Citrus Assistants – Client Intake Form Citrus Teams Client Intake Form Step of 1. Company Information Company Name Your Name Email Address Phone Number Business Website (Optional) Industry Type Company Size1–5 employees6–10 employees11–50 employees51+ employees 2. Job Role Details What role are you hiring for? Job Title Main Responsibilities Tools or Software the Employee Should Know English Level RequiredBasicIntermediateFluentNative-like Work Experience Required0–1 year1–3 years3–5 years5+ years Any Certifications or Degrees Preferred? (Optional) 3. Schedule & Timezone Working Hours (your timezone) Days of the WeekMon–FriMon–SatCustom Timezone to Work InESTPSTCSTMSTGMT 4. Communication & Tools Preferred Communication ToolsSlackWhatsAppEmailZoomGoogle Meet Do you use a project management tool?YesNo If yes, specify: 5. Onboarding Preferences Will you provide onboarding/training?YesNo Training FormatLive ZoomLoom videoWritten SOPsAll of the above Estimated Ramp-up Period1 week2 weeks1 monthOther 6. Security & Access Will the employee need access to any of the following?Email inboxCRMInternal systemsClient dataPhone systems Any specific security protocols to follow? 7. Budget & Expectations Preferred Monthly Budget (in USD) Expected Start Date Contract Duration1 month3 months6 monthsOngoing Do you have any KPIs in mind for this role? (Optional) 8. Final Section Any other details we should know? Upload Job Description (if available) How did you hear about Citrus Assistants?ReferralGoogle SearchLinkedInOther Would you like to schedule a quick call with our team?YesNo Schedule Call Now Previous Next Submit Form
