Administrative support: Discovery questionnaire

Use this form to collect information about a prospect so you can create a tailored proposal based on their administrative needs.

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administrative support proposal

This form asks for this information:

Contact
Administrative management needs
Appointment organization
Data entry
Skill expectations
Motivation
Goals
Time zone preferences

This form uses these blocks:

Select box
Text area
Text input
Page breaks

Link this form to a meeting scheduler to make your discovery meeting as effective as possible.

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