Policies and Procedures

Discuss the importance of policies and procedures in your virtual assistance business.

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Old 11-08-2010
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Default Re: What are your most important business policies?
Thank you Daniela! This .pdf includes many policies I've already implemented and several that I will now include in my contract as addendums. I appreciate you taking the time to post it here.
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Old 11-09-2010
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Default Re: What are your most important business policies?
Thank you for posting this policy pdf. It gives me a lot to think about as I am setting up my own.

Jamie
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Old 11-19-2010
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Default Re: What are your most important business policies?
Hi, although I have yet to actually begin my VA business (still working on getting it off the ground), my most important 3 policies would definitely be
1. Contract - I believe this to be an absolute must. Having operated businesses previously and still running another business I know just how important clearly defined terms are to be set out.
2. Customer Service. Ensure all emails are answered immediately within working hours, or first thing as soon as office hours open - an acknowledgement even to begin with is fine. Don't you just hate it when you email a company and get a reply 2 weeks or even later down the road - when you have forgotten what your enquiry was all about.
3. Sticking to payment terms!

Julie
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Old 12-15-2010
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Default Re: What are your most important business policies?
Thanks for the business policies guide. This is great to have when setting-up your business.

1. Have set hours, no weekends.
2. Payment on invoices 10 or 15 days after, and setting-up a time when I might have to send to collections for payments.
3. Have a 1-800 number for customers to call.
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Old 12-15-2010
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Default Re: What are your most important business policies?
Great policies everyone!

I started my policies and procedures manual, not just in terms of expectations of my clients, but of myself, and in the future, as I grow, my staff.

1. Signed contract - will not work with out one.
2. Terms: I bill on the 15th of the month and payment is expected in 5 business days. Overdue invoices are charged at 1% per month.
3. Phone/email issuse: for the most part this is a great rule but because of the time sensitive nature of my niche market (Oil & Gas) I don't have that option. However, all emails and messages will be responded to in an hour.
4. I have strict office hours Monday to Friday (the choice to work evenings/weekends is my own, but I refuse to work Sundays)
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Old 12-15-2010
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Re: What are your most important business policies?
As someone who has yet to establish her business I would like to thank every single person who has replied to Tess' original post.

There is so much information to include in your business policies that I had not thought of.

Because of all the replies (which I have read from beginning to end!) I have a taken a bit from each person who replied and will implement them into my business policies when I start.

I would like to thank each and every one of you for your input and for helping me to establish the policies that I need to put into place.

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Old 01-12-2011
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Default Re: What are your most important business policies?
I agree, this has been a great compilation thread.
Thanks to all who have contributed, looking forward to seeing it continue to grow!
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Old 01-16-2011
arcvirtual arcvirtual is offline
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Default Re: What are your most important business policies?
What a wealth of information! I find this thread very useful. I am a newbie still trying to get things going and this is a big help. Thank you all for sharing your trials and tribulations!
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Old 01-23-2011
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Default Re: What are your most important business policies?
I have learned alot from these few post. I will be putting a few of these into practice. To Lia you dont have to put your personal number on a website, but you get yourself a 1800 or toll free number put on you phone so that way clients can call your toll free number and still be able to reach you
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Old 01-29-2011
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Default Re: What are your most important business policies?
Originally Posted by bsetc View Post
(1) I don't pick up incoming calls unless they are scheduled. I do this because the phone can be a HUGE time waster. I prefer scheduled, to the point calls. I recently implemented a toll-free, automated system that e-mails my voice mails to me so that I can listen to them in a batch and when I want to
Which phone system is this? I'm interested.
Thanks, Barbara
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