CLIENT ONBOARDING FORM

Full Name *

Mobile Number *

Email *

BUSINESS INFORMATION

Business Name *

Business Address *

Website *

Hours of Operation and Timezone *

Team headcount (remote and onsite) *

Your Industry Niche *

Are working with any other agencies or consultants? *

Yes

No

Number of hours you work per week (on your business): *

Rate your current Stress Levels Running Your Business : 1 (Chill) to 10 (Total Burnout) *

Rate your Customers' Satisfaction : 1 (generally dissatisfied) to 10 (raving fans) *

Current average monthly revenue: *

$

TECHNOLOGY

Rate your automation use: 1 (minimal) to 3 (replaced human roles).

3 (replaced human roles)

2

1 (minimal)

Rate your AI use: 1 (barely) to 3 (AI chatbots or dedicated staff).

3 (AI chatbots or dedicated staff)

2

1 (barely)

Do you run paid ads? For which platforms?

REMOTE EXPERIENCE

How many work remotely in your team?

What are your biggest struggles with remote teams?

Have you worked with other VA agencies? List them if yes

Yes

No

List them if yes

YOUR GOALS

Business goals for the next 12 months?

Your target demographic?

List some main competitors.

Describe your perfect Ripe OS result:

What is the end goal of the company?

Could your business run two weeks straight without you? 1 (easily) to 5 (no way)

OTHER INFO

How did you hear about us?

Who gets credit for sending you our way?

Please be advised that you will be expected to compile a comprehensive Tech Stack that includes your current tools, software, login credentials, CRMs and any other platforms required for your new virtual assistant to perform their duties.