New Client Best Practices - Virtual Assistant Forums

New Client Best Practices How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.

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Rating Thread / Thread Starter	Last Post	Replies
Poll: [Question] Where do most of your new clients come from? Shandon Collins	1 Week Ago by mak39	12
Do you refer to yourself as a 'Virtual Assistant'? ( 1 2) Malaika	1 Week Ago by savvyvirtuals	28
What are the best ways to gain potential clients ( 1 2) karenrayner	2 Weeks Ago by MsMnVA	28
[Problem] Need Some Advice Beth0813	01-04-2012 by leedrozak	4
[Question] Do you ever meet with a potential client? VBMPro	01-02-2012 by VBMPro	7
Welcome Packet awardle02	12-27-2011 by Tess	1
Promotions, Incentives, & Client Relations Virtual Jane	12-17-2011 by bridiej	8
Potential First Client...What to ask? Paulette	12-13-2011 by Paulette	12
Welcome Packet Contents ( 1 2) tracie123	12-04-2011 by awardle02	25
What questions do you ask new clients during your consultation, and what are their questions? ( 1 2 3 4 5 ... Last Page) tg180078	12-02-2011 by awardle02	79
[Question] Paperless Welcome Packets? ( 1 2) LucentVA	12-01-2011 by VirtuallyThere	19
New Client: Need Advice!!! Virtual Jane	12-01-2011 by Virtual Jane	3
New Client "Welcome Package" Virtual Roadie	11-19-2011 by bridiej	4
I'm meeting with a potential client on Friday ( 1 2) DianaWFCole	11-13-2011 by ftrammell	15
Client Information Sheet ( 1 2) Donovanassist	10-13-2011 by Karenh119	26
Virtual Relations - how to build EAinSpain	09-25-2011 by Tess	1
[Question] Cilent Profile Sheet MonaFitz45	09-20-2011 by Tess	1
How to do you handle the money issue? VIPlifestyle	09-15-2011 by lavonjs	9
Welcome Packet GetVirtual Solutions	09-14-2011 by Riley VA	5
Qualifying Potential Clients alcbiz	09-12-2011 by alcbiz	3
What to bring when meeting a potential client karlaamaya	09-08-2011 by DianaWFCole	13
[Tip] Great new client experience Canary Admin Services	09-06-2011 by Anwilliams	14
Clients & Deposits alcva	08-10-2011 by Office Goddess	12
Looking for a sample letter karrieu	08-03-2011 by VOELLC	4
[Question] Welcome letter lavonjs	07-27-2011 by A-1 VA 4U	3
Had a phone consultation - now what? VAbyNellie	07-18-2011 by Gower Power	6
New Client Presentation VAbyNellie	07-18-2011 by APlusAdmin	2
Client Consultation Process ( 1 2) misssjean	07-18-2011 by APlusAdmin	19
New Client- Test Taking! MyVAS	07-15-2011 by EmpireVirtualAssistantServices	12
Quality assurance All Round Admin Solutions	07-03-2011 by All Round Admin Solutions	0
Not sure how to respond to potential first client emski	07-02-2011 by jessie dsouza	9
Do you send out new client welcome packets? LaGraves	06-23-2011 by MyVAS	12
Preparing a Proposal jcharlick	05-13-2011 by debw241	5
Creating a Welcome Letter for New Client. ABBusinessSolutions	05-11-2011 by nfb1204	5
Potential New Client Dilemma ( 1 2) portiagoss	05-11-2011 by nfb1204	22
Getting Clients to Sign Contracts ( 1 2 3) Erica	05-11-2011 by nfb1204	30
[Problem] Client wants to Barter ( 1 2) e-IndyOffice	05-11-2011 by nfb1204	29
New Client upfront costs ( 1 2) JoCarole	05-11-2011 by nfb1204	23
questions for potential clients vya4hire	02-23-2011 by Tess	2
Consultant directed Consultation Streamatic Solutions	02-17-2011 by AwakenedKeynote	2
[Question] First Big Potential Client Presentation HoustonVirtualParalegals	02-17-2011 by AwakenedKeynote	10
Finally some new bites after a long lull...but freaking out and would like some advice/encouragement TimeSavingConcepts	02-12-2011 by JKVirtualOffice	3
New Client- ALREADY!!?? ( 1 2) NikAssist	02-10-2011 by VA Madison	18
Just starting, client anxiety!!! ( 1 2) Shellea	02-07-2011 by SegAdmin	15
[Question] What kind of info do you put in your client intake form? bzarzosa	01-29-2011 by Tess	1
[Question] Creating a proposal that wins. What am I doing wrong? ( 1 2) hbplifestyle	01-29-2011 by AGDAdminServices	15
[Question] Email Questionnaire for new client info joywilder	01-26-2011 by Wordpro Wizard	5
[Question] When responding to RFPs... THINK Virtual Solutions, LLC	01-25-2011 by Cassandra	7
[Resource] Customer surveys and customer data forms & templates JamieVA	01-20-2011 by Always_Assistant	10
Sample Documents dawndmd	12-15-2010 by MVAoffice	12

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