What To Ask During Your Client Consultation Process

You may want to consider some of the following questions when writing your own client consultations.

Contact information
You need to ask for telephone numbers and an email address before your scheduled consultation so that you can contact them if they don’t call.

Business type
What industry do they work in? What products/services do they provide? With what types of clients do they work?

What are their goals/vision?
What are their goals for the next five years? This is a good question as you can tell them how you could help them to achieve their goals.

What are they struggling to complete in their businesses?
Some prospective clients may have an idea of areas in which they need some help. After I have ended the consultation, I ask all prospective clients to keep a list of all the tasks they have insufficient time to complete, or that they do not like doing, over the course of a week. I then schedule a follow-up call for a week later to go through the list to see where I can help them.

Describe a typical day for you
This will reveal some details about their personality and work style, which should tell you whether you want to work with them.

Have you worked with a PA or virtual assistant before?
This is an important question as, if the answer is yes, you can ask supplementary questions to see whether the relationship worked or not.

What information should you reveal about yourself?
What information should your prospective clients be told about you? Do you want to tell them you work full-time, fit your work around children, or work only during term-time? Establish now what information you want to share, so that you do not forget during the call.