Sundays Client Intake Form - Family

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. If match times are longer than that, we’ll proactively communicate such with you.

Name

Email

Confirm which package you'd like to start at:

20 hours/month

40 hours/month

Where are you located?

Which timezone(s) would you prefer your EA to be in?

EST

CST

MST

PST

What are the top three areas you are looking for support right now?

What would a successful partnership with your EA look like to you?

What is your preferred primary method of communication?

Text

Email

Slack

Phone/Video

Information sharing is key to smoothly handing off the to-do list. Generally speaking, how comfortable are you with delegation? (No judgment!)

My task list is ready to be handed off ASAP

I know where I'd like my EA to start, but might need some guidance

Delegation isn't my strong suit –– I will need help!

Generally speaking, how do you approach a long to do list? (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.

Sundays Client Intake Form - Family

Name

Email

Confirm which package you'd like to start at:

Where are you located?

Which timezone(s) would you prefer your EA to be in?

What are the top three areas you are looking for support right now?

What would a successful partnership with your EA look like to you?

What is your preferred primary method of communication?

Information sharing is key to smoothly handing off the to-do list. Generally speaking, how comfortable are you with delegation? (No judgment!)

Generally speaking, how do you approach a long to do list? (Choose the option that feels most like you)

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

Anything else we should know to help us match you with the right EA?