New Client Best Practices

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Old 08-29-2011
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Default Great new client experience
Hi all,

I just wanted to share a great experience I had over the weekend that has just now had results. As I work full-time in a business consulting company (accounts, taxes, business consultations, property conveyency etc) I initially didn't want to take on local clients or really promote myself too much in my area so as to avoid conflict at work. Even though my boss is aware I work as a virtual assistant I live on a small island and gossip and people meddling etc is rife so I was going for online clients only.

I was contacted directly by a client via Elance's website and it turns out he lives on the next island on from me and he has various projects that need doing and help in general in marketing his business. After requesting a sample article (that he paid for by the way) he seemed to be really impressed and offered me more work. After speaking on Skype I suggested catching the ferry to meet him and discuss how we can work together. Beforehand I prepared a folder for him that included my company profile, a draft copy of my collaboration contract, a draft copy of my data protection and confidentiality contract plus a proposal to include research I had done on his business and different ideas to try and boost it. We had a really good meeting and he said he was impressed with the presentation and we left things in a very positive way even though I hadn't managed to sign him there and then and he wanted to start off with a couple of projects to see how things went before signing on as a fixed client on retainer.

When I got home the following day I sent him a digital postcard (with my company branding of course!) just as a little thank you note for meeting with me etc. I also outlined the first few projects we'd discussed. The great news is he has just replied to say that he has been looking over the material I left and that he has changed his mind and would like to discuss signing the collaboration contract and working with me for a set amount of hours per month!!

The point to all this is that if you prepare well before meeting a potential client and take the time to prepare a personalized proposal where possible and include your own work policy, what they will see in the end is somebody who takes their work seriously and will do the same for them. It was my first time meeting a client in person representing my own company and so far it has paid off so it really is worth the extra effort because it leaves a good impression with the client
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Old 08-29-2011
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Default Re: Great new client experience
Sabrina, that is awesome! Sometimes things really are meant to be. It sounds as though the two of you have really clicked and now the best is yet to come!

Congratulations on this exciting time for you!
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Old 08-29-2011
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Default Re: Great new client experience
Love it Sabrina! Congratulations to the new client and thank you for your wonderful insights on how you landed this client!
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Old 08-30-2011
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Fantastic!

.............................. ...........
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Old 08-30-2011
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BTW what's a digital postcard?...........................
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Old 08-30-2011
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Default Re: Great new client experience
Thanks Patty! It seems that way but until the name is signed above the dotted line you just don't know but yes, it is extremely exciting.
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Old 08-30-2011
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Default Re: Great new client experience
Thanks Martsgirl. I thought I'd make a little contribution seeing as I've received lots of great tips on this site.
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Old 08-30-2011
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Default Re: Great new client experience
Hi Bridie. It's like a traditional postcard but sent by email. I just thought it would be a nice follow up to the meeting. You can download template packages over the internet so you can design letterheads, brochures, flyers etc and I found them pretty useful.
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Old 08-30-2011
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That's awesome! I'm so happy for you. I love to hear these kinds of stories.
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Old 08-30-2011
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Default Re: Great new client experience
That's so awesome Sabrina! I am very happy to hear that you are on your way! All the best...
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