New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.
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Old 12-08-2009
GoFishSA GoFishSA is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Thanks Christina - great checklist / questions to ask.

Much appreciated.

Susan Jooste
GoFish SA
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Old 12-30-2009
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At Your Virtual Door At Your Virtual Door is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Great set of questions, I always ask if they've worked with a VA previously and if so why are they looking for a new VA. This helps if they had a bad experience or if the client seems to be difficult. You can probably get a sense if you ask the right questions.
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Old 12-31-2009
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arynnichols arynnichols is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Great list of questions, gave me a few ideas! Thank you!!
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Old 01-01-2010
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Holly Holly is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Some great suggestions, thank you. One of my strengths is speaking to people like I already know them so conversation is usually easy for me. I spoke to my first potential client the other day. Since she was a referral, I was able to check her website and get some personal info on her.

She did ask me at the end if I had any other questions and I had wished I had something fabulous to ask. We spoke for a little while, so it was positive, but this will be helpful in the future!

Thanks!

Holly
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Old 02-04-2010
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
This was a great question and very helpful answers. If all goes well, I will have my first call tomorrow.
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Old 02-04-2010
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Ladycharliy Ladycharliy is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
I LOVE this! Thank you for the list of questions and insights. I think I over problem solve and it becomes a much larger deal then it needs to be. I think this will help me relax and hopefully not sound like I'm interrogating them!
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Old 02-06-2010
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Good Idea Rhonda!
I suppose I should do that (with some minor changes that I've made) and upload to the forms directory.

Will work on it ;-)
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Old 02-06-2010
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RhondaHolscher RhondaHolscher is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Yeah, I think that would be awesome to make a template/form that we all could use. I know I would greatly appreciate it, and I know others would to. Thanks Christina.
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Old 02-17-2010
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Thanks for this great info!! A template would be a great idea too! Thanks everyone
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Old 02-17-2010
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RhondaHolscher RhondaHolscher is offline
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Default Re: What questions do you ask new clients during your consultation, and what are their questions?
Great question and great answers! I love this site!
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