Administrative support: Discovery questionnaire

Use this form to collect information about a prospect so you can create a tailored proposal based on their administrative needs.
administrative support proposal

This form asks for this information:

  • Contact
  • Administrative management needs
  • Appointment organization
  • Data entry
  • Skill expectations
  • Motivation
  • Goals
  • Time zone preferences

This form uses these blocks:

  • Select box
  • Text area
  • Text input
  • Page breaks

Link this form to a meeting scheduler to make your discovery meeting as effective as possible.