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#1 (permalink)   02-15-2009 ndlandis Contributing Member Company name: Quest Virtual Assistant Services   Join Date: Oct 2008 Location: Cushing, OK Posts: 62 What's the first thing you do with a new client? OK, once you've found someone interested in working with you, how do you handle the new client? What's the first thing you do? I've heard about letters of agreement (contracts) and welcome kits. Is there anything else that needs to be taken care of before work begins? I'm working on finding my first clients right now so I want to be prepared when it happens. Thanks for any advice. __________________ Norma D. Landis, Quest Virtual Assistant Services www.questvas.com

#2 (permalink)   02-15-2009 Rebecka Melson Resident Member Company name: Virtual Business Services   Join Date: Sep 2007 Location: Oklahoma, USA Posts: 1,118 Re: What's the first thing you do with a new client? First, I schedule a phone call with them so I can determine their needs and get a feel for them and whether or not we would be a good fit. Once we decide to proceed, I email them the contract and invoice for the deposit. After I have received the signed contract and deposit I schedule another call to get more details about the project and get started. After that most of my contact with clients is via email. __________________ Rebecka Melson ~ Virtual Business Services

#3 (permalink)   02-15-2009 leedrozak Resident Member Company name: My Office Assistant Small Business Practical Times: Web Security: Password Protection My latest Twitter: This is a great weekend to support #SBW2012. I wi...   Join Date: Aug 2008 Location: Western Pennsylvania Posts: 2,263 Blog Entries: 13 Re: What's the first thing you do with a new client? I do pretty much the same as Rebecka. __________________ Lee Drozak My Office Assistant

#4 (permalink)   02-15-2009 Offsite Office Professionals Junior Member Company name: Offsite Office Professionals, LLC   Join Date: Dec 2008 Posts: 294 Blog Entries: 2 Re: What's the first thing you do with a new client? I, too, do pretty much the same as Rebecka. If I'm working with a local client, which is seldom, I'll schedule a meeting at their office in place of the initial phone call. I take my welcome kit and any other materials I feel we might need. BTW, I never meet clients at my office. Jenny

#5 (permalink)   02-19-2009 keva371 New Member Company name: www.kahlfeldt.com   Join Date: Jan 2009 Location: Milwaukee Area Posts: 17 Re: What's the first thing you do with a new client? What's a welcome kit and is there a place where you can view a sample contract?

#6 (permalink)   02-19-2009 Offsite Office Professionals Junior Member Company name: Offsite Office Professionals, LLC   Join Date: Dec 2008 Posts: 294 Blog Entries: 2 Re: What's the first thing you do with a new client? Here's a link to the forum post on Welcome Kits http://www.virtualassistantforums.co...lcome-kit-2173 There is a sample contract in the Document Library Jenny