Welcome To Savvy Nerds Remote Staffing!

We're excited to have you on board and ready to support your team. Please fill out your intake form promptly to ensure a smooth process without delays.

Business Owner - First Name *

Business Owner - Last Name *

Business Owner - First Name #2

Business Owner - Last Name #2

Business Owner - Email Address #1 *

Business Owner - Email Address #2

Business phone number (Landline) *

Business Moble Number

Do you have a VOIP provider (Phone System) assigned for your business assistant? *

Who is your VOIP provider (e.g., RingCentral, Ooma, etc.)? *

Please provide the username for your business assistant's assigned phone system.

Please provide the password for your business assistant's assigned phone system.

Business Name *

Street Address

City

State

Country

Postal code

What industry does your business operate in (e.g., healthcare, real estate, etc.)? *

Business Website *

Facebook Page Link

Instagram Page Link

What are the working hours for the remote assistant? *

Do you require the remote assistant to work on holidays or weekends? *

Do you require your business assistant to be available on weekends? *

What are your business's full hours during the week, and what time zone are you in? *

What holidays does your business observe as closed? *

What holidays does your business operate on? *

What are your primary goals for hiring a remote assistant? *

What are the specific primary tasks and responsibilities that you expect from your remote assistant? *

What are the top three areas in your business operations that you aim to improve for greater efficiency? *

Which systems or applications are necessary for your remote assistant to utilize in your business operations (e.g., EMRs, Slack)? *

Do you have any security or confidentiality requirements that the remote assistant should be aware of regarding your operations? *

Do you have regular team meetings the remote assistant needs to attend? *

Are there any company values or cultural aspects the remote assistant should be aligned with? *

Please provide the name, phone number, and email address of your business assistant's direct report(s).

Are there any company training or onboarding programs that you require your remote assistant to complete? *

Please attach any documents or files you'd like to share here.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Will you be providing any training materials or resources for the remote assistant? *

How will you measure the success and performance of the remote assistant? *

What is your preferred method for providing feedback and addressing concerns? *

Please select a date for the first day of work for your business assistant. *

Please provide the name and email address of each team member you would like us to add to your communication workspace with your business assistant. *

Is there anything else you would like us to know or any other specific requirements you have for your remote assistant?

How did you hear about us? *

Please provide the name of the individual completing this form. I certify that I am authorized to provide this information. *

Please enter the date on which this onboarding form is being completed. *

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