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)
Virtual Assistant Forums
» VIRTUAL ASSISTANT / CLIENT RELATIONS
»
»
What questions do you ask new clients during your consultation, and what are their questions?
 |
|
 |
|
|
03-06-2009
|
 |
Junior Member
Company name: Sage Virtual Assistance
|
|
Join Date: Feb 2009
Location: Sacramento, CA
Posts: 389
Blog Entries: 1
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
Originally Posted by Virtual Office Management
|
|
I let them talk for a bit until they began to repeat themselves.
|
lol... that sounds about right........ 
I have a form that I made up from information I actually found here... all sorts of inquiring questions. So I use that, and I am naturally nosey, scratch that, inquisitive.. I generally know when their kids get out of school before the first conversation is through......... 
|
|
02-14-2009
|
 |
Contributing Member
Company name: Your Extra Pair of Hands
|
|
Join Date: Feb 2009
Location: Oakville, Ontario, Canada
Posts: 80
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
These are great suggestions for a newbie! Thanks so much!
|
|
02-22-2009
|
|
Contributing Member
Company name: Mosure Office Solutions
|
|
Join Date: Feb 2009
Location: Wisconsin
Posts: 57
|
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
Thank you for your post Christina. As someone who is still in the research phase this has given me a good starting point.
Thanks again.
__________________
Sarah Mosure
|
|
02-23-2009
|
 |
New Member
Company name: JKR Virtual Solutions
|
|
Join Date: Jan 2009
Posts: 11
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
Tia,
I ask, if the potential client ever worked with a Virtual Assistant?
What are their concerns working with someone remotely?
Then I try to reassure them of my honesty and confidentiality.
__________________
Jana 
|
|
03-06-2009
|
 |
Contributing Member
Company name: Aspire Virtual Assistants
|
|
Join Date: Aug 2008
Location: Corvallis, Oregon.
Posts: 124
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
Wow! what a wealth of infomation Christina. I will definitely copy down your advice and check out all the other information that people have submitted here.
Leilani
|
|
04-17-2009
|
 |
Contributing Member
Company name: Allegro Business Solutions
|
|
Join Date: Mar 2009
Location: Folsom, CA
Posts: 69
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
You gave such a solid list of question/talking points, Christina. Thank you! I'm preparing for my first consultation call tomorrow & this really helps me feel better instead of feeling like I'll forget to ask something really basic & important.
Great suggestions all - thanks
Teri
__________________
Teri Taylor
Allegro Business Solutions
|
|
03-11-2009
|
|
New Member
Company name: Emerald Spirit VA
|
|
Join Date: Mar 2009
Location: Seattle WA area
Posts: 20
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
I also want to thank you all for your insight and input as to how to go about the first consultation, and for how to set up a routine/process to provide consistency to how one does business. I feel very lucky to learn from you all here. Thank you for being so open with your thoughts, ideas, and specifics. ~Annette
|
|
03-11-2009
|
|
Contributing Member
Company name: Jones Executive Management Support
|
|
Join Date: Jan 2009
Location: California
Posts: 51
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
Doing online research prior to the consultation is an excellent idea. Thank you for sharing your experience.
Rosa
|
|
03-12-2009
|
 |
Contributing Member
Company name: Protege Business Solutions
|
|
Join Date: Feb 2009
Location: Greenwood, IN
Posts: 57
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
This is great information for Client Consultation. Thanks everyone.
__________________
Bonnie
Protege Business Solutions, L.L.C. 
|
|
03-13-2009
|
 |
New Member
Company name: Absolute Virtual Assistance
|
|
Join Date: Mar 2009
Location: Atlanta Area
Posts: 32
|
|
Re: What questions do you ask new clients during your consultation, and what are their questions?
This is fantastic information! From what I've read the best thing is to stay positive and confident in your approach whatever it is!
__________________
Jessica
|
|
|
|
«
Previous Thread
|
Next Thread
»
| Thread Tools |
 Show Printable Version  Email this Page
|
| Display Modes |
 Switch to Linear Mode  Hybrid Mode Switch to Threaded Mode
|
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
|
|
|
| Thread |
Thread Starter |
Forum |
Replies |
Last Post |
|
[Resource] Vista Questions?
|
vainparadise |
Software for Small Business |
17 |
10-27-2009 10:00 PM |
|
Greetings (and many questions) from Michigan
|
muffy432002 |
Member Introductions! |
8 |
06-03-2008 11:45 AM |
|
A few questions for veterans
|
justd |
General Client Relations |
13 |
11-18-2007 05:15 PM |
|
Some questions about PR
|
Girl Friday |
Press Releases |
5 |
10-01-2007 12:08 PM |
|
Out of Country Clients questions
|
winslowgirl |
General Client Relations |
2 |
08-22-2007 01:52 PM |
All times are GMT -4. The time now is 10:57 AM.
|
Featured VA websites:
Stacey's Admin Solutions, LLC
Delfosse Designs
Clerical Essentials
Get featured!
|
|
|
