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Sundays Client Intake Form - Business

We are so excited to support you! Please complete the following information to help us match you with the best EA. Once you complete this form, we are typically back in touch within 5 business days with your match and their calendar to schedule the chemistry call. If match times are longer than that, we’ll proactively communicate such with you.

Name

Email

Where are you located?

Confirm which package you'd like to start at:

20 hours/month

40 hours/month

60 hours/month

80 hours/month

Other

Overall, what are the biggest priorities for your business right now?

Which areas are you primarily looking for support right now?

Admin

Project management

Marketing support

Sales support

Fundraising support

Operations support

How would you define a successful working relationship with your EA?

Describe your communication style.

What platforms/technologies would you prefer your EA have experience in?

When you're under stress, which of the following do you most often find yourself doing? (Choose the option that feels most like you)

Avoid it – You tend to withdraw or procrastinate.

Take it all on yourself – You try to handle everything alone without asking for help.

Say yes to everything – Even if you're overwhelmed or can't realistically take it on.

Confront it head on – You react quickly and assertively sometimes forcefully to take control.

What is your preferred primary method of communication?

Text

Slack

Phone/video

If time zone is a non-negotiable for you, please check which times zones would work for your needs:

EST

CST

MST

PST