Virtual Assistants and the Importance of Client Consultation Part 2

For the first part of this article click here

To give a great impression straight away it’s important to ask the right questions at the first meeting with your potential client, before they sign up. You need to ascertain where you can be most useful to them. What are their weak points? What work they have to do that they continually put off either because there is no time or because they don’t enjoy it? Find out what their plans are for their business. What do they want to achieve?

Once the client has come onboard you need to maintain the momentum with scheduled meetings as an ongoing process both with regular and ad-hoc clients. By having detailed monthly catch up meetings, either in person or by telephone, you can identify what is coming up in their calendar and how you can help them by sharing some of that workload.

For some really great documents to help you both with initial client consultations and ongoing client reviews, take a look at New Client Pack and Client Management Pack

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One Response to Virtual Assistants and the Importance of Client Consultation Part 2

  1. Suiji says:

    I agree Justine! Knowing your client better as well as their plans is the best thing to do before doing business with them. This could help in setting your goals as you go on with your partnership.

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