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eResolves Client Onboarding Questionnaire

Company name (exclude if not applicable)

First Name

Last Name

Organizational Title or Role

Email

Contact Phone

Have you ever used an Executive Assistant before?

Yes

No

What is your location preference for my Executive Assistant support?

Services

What type of service do you need? Select from the list above.

Define your scope of work.

The scope of work is like a blue print. It outlines the projects goals, tasks, timelines, boundaries and expectations. Are there deliverables expected from this project? (i.e. documents, reports and descriptions). This section provides a clear foundation for turning your lemons into lemonade!

What is your usual expected turn around time?

What are your goals when working with an Executive Assistant?

How do you measure success?

Answering this question helps me go beyond your expectations.

What are your priorities when working with me?

Do you have any workflow processes I need to know about for completing your work?

What is your ideal budget?

Request a project start date.

Request a project end date. (If no end date leave blank)

Select a Kick Off meeting delivery preference.

Schedule an appointment

January 2026

Week starting Sunday, January 11

Time zone: Coordinated Universal Time (UTC)Phone call

Thursday, Jan 15

10:00 AM - 11:00 AM

11:00 AM - 12:00 PM

12:00 PM - 1:00 PM

1:00 PM - 2:00 PM

Upload a file here if applicable