Becoming a Tech-Savvy VA: Tools to Learn

Tech skills set you apart as a VA. Here are essential tools to master:

  1. Google Workspace Docs, Sheets, Calendar, and Drive are foundational.

  2. Microsoft 365 Excel, Word, and Outlook are still widely used.

  3. Project Management Tools Learn Trello, Asana, ClickUp, and Notion.

  4. Communication Platforms Get comfortable with Slack, Zoom, and Microsoft Teams.

  5. File Sharing Tools Know Dropbox, Google Drive, and WeTransfer.

  6. Automation Tools Zapier and Make can save hours of manual work.

  7. CRM Systems Familiarize yourself with HubSpot, Dubsado, or HoneyBook.

  8. Design Tools Canva and Adobe Express are great for non-designers.

  9. Time Tracking Apps Use Toggl or Harvest for accurate billing.

  10. Password Managers LastPass or 1Password help manage client credentials securely.

Tech-savviness builds trust and efficiency.

How to Offer Social Media Management as a VA

Social media management is one of the most in-demand services for virtual assistants. Here’s how to offer it professionally:

Learn the Platforms
Understand the nuances of Instagram, Facebook, LinkedIn, TikTok, and Pinterest. Each has its own audience and content style.

Define Your Services
Offer content creation, scheduling, engagement, analytics, and strategy. Be clear on what’s included.

Use Scheduling Tools
Master tools like Buffer, Later, or Metricool to streamline posting and reporting.

Create Content Templates
Use Canva to design branded graphics and templates for clients.

Stay Updated
Social media trends change fast. Follow industry blogs and attend webinars.

Track Performance
Provide monthly reports with insights on reach, engagement, and growth.

Set Boundaries
Clarify response times and availability for live engagement.

Offer Packages
Create tiered options based on post frequency and platform count.

Get Testimonials
Ask clients to share results and feedback publicly.

Keep Learning
Take courses on content strategy, copywriting, and platform algorithms.

Social media management can be a lucrative niche when done strategically.

How to Get Your First VA Client

Landing your first client is a major milestone. Here’s how to make it happen:

Define Your Services
Be clear about what you offer and who you help.

Create a Simple Website or Profile
Include your bio, services, and contact info.

Use Freelance Platforms
Try Upwork, Fiverr, or PeoplePerHour to find gigs.

Tap Your Network
Ask friends, family, and former colleagues for referrals.

Offer a Trial Package
Provide a discounted or short-term service to build trust.

Join VA Communities
Facebook groups and forums often post job leads.

Pitch Directly
Find small businesses and send personalized emails offering help.

Use Social Media
Share tips, testimonials, and behind-the-scenes content.

Ask for Testimonials
Even one happy client can boost your credibility.

Stay Persistent
Follow up, refine your pitch, and keep going.

Your first client opens the door to many more.

From Side Hustle to Full-Time VA: A Transition Guide

Turning your VA side hustle into a full-time career takes planning. Here’s how to make the leap:

Set Income Goals
Know your monthly expenses and target income. Aim for 3–6 months of consistent earnings.

Build a Client Base
Secure 2–3 reliable clients before quitting your day job.

Create a Financial Cushion
Save at least 3 months of living expenses.

Upgrade Your Branding
Invest in a professional website, logo, and email address.

Streamline Your Systems
Use tools for scheduling, invoicing, and task management.

Inform Your Network
Let friends, family, and colleagues know you’re going full-time.

Plan Your Exit
Give notice at your job and leave on good terms.

Set a Schedule
Treat your VA business like a job. Create working hours and routines.

Keep Learning
Take courses and join communities to grow your skills.

Celebrate the Milestone
You’ve earned it. Acknowledge your courage and progress.

Going full-time is a bold move — and a rewarding one.

How to Handle Multiple Clients Without Chaos

Juggling multiple clients is a common challenge for VAs. Here’s how to stay sane and deliver quality:

  1. Use a Project Management Tool
    Trello, Asana, or ClickUp help you track tasks, deadlines, and priorities.

  2. Create Client Folders
    Keep files, notes, and passwords organized by client.

  3. Set Clear Boundaries
    Define working hours, response times, and communication channels.

  4. Use Time Blocking
    Dedicate specific hours to each client. Avoid multitasking.

  5. Automate Admin Tasks
    Use templates for emails, invoices, and reports.

  6. Communicate Proactively
    Send weekly updates and ask for feedback.

  7. Track Your Time
    Use Toggl or Harvest to monitor hours and bill accurately.

  8. Prioritize Daily
    Start each day with a top-three task list.

  9. Say No When Needed
    Don’t overcommit. Quality beats quantity.

  10. Review Weekly
    Reflect on what’s working and adjust your systems.

With structure and boundaries, you can serve multiple clients with confidence.

Creating a Portfolio That Attracts High-Paying Clients

Your portfolio is your virtual storefront. Here’s how to make it irresistible:

Showcase Your Best Work
Include samples of admin tasks, social media posts, email templates, or graphics.Use Real Client Results Highlight metrics like “increased engagement by 40%” or “cut response time by half.”

Include Testimonials
Ask past clients for short quotes about your reliability, communication, and impact.

Make It Visual
Use screenshots, mockups, or branded templates. Canva is great for this.

Keep It Organized
Group work by category or client type. Use headings and short descriptions.

Add a Personal Touch
Include a short bio, your values, and what makes you unique.

