2-Online-Reputation-Mgmt-Intake-Form
Online Reputation Management
Client Intake Form
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On the pages below you will find 2 intake forms you can customize to meet your business needs. If you're going to keep them as Word Documents, add a header and footer with your biz logo and contact information to fancy it up.
If you don't want to use Word Documents and have to send them back and forth (which can get cumbersome), here are a couple of other options:
1. Set them up in Google Drive. Once you have them set up there, you can publish the forms on your website and your clients can access them from there.
2. Another option is to use a contact form on your website that you can direct clients to.
After they submit the form, set it up so it will be emailed directly to you.
Basic Client Intake Form
The first form is a basic one you can use to collect data from a prospective client. This type of intake form is a great way to get some background information about a possible client - find out more about their business, who their market is and what they are looking for help with.
If you are going to have a consult call with them, ask them to take a few minutes to fill out the form before your scheduled call. Having them do this beforehand helps you get a better feel for their business and what it is they need help with and then you can ask more in depth questions on your call.
Login Information Intake Form
The second intake form is one you can use to collect information from a client you will begin working with as their Google Hangouts VA. Customize it to meet the needs of each client you're working with.
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For more training, visit http://www.StarVA.com
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Basic Client Intake Form
Customize this form to suit your needs and to get some information from a client before you start working with them. Sometimes just from these answers you can tell if a client will be a good fit for you or not…
Client Name:
Email:
Phone #:
Skype ID:
Questions:
1. What is your preferred method of contact? (Phone, Email, Skype)
2. What time zone are you in?
3. Tell me about your business - what do you offer, who is your market?
4. What type of VA help are you looking for? (Example: Are you looking for someone to start right away with consistent daily/weekly help, or do you want someone to be available occasionally as new projects come up, or somewhere in between?) Please explain what you’re envisioning at this time.
5. What are you struggling with most in your business right now and how do you foresee a
VA helping with this?
6. Have you worked with a Virtual Assistant before?
7. How did you hear about (your business name)?
© 2015 Star VA, All Rights Reserved.
For more training, visit http://www.StarVA.com
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Client Intake Form for Online Reputation Management
Use this form to collect the information you will need to begin Online Reputation
Management ser vices for a client. This will have to be customized based on your client’s needs and which accounts you will need access to.
Thank you so much for your interest in my Online Reputation Management services! The following information is required to complete this service for you. Please fill out the following form in its entirety and return back to me via ________.
Note: please check your login information before sending to me. This will help ensure that I can get started on your project right away and not waste our time going back and forth trying to figure out the correct information.
General Info
Client Business Name:
Client Personal Name:
Any other names to monitor:
Website Info (if you will be monitoring blog comments):
Login URL:
Username:
Password:
Questions to Get Started
Have you utilized online Reputation Management services in the past?
If so, were negative things found and if so, how were they handled?
Who is your target market?
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For more training, visit http://www.StarVA.com
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Where does your target market gravitate online (blogs, forums, etc)?
Which social media channels will they be most active on (Facebook, Instagram, Twitter,
Pinterest, etc)?
Who are your major competitors?
Currently, what is your most popular method for creating content (blog, social media, etc.)?
Please list any other social media login credentials needed:
Login URL:
Username:
Password:
Note: You may need a lot more login information depending on the exact service you will be offering to your clients. If you will also handle the responses and social media, then you will need access to each of those accounts. This is where Hootsuite will come in handy.
© 2015 Star VA, All Rights Reserved.
For more training, visit http://www.StarVA.com
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