Administrative Support Intake Form | Charlene Diaz Consulting

Administrative Support Services Intake Form

Charlene Diaz Consulting Group, LLC

Thank you for your interest in Charlene Diaz Consulting Group, LLC. Please complete this form so we can better understand your administrative support needs and determine the best way to assist you.

Our primary business model is remote/virtual support. Onsite support is available for an additional fee, subject to availability, location, travel requirements, and scope of work.

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Contact Information

First name

Last name

Business/Company Name

Industry Email Address

Phone

Website or Social Media Page, if applicable

Type of Client

Preferred Contact Method

What Type of Support Do You Need?

Briefly describe what you need help with:

Service Timing

Is this a one-time project or ongoing support?

One-time

Ongoing

As needed

Not sure

When would you like services to begin?

Immediately

Within 1 week

Within 2–4 weeks

Specific date:

Is this request urgent or time-sensitive?

Yes

Deadline or important date, if applicable:

Systems, Files, and Access

What systems or tools do you currently use, if any? Examples: Microsoft 365, Google Workspace, Outlook, Teams, QuickBooks, Canva, Shopify, Stripe, Calendly, Trello, Asana, Monday.com, or CRM systems.

Will access to files, systems, or accounts be needed?

Yes

Not Sure

How will access or documents be provided?

Security Notice: Please do not submit passwords through this form. Access should be provided through a secure invitation, delegated access, or another approved secure method.

On-Site Support

Charlene Diaz Consulting Group, LLC primarily provides remote administrative support. On-site support is available for an additional fee and is subject to availability, location, travel requirements, and scope of work.

Are you requesting on-site support?

Yes

Maybe

If yes, briefly describe the type of on-site support needed:

Location of on-site service, if applicable:

Business/Location Name

Address

City/State/ZIP

Preferred Date or Schedule

Will parking, building access, security clearance, mileage, travel, or lodging be required?

Yes

Not sure

File Uploads

Do you need to upload documents or files?

Yes

Not sure

Upload File(s)

Examples may include documents, forms, templates, SOPs, schedules, invoices, spreadsheets, project notes, or other materials needed to begin support.

Additional Information

Please include anything else that would help us understand your request:

Authorization

By submitting this form, I authorize Charlene Diaz Consulting Group, LLC to contact me regarding my request for administrative support services.

I understand that services are not confirmed and work will not begin until the scope of services, service agreement, invoice, required deposit, and access requirements are completed, as applicable.

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