Thanks for all of the great suggestions. I knew I had an idea of basic forms needed, but this gives me one more to consider.

Thanks

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Patricia
www.extrapairofhands.ca

Oh, I love this list, and resources. I haven't ever thought of a Methods of Delivery. I've always verbalized it, but I can see how it is a safeguard as well.

Thank you to everyone for suggesting their most used forms. This helps us newbies tremendously.

Dana

Darlene - thanks for the Microsoft link! Having a look now...

Oh, just read the post about viruses on the MS site. Good point. Sneek peeking...!

What is a client Q&A? I hadn't given this any thought! Yikes!

It's a general or detailed list of questions you might give your client. Could be anything from contact details to how they do business etc. I am sure others can answer in more detail. I am working on mine right now. I myself would love to see some examples others might have.

Actually, I think this would be a great topic all on it's own. I'm going to try searching for that specific phrase now...

This was really great information! I am currently working on my welcome packet and there are defiantly things I need to add. I figure as I go I'll just take things out that I'm not using or realize aren't that important.

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Jessica

Thanks so much for all the info! Im amazed how helpful everyone is .

Thanks, also new VA, informative info.

This thread was very helpful! I just had a prospect contact me and noted she did not see a place to submit an RFP - glad she made the point - I don't have one! LOL

I am going to search a bit more and see if I can't find one - but what do you suggest using on your site to have prospects submit an RFP?

I was thinking about using Google Documents? But what information shall I ask for?

Thanks in advance,
Brandy

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Brandy Ellen's Business Solutions

I'm new here and again, there are so many great ideas here. Love the client info form idea. Thanks so much!

Warmly,
Susan

Originally Posted by justcat

Hey guys just a quick note about the Microsoft Website... I too went to the site to download templates and if for nothing else to get ideas about creating my own forms. However, MANY of the forms on the Microsoft website are created by other users (not Microsoft) and can contain viruses! I obtained a ridiculous truck load of trojan viruses from the site and am still trying to clean it up. My suggestion is to take a peek at the form if it is created by another user and then try to create something like it on your own. Or make sure you have a very good virus detector before downloading anything! Good luck!

Thanks for the tip Justcat. Good to know about the viruses.

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Tracy Jones

Hmmm......Client Q&A...I never thought about that either.....I will have to crate one....thanks!

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Rebecca Thompson
CLR Virtual Connection * fanTABulous fan pages

I love all the information here!! I love to make my own forms using sample ideas! I once created the lease agreement for the Property Management Company I worked for. It ended up being about 8 pages long when I got through with it. Can't wait to be able to get into the document library!!

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Kathy Martin
http://www.katsbusinessservices.com/