Policies and Procedures

Discuss the importance of policies and procedures in your virtual assistance business.

Forum Sponsor (Advertise with us)
Reply
 
Thread Tools Display Modes
    #1 (permalink)  
Old 08-19-2010
JoCarole's Avatar
Resident Member
Company name: Shore Office Services LLC
 
Join Date: Jun 2008
Location: Jersey Shore
Posts: 1,123
Send a message via Skype™ to JoCarole
Default Client Communications - What is your policy?
Just wondering if there is a general rule on client calls and email communications.

When you first sign on a new client, after your initial consultation, do you have a weekly client call? If so is this billable? What about emails? I know this topic has been discussed as far as excessive communications but I am wondering about general communications.

Would appreciate hearing back on how you handle this in your business?

Thanks!
__________________
JoCarole
http://www.shoreofficeservices.com
Reply With Quote
    #2 (permalink)  
Old 08-19-2010
Your Virtual Wizard's Avatar
VAF Blog Challenge Moderator
Company name: Your Virtual Wizard
 
Join Date: Sep 2008
Location: Florida-Gulf Coast
Posts: 2,168
Blog Entries: 5
Send a message via AIM to Your Virtual Wizard Send a message via Yahoo to Your Virtual Wizard Send a message via Skype™ to Your Virtual Wizard
Default Re: Client Communications - What is your policy)
Hi JoCarole,

After the initial consultation, I charge my regular rate for calls, conference meetings and emails. I say so in my contract. I only charge for the information which is applicable to the client's work.

Last week I had a call with a client for 45 minutes but 10 minutes was 'shooting the breeze' which I have to do a little of to show my 'human side'. So I only charged for 35 minutes of that call. I make a point of writing short emails and I group them into one if possible to save time for the client. I also have rules set up so all emails from each client go into a named box so when I need to answer those emails, I do so all at one time and then start the clock from email 1 and then until I am finished.

I don't have weekly calls with my clients unless they request this. I do ask for phone calls when I see them 'waning' or not sending me work on a regular basis. This helps to get them back on track again. I charge for those too.

Janine
__________________
WRITE FAB RFP PROPOSALS & land THE VA job. WinningRFP unveils soon! SignUp www.WinningRFP.com
Reply With Quote
    #3 (permalink)  
Old 08-19-2010
VineyardVA's Avatar
New Member
Company name: Vineyard Virtual Services
 
Join Date: Dec 2008
Location: Southern California
Posts: 42
Default Re: Client Communications - What is your policy)
For me... It truly depends on the client's needs. For example, with one client, we might have a phone call once a month just to make sure we're on the same page. The client lets me know he needs it (he's kind of disorganized and likes to talk through stuff with me) and we schedule it. Yes, it's billable. For my other clients, we connect primarily through email. So, they can send me as many as they want, but when we set up the contract, I let them know when I would be checking it. For example, with one client, I handle their emails 3 days a week and handle their work. They may send me emails all week - but those three times is when I bother to look at it. I do this same thing with a bunch of other clients. This makes timekeeping easy, and keeps me focused, and allows my services not be scattered.
__________________
Michele Wilcox
Vineyard Virtual Services
Reply With Quote
    #4 (permalink)  
Old 08-19-2010
JoCarole's Avatar
Resident Member
Company name: Shore Office Services LLC
 
Join Date: Jun 2008
Location: Jersey Shore
Posts: 1,123
Send a message via Skype™ to JoCarole
Default Re: Client Communications - What is your policy)
This is just what I was looking for Janine, thanks .

I also appreciate your fast reply. I have a 1 PM Skype chat with a new client and I am trying to get ready everything that I may need to talk about. I like your policy on this and am going to use it as well. Thanks again...
__________________
JoCarole
http://www.shoreofficeservices.com
Reply With Quote
    #5 (permalink)  
Old 08-19-2010
JoCarole's Avatar
Resident Member
Company name: Shore Office Services LLC
 
Join Date: Jun 2008
Location: Jersey Shore
Posts: 1,123
Send a message via Skype™ to JoCarole
Default Re: Client Communications - What is your policy)
Thanks Michelle for your quick reply, I appreciate it and also how you handle your client communications.
__________________
JoCarole
http://www.shoreofficeservices.com
Reply With Quote
    #6 (permalink)  
Old 08-19-2010
talentgurus's Avatar
Banned
Company name: Talentgurus
 
