New Agent Questionnaire "*" indicates required fields Personal and Business DetailsAgency Name:* Agency Web Address:* Address* Street Address City State / Province / Region ZIP / Postal Code Primary Contact Name (Primary Decision Maker)* First Last Primary Contact Email:* Primary Contact Phone:*Primary contact same as billing contact?* Yes No Billing Contact Name* First Last Billing Contact Email:* Billing Contact Phone:*Contact VA direct report same as Primary Contact?* Yes No * This is the primary person that your employee will need to address questions to regarding their daily tasks. VA Direct Report Contact Name* First Last VA Direct Report Contact Email:* VA Direct Report Contact Phone:*What are the top 5 tasks (in order) of importance that you want your VA to do?Task 1* How often does this task occur?*Only onceDailyWeeklyOtherPlease insert your answer here:* Task 2* How often does this task occur?*Only onceDailyWeeklyOtherPlease insert your answer here:* Task 3* How often does this task occur?*Only onceDailyWeeklyOtherPlease insert your answer here:* Task 4* How often does this task occur?*Only onceDailyWeeklyOtherPlease insert your answer here:* Task 5* How often does this task occur?*Only onceDailyWeeklyOtherPlease insert your answer here:* Please list what platforms your agency uses for:AMS* CRM* Rater* VOIP* Email* Outlook Google Other Please insert your answer here:* Office Platform* Office G-Suite Other Please insert your answer here:* Messaging* Slack Teams Other Please insert your answer here:*
