| Name: * |
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| Address: |
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| City: |
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| State/Province: |
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| Country: |
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| E-mail Address: * |
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| Zip/Postal code: |
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| Home Phone: |
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| Work Phone: |
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| Fax Number: |
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| Website/URL: |
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| My time zone is: |
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| The best time to contact me is: |
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| The best way to contact me is: |
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| I have been in business since: |
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| I read the following magazines/publications: |
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| I belong to the following civic/community organizations: |
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| I found your website from: |
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| I have considered working with a Virtual Professional for: |
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| I would like to start working with a Virtual Professional: |
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| I have... |
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| I am looking for the following qualities in a Virtual Professional: |
an innovator
asks lots of questions about my business
communicates clearly and openly
compassionate
detail-oriented
efficient
good listener
high integrity
high standards
honest
keeps me accountable to me
organized
passionate
patient
professional
skilled in his/her area of specialty
supportive and encouraging
technically savvy
trustworthy
values-oriented
will be my partner
will help me delegate
will help me grow my business
will work in a long-term collaborative relationship |
| I am looking for a Virtual Professional to help me approximately: |
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| I can easily afford to work with a Virtual Professional for a minimum of 5 hours per month: |
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| Services needed: |
Academics/Education
Administrative
Association management
Authors, writers, publishing
Bookkeeping
Calendar, appointments, reminders
Client follow up/Drip campaigns
Coaching (business, corporate, executive)
Coaching (fitness, life, health, wellness)
Contact management
Copywriting
Correspondence/word processing
Customer service
Data entry
Database management
Direct mail
e-commerce/shopping cart set up
Email filtering/processing
Ezines/newsletters
Email campaigns
Event/meeting planning
Financial (banking, financial planning, etc.)
Graphic design/desktop publishing
Human resources
Insurance
Lead management
Legal
Live telephone answering
Mailings/order fulfillment
Marketing, Public Relations, Advertising
Medical/Health
Mortgage
Non-profit
Online/Internet marketing
Proofreading/editing
Project management
Real Estate
Remote Office Management
Report creation
Research
Speakers
Teleclasses/Seminars
Transcription
Travel arrangements
Web design/maintenance
Other |
| My goals and vision for my business are: |
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| Top 10 Tasks I would like to delegate right away: |
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| My main competitors are: |
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| My biggest challenges/frustrations are: |
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| My leadership style is: |
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| I sometimes have trouble focusing on a few projects at a time. |
True
False |
| I am able to provide easy, clear and concise instructions. |
True
False |
| I can easily communicate and delegate projects. |
True
False |
| I do not wait until the last minute to delegate tasks. |
True
False |
| I like to take my time when making decisions. |
True
False |
| I like to get things done quickly and move on to the next project. |
True
False |
| I am prepared to respect my Virtual Professionals personal and business boundaries. |
Yes
No |
| I am open to new ideas and ways of getting things done in the spirit of efficiency and productivity. |
True
False |
| I am prepared to trust my Virtual Professional with personal information, private business practices, and/or credit cards. |
True
False |
| My computer is a: |
PC
Mac
Linux
Other |
| My computer operating system is: |
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| Software required or preferred: |
Access
Acrobat
ACT
Corel Suite
Dreamweaver
Excel
Fireworks
Flash
FreeHand
FrontPage
Illustrator
InDesign
InfoPath
Internet Explorer
Lotus Suite
Microsoft Office 2000
Microsoft Office 2003
Microsoft Office 2007
Microsoft Works
Mozilla Firefox
Netscape
OneNote
Outlook
Outlook Express
Photoshop
PowerPoint
Publisher
QuickBooks
QuickBooks online
Quicken
SharePoint
Visio
Word
WordPerfect
AppleWorks
Entourage
Filemaker
iLife
iMovie
iPhoto
iWeb
Quark
QuarkExpress
Safari
Opera
Garageband
Other |
| Web-based Software or Services Preferred: |
1shoppingcart.com (or other shopping cart service)
Authorize.net (or other Virtual Terminal for processing credit cards)
Constant Contact or Ezine Director (or other ezine delivery service)
My Fax (or other web-based fax service)
PayPal (or other similar service)
Central Desktop (or other web/file sharing program)
Survey Monkey (or other online survey program)
Yahoo Instant Messenger (or other instant messenger service)
Blogger or TypePad (or other blog service)
Podcasting service
RSS feeds service
Teleclass service
Other |
| I use the following internet service: |
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| I would like to elaborate on my specific projects by telling you: |
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