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LinkedIn Management Onboarding Intake Form

Cherry Assistant Team

Last edited 260 days ago by Cherry Assistant Team

Personal & Business Information

Full Name:

Business Name (if applicable):

LinkedIn Profile URL:

Best Contact Email:

Phone Number (Optional):

Preferred Method of Communication:

⁠

Engagement Preferences

How often do you want us to post on your behalf on LinkedIn?

Daily

Weekly (Specify days: ____)

Monthly (Specify dates: ____)

What is the preferred time range for posting? (e.g., mornings, afternoons, evenings)

How frequently should the VA engage with comments on your posts and others?

Immediately after posting

Once a day at a specific time (Specify: ____)

Multiple times a day

Do you want us to reply to direct messages on your behalf? If so, are there any specific types of messages that should be escalated to you directly?

⁠

Content Style & Influencer Mimicry

List 3-5 LinkedIn influencers or personalities you admire and would like us to mimic in terms of style and tone:

Are there any specific "Do's" and "Don'ts" we should be aware of while emulating these influencers?

What topics or themes are most relevant to you or your business that you'd like us to cover in posts? Please provide at least 3 topics/themes.

Are there any topics or themes you'd like us to avoid?

⁠

Technical & Software Preferences

Will you provide access to any tools?

Do you have a preferred password manager or login sharing tool for sharing LinkedIn access securely? If so, please specify:

For security reasons, would you like the VA to use a VPN when accessing and managing your LinkedIn account? If yes, specify the preferred region/country for the VPN.

⁠

Feedback & Iteration

How frequently would you like to review and provide feedback on the content generated?

Before every post

Weekly

Monthly

How would you prefer to receive this content for review? (e.g., Google Docs, Email, Trello)

In case of urgent matters or immediate feedback, what's the best way to reach you?

⁠

Final Notes

Please provide any additional notes, guidelines, or preferences that might help us serve you better:

Thank you for taking the time to fill out this form. We aim to align our services closely with your needs and preferences. Our dedicated virtual assistant will be in touch soon to discuss the next steps.

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