Join Date: Jul 2010
Location: US
Posts: 13
Send a message via Yahoo to talentgurus
Default Re: Client Communications - What is your policy)
For me it's depends on requirement and there is no other schedule to have call with clients. Generally it may be twice or thrice per month, some time it may be more than that like:
If we are implementing any new process.
If there is any issue with work.
Regarding reports.
Discussing about work flow.
Any modifications,suggestions from clients...etc
Reply With Quote
    #7 (permalink)  
Old 08-19-2010
Contributing Member
 
Join Date: Jun 2009
Posts: 50
Default Re: Client Communications - What is your policy)
Most clients like phone contact once in awhile - for one of my clients that has me involved in various aspects we meet once a week.
Reply With Quote
    #8 (permalink)  
Old 08-19-2010
Contributing Member
Company name: Celestial Caring Enterprises, LLC
 
Join Date: Mar 2009
Location: Maryland
Posts: 52
Send a message via Yahoo to Celestial Caring Enterprises
Default Re: Client Communications - What is your policy?
Hi Annella,
For local clients, my clients want to always meet face to face as well as having phone contact. I have one client that wants to meet bi-weekly. I am fine with meeting my clients if they are local. However, that time is charged. I guess it would be totally up to what you are able to do and your decision involving consideration of your client's want and needs. I hope this helps:-)
__________________
Tishawn
Celestial Caring Enterprises, LLC
Reply With Quote
    #9 (permalink)  
Old 08-19-2010
virtual writing's Avatar
Resident Member
Company name: Virtual Writing and Communications
Latest blog post: Triberr lament
 
Join Date: Nov 2007
Location: Alamance County, NC
Posts: 1,410
Blog Entries: 1
Default Re: Client Communications - What is your policy?
Interesting question and responses. So far, every single client is different for me. But I tend to over-communicate, myself, so that keeps everyone responding to me who needs anything - and if I don't hear from them, I assume they're okay for now.

But overall - and unlike everyone else here! - I don't charge for communications. Perhaps I should re-consider ... What I do is actually try to keep my hourly earnings high enough to cover incidentals. It's certainly debatable, though.
__________________
Mary H. Ruth/Virtual Writing & Communications
http://www.writingVA.com
Reply With Quote
    #10 (permalink)  
Old 08-20-2010
reneeshupe's Avatar
Junior Member
Company name: Redhead Business Solutions
 
Join Date: Oct 2009
Location: Cloverdale
Posts: 479
Send a message via Skype™ to reneeshupe
Default Re: Client Communications - What is your policy?
Virtual assistants are similar to coaches, consultants, or freelancers. All of these people charge for their time whenever they are doing something related to their client work. If they charge hourly then that time is billed if it's a project then it should be considered and included in the quote.

I charge for communication by phone with a client as long as it's business related. I won't charge for personal conversation between the client and myself (that's part of the relationship building), emails that take more than 5 minutes to write are charge.

This particular topic motivated me to actually write down my policies and include it with my contract and NDA. Going forward I will now request that my clients initial the pages with the policies to acknowledge they have read the information.
__________________
Renee Shupe, Become a Techie Virtual Assistant
eMail Marketing & Aweber Training Starts May 15! - Save 50% using VAFAweber
Reply With Quote
Reply

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Free Privacy Policy Generator - privacy policy for your Virtual Assistant Website AJ326 Policies and Procedures 12 12-29-2010 11:33 AM
Interview with Mary Ruth of Virtual Writing & Communications Solutions NZVAs Business Development 26 06-08-2010 04:41 PM
CLOSED - Virtual Assistant Subcontractor needed for brief email communications assignment VAF Admin Virtual Assistant Jobs 1 09-11-2009 04:33 PM
Privacy Policy smcVirginiaVA Website Content 8 11-12-2008 12:03 AM


All times are GMT -4. The time now is 04:45 AM.

International Virtual Assistants Association
Project Management for Virtual Assistants
Work from Home | Become A Virtual Assistant
Virtual Assistant Directory
Affordable Logo Design
Virtual Assistant Contracts
Virtual Assistant Forums Advertising

© Virtual Assistant Forums 2012
All content and images are protected under copyright law and may not be reproduced in any way without express written consent.