New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.
Volunteer Moderator: Your Virtual Wizard

Forum Sponsor (Advertise with us)
Reply
 
Thread Tools Display Modes
    #1 (permalink)  
Old 07-13-2011
VAbyNellie VAbyNellie is offline
Contributing Member
Company name: N.U.V Solutions, LLC
 
Join Date: Jan 2011
Location: Atlanta, GA
Posts: 70
Find this virtual assistant on Facebook
Default Had a phone consultation - now what?
I recently was contacted by a potential client who was interested in my services. At first she sent me an email with all of the services she is interested in and I sent one back with what I do and my quotes. She then wanted to have a phone conversation (which was fine with me), we again went over the services she was interested in, gave her a little bit more about my background before starting my VA practice, etc. Now what? I am thinking of sending her a Thank You Card, but would like to include something else. Any suggestions?
__________________
Nellie Vigneron - Your Online Office Manager
www.nuvsolutions.com
Reply With Quote
    #2 (permalink)  
Old 07-13-2011
ClockwiseVA's Avatar
ClockwiseVA ClockwiseVA is offline
Junior Member
Company name: Clockwise Virtual Assistance
 
Join Date: Apr 2011
Location: Vancouver, WA
Posts: 487
Blog Entries: 1
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: Had a phone consultation - now what?
Personally, I don't think that a Thank You card is appropriate at this point. Save that for when she signs on with you as a client.

I recommend calling her for a follow-up and ask for the business; it sounds like she's given you quite a few buying signals. If she has concerns or objections you have an opportunity to overcome them immediately and get her to move forward.

A nice way to ask for business is by using the alternative close: something like, "Would you like to start on an hourly or retainer basis?". Or you can use the same idea with the list of services that she said she was interested in. Pick two and ask which one she wants to start off with first.

Good luck Nellie. I'll have my fingers-crossed for you
__________________
Linda
Clockwise Virtual Assistance
Reply With Quote
    #3 (permalink)  
Old 07-14-2011
EAinSpain's Avatar
EAinSpain EAinSpain is offline
Contributing Member
Company name: Van den Braak, Bearse & Associates
My latest blog post: This Blog has been Closed
 
Join Date: Feb 2010
Location: Jerez de la Frontera, Spa
Posts: 234
Follow this virtual assistant on Twitter Contact this virtual assistant on LinkedIn
Default Re: Had a phone consultation - now what?
Hi Nellie,
I agree, a thank you card seems inappropriate. Just follow up with the potential client in a reasonable timeframe to see if she has made a decision yet and are there any unclarities or does she want more info. etc.
Good luck!
__________________
Hilde
www.vbbassociates.com
Reply With Quote
    #4 (permalink)  
Old 07-14-2011
leedrozak's Avatar
leedrozak leedrozak is offline
Community Leader
Company name: My Office Assistant
Small Business Practical Times: What is a Joint Partnership?
 
Join Date: Aug 2008
Location: Western Pennsylvania
Posts: 2,985
Blog Entries: 13
Send a message via Yahoo to leedrozak
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn Find this virtual assistant on Google+ Find this virtual assistant on YouTube
Default Re: Had a phone consultation - now what?
I would send another follow-up email asking if she has any more questions or needs additional information to get her started. Ask for a phone call and that would be the time that you close the deal by asking her when she would like to get started.

At this point you will know whether she is a serious client or just muddling around and not ready to make the commitment.
__________________
Lee Drozak
WHY GO IT ALONE?... I am here to help you get unstuck.
Reply With Quote
    #5 (permalink)  
Old 07-14-2011
MyVAS MyVAS is offline
Contributing Member
Company name: Office Birdie, Administrative Services
 
Join Date: Jun 2011
Location: Woodway, Texas
Posts: 64
Default Re: Had a phone consultation - now what?
After the consultation (try to aim for one call key in on the service they want and rate so you have what they want without repeat calls) do a follow up email - Don't let them over stall ..did you send a proposal http://www.morebusiness.com/template...d926540626.brc a proposal will give the client a decision to make- give them a few days - follow up if they had time to review the proposal and ready to get started, that helps get to the point of contract. I'd save the thank you letters for once they are a client.
Reply With Quote
    #6 (permalink)  
Old 07-18-2011
APlusAdmin's Avatar
APlusAdmin APlusAdmin is offline
Contributing Member
Company name: A Plus Admin Services
 
Join Date: May 2010
Location: Chesterfield, VA
Posts: 100
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: Had a phone consultation - now what?
As many others have said definitely send a follow up email/call over a Thank you card.

