Consultation Form

Please fill out the fields below as you do your consultation. Leave the spaces blank if the information is not available.

Important Triggers

Prospect Classification *

Onboarding Fee Status *

Standard Rate

Discounted

Waived

Onboarding Fee Discount (If applicable)

20 % Off

50 % Off

Did you offer Subscription Discount? *

Subscription Discount Details (If appplicable)

Prospect's Information

First Name *

Last Name *

Email *

Phone *

Company

Website

Timezone

Consultation Notes

Lead Source (Where did you hear about us?)

Prospect Background

Challenges

List of tasks to delegate to a DA:

Do you have a training in place? Who will be training the DA?

Tools and Software. Include Phone software if the DA will be calling.

Communication Channel

What shift would you like your Distant Assistant to work?

Monday - Friday 9am - 6pm

Monday - Friday 8am - 5pm

Monday - Friday 8am - 12pm

Monday - Friday 1pm - 5pm

Other Shift or Work Hours

Billing POC

DA POC - Who will supervise the DA?

Tentative Start Date (MM/DD/YY)

Country for Talent Sourcing

Philippines

Nicaragua

Ethopia

All of the above

Post Consultation Result *

Ready to Hire ASAP (Collect OBF)

Follow Up (Will hire in 2 to 3 mos) *Make sure to add follow up date to trigger follow up series.

Not Ready (Less likely to hire - Add to Nurture List)

Potential Affiliate (Unqualified Lead)

Not A Fit (Unqualified Lead)

**If you chose "Follow Up (Hiring Soon)", please set the follow-up date to reconnect with the lead. This will trigger the email follow-up series.

Follow-up Date (When will we circle back with them?)

Call Recording Link

CTAs or Instructions for the Team