Link to Your Website or LinkedIn
Make it easy for prospects to contact you.

Update Regularly
Refresh your portfolio every few months with new work.

Use a PDF or Online Gallery
Choose a format that’s easy to share and view.

Include a Call to Action
End with “Let’s work together” or “Book a discovery call.”

A strong portfolio builds trust and sets you apart.

How to Scale Your VA Business Without Losing Your Mind

Scaling your virtual assistant business is exciting—but it can also be overwhelming. Here’s how to grow sustainably:

  1. Systemize Everything
    Document your processes for onboarding, task management, and communication. Use SOPs to maintain consistency.

  2. Automate Repetitive Tasks
    Use tools like Zapier, Dubsado, or ClickUp to automate scheduling, invoicing, and follow-ups.

  3. Hire Subcontractors
    Bring on other VAs to handle overflow. Start with small tasks and build trust gradually.

  4. Specialize Your Services
    Focus on high-value niches like podcast production, e-commerce support, or executive assistance.

  5. Upgrade Your Tech 
    Invest in scalable tools that support team collaboration, client portals, and reporting.

  6. Refine Your Client Onboarding
    Create a seamless experience with welcome kits, contracts, and intake forms.

  7. Track KPIs
    Monitor metrics like client retention, revenue per client, and task turnaround time.

  8. Delegate Admin Work
    Outsource bookkeeping, social media, or email marketing to free up your time.

  9. Protect Your Time
    Use scheduling tools and boundaries to avoid burnout.

  10. Invest in Mentorship
    Join mastermind groups or hire a coach to guide your growth.

Scaling is about working smarter, not harder.  

Pricing Strategies for Freelance Virtual Assistants

Setting your rates as a freelance virtual assistant can feel daunting. Charge too little and you risk burnout; charge too much and you may struggle to attract clients. Here’s how to find your pricing sweet spot:

  1. Know Your Value
    Start by listing your skills, experience, and the results you deliver. Clients pay for outcomes, not just time.

  2. Choose a Pricing Model
    Common models include hourly rates, retainer packages, and project-based pricing. Hourly is simple, but packages offer stability and scalability.

  3. Research Market Rates
    Check freelance platforms and VA communities to see what others charge. Rates vary by niche, location, and experience.

  4. Factor in Expenses
    Include costs like software, taxes, insurance, and training. Your rate should cover business overhead and profit.

  5. Offer Tiered Packages
    Create bronze, silver, and gold packages with increasing levels of service. This helps clients choose based on budget and needs.

  6. Use Value-Based Pricing
    If your work directly increases revenue or saves time, price based on impact. For example, a sales funnel VA might charge more than a general admin VA.

  7. Raise Rates Strategically
    Review your pricing every 6–12 months. Notify clients in advance and explain the added value.

  8. Avoid Underselling
    Don’t compete on price alone. Focus on quality, reliability, and results.

  9. Include Terms in Your Contract
    Spell out payment terms, late fees, and scope. This protects you and sets expectations.

  10. Test and Adjust
    Start with a baseline and adjust based on demand, feedback, and workload.

Pricing isn’t static. As your skills grow, so should your rates.

Top 10 In-Demand Skills for Virtual Assistants in 2025

Social Media Management
Scheduling, engagement, and analytics across platforms like Instagram, LinkedIn, and TikTok.

Email Marketing
Using tools like Mailchimp or ConvertKit to create campaigns, manage lists, and track performance.

Customer Support
Handling inquiries via email, chat, or helpdesk platforms like Zendesk.

Calendar & Inbox Management
Organizing schedules, booking meetings, and keeping inboxes tidy.

Content Creation
Writing blog posts, captions, and newsletters that align with brand voice.

Graphic Design
Basic design skills using Canva or Adobe Express for social media and marketing materials.

Tech Support & Troubleshooting
Helping clients with website updates, plugin issues, or basic tech tasks.

Bookkeeping
Using tools like Xero or QuickBooks to manage invoices and expenses.

Project Management
Coordinating tasks, deadlines, and team communication using Asana or ClickUp.

AI Tool Integration
Helping clients leverage AI tools for automation, writing, and customer service.

These skills aren’t just trendy — they’re essential for delivering value and staying relevant in a competitive market.

How to Start Your Virtual Assistant Business from Scratch

Starting a virtual assistant business is one of the most accessible ways to enter the freelance world. Here’s how to do it step-by-step:

Step 1: Identify Your Skills
List out what you’re good at — admin, writing, tech support, social media, etc. These will form your service offerings.

Step 2: Choose a Niche
Specializing helps you stand out. You might focus on real estate, coaches, e-commerce, or authors.

Step 3: Set Up Your Business
Decide on a business structure (sole trader or limited company), register with HMRC, and open a business bank account.

Step 4: Create a Brand
Pick a business name, design a logo, and create a simple website. Use Canva and Wix or Squarespace to get started.

Step 5: Build Your Portfolio
Even if you don’t have clients yet, create sample work. Offer free trials or discounted services to build testimonials.

Step 6: Choose Your Tools
Set up email, calendar, invoicing, and project management tools. Google Workspace, Trello, and Wave are great starters.

Step 7: Market Yourself
Use LinkedIn, Instagram, and freelance platforms like Upwork or PeoplePerHour. Join VA Facebook groups and network.

