes Regarding Contact Information (if necessary)Important DatesYour VA will keep track of dates that are important to you!Your Birthdate MM slash DD slash YYYY Spouse/Significant OtherSpouse/Significant Other Name First Last Spouse/Significant Other Birthday MM slash DD slash YYYY Anniversary MM slash DD slash YYYY Child #1Child #1 Name First Last Child #1 Birthday MM slash DD slash YYYY Child #2Child #2 Name First Last Child #2 Birthday MM slash DD slash YYYY Child #3Child #3 Name First Last Child #3 Birthday MM slash DD slash YYYY Notes: Getting to know your BusinessMain Website Other Website Other Website Give us a brief synopsis of your business.List other members of your team and their roles.Travel Planning & ArrangementsYou can bypass the travel preferences section here if you are not planning on using these VA services.Are you planning to have your VA plan and schedule travel arrangements? Yes No I'm not sure, but I'd like to provide my travel preferences anyway. Maybe, but I'd like to skip ahead to the next section. Travel PreferencesDo you use TripIt? Yes No Trip It (or other App) Username Please list your Hotel Brand PreferencePlease list your Hotel Brand PreferenceFirst ChoiceSecond ChoiceThird ChoiceFourth ChoiceNo PreferenceMarriottHyattHiltonKimptonOther hotel preference if not listed above Room Preference King Suite Double Pillow Type Soft Firm Doesn't Matter Rental Car PreferencesWhat is your preferred rental car company? Hertz Avis Budget Enterprise Whatever is Cheapest Executive Car Service or Other Hertz Rewards Number Avis Rewards Number Budget Rewards Number Enterprise Rewards Number Executive Car Service or OtherWhat is your preferred type of rental car? Economy Compact Standard Full Mini-Van SUV Other Airline PreferencesPlease list your preferred airlineFirst ChoiceSecond ChoiceThird ChoiceFourth ChoiceNo PreferenceDeltaUnitedAmerican AirlinesBritish AirwaysSouthwestFrontierSpiritOtherAirfare Preference Coach Business Class Southwest "Wanna Get Away Fares" First Class Red Eye Okay Seat Preference Aisle Window Exit Row Middle Bulk Head Social MediaWhether your VA will manage your Social Media or not, it's important that they stay in the know! List your Social Media Accounts below so they can follow you.Twitter LinkedIn Facebook Page Google Plus Pinterest Instagram SecurityYour Security is important to us! Tell us how you're currently protecting your information.Do you use a Password Management Program?Do you use a Password Management Program?YesNoNot right now. Maybe laterWhat Password Management Program do you use? LastPass Dashlane 1Password Will your VA have access to your Credit Card Information?Will your VA have access to your Credit Card Information?YesNoNot right now. Maybe later Getting Things Done With Your VALet's give your VA the information that will help them understand the tools you use to manage your day.Are you Mac or PC Based? Mac PC I have and use both! What type of smartphone do you use? iOS Android Fire OS Blackberry Your Preferred Method of Communication (Phone, Text, Email, IM) Your Personality & Work StyleHelp your VA get to know you. What is your work style. Are you a night owl? Do you have a specific strength or weakness it would help your VA to know about?Your Work Style: When are you at your peak performance?Your Personality: What strengths can your VA help you work within?Your Personality: What weakness can your VA compliment?Your Strength Finder Results, Myers Briggs, DISC Profile Results, etc.Upload your DiSC profile.You can take the assessment here: https://www.tonyrobbins.com/disc/Accepted file types: pdf, Max. file size: 2 MB.Upload any other personality assessments you'd like to share with your VA here.Accepted file types: pdf, Max. file size: 2 MB.What type of communicator are you? Relator: Warm, Friendly Shares Feelings, Good Listener, Cooperative Socializer: Strong feelings, Risk Taker, Fast Paced, Enthusiastic, Persuasive Thinker: Perfectionist, Efficient, Slow & Cautious, Task Oriented, Works Independently Director: Results Oriented, Less Relational, Doesn't share feelings, dominant, Fast Paced, Decisive Tools of CommunicationWhat systems or software do you use to communicate with others?What type of Instant Messaging/Chat Software do you use? AOL IM Google Talk Slack HipChat WorkChat - via Evernote Skype Facebook Messenger Voxxer ICQ Yahoo Messenger None What Task Management Software do you use? Basecamp Nozbe Asana Teamwork Trello Trello ToDoIst None What CRM System and AutoResponder Software do you use? InfusionSoft MailChimp SendPepper Office AutoPilot SalesForce MadMimi Constant Contact Zoho AWeber GetResponse iContact None Other What other CRM System and AutoResponder Software do you use? Will you use Evernote with your VA?Will you use Evernote with your VA?YesNoI'm open to itAre there any other software or Apps that you will want your VA to use? Please list them here. Meeting PreferencesThis information will help your VA know how to schedule meetings, where, and when.Your Preferred Web Conferencing Software Zoom GoToMeeting Skype Google Hangouts Other What other web confrencing software do you prefer? Your Skype ID Preferred Meeting Dates and TimesMondayEarly MorningMid MorningEarly AfternoonLate AfternoonEveningTuesdayEarly MorningMid MorningEarly AfternoonLate AfternoonEveningWednesdayEarly MorningMid MorningEarly AfternoonLate AfternoonEveningThursdayEarly MorningMid MorningEarly AfternoonLate AfternoonEveningFridayEarly MorningMid MorningEarly AfternoonLate AfternoonEveningMeeting Start Time(As a general rule, don't schedule Meetings before this time) : Hours Minutes AM PM Meeting End Time(As a general rule, don't schedule Meetings after this time) : Hours Minutes AM PM Meeting Location Preferences (i.e. Starbucks on I-25 & Hampden, your office, online only)Other Pertinent Meeting Information (i.e. schedule meetings for 30 minutes, web calls, in person meetings at office only, etc.)NameThis field is for validation purposes and should be left unchanged. Δ