Let’s Get to Know You and Your Goals

Marketing Secretary > Let’s Get to Know You and Your Goals

Intake Questionnaires

Retro-futuristic digital painting of a woman using a laptop with a vibrant, 80s-inspired color palette
Because ‘professional’ doesn’t have to mean ‘boring.’
Social Media/Marketing Assistance
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Name
Facebook, Instagram, X (Twitter), LinkedIn, TikTok, Etc. Please list each that you would like assistance with.
(e.g., Increase brand awareness, generate leads, drive website traffic, boost sales, build community, improve customer engagement)
(e.g., Increase website traffic by 15%, generate 50 leads per month, grow Instagram followers by 1000, improve customer satisfaction scores)
(Be as specific as possible: demographics, interests, online behavior, etc.)
(Please provide a range if possible)
What specific services are you interested in?
(Check all that apply)
We can always tap into our network to assist with services not typically under our umbrella. Let us know what you’re looking for and we will do our best to find a way for you!
(e.g., Ongoing, monthly retainer, one-time project with a deadline)
(Please provide if available)
(e.g., How often do you post? What types of content do you share? What are your current engagement levels?)
Do you have any preferred communication methods?
Disclaimer: This questionnaire is intended to gather preliminary information for project scoping and pricing. The final scope of work and pricing will be determined after a more detailed consultation.
We look forward to helping your visions become reality!
Executive VA/ Secretary Support
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Name
Or what you’d like us to call you. “Boss Babe” is acceptable.
If it’s “Still Figuring It Out LLC,” we vibe with that. Some of our favorite projects involve getting new small businesses going!
If this is part of why you’re here, just fill in N/A or your favorite curse word 😉
Describe what you do in 1-2 sentences. (Pretend you’re explaining it to a grandma or a little kid. No jargon allowed.)
(This is a safe space! Let it out, honey.)
E.g. “I love to ____ but would rather die than do ___ part of the process”
no judgement here!
(e.g., launch, event, crm overhaul, increase productivity, free up your time, improve organization, streamline workflows, better work-life balance)
What makes you rage-quit a tool/service? (E.g., “When someone says ‘Let’s hop on a call’ for something that could’ve been a Slack message.”
(e.g., Google Workspace, Microsoft 365, Asana, Trello, Slack)
What specific services are you interested in?
(Check all that apply)
We can always tap into our network to assist with services not typically under our umbrella. Let us know what you’re looking for and we will do our best to find a way for you!
Is this a one-time project, ongoing support, or a trial period? Is there a deadline to meet?
(Providing a range helps in tailoring a suitable service package.)
Selected Value: 15
Not necessarily how many hours you’d be billed for, this is just for us to get an idea of the depth of service you’d like. (5-10 hours – just a few things are starting to slip through the cracks | 10-20 hours – serious commitment, but still pretty independent | 20+ hours – help is on the way, Dearie!)
Do you have any preferences regarding my location or time zone? DND Hours? Odd hours?
Do you have any preferred communication methods?
Disclaimer: This questionnaire is intended to gather preliminary information for project scoping and pricing. The final scope of work and pricing will be determined after a more detailed consultation.
We look forward to helping you get more you-time back 🙂

Contact Us

We`d love to hear from you. We`re here to answer your questions and listen to your suggestions.