QUESTIONNAIRE QUESTIONNAIRE QUESTIONNAIRE (Purpose: To assess how First Assistant can best assist your business) Name * First Name Last Name Business Name * Phone (###) ### #### Email * What type of service does your business provide? * Do you have specific tools or software you currently use for business management? (e.g., QuickBooks, Google Workspace, CRM tools) * Are there particular tasks you’d like to delegate immediately? * What is your preferred method of communication? (e.g., email, phone, messaging app) * What are your standard business hours? * Do you have a preferred time for regular check-ins or updates? * What is your budget for personal assistant services? * Thank you!