Step 8: Onboard Clients Professionally
Use contracts, welcome packs, and clear communication to build trust from day one.

Step 9: Track Income & Expenses
Use accounting software or spreadsheets to stay on top of finances.

Step 10: Keep Learning
Invest in courses, read blogs, and stay updated with industry trends.

With dedication and smart planning, you can build a thriving VA business from scratch.

10 Time Management Hacks for Virtual Assistants

Time is the most valuable currency for virtual assistants. With multiple clients, shifting priorities, and the lure of home distractions, mastering time management is essential. Here are 10 hacks to help you stay productive and sane:

Use Time Blocking
Allocate specific blocks of time for tasks like email, client work, and admin. This reduces decision fatigue and keeps you focused.

Prioritize with the Eisenhower Matrix
Categorize tasks by urgency and importance. Focus on what’s urgent and important, delegate what’s urgent but not important, and schedule the rest.

Set Daily Goals
Start each day with 3–5 clear goals. This gives your day structure and a sense of accomplishment.

Automate Repetitive Tasks
Use tools like Zapier or IFTTT to automate email sorting, calendar updates, or file backups.

Track Your Time
Use apps like Toggl or Clockify to see where your time goes. This helps identify inefficiencies and improve estimates.

Batch Similar Tasks
Group tasks like social media scheduling or invoice creation. This reduces context switching and boosts efficiency.

Use the Pomodoro Technique
Work in 25-minute sprints with 5-minute breaks. It’s great for maintaining focus and avoiding burnout.

Limit Meetings
Keep meetings short and purposeful. Use agendas and stick to time limits. Use Team or Zoom to hold online meetings instead of in-person ones to save travelling time.

Declutter Your Workspace
A tidy desk equals a tidy mind. Keep only what you need within reach.

Review Weekly
Reflect on what worked and what didn’t. Adjust your schedule and tools accordingly.

Mastering these hacks won’t just make you more productive — it’ll help you deliver better results and enjoy your work more.

How To Get Involved With Social Media – Blogging

With a blog you can post content in the form of text and pictures and it is possible to have a two way dialogue by way of people commenting on your posts. You can have control over what comments actually appear on your pages if you manage your comments using your preferred blogging software so you can approve, delete or mark them as spam.

Blogs can be written in many styles from the very informal personal right through to a professional corporate blog. It’s important as a small business to inject some personality into your blog as your followers are trying to get to know you as well as read your material.

How Can Social Media Help My Business?

There are various social media platforms you can use to deliver messages to your readers and followers which we’ll look at through the remainder of this series. But before embarking on any marketing activity, it’s important to know why it’s useful.

Social media is instant so your messages can be delivered as they happen, and most importantly, it’s interactive – you are actually inviting comment and suggestion. Of course the most important point to remember is that the search engines love social media is its content is current and fresh. Your comments will be picked up by the search engines – how exciting is that?

What Is Social Media and Why Is It Important to My Business?

We’ve all heard the phrase social media, but what actually is social media and how can you use it to help your virtual assistant business?

In short, social media is a term that encapsulates a number of online communication platforms which make it easy for people to not only publish their own news and views but also comment on that posted by others.

Why Is Social Media Important?

Social Media has provided everyone with a platform to air their opinions, views and grievances with anyone around the world. People who use Social Media often become highly influential and are seen as experts in their own sphere and can develop large audiences around their area of interest.

Communities of like-minded people are forming around common interests over the Web regardless of where they are based in the world because the regular restrictions of geographical locations do not apply.

Advertising Your Virtual Assistant Business on a Budget – Lesson Six – Test Everything

As much as is possible, you should always test your advertising and marketing efforts. You might want to jump in and try a range of different ideas and formats and that’s great, but try and keep tabs on where each enquiry comes from, and which enquiries go on to convert into paying customers.

With this data to hand you can then look at has been cost effective and what has not. For example if you paid £500 to join a networking group and attended 50 breakfast meetings costing £10 each over the course of a year, and as a result you got one new client, that client would have cost you £1000 to source. If you put an advert in the UKAVA Directory for £49.95 and over a year that advert resulted in 5 new clients, each client has cost you less than £10 to source. In this scenario you may decide to drop the networking group and advertise more widely in the Directory.

The important point is that you can’t improve on what you don’t measure so if you don’t know what is working for you, and what is not, how can you expect to improve your results next time around?

Sometimes you may find that the lower cost advertising and marketing strategies are the ones that bring you the most business.

For a listing in the UKAVA Directory visit us here

Advertising Your Virtual Assistant Business on a Budget – Lesson Five – Online Presence

It goes without saying that as a virtual assistant you need a website. But have you really thought about the best way to use it? Some visitors will arrive at your website as result of you telling them about it or seeing the URL on your business card or marketing material.

What you really want though is visitors who have arrived at your website because they are actually searching for a virtual pa. These are not just visitors these are prospects. They have actually gone to the trouble of going to a search engine and entering a relevant term into the search bar and are busy looking through the results to find someone they want to work with. So how do you make sure your website ends up in front of them?

Search engine optimisation (SEO) companies charge a small fortune for ‘optimising’ your website in an attempt to make is appear at the top of that search engines results. And with good reason. The search engines constantly change their indexing criteria to keep out the spammers so the SEO companies have to consistently keep one step ahead. If you don’t have the budget to compete with the big players the best thing you can do is get listed on their websites. Visitors to their websites will then see your information and click through to your website.

