Beginner Virtual Assistant - 4.0 - New Client Checklist - Virtual Assistant Training Network

I have an interested new client – NOW WHAT?

(Don't worry, you have the tools, now you just need the CONFIDENCE that you can indeed help this potential client).

1. Do not panic

2. Initial Call

Set up a time when you have at least 30 minutes to spend on the phone doing an initial interview.
Use a timer so that you don't go over the 30 minutes
Keep a bullet list of what you want to discuss (see New Client Checklist below)

3. Find out EXACTLY what the clients needs help with

Ask about specific tasks: newsletter, postings, blog updates, etc.
Sometimes this is difficult...so I would encourage you to LISTEN for the client's pain.
What "tasks" do they not have time to do?
What "tasks" do they not WANT to do?

4. Budget for an Assistant

Does the client have a budget for a VA? If so, how much.
- Please Note - sometimes they do not know what to expect - so give them a ballpark
Will they need help one time or on a consistent basis (better rate).
What is the deadline for this project? (I always needed 48 to 72 hours to complete a request, unless it is an urgent matter).
Get all of the information and then tell the client you will email him a proposal within 24 hours.

5. Documents for You to Use and Edit

6. Your Own Pace

Remember, work at your own pace and take good notes. This is a private network where you can take the time you need to learn the material in a way that works for you.

Additional Training

Here are shortcuts to each of the Trainings:

If you find some cool shortcuts that you want to share with the community, here is our Cool Tools section! I update this group with information from all of us!

MOST OF ALL...HAVE FUN! This is an investment in you! Take your time and learn in a way that works for you!..Ready??

So buckle up...and let's get started!

~ Angel