Below, write in the 10 most important questions you intend to use during your client consultation. Feel free to include questions you create as well as questions from the Questionnaire to the right.
What made you decide to look for a virtual assistant at this point in your business?
What tasks or areas in your business currently take up the most of your time?
How do you currently manage your daily workflow and organization?
What tools, systems, or software are you currently using? (e.g., CRM, scheduling, communication)
How do you measure success when it comes to support or completed tasks?
What challenges or frustrations do you deal with on a regular basis?
Have you worked with a virtual assistant or assistant before? If so, what worked and what didn’t?
What kind of communication style and availability do you prefer?
Are there any processes in your business that you feel could be automated or improved?
If you had more time each day, what would you focus on instead?
The PVA Consultation Questionnaire
● Do you want a VA for a business you currently own? ○ Yes/No
● Do you want a VA for a business you’re about to start? ○ Yes/No
● Do you want a VA for a side project? ○ Yes/No
● LinkedIn profile, FB, website, other?
● What is your preferred method of communication?
● What is your favorite file sharing system?
● Do you need a VA on specific days of the week? Yes/No
● Have you ever had an assistant before?
○ Yes/No
● Have you ever had a VA before?
○ Yes/No
● How do you measure success?
● What drives you crazy?
● Do you know how much time is wasted in your day?
● How do you generate income?
● What kinds of duties do you imagine a VA performing?
● Why do you want to hire a VA now?
● What do you think is the most importantly quality a VA should have?
● If you had just one more hour in a day what would you do with it?
● What have you wanted to do or implement in your business but haven’t?
● Why did you become a business owner?
● When did you start your company?
● Is where you are now where you’d thought you’d be?
● Where do you see yourself in three years?
● Hobbies?
● Anything else you’d like to share?