KUYA Solutions: Client Needs Assessment Form
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Client Assessment Form
Full Name \*
Phone \*
Email \*
Please describe the work you wish to have our agents complete in as much detail as you care to provide \*
Please list all softwares that this position would use and mark them as ‘previous experience required’ (PER) or ‘not required’ (NR) meaning you are ok to teach you VA this software in the onboarding process. \PLEASE NOTE ALL SOFTWARE COST ARE ON YOU (THE COMPANY) TO COVER\ \*
Is this position part-time or full-time ie 20hr week or 40hr week? \*
- Part Time 20hr/week
- Full Time 40hr/week
- Per Project Basis (project scope and pricing discussed on next assessment call)
What is the schedule (if any) that you wish to have the KUYA Agent operate? (i.e. M-F 8am to 5pm, or any other time?) \PLEASE NOTATE WHETHER THESE HOURS ARE FLEXIBLE OR NECESSARY TO BE CLOCKED IN DURING THAT TIME FRAME\ \*
Are there any specific characteristics, qualities, and behaviors you wish to see in your potential KUYA agent? \*
How often you can connect with your VA? \*
- Several times per day
- Once a day
- Several times per week
- Once a week
What is your preferred Communication Method? \*
- Google Chat
- Google Meet
- Skype
- Asana
- Teams
- Zoom
- Slack
- Text
- Phone
- Other
Do you have anything in mind that you need assistance with, that is not covered by the questions above?
*MAKE SURE TO INCLUDE YOUR TIME ZONE \*
SUBMIT