Why You Need Referral Partners In Your Virtual Assistant Business

Why You Need Referral Partners In Your Virtual Assistant Business

Why You Need referral partners in your VA business

Referral partners are a great way to help a fellow business owner + earn some extra money.

This blog post goes over what a Referral Partner is, why you need them, the systems you need + how to find them.

Read on if you want to learn how to add Referral Partners to your business to help you earn some extra income!

So… let’s get started.

#1 What are referral partners?

Well, a Referral Partner is a trusted colleague that you refer business to. It’s usually either a service you don’t like or want to do or it could be you can’t meet their deadline. There are a number of reasons to have Referral Partners, these are the most common.

Let me give you a quick example of how you can use a Referral Partner.

Let’s say you design + build WordPress websites as part of your business. But, you don’t offer graphics or copywriting. Well, many of your clients will either need help with graphics or copy for their new and improved website.

So… instead of turning your clients away to find a graphics person or a copywriter (or both), you would refer them to one of your Referral Partners that specializes in either