Client Preferences

How would you prefer us to contact you?

Email

Phone call

Which days are best to contact you?

Monday to Friday

Monday to Saturday

Any day

What time of day suits you best?

Morning (8am–12pm)

Afternoon (12pm–5pm)

End of day (5pm–7pm)

How quickly do you need us to respond?

Same day

Next working day

Flexible

What tone of voice should we use when communicating on your behalf?

Formal

Professional but friendly

Casual

How do you like to sign off your emails? e.g. Kind regards,

Are there any topics, phrases or language we should avoid? e.g. avoid discussing pricing, never use jargon

Are there any contacts we should always treat as high priority? Name, company and email for each — e.g. Jane Smith, Acme Ltd, jane@acme.com

Which email address should your VA manage?

Which calendar system do you use?

Any other tools we should know about? e.g. Slack, Trello, Notion