Onboarding Survey

Step 1 of 6

16%

Full Name*

Your Account Manager*

How happy were you with the overall onboarding service from LinkedVA?*

Very unsatisfied - Very satisfied

Please explain your reason for this rating.*

How well did we meet your expectations with our onboarding process?*

Not well - Very well

Please explain your reason for this rating.*

How well did your VA match the skills and requirements you discussed with your Account Manager during the onboarding process?*

Not well - Very well

Please explain your reason for this rating.*

Sales

Who was your Sales person?*

How knowledgable did you find our sales team?*

Not knowledgeable - Extremely knowledgable

Did you feel that the sales team understood your unique business needs and tailored their approach to your specific needs? Please explain.*

Any additional comments about the sales team/process?

Set up call

Did your Account Manager explain the Onboarding Journey?*

The purpose of the Set Up Call, Launch Plan Call, Interviews (if applicable) and Handover call

Yes

How helpful was your Set Up call?*

Not helpful - Very helpful

Please select what you found useful as part of your Set Up Call*

Listing the tasks required of your VA

Listing the skills/experience required of your VA

Listing the values/attitude require of your VA

Talking to your Account Manager

Blueprint (if applicable)

Did your Account Manager understand what you were looking for in a VA?*

Yes

Please share in detail how your Account Manager could have better understood your business needs and/or ideal VA.*

If provided with one of our Blueprints, did you find it was explained in a helpful way?*

Yes

Please explain what you feel could be improved while explaining the Blueprint.*

Any additional comments in regards to your Set Up call?

Launch Plan

How helpful was our Launch Plan call?*

Not helpful - Very helpful

Please select what you found useful as part of your Launch Plan Call*

Explaining why we use the Launch plan

Our communication rhythm/reporting system we use

Having an area to go into more detail about your business and it's processes

Identifying only the 3 main tasks so the VA isn't overwhelmed

Additional space for any extra details/goals

Identifying what logins we will need for the Handover call

Having another call with your Account Manager to ask any other questions

Being able to keep the document and refer to it when onboarding your VA

Did your account manager explain the importance of communication & reporting?*

Yes

Any additional comments in regards to your Launch Plan call?

Handover call

How would you rate your Handover call?*

Not good - Very good

Did your Account Manager get your VA logged into your required platforms?*

Yes

Did the Account Manager discuss the next steps from here?*

Yes

Is there anything you would change about the Handover process?

Any additional comments in regards to your Handover call?

Expectations

What are your expectations for the next 6 months between yourself, your VA, and LVA?*

You and your Account Manager will have a scheduled check in call in Week 2, Week 6, Week 12 and every 3 months thereafter. Additional calls throughout your journey with us can also be scheduled as needed. Do you believe this provides you with enough support?*

Yes

Please share how you believe we can improve on our support.*

Thank you for your time.

We appreciate your feedback. If you require any additional support, please do not hesitate to contact your Account Manager.

Your Onboarding Experience

Sales

Set up call

Launch Plan

Handover call

Expectations

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