As usual, awesome thread. I have an entire page of notes! I'd like your input on how a small VA business working with small businesses (usually one person shows) should approach this Client Info Sheet idea. My thought is that I don't want to waste THEIR time filling this out a form when most of the basics I'd get by other means (e-mail signature, website, etc.) But I always intended to fill this form out myself as way of tracking my clients. In addition, it's also a checklist for to ask all the appropriate questions. Again, I'm not working with large companies or working on major projects.... YET!

Is there any additional value that I'm missing to having them fill out a form of some sort?

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Marcia
VentureVA

I love it! That was a great question Donovanassist! I totally didn't think of some of the items mentioned in the replies.....



Lily Daly

Would you also use this page as a way to track communication between the two parties? I just thought about when I was reading over the suggestions, by the way, were great suggestions.

I haven't created one so this will give me a great start.

Pamela

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Pamela
CMB Business Solutions www.cmbbusiness.com

I agree with Marcia I would fill out the form myself and keep it in the file. As I am talking to the customer in conversation and birthdays and children names come up I would pull out that form to add such information. My hair stylist does this and I think she use to study it before I came in LOL. Now we are close friends and she does not have to memorize the questionnaire anymore.

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Debra Hayter
Seaboard Business Services

Debra said:

Originally Posted by Seaboard Consulting

I agree with Marcia I would fill out the form myself and keep it in the file. As I am talking to the customer in conversation and birthdays and children names come up I would pull out that form to add such information. My hair stylist does this and I think she use to study it before I came in LOL. Now we are close friends and she does not have to memorize the questionnaire anymore.

This is a great idea! My husband does this mentally. When he runs into someone he hasn't seen for 6 months or so, he always asks them about something they mentioned last time he saw them. They're always so amazed & impressed that he remembered! (Me too, cuz he sure doesn't remember that just yesterday I asked him to take the trash out!)

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Lezly Harrison
Laserdog Productions - Code that Doesn't Bite

Once again theses threads continue to assure me that I am on the right track. I am soooo happy. For me this a huge endeavor about starting my VA business. I haven't gotten a great deal of support from family members. To read this information on the VAF lets me know that this is right and that this is my niche.

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Regeana Canada
Mrs. G's Office-To-Go

A great thread and a fantastic question.

Yet again I have something else to consider and create, also another page of notes lol.

Thanks again!

Thank you for sharing this info.
I have some questionaires I developed for using with clients to gather info when producing marketing materials (print or web). I would really like to share them but as a newby I don't know how to go about this yet, so advice appreciated. They are in word doc format

This is truly some good information.

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LaVida Harris
The Moment is Yours

Great information ladies. I'm not at this point yet, but it's great to already have a list of items. I love this website. Now, if I can just finish this business plan.