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Avoid the Pitfalls of new VA's!
Learn how to avoid many of the most common mistakes many new VA business owners have made. Read »



Tips for Virtual Assistant Free Consultations

Tips for Virtual Assistant Free Consultations

Virtual Assistant Client Consultation and Assessment Form

An initial free consultation is a fairly standard practice among virtual assistants and an incredible approach to screen potential clients.

You have 2 goals for this initial meeting. First you want to introduce yourself and your services and let them know how you can benefit their business. However, your other goal for this meeting is to ensure this person is a good fit for your business.

By asking certain questions, you can determine what their needs and expectations are. This will give you a good indication whether you will be able to establish a good and profitable long-term relationship.

Its a good ideo to have a client consultation form prepared in advance of your initial consultation. Especially when you are new and a little nervous, having all the information you need outlined for you will allow this meeting to go smoothly and ensure you gather all of the information you need.

Your potential new client will also be impressed that you sound confident, professional and can guide them through the consultation and keep the discussion on track.

Many people will want to talk quite a bit about their business but can stray from the topic and eat up a 30 minute consultation faster than you think. You want this to be friendly and informative, but you need to stay in charge of the convesation because your time is valuable too.

Keep in mind the concept of hiring a Virtual Assistant is new to many business owners and they may not know what types of questions to ask you. By guiding the consultation you also ensure they get the information they need to make a good decision about you.

Here are some tips to make your initial Client Consultation a success.

1. Be prepared with questions outlined in advance. You can also have a short script written down about your business and services but remember you don’t have to read it word for word, just adapt it to each consultation.

2. Remember your “ideal client” which you determined when creating your initial business plan and keep it mind while interviewing potential clients.

While it is tempting to grab any client when you are new, keep in mind you won’t be a perfect fit for every business and you want to establish long-term relationships with a few good clients.

3. Be aware that some clients are just not a good fit for any virtual assistant. Some will need a traditional employee and not an independent business owner, so its best to found that out initially before taking them on as a cleint.

Take some time to consider who your “ideal client” is and what questions you need to ask during your initial consultation to decide if they are a good match for you.

Having a consultation form on your website is a great way to get started with new clients. It is a fast, convenient way for you to gather a lot of important informtion and gives you a chance to research them a

You will want to collect the following information:

  • Business name, name of main contact person
  • Phone number
  • Email address
  • Website address
  • Brief description of the type of business

Research the website before your consultation and know as much about them as you can. Not only does this save time on the consultation but reflects the professional image you want to project.

Just as you would look up a website and go to a job interview well prepared, you are preparing to work in partnership with this business and want to be as knowledgeable as possible about that business.

With a little advanced preparation, a client consultation is an excellent way to find the best clients for you and help you build a long-term relationships.