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IA Blueprint

New Agent Questionnaire

"*" indicates required fields

Personal and Business Details

Address*
Primary Contact Name (Primary Decision Maker)*
Primary contact same as billing contact?*
Billing Contact Name*
Contact VA direct report same as Primary Contact?*
* This is the primary person that your employee will need to address questions to regarding their daily tasks.
VA Direct Report Contact Name*

What are the top 5 tasks (in order) of importance that you want your VA to do?

Please list what platforms your agency uses for:

Email*
Office Platform*
Messaging*

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