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Client Information Form
Jude’s Desk Virtual Administrative Services

Name

First Name

Last Name

Website

http://

Phone

(###)

###

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How did you hear about us?

What services are you interested in?

General Admin Support

Business Deveplopment

Program Coordination

Proposal & RFP Development

Bookkeeping

Marketing/Social Media Support

Support for Coaches

Client Scheduling and Communication

OTHER (please specifiy

Other Services

Briefly describe your business and the services you offer.

What are your primary goals or focus areas for the next 6-12 months?

What tasks or responsibilities do you find most time-consuming or challenging?

Are there specific obstacles preventing you from focusing on core business activities?

What specific outcomes or improvements would you like to see as a result of working together?

How will you measure success for our collaboration?

Is there anything specific you would like to discuss during our call?

Let’s Work Together

(905) 938-2103