Client Questionnaire

  1. Describe your business. What’s your elevator pitch? For instance, mine might be:  Providing expert paralegal support services to lawyers so they have more time to build their businesses and concentrate on the substantive legal work that only they can do.
  2. What unique aspects of your business should I know about? What common misconceptions do people seem to have about your industry/brand?
  3. What are your goals for the next three years?
  4. What do you waste the most time on?
  5. What frustrates you the most on a daily basis?
  6. What is your current administrative support structure?
  7. Describe your typical day vs. your ideal work day. How far off is reality from the dream?
  8. Have you ever had a virtual assistant before? If so, what happened to that relationship?
  9. What are your concerns about working with someone who isn’t sitting in front of you everyday?
  10. What articles, media clips, presentations, or awards should I review prior to working with you?