For part 1 of the article, please see the post on 18th August.
To give a great impression straight away, it is important to ask the right questions at the first meeting with your potential client, before they sign up. You need to ascertain where you can be most useful to them. What are their weak points? What work do they continually put off, either because there is no time or because they do not enjoy it? Find out what their plans are for their business. What do they want to achieve?
Once the client has come onboard, you need to maintain the momentum with scheduled meetings as an ongoing process. This applies to both regular and ad-hoc clients. By having detailed monthly ‘catch-up’ meetings, either in person or by telephone, you can identify how much of their forthcoming work you can help them with.
For some really great documents to help you both with initial client consultations and ongoing client reviews, take a look at New Client Pack and Client Management Pack at: http://vasuccessgroup.co.uk/virtual-assistant-document-templates/
For help with your Client Consultation, check out the podcast at: http://vasuccessgroup.co.uk/virtual-assistant-teleseminars-webinars/
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