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New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.
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Old 11-14-2010
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JamieVA JamieVA is offline
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Default Customer surveys and customer data forms & templates
I found this link while researching for contracts:http://www.freebusinessformsandtempl...dataforms.html
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Old 11-15-2010
Virtually Efficient Virtually Efficient is offline
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Default Re: Customer surveys and customer data forms & templates
Jamie,

Thanks for posting this site. There are a lot of good forms that can be altered for whatever use someone wants. There were a few forms that I couldn't open, but I was able to print them and use them to create my own.
Thanks again!
Becky Padgett
www.virtuallyefficient.com
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Old 11-16-2010
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Default Re: Customer surveys and customer data forms & templates
Nice resource because the site offers a wide variety of forms and templates.
Thank you, Jamie.
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Old 11-16-2010
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JamieVA JamieVA is offline
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Default Re: Customer surveys and customer data forms & templates
Hi Everyone!

I am glad it works. Hopefully it helps others out as well.
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Old 11-20-2010
NBVPA NBVPA is offline
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This is a great resource, thanks

Lisa
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Old 11-20-2010
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Thanks so much for the form link. It is greatly appreciated!
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Old 12-30-2010
Confidential VOA Confidential VOA is offline
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Default Re: Customer surveys and customer data forms & templates
Everyday as I work on getting my business up and running, I make my notes and go to this forum to try and find the answer. Needless to say, I always find answers, someones experience or recommendations! Thanks, as always....this forum will be my "go to" place from now on!!
Dani
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Old 12-31-2010
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Jamie, Great resource! Thank you for sharing!
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Old 01-17-2011
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Re: Customer surveys and customer data forms & templates
This site has been amazing in helping me get off the ground.
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Old 01-18-2011
jdcole1106 jdcole1106 is offline
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Great link - thanks for sharing!

Jenni
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