Detailed Client Information

Tell us more about yourself

Personal Information
Name
First Last
Home Phone
Cell Phone*
Office Phone
Google 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 Country
Business Contact Information
Business Name
Business Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Billing Contact Information
Billing or Other Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Where should shipments be sent?
- Home
- Business
- Billing
Notes Regarding Contact Information (if necessary)
Important Dates
Your VA will keep track of dates that are important to you!
Your Birthdate
MM slash DD slash YYYY
Spouse/Significant Other
Spouse/Significant Other Name
First Last
Spouse/Significant Other Birthday
MM slash DD slash YYYY
Anniversary
MM slash DD slash YYYY
Child #1
Child #1 Name
First Last
Child #1 Birthday
MM slash DD slash YYYY
Child #2
Child #2 Name
First Last
Child #2 Birthday
MM slash DD slash YYYY
Child #3
Child #3 Name
First Last
Child #3 Birthday
MM slash DD slash YYYY
Notes:

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Getting to know your Business
Main Website
Other Website
Other Website
Give us a brief synopsis of your business.
List other members of your team and their roles.
Travel Planning & Arrangements
You 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.

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Social Media
Whether 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

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Security
Your Security is important to us! Tell us how you're currently protecting your information.
Do you use a Password Management Program?
What Password Management Program do you use?
- LastPass
- Dashlane
- 1Password
Will your VA have access to your Credit Card Information?

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Meeting Preferences
This 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 Times
Monday
Tuesday
Wednesday
Thursday
Friday
Meeting Start Time
(As a general rule, don't schedule Meetings before this time)

: Hours

Minutes
Meeting End Time
(As a general rule, don't schedule Meetings after this time)

: Hours

Minutes
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.)
Name
This field is for validation purposes and should be left unchanged.

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