A Virtual Success

Online Business Management Solutions and Virtual Assistant

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Business Review Form

For your FREE half hour consulting session to be a success, all information is required on this Business Review form. Please take the time to provide as much detail as possible. The information you provide below is foundational to our conversation, and will provide A Virtual Success with the insight we need regarding your business requirements.

Name*
Business or Practice*
Email*
Phone*

Please give us a brief description of what your business is about: *

What year did you start your business?*

What do you absolutely hate to do, but must do to keep your business operating smoothly? What tasks bog you down or take up too much of your time?*

What is you annual income goal for your business? Did you meet your goal last year? What do you believe is keeping you from earning your potential income or cutting into your profits? *

If you had the opportunity to get someone else to do the work for you, what would you consider the ideal solution? What would you expect from your VA to help you reach your business objectives? *

Do you have an imminent task or business process that needs attention right away? When would be the ideal time to get started?*

What has prevented you from hiring a VA in the past? (You may answer more than once).*

Time to train someone
Money to pay an employee
Workspace to set them up
Trust in their knowledge and skills
It never crossed my mind before
Another reason listed below:

What has prevented you from hiring a VA in the past? (You may answer more than once).*

Please take the time to select the services you genuinely believe your business needs. We want to provide you with the best information up front; therefore, we will schedule your VA expert to speak with you based on the services you select:*

Administrative Support

Contact Management
Calendar Scheduling
Document Management
Email Campaigns
Email Management
Expense Tracking
Event Planning
Mailing Lists and Merges
Travel Arrangements

Accounting and Finance
Accounting
Accounts Payable
Accounts Receivable
Billing
Bookkeeping
Financial Analysis
Payroll
Tax Filing

Business Analysis

Data Entry
Data Analysis
Data Management

Marketing
Desktop Publishing
Graphic Arts
PowerPoint Presentations
Social Media Marketing (Facebook, Twitter, LinkedIn, etc.)
Blogging and Newsletters
Email Blasts
Webinars
Website Design/Maintainance
Other: If you have an inquiry regarding a service not listed, we are priviledged to be a part of a large network of VA professionals.

Security*

Please feel free to call us at 781-499-AVS1 (2871) should you have questions regarding this Business Review form.

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Disclaimer

Please note that final proofing of any document, job posting, database, website, analysis or content of any kind is the responsibility of the client; indemnifying AVS from errors. AVS does perform spell checks and proofs documents. AVS will make typographical and grammatical corrections upon the request of the client free of charge for up to 24 hours; however, edits may be subject to an additional fee. AVS reserves the right to refuse content that may be contrary to our conscience including, but not limited to, services that may elude to illegal activity, sexual content, or derogatory or discriminating content of any particular groups or individuals. AVS, nor the subcontractors, subsidiaries or those engaged in partnership with AVS, will not be persuaded to engage in illegal practices and complies with regulated accounting practices and responsible corporate governance.