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?

What are you comfortable investing monthly for support?

How would you describe the pace and responsiveness you need from your EA day-to-day?

Mostly proactive & async – I plan ahead; things rarely need a same-day turnaround

Steady daily touchpoints – I need regular check-ins throughout the day, but not instant replies

Reactive, quick turnaround – My priorities shift often and I need same-day responses

On-call / real-time – I need someone essentially "on" during work hours with same-hour turnaround

Highly variable – It swings between calm and all-hands depending on the week

Which areas are you primarily looking for support right now?

Describe the experience and working style of your ideal EA:

Describe your communication style:

How are you currently using AI, and how would you like your EA to support you with it?

Not using AI, and not looking to right now

Curious, but haven't started – open to my EA introducing tools

I want my EA to manage AI tools for me – running them day-to-day on my behalf

I want my EA to build out AI-powered systems/workflows – not just use tools, but design processes

Very AI-forward – I want AI woven into how we work together from day one

Which platforms would you consider essential or preferred for your EA to have experience with?

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

What is your ideal start date?

For onboarding purposes, do you have any time off already scheduled in your first 30 days? If so, please note below.

Anything else we should know about you or your business in the matching process?

Do you need a 1Password account set up?

Yes