Finding and Keeping Clients

Discuss how and where to find clients as well as creating and maintaining exceptional client relationships, identifying ideal clients, and more.

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    #21 (permalink)  
Old 02-22-2012
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Default Re: Paperless Welcome Packets?
Originally Posted by Your Virtual Wizard View Post
Chela,

I post date the contract effective typically for a Monday and send it out on a Wednesday giving 48 hours to sign via EchoSign. Payment terms are payable upon receipt and cover the time beginning on the Monday that the contract goes into effect. They sign, pay and then I work.

My welcome packet is sent before the contract because it holds all the billing policies, rates, expectations, etc., that the contract offers. This way by the time they receive the contract nothing is a surprise and the contract signing doesn't get held up for interpretation.

My process is Client Inquiry (usually by email)>Welcome Packet>Completed 10 question survey included in the packet through Survey Monkey>Determination if we are a good match>client 'homework and research'>Consultation Call>Contract>Invoice>Work commences.

The Welcome Packet and the quick survey weed out the 'tire kickers' without me having to invest time in wasted phone calls. By the time they get to the Consultation, it's pretty much a good deal and I've done what I need to do to determine if this client is 'ideal'.

Janine
Janine,
What type of questions do you put into your survey?
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    #22 (permalink)  
Old 02-22-2012
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Default Re: Paperless Welcome Packets?
Nekiwa,

I ask for their contact information and all their social site URLs.

I ask how much time they estimate they want to contract?

I ask if they have ever worked with a VA before.

I explain and ask them to confirm that they understand that in the beginning working with a VA requires time to get 'going'. And that it will often require answering questions to get started. (I put this in the survey because if they don't want to invest the time at start-up, I can't help them.)

I ask them to give me three dates and times which are the best to reach them.

I ask them what their level of computer knowledge may be.

How did they hear about me?

What their business goals are over the next 12 months?

Their top 5 services they want from working with a VA

How often do they check email?

What are their concerns working with a VA?

Janine
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    #23 (permalink)  
Old 03-19-2012
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Default Re: Paperless Welcome Packets?
Great info Janine! I like the idea of a survey to see if the client is a match w/ us
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    #24 (permalink)  
Old 03-19-2012
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Default Re: Paperless Welcome Packets?
AKH,

I just used the survey link today! I received a referral from a client so I sent my welcome packet and the link to the survey, the latter of which I make very easy to complete.

It helps to weed out the 'tire kickers'. If they don't want to invest a little time with me, then I don't want to work with them.

Janine
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Old 03-26-2012
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Default Re: Paperless Welcome Packets?
Janine, your survey is a great idea - I've never implemented anything like that in my practice and can see that it would be a huge time saver!
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    #26 (permalink)  
Old 04-14-2012
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Default Re: Paperless Welcome Packets?
This is my first time into this thread and I am loving the ideas and the suggestions and have now added more to my ever growing never shrinking to-do list. I am definately going to do some heartfelt consideration to the auto responders to keep the client informed and allowing for a constant flow of communication without the feeling of micro managing. Such great ideas on what to give the client as a "thank you gift" - I am going to see what Vista Print has for these types of things... Thanks everyone for the ideas!
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    #27 (permalink)  
Old 04-15-2012
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Default Re: Paperless Welcome Packets?
If yoiu are using a paid hosting service (rather than the freebie hosts) most have autoresponders included in your monthly fee - worth checking out.
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    #28 (permalink)  
Old 05-07-2012
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Default Re: Paperless Welcome Packets?
Thanks for the suggestions about the timing and content of the drip campaign - I put it in Evernote on my To-Do list.
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    #29 (permalink)  
Old 07-15-2012
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Default Re: Paperless Welcome Packets?
Wow, I guess you can't think of everything yourself! I use aweber and never thought of setting it up for my new clients! I am going to add this to this weeks todo list! Thank you do much!
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    #30 (permalink)  
Old 07-16-2012
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Default Re: Paperless Welcome Packets?
I appreciate all the information and help from this post I've received. I really need to spend less time on facebook and more time on this site! This site is so much more informative! Thank you all.
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    #31 (permalink)  
Old 07-19-2012
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Default Re: Paperless Welcome Packets?
Great idea of a welcome package. Will go with a pdf package as well. Any ideas of what forms to include besides the main forms.. i.e. contract
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    #32 (permalink)  
Old 10-15-2012
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Default Re: Paperless Welcome Packets?
I have a printed welcome package that I take with me on consults. I find that people generally want to see something, it makes it more "real" for them. I include my general Administrative Consultant brochure or the specialized Real Estate version if I'm meeting with agents, brief detail on company policies, testimonials, a draft contract and my business card. I also take a client information form for me to make brief notes as we go along.

I tell the client that I will forward a personalized quote by email after assessing their situation along with the PDF version of the welcome package (I leave them a business card at the meeting). If they accept the quote, I arrange to meet them again to sign the contract in order to begin work and payment is due upfront.
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    #33 (permalink)  
Old 01-27-2013
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Default Re: Paperless Welcome Packets?
I love the idea of a business back up plan. Do you disclose who will be doing the work or just that you have a procedure and the work will be completed.
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