Cornerstone Virtual Partners - Client Intake Application [Web Embed]

Client Intake Application [Web Embed]

Client Intake Application

Please complete the following intake application, which will allow us to get a better understanding of you and your business. The details within this document will be used for internal use only and will remain confidential.

We appreciate you taking the time to fill out this application. You are making an investment in yourself!

Fields with * are required.

Company Name*

First Name*

Last Name*

Primary Email*

Phone Number*

Briefly describe your business and what you offer:*

Would you consider yourself an open-minded / optimistic person?*

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

What services are you interested in? Select all that apply:

OBM Services

Virtual Admin Services

Brainstorming with Nicole

Not sure what I need right now

Why are you looking to work with us? Please list some of the outcomes you are looking to achieve.*

Do you have a clearly defined and proven business model? Choose the option that fits best with where you are at now:

Yes, I have a clearly defined and proven business model

I have a business model, but it still needs some refining and testing.

I am in the early stages of developing my business model.

I do not have a business model yet and need help creating one.

What is your current monthly income? Choose the option that fits best with where you are now:*

Less than $15,000.00 Per Month

Between $15,000.00 & $25,000.00 Per Month

Over $25,000.00 Per Month

I prefer not to answer

What are you looking to achieve by partnering with us?*

Do you currently have a Virtual Assistant, Personal Assistant or Virtual Admin that you are working with?

Yes

I think I might need one