Entry form
Name:
Surname:
Nickname:
Private address:
Home phone:
Contact informations
Public address:
Phone: Mobile:
Fax: E-mail:
Preferred contact:
Personal info.
Birthday:
Marital status:
Partner Name:
Partner birthday:
Number of children:
Names of children and dates of birth:
Other important dates in the client's life:
What do you expect from our cooperation:
Details that are still good to know:
(for example: food allergies- useful when ordering food, cake etc. but also buying attention to
your wife or children. You do not want to arrange hazelnut candies for the birthday of an
allergy sufferer to nuts )
Brief description of the company
Who are your target customers:
Describe your services:
Describe your products:
What are your company's goals for this year?
How can I help you achieve them?
What takes you the most time?
What makes your business special?
Do you also use other VAs?
With what specialization?
Is there anything you would like to ask?
If you have any questions, do not hesitate to contact me.
Thank you.
Client record sheet
Name:
E-mail:
Company:
Type of business:
Contact info .:
Services used:
Price / hour.
Advantageous service packages:
Sales:
Conditions:
One time / Regularly
How many tasks / month:
Delivery date:
From whom do I receive documents:
By when should I get them:
Representative:
Comment:
Company profile
Company:
Address:
Phone:
E-mail:
ID VAT:
Headquarters:
Mailing address:
Company phone:
Web:
Payment methods:
Bank connection:
Employees:
Suppliers:
Activity description:
Company Mission:
Welcome email template
( Just copy and paste :)
Dear (client's name ),
Thank you for choosing (your company name) as your support. We
are sure that you will be satisfied with the level of services we offer.
The attached information will help you get the most out of this
collaboration. If you have any questions, please do not hesitate to
contact me. I will be happy to go through all the details with you. We
will be happy to adapt to your needs to help you successfully achieve
your goals. Thanks again for the trust.
Regards
(Your name)
The name of your company
E-mail:
Tel:
This is VA Akademie.cz Document