This is what I've been doing for several weeks and the potential client has been very responsive to my communication(s). It's been great and given me an opportunity to get to know her more.

Good luck.
Reply With Quote
    #7 (permalink)  
Old 07-18-2011
Gower Power Gower Power is offline
New Member
Company name: Gower Power
 
Join Date: Jul 2011
Location: Raleigh, NC
Posts: 7
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: Had a phone consultation - now what?
I'll throw in my two cents - when you do the follow-up, it's important to have some type of close. Not a high-pressure one, but don't leave it at "do you have any other questions"...that invites more of your time to be used and not billed.

Usually I say something like, "I would love to get you started - can you let me know your interest in the next couple of days, as my slots for the month are almost filled? If not, let me know when you are ready and I'll look at my schedule for that month." It tells clients that you aren't waiting around for them to be ready, but doesn't pressure them to buy your services if they aren't truly ready, either.

Then you can drip campaign them as needed/wanted.
__________________
Mentoring, Training, & Assistance for Virtual Assistants: WordPress, Business, and Profit Mindset (and it's fun, too!)
Reply With Quote
    #8 (permalink)  
Old 10-23-2012
Tbassett Tbassett is offline
Contributing Member
Company name: Adevo Business Services
 
Join Date: Sep 2012
Location: York, SC
Posts: 124
Follow this virtual assistant on Twitter Contact this virtual assistant on LinkedIn
Default Re: Had a phone consultation - now what?
Originally Posted by Gower Power View Post
I'll throw in my two cents - when you do the follow-up, it's important to have some type of close. Not a high-pressure one, but don't leave it at "do you have any other questions"...that invites more of your time to be used and not billed.

Usually I say something like, "I would love to get you started - can you let me know your interest in the next couple of days, as my slots for the month are almost filled? If not, let me know when you are ready and I'll look at my schedule for that month." It tells clients that you aren't waiting around for them to be ready, but doesn't pressure them to buy your services if they aren't truly ready, either.

Then you can drip campaign them as needed/wanted.
Thats a good close! I am getting ready to send my first proposal after the call
__________________
Tiffani~ ABS

Reply With Quote
    #9 (permalink)  
Old 11-03-2012
dmcpherson dmcpherson is offline
New Member
 
Join Date: Oct 2012
Posts: 9
Default Re: Had a phone consultation - now what?
I receive several email requests for phone consults. I usually follow up with an email that includes my brochure, the RFP response and request to schedule a follow up call to answer any questions that they may have.
Reply With Quote
    #10 (permalink)  
Old 04-18-2013
chelseywash chelseywash is offline
Contributing Member
 
Join Date: Apr 2013
Posts: 55
Default Re: Had a phone consultation - now what?
I think one of the best questions you can ask is "what would hold you back from using our services?" The client could just be swamped to find the time to sign up.Take the initiave.
__________________
Chelsey Washington
Payton Jade Productions, www.paytonjade.com
Reply With Quote
Reply

« Previous Thread | Next Thread »
Thread Tools
Show Printable Version Show Printable Version
Email this Page Email this Page
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

Forum Rules

Similar Threads
Thread Thread Starter Forum Replies Last Post
Phone Consultation- What to expect amandagilliam New Client Best Practices 3 09-02-2010 06:44 AM
Preparing for a client consultation D_Victoria_Virtual_Assistance New Client Best Practices 6 04-27-2008 05:33 AM


All times are GMT -4. The time now is 04:36 AM.

Virtual Assistant Forums Advertising
Featured VA websites:

Robin Bellows Consulting

LimeTree Consulting Solutions

WorkloadGenie
Get featured!
Bankruptcy Virtual Assistant Training
Virtual Assistant Forums Advertising
Virtual Assistant Contracts
Virtual Assistant Forums Advertising
Work from Home | Become A Virtual Assistant

© Virtual Assistant Forums 2013 Content and images protected under copyright law.
Google+ - Facebook - Twitter