There are several directories advertising virtual assistants and their services in the UK. Ours consistently appears on the first page of Google and can be found at https://www.ukava.co.uk

Advertising Your Virtual Assistant Business on a Budget – Lesson Four – Press Releases

Press Releases are useful for generating a buzz about your  virtual assistant business. The business editor at your local newspaper will always be on the lookout for a good business story to fill the business news section of the newspaper.

Of course, the business editor understands the economics of running a paper and is more inclined to run your story if you buy advertising in his/her publication, but will still print stories for special events and openings. Think of an angle, could you offer a competition prize, could you help a local charity.

The important thing to remember about Press Releases is that it must be constructed in the form of a news story. Even if you are a sole proprietorship, quotes from you should be written in a third person format: John Doe said, “Your quote here.”

A Press Release should pack the most important information at the beginning of the copy, and leave extra details towards the end.

You should always provide the reporter who gets the task a simple and easy way for him/her to contact you directly. Often the reporter will want to contact you to get details that will enhance their take on your story.

Advertising Your Virtual Assistant Business on a Budget – Lesson Three – Networking

If up until now you’ve been an employee, you might never have been to a networking event before. The whole idea is that everyone who goes along is a business owner or key decision maker in their business and is there, like everyone else, to promote their product or service. The beauty of networking is that if you attend groups regularly, people get to know and trust you and are happy to work with you if they need a virtual assistant or refer business your way.

Now I could write a whole series on the subject of networking alone but these are the basics. If it is your first time networking I would initially go to an informal group as this will help you get your confidence and see how they work. Do an Internet search on networking and you town and you should find a whole range of groups in your area. Have a look for one that takes your fancy and book on. Most groups will let you attend one or two meetings before asking you to take out a membership so make full use of all the free trails until you find a group that you like. Some groups are free but you will find that those that charge a membership fee are often more formal business networking groups and produce more clients and referrals.

Again don’t forget that anyone you speak to may know someone who needs a virtual assistant so don’t dismiss anyone on first impressions and also remember that networking is two-way so if you can put those you meet in touch with anyone they would be interested in, do it. You will be remembered for it and that’s the first step in getting referrals.

Advertising Your Virtual Assistant Business on a Budget – Lesson Two – Referrals

Sometimes it’s not about who you know, but about whom they know. We’ve all heard the theory about the six degrees of separation, that you are only six people away from anyone you want to get to know. Well the same applies to business. The person you are talking to may not have any requirement for a virtual assistant but who do they know that might?

If you make an impression on the person you are talking to they will remember you and possibly refer on to you anyone who may need your services. This is particularly true at networking events, which we’ll cover next time. But how can you make sure that they will remember you and refer you when appropriate. How about offering a referral fee?

A referral fee can be a gift or cash and is usually related to the amount a referred new customer spends. You only pay out on the referral if the potential new client signs up so you have nothing to lose. You may want to offer a free bottle of champagne or gift vouchers for each new referral or perhaps 10% of the first invoice total. It’s up to you but it can be a very effective way of getting your contacts to refer their contacts to you.

Tips For Advertising Your Virtual Assistant Business on a Budget

When you are starting out as a Virtual Assistant and no one knows who you are or what you do, one of the biggest challenges you will face is how to drum up new business.

You probably have already done some research and already know that there are people who need your services or you would not have started your business in the first place. But once you have spoken to those you already know who may need you, your next task is to find others who will help you make your business a success.

At this point most people turn to advertising. If I had a pound for every VA that has said to me, ‘There’s a little local magazine that comes through my door each month. Should I advertise in it?’ I wouldn’t have to run a VA business myself; I could retire on the proceeds. The answer, by the way, for many reasons is no. There are many better ways to spend your limited advertising and marketing budget.

It is a misconception that you have to spend lots of money to advertise your Virtual Assistant business. Unless you have some sort of financial backing, it is unlikely that you will have a huge budget so it’s better to get a little bit creative and use what you have wisely.

In this series, I will be letting you in on a few tips and some of the lessons I’ve learned on how to advertise your virtual assistant business on a budget.

Advertising Your Virtual Assistant Business on a Budget – Lesson One – Word Of Mouth

If you’ve just started out and you’ve done a piece of work for a client who is pleased with the results, they will talk about it. My advice in the early days is to under promise and over deliver. Think about how you can ‘delight’ your customer. What can you add or improve that would really ‘wow’ them? Could you deliver the work early, could you suggest some ideas that might improve it, could you put them into contact with a potential new client that you know? Anything that is seen as going the extra mile and helping your client within their business will be appreciated. When they thank you for it, ask them if they know anyone else who might need your services. Put it in their mind that you are looking for new clients in this way and they may send you referrals. More on referrals next time!

Expanding Your Virtual Assistant Business with Associates

office group2When you have filled your virtual assistant business with clients, you will soon run out of time that you can sell to new prospects. After all, you only have so many hours in the day that you can work. So how can you expand and take on more business without the overheads of getting an office and taking on staff?

It’s time to introduce you to the Virtual Assistant Associate.

Working with associates is a very popular business model in several industries as it works in much the same way as working with a virtual assistant. When there is work you don’t have the time to complete, your clients outsource it to you. When you have an excess of client work you don’t have time to complete, you outsource it to an associate.

