Onboarding

Tell Me About Your Business

This short questionnaire helps me understand how your business runs before we start — your customers, the tools you use, where things get stuck and the work you would like to hand over. Based in Reno, Nevada and working remotely with clients across the United States and internationally.

Takes about 10 minutes

Your details

Your name

Phone (optional)

Time zone and working hours

Your business

Business name

Website

Industry or field

Size of your team

What does your business do?

Who are your customers or clients?

Systems and support

Which tools and systems do you use?

Where does your admin get stuck?

Which tasks would you like to hand over first?

What would you like to be different in three months?

Estimated hours or support needed

When would you like to start?

Preferred way to keep in touch

Anything else I should know?