New Client Best Practices

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Old 02-01-2009
tg180078 tg180078 is offline
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Default What questions do you ask new clients during your consultation, and what are their questions?
I though i would ask:
  • what are your business hours
    what is the best way to reach you
    asking questions about what they do or the company they work for
    if they have worked with a VA before

I really don't know what to really ask. Any suggestions!
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Old 02-01-2009
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Tess Tess is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Hi Tia I might suggest finding out what tasks they have to do on a daily or regular basis that they don't enjoy doing, feel are taking too long, or are taking away from other aspects of business they feel are more important (maybe these are things you can take off their hands!) I would also ask if there are areas in their business they are looking for specific improvements; goals they have in mind; areas of technology or the internet that they are interested in learning more about or utilizing. I would find out what their expectations in partnering with a VA are.

I would also ask if they have any questions for me
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Old 02-01-2009
tg180078 tg180078 is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Thanks Tess for the insight i was really having trouble with this and didnt want to look to unexperienced once i did get my first client
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Old 02-01-2009
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Tess Tess is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Don't worry - you'll do great! It's just another person on the end of the line
Take some time to focus a bit before the call; get energized about your practice, your services/skills, and yourself and you'll go into the conversation with lots of confidence.
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Old 02-01-2009
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sharpaul24 sharpaul24 is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Tess, your first reply was a confidence booster. I have to remember that they are just people (like me) :-)
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Old 02-02-2009
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leedrozak leedrozak is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Tia,

The first question I ask is to tell me more about their business and what it is they are looking for. Then I ask for more details about the tasks they need help with. This gives me a great starting point for discussing my business, the VA business and how I can help them.

Good Luck to you.
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Old 02-02-2009
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Tia,

I have a routine when it comes to preparing for the first phone consultation.
- I check out the PC (pc=potential client) website if it they provided it, if not I ask them for it so I can familiarize myself with their work.
- Next, I search Google/Twitter/Myspace/Facebook/LinkedIn for their name and company. I'm finding it an awesome resource in finding out more about them & their work, good & bad. You can find out a bit about their personality. See if they are someone you would like working with.
- I keep notes of anything interesting I find
-During the call I keep there website open so I can refer to it, if needed. I also mention that I read their site, making sure to comment on something found there, and think working with them would be interesting

Some questions I ask:
-What is it you think you need me for?
-How much time do you spend doing those tasks yourself everyday?
-What else do you do all day? And what would you be able to do more of, once I take over the other tasks? This question lets you know what they feel is most important/most enjoyable, plus it may give you someideas for how you can help them with other things.
-I let them know some of the other things I could handle for them either right away or in the future. I tell them, I understand how difficult it can be to let go of some control over your business so for 30 days you will get a discounted rate, so we can see if we "fit" well (no mention of $/hr yet)
-How do you prefer contact be made? Email, Phone, IM, Skype,etc.
-How often do you prefer progress updates?
- At this point I let them know whether or not I think I could help them, personally. If not, I offer a couple options:
1-I tell them it is not really my area of expertise but I have an associate who can handle it. Would they be ok with my overseeing the account but having the associate handle to actual work?
2-I offer to direct them to another VA who may be a better fit (you could still sub it out to another VA but client would deal with other the VA directly & pay them through you)
3-I offer to submit an RFP for them (at a flat rate) to all the forums and boards I am a member of to aid them in their search.

All of these options provide an opportunity to retain the PC. Once they see how well you work, they may send more work and/or referrals your way.

Make your call a very positive experience. Listen more than you talk.

Lastly, I offer to write up a contract (which will state my rate) and send it over to them for their review. I recommend they look it over for a few days and if they agree to all terms, sign it, send it back and work will start asap.

Good Luck and Relax.
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Old 02-03-2009
Staceyv Staceyv is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Christina, I like your routine. It is very structured. I go through a questionaire that I have. Some of the questions I will ask are:

1. Have you worked with a VA before?
2. Do you have any concerns with working with a VA?

I like to ask these questions to see if they have any concerns and try to re-assure them should they have any.

Then I will go into their particular needs.
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Old 05-11-2009
virtualWebConcepts virtualWebConcepts is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Christina,
These are great questions, I have been trying to come up with a standard "script" to use, and these questions you ask are really good and to the point, great ideas.! Man I love this forum!
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Old 05-21-2009
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CMColeman CMColeman is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Originally Posted by ChristinaVOS View Post
Tia,

I have a routine when it comes to preparing for the first phone consultation.
- I check out the PC (pc=potential client) website if it they provided it, if not I ask them for it so I can familiarize myself with their work.
- Next, I search Google/Twitter/Myspace/Facebook/LinkedIn for their name and company. I'm finding it an awesome resource in finding out more about them & their work, good & bad. You can find out a bit about their personality. See if they are someone you would like working with.
- I keep notes of anything interesting I find
-During the call I keep there website open so I can refer to it, if needed. I also mention that I read their site, making sure to comment on something found there, and think working with them would be interesting

Some questions I ask:
-What is it you think you need me for?
-How much time do you spend doing those tasks yourself everyday?
-What else do you do all day? And what would you be able to do more of, once I take over the other tasks? This question lets you know what they feel is most important/most enjoyable, plus it may give you someideas for how you can help them with other things.
-I let them know some of the other things I could handle for them either right away or in the future. I tell them, I understand how difficult it can be to let go of some control over your business so for 30 days you will get a discounted rate, so we can see if we "fit" well (no mention of $/hr yet)
-How do you prefer contact be made? Email, Phone, IM, Skype,etc.
-How often do you prefer progress updates?
- At this point I let them know whether or not I think I could help them, personally. If not, I offer a couple options:
1-I tell them it is not really my area of expertise but I have an associate who can handle it. Would they be ok with my overseeing the account but having the associate handle to actual work?
2-I offer to direct them to another VA who may be a better fit (you could still sub it out to another VA but client would deal with other the VA directly & pay them through you)
3-I offer to submit an RFP for them (at a flat rate) to all the forums and boards I am a member of to aid them in their search.

All of these options provide an opportunity to retain the PC. Once they see how well you work, they may send more work and/or referrals your way.

Make your call a very positive experience. Listen more than you talk.

Lastly, I offer to write up a contract (which will state my rate) and send it over to them for their review. I recommend they look it over for a few days and if they agree to all terms, sign it, send it back and work will start asap.

Good Luck and Relax.

I may just print this as reference for myself! Thank-you!!
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