Associates work at a reduced hourly rate to that you have charged your client, as they have been handed the work ‘on a plate’ without having to do all the marketing and relationship building associated with bringing that client on board.

You also continue to manage the client relationship and invoicing, and the client remains a customer of your business rather than becoming a direct customer of your associate.

It’s imperative to have an Associate Agreement in pace so that everyone understand the boundaries of the relationship.

How To Work With Virtual Assistant Associates

You can work with Associates in one of two ways, or indeed, a combination of both.

Firstly you can retain all the client contact so that he/she never knows that the work they are sending you has been completed by a third party.

The plus side here is that you will never have to worry about unscrupulous associates who may attempt to take the client from you, or underhand clients who think they may save a pound or two if they cut you out of the equation and work directly with your associate.

The downside is there will be inevitable delays as you send work back and forth, and you will have to be not only very aware of every piece of work as you will have to discuss it with the client where necessary, you will have to double check everything that goes out. All this additional admin can become very time consuming.

The second way to work with an associate is to effectively pass the client over to them and allow direct communication.

This frees up much more of your time as all discussions about the tasks performed are direct between the client and the associate. However, do make sure that you have very solid contracts in place with both your associate and your client to prevent them working directly together.

Also bear in mind that associates will not be with you forever so make sure you keep yourself up to speed with the clients account information, that you have access to all their files and the work completed by the associate, and that you maintain a relationship with them have contacting them regularly to check in and see how things are going.

It’s imperative to have an Associate Agreement in place so that everyone understands the boundaries of the relationship.

The Secret to Successful Networking Is Following Up Part 2

The first step in this process is to say that you would like to meet with them again and that you will call to arrange a time and place to have a coffee and a chat. Then call when you say you will and make that arrangement.

When you meet for that coffee, make sure you have done some research about the business of the person you are meeting and prepare in advance ideas about how you can help them within their business.

Do they publish an online newsletter you can produce for them? Do they send out information packs or quotations to prospects and could you do this for them? Do they work away from the office most of the time, could you handle their telephone calls or check their email for them?

The more prepared you are the more you will be able to drop ideas into the conversation without sounding as though you are ‘selling’.

Don’t forget also to think about who you know that could potentially be a client or useful contact for your prospect. The whole point of networking is to give and take and if you start the relationship by giving something of value to your prospect, you will instantly win their respect and trust and they will see you as someone they would like to work with in future.

The Secret to Successful Networking Is Following Up Part 1

contentWe have all heard that networking is a successful strategy for gaining clients for your virtual assistant business, but why are some people very successful at it while others wonder if they’ve just wasted their money and eaten too many fried breakfasts?

One of the most common reasons for the divide between who is successful at networking and those who are not, is those that are successful follow up.

By following up I don’t mean saying hello again at the next networking event, I mean actively keeping in contact with the people you meet outside of the networking event. How often have you met someone at an event who has expressed some interest and could use your expertise, but you never heard from them again? Did you follow up with them after the event, or did you leave it to them?

You are the service provider in this relationship so it’s up to you to get in contact with that prospect and tell them, in whatever way is appropriate, how you can help them.

Look out for part 2 of this article coming soon.

Virtual Assistant Marketing – Niche to Streamline Your Efforts

Many Virtual Assistants shy away from the idea of marketing to attract a particular niche as they are concerned that they will be turning away hoards of prospects from other industries. But if you have ever tried to be everything to everyone, you’ll soon learn that you end up appealing to no-one and as your marketing efforts are spread too thinly, you end up out of pocket and frustrated by poor results.

When you market to a niche you are targeting a very small select group of people. With research you can identify what that group of people have in common and in what areas where they will all be struggling. This way you can tailor your marketing message, the words that you use, to suit the target market. For example, if you were to target a group of individuals that were constantly away from home due to their line of work, you could say something in your marketing material like ‘Are you constantly away from home and worrying that the post is not being dealt with or you’ll come home to find that your car has run out of tax or the boiler has not been serviced?’ Do you see how someone who was away all the time would identify with that question? They may well have already experienced a situation like that or know that it will happen at some point.

Now you can follow up that question with your solution, something like, ‘Our Mail Handling and Lifestyle Management services mean that we can run your home and life for you while you are away meaning that you will never have to be reliant on public transport or have a cold bath ever again!’ Do you see how that would appeal to them?

You can of course use the same approach with any niche market. With a bit of research you can establish where you might be needed and what services you can offer to add value. So don’t forget next time you are out networking, chat to people in niches that interest you, find out what they struggle with and if these are general issues for people in their industry. Then even if that particular person doesn’t need your services yet, you can still tailor your marketing message using what you have learned and target others from their industry.

A little bit more research will also tell you where you can find these people, what publications do they read, what groups or associations do they belong to? When you know what message to put before them, and you know what channels you have available to get in front of them the rest is child’s play. So as you can see, marketing to a niche is an effective way of streamlining your marketing efforts and achieving better results.

Virtual Assistant Tips – Getting Those First Clients

When starting your virtual assistant business, after getting together all you equipment, getting excited over your business cards and web site, there comes the sudden realisation that here you are, all ready to go and there isn’t actually a queue of people knocking down your door to work with you. Yikes!

