Client Information

Basic Information

First Name (required)

Last Name (required)

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Your Birthday
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Which location are you contacting us about? *

Contact Information

Cell Phone

Work Phone

Home Phone

Fax Number

Home Address

Home Address

City

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 Zip

Work Address

Work Address

City

 State
 

Zip

What does having extra time mean for you? What could you spend that time doing?

What would you outsource if possible? (Think outside of the box!)

How many hours a week or days a week do you see yourself needing an assistant? (My suggestion is to write out EVERYTHING you can think of that you may need help with, send this to me and I can determine how much time will be needed.)

Are you comfortable giving out your private information to make the process run smoothly? (ie: credit card info, date of birth, social)

Do you prefer someone who asks you questions to ensure you like what they are doing or do you prefer someone who is a decision maker, willing to make “executive decisions” if need be?

How do you handle your finances? Are you someone who comparison shops and wants your assistant to do the same or are you someone who prefers to save time and purchase as soon as the item/service is located as requested?

How did you hear about The Riley Group?

Is there anyone you know that could benefit from this as well?

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