One of the questions I’m asked most often is ‘Where do you get your clients’. Usually the question is asked by new start up virtual assistants, but more recently I’ve been asked by more established VA’s who have started to struggle during the recession. Newbies have generally spent lots of time putting together their business by purchasing equipment and organising their office, but have forgotten the fundamentals of putting together their marketing plan. Then when they are all set up and ready to go and have opened their virtual doors to the world they find that the phone isn’t ringing and the email Inbox isn’t full of enquiries. More established VA’s, once they have enough clients, put marketing on the back burner until such a time as they need to look for new clients again.

If either of these sounds like you, you need to develop a marketing plan, and fast.

Firstly take a long hard look at your contacts and include everyone you’ve ever worked with, all your contacts through previous businesses if appropriate and family and friends. What contacts do you already have that you can ask for referrals? If you are already running a VA business, when did you last ask your clients for referrals? Don’t discount anyone because you think they wouldn’t need your services. They may well know someone who does.

Next take stock of all the skills you have and the industries you have worked in or that interest you. Consider what services can you offer and to whom? If you have been a book keeper with an IT firm for many years, you are going to find it far easier to offer your virtual book keeping services to other IT firms as you know something about their market and their ‘language’. If you target an industry or sector you have experience of, you will be seen as the virtual assistant who is an expert in this field and have an advantage over any other VA.

When you have decided on your target market, or niche, think about how you can reach them. Do they belong to particular organisations, read certain publications or as is the case with one of my niches, do they all drink on a Thursday afternoon in bars within a square mile of a certain point in London?

When you know where to find them, consider how you can get your message to them. While advertising in general is expensive and often pointless unless you can afford to take out a run, perhaps you could write an article for a trade publication, or give a presentation at an event your ‘suspects’ will attend. Think outside of the box for some interesting and inexpensive ideas that will have impact on your particular target market and keep you stimulated and motivated.

Above all, keep marketing as a continual process and recognise that although you may not get clients immediately from you efforts, in time your consistency will pay dividends.

List Building to Fill the Sales Funnel – Part 10

People magnetPaid advertising. Advertising online is very simple with tools such as Google AdWords or Facebook Ads. It allows you to appear at the top or side of the main search results for a fee. Be careful with your budget and again, make sure you get these visitors on your list to be really cost effective.

When you’ve implemented a range of these activities to build your list, look at which ones are producing the best results for your particular business. Then step up those activities and let go of some of the lower performing options.

List Building to Fill the Sales Funnel – Part 9

People magnetOrganise an online expert event. Similar to the idea of interviewing an expert, but en masse. Organise a whole range of experts to speak on given subjects and offer access to the calls as a live event, or offer the recordings afterwards, or both. Getting all of the experts to promote the event will increase your mailing list as they will have to go to your web site to sign up to receive dial in access details.

List Building to Fill the Sales Funnel – Part 8

People magnetWrite articles about your subject. One of the best ways to become seen as an expert in your industry in the eyes of your target market is to write on the subject. Write articles and syndicate them online. Don’t forget to include your website link to your author information.

List Building to Fill the Sales Funnel – Part 7

People magnetDon’t be afraid of social media. Facebook, Twitter, LinkedIn, whichever ones you choose to get involved in, social media is a great way to expand your sales funnel. Offer free tips, advice and articles here. Answer questions to demonstrate your expertise. And above all, get them to your website so they will add themselves to your list.

List Building to Fill the Sales Funnel – Part 6

People magnetInterview some experts. If you can talk on the telephone, you can interview an expert in a similar field. You can offer it as a live tele-seminar, or group call, or offer it afterwards as a recording. By asking your expert to also promote the interview to their mailing list, you will end up with many of their contacts subscribing to yours.

List Building to Fill the Sales Funnel – Part 1

I’m sure you’ve all heard of the sales funnel, where you start at the top filling the widest part of that funnel with prospects, and they filter through your sales funnel, inevitably decreasing in numbers along the way, until ultimately a number of the original prospects purchase a product or service from you.

The key to making more sales at the end of this process is often overfilling your funnel with lots more prospects than you think you actually need. Numbers will decrease for a multitude of reasons along the way so focus on list building activities to fill the top end of that funnel.
So where to start?

The following series will give you a few ideas to get your started.

Tip 1 – Newsletter opt in box. On your website, you need to include an opt-in box so that people can give you their name and email address. This automatically subscribes them to your weekly, fortnightly or monthly newsletter that will keep in touch with them to build the relationship – making it a responsive list.

The Secret to Virtual Assistant Success is in the Numbers

So here we are, fast approaching another financial year end. It’s around now that I run a bit of a review of how we’ve done over the past year. What has worked and what hasn’t, what’s up and what’s down.

So if you haven’t done it yet, why not spend a couple of hours reviewing how you have done, and decide what changes you want to make in the coming 12 months?

Being a Virtual Assistant, just like any other business, is a numbers game. How many contacts you have made over the last year? Of these, how many have you turned in to prospects? And, how many clients you have secured as a result? You should also know the average value of your clients and their average lifetime value. These figures can tell you some really interesting things.

For example, if you know that over the previous 12 months you made:

  • 300 contacts, of whom
  • 100 became prospects (by showing a real interest in what you offer), which resulted in
  • 15 new clients, each of whom spent an average
  • £15,000 per year, and stayed with you for an average duration of
  • two years

You will know that your clients have an average lifetime value of  £30,000. And, to generate each client, you need to make 20 new contacts (15 clients from an original 300 contacts: 300/15). Suddenly, the prospect of attending a few networking events over the next couple of months to find 20 new contacts does not seem such a drag, as you know that, on average, you will make  £30,000 for your efforts.

What you can also do is add up what you have spent on marketing, networking and other business-generating tools during the year. This will show the return on investment these have made. If you spent  £2,000 on marketing your business and generated 15 new clients (with an average lifetime spend of  £30,000), you know that that  £2,000 has resulted in £450,000 worth of sales. That’s a return of £225 for every pound spent. Excellent! You can break that down further if you have monitored where these contacts learned of you. You can then identify exactly which marketing, networking and advertising methods have given the greatest returns.

When it comes to planning for the next year, armed with this information, you can invest more in your most effective marketing methods, and less on the less effective. So, if you spent  £1,000 on a networking group, which achieved one client, but only  £50 advertising in an online Virtual Assistant directory, which resulted in three new clients, it does not take a genius to work out that spending more on advertising in the directory might be a better idea than renewing the membership of the networking group.

Also, take a long hard look at your ‘sales funnel’ – the process that people go through from being contacts to becoming clients. What are your conversion rates from contact to prospect and from prospect to client? Where are you losing people? If you find that you have lots of contacts but few prospects, are your contacts fully aware of what you do? Are you tailoring your offering to appeal directly to these people? If you have lots of prospects, but they are not turning into clients, are you following up properly? Do you need to set up a better relationship-building system to develop their confidence in you? As you identify these gaps and plug them, you will need to spend less on generating contacts, as more of your existing ones will become clients? Happy days!

Top Email Newsletter Housekeeping Rules – Tell Your Readers What To Do

Pc_Cartelle_003If you go to the effort of writing an email newsletter, do not forget to tell you readers what you want them to do next. You are writing in order to build a relationship. So, do you want them to go to your website to read the rest of the articles, or download something for free? Do you want them to purchase a product or service? If so, give them a reason to do it now rather than later, and provide a link to click, so they can buy it now. If you do not tell them what to do next, they will not do anything apart from read your newsletter and delete it. Tell them what to do, and, provided that they are interested, they will do it.

Top Email Newsletter Housekeeping Rules – Send Useful Information

Pc_Cartelle_003One of marketing’s basic rules is to know your target market well. Know their interests and things about which they like to be kept informed. If you come across information that you feel would be useful to your target audience, add it to your email newsletter (crediting the author or source, of course). The more useful the information you provide, the more likely your readers are to stay subscribed.

Top Email Newsletter Housekeeping Rules – Get The Balance Right

It can be very tempting to fill each of your email newsletters with information about your latest service or product, and, indeed, your readers will be expecting to hear a certain amount of that. But, do not forget also to include some free tips or an advice spot. Giving a measured amount of free information marks you as an expert in your field, and a generous one at that.

Top Email Newsletter Housekeeping Rules – Use A Proper Email Delivery System

Pc_Cartelle_003When you first start sending out email newsletters, it is very tempting to send them using your normal email delivery service, such as Outlook. After all, it is free and already there on your desktop. However, internet service providers frown upon mass mailing, and you will find very quickly that your email address will be blacklisted and you may be banned from sending any email. There are many legitimate email delivery services available whose costs are minimal; use one to manage your mailing list.

Top Email Newsletter Housekeeping Rules – Invite Interaction

Pc_Cartelle_003Do not forget to ask your readers for their comments, questions or future topics they would like to see covered. The whole point of writing an email newsletter is to build a relationship with your prospects and invite further interaction. You want them to take the next step by picking up the telephone or sending you an email. Make it clear that not only is this an acceptable way of contacting you, but the best way.

Top Email Newsletter Housekeeping Rules – A ‘Double Opt-in’ System

Pc_Cartelle_003If you use a proper email newsletter delivery service such as Constant Contact, Aweber or MailChimp, your subscribers will go through what is known as a ‘double opt-in’. This means that, after submitting their email address through your website form or other link asking them to sign up for your newsletter, they will receive an email asking them to confirm their subscription by clicking on a link within it. This is key, as it stops third parties from adding subscribers without their knowledge.

Top Email Newsletter Housekeeping Rules

Pc_Cartelle_003The following series will look at some housekeeping rules, which will ensure that you follow the strict etiquette of email marketing, while presenting yourself and your business in a professional and ethical way.

Make sure your subscribers actually subscribed

There is nothing more annoying than being inundated with unsolicited sales emails. We all hate it. If you are boosting your subscriber list by adding email addresses from business cards you have picked up, trawling the yellow pages or your local Chamber of Commerce’s mailing list, your messages risk not only going straight to the junk mail folder, but also alienating people with whom you might have established good working relationships. Make sure the owner of the email address has requested that you send them information, or, at the very least, has agreed to receive it.

How can cyber insurance help virtual assistants? Guest Blog – PolicyBee

Cybercriminals don’t just target big companies. Sole traders and small businesses are starting to feel the pinch of cybercrime too. Insurance expert, PolicyBee, is here to show how cyber insurance can help protect your VA business.

Virtual assistants are a vital part of thousands of UK businesses.

Over 13,000 small businesses employed a virtual assistant in 2018. As remote and hybrid working becomes the norm after the COVID-19 pandemic, more and more are looking to bring one on board.

Being a virtual assistant isn’t easy, though. If you’re a sole trader, you’re responsible if anything goes wrong. It’s up to you to fix any problems.

If a malware or ransomware attack stops you from working on a Monday morning, what do you do? How can you keep helping your clients? And what can you do to make sure you’re protected in the future?

 

A problem for small businesses

It’s common for small businesses to think cybercrime won’t affect them. You’re a smaller target. You hold less data. You’re not worth as much money to cyber criminals.

Unfortunately, this kind of thinking leads to complacency. And makes you an easy target.

The scary reality for small businesses is that every 19 seconds in the UK, one of you is hacked.

You’re probably wondering: why do cybercriminals hack small businesses? Especially when larger businesses are such lucrative targets?

Well, it comes down to one thing. Cybercriminals search for businesses where they can get the most data for the least amount of effort.

Big corporations are very difficult to hack. So, they go after small businesses or sole traders instead. Like virtual assistants.

If you’re hacked, it could cost a pretty penny. On average, it’ll set you back £4,200. But it could cost a lot more.

For a virtual assistant, that’s a tough loss to take. It can set you back months and affect your reputation and client relationships.

The unfortunate reality of being a virtual assistant is that you might be targeted because of the valuable data you use and store. Many companies will involve you in processes that use sensitive data, like finance or communications. This means you could be worth £thousands to cyber criminals.

Don’t worry. There are ways that you can protect yourself.

If the worst happens and you’re hacked, cyber insurance covers your costs. But you also need to prevent attacks before they happen.

There are some helpful tools out there for small businesses. This guide by the National Cyber Security Centre has plenty of tips and advice for making your business safer online.

Sometimes, though, all the preparation in the world can’t protect you. With cybercrime on the rise, breaches are happening in their droves every day to small businesses.

If you get caught by one, you could struggle to work. Or be left with a tricky and expensive legal process to manage.

Cyber insurance is there to help you if the worst happens.

 

Get protection

If you become the victim of cybercrime, cyber insurance jumps into action.

To start, it covers your direct costs. So, if you’re unable to work for a few weeks because of the hack, cyber insurance will sort out your lost income.

If you’re infected with ransomware, it’ll also pay for any ransoms. Oh, and any legal fees that might spring up.

Finally, it provides you with a variety of experts that’ll help you recover from the attack.

The first thing the experts will tackle is getting your systems back under control. A team of cybersecurity experts will work with you to get you back on track. So you can start working with your clients again.

After the technical issues are sorted, it’s time for the legal experts to do their job. They notify the Information Commissioner’s Office for you – as well as other relevant people and organisations – and help you sort out any legal issues. Like if you’re sued for losing clients’ sensitive data.

You’ll also get PR support. They’ll help you explain the situation to your customers and maintain your valuable relationships.

All these costs are covered by insurance. So you can get back on your feet quickly.

Like many other sole traders, you might use suppliers. You’re also covered if they cause a breach. Good luck with the awkward conversation afterwards, though!

At this point, it’s important to say that different cyber insurance policies cover different things. For example, it’s common for policies to not cover some kinds of attack, like social engineering.

Social engineering is a kind of cyber-attack that manipulates someone within an organisation to do something. Like leaking sensitive information, transferring money, or sharing a password.

Roughly 98% of all breaches use social engineering. When you’re shopping around for cyber insurance, make sure to read the policy wording carefully. Otherwise, you might be missing out on this vital area of cover.

 

What’s the difference between cyber insurance and professional indemnity insurance?

A lot of virtual assistants have professional indemnity insurance. It covers you if a client accuses you of poor service, negligence, or acting in bad faith. Or other similar claims that might result in financial loss for your client.

You’re probably wondering: doesn’t my professional indemnity policy cover me for cyber-attacks and data breaches?

In 2023, the answer is probably not. Most insurers don’t allow claims for cybersecurity and data protection.

But it’s not as cut and dry as that. Every policy is different. If you’re not sure whether your policy covers you for cybercrime, it’s time to dig out the documents you received when you bought it.

Give it a good read to make sure whether you’re covered or not. The last thing you want is to be caught by surprise when a cyber-attack hits you.

 

Skill up

The best way to combat cybercrime is to keep learning.

That’s why some cyber insurance policies include training.

As well as teaching you about cybercrime, it’ll help you prevent social engineering attacks, like phishing.

Examples are used too, so you’ll learn how to spot dodgy emails, texts, and phone calls from a mile off. You’ll also get a rundown on cybersecurity so you can use the internet and your client’s data safely.

By knowing more, you can stop attacks before they have a chance to affect you. After all, almost half of the cyber-attacks in the UK work because of phishing. That’s a lot of attacks that could be stopped by better education.

Unfortunately, even with all the training in the world, mistakes happen. You might click on a bad link or accidentally send money to a cybercriminal. It can happen to anyone.

Most cyber insurers can be contacted 24/7. In fact, they often ask you to get in touch as soon as you realise you’ve made a mistake. Even if it’s 1am on a Saturday morning.

They want to be able to get to work right away so that you have a higher chance of recovering quickly from the attack.

 

Build cybercrime defences

There’s a good chance that you’re going to be targeted by a cyber-attack at some point.

You might have done nothing wrong. Or you could have fallen victim to an elaborate social engineering attack.

However it happened, cyber insurance helps you deal with the outcomes. And gets you back on your feet fast, so you can keep helping your clients and earning money.

To find out more about cyber insurance, visit www.policybee.co.uk. You can also call our team on 0345 222 5370 if you need any advice or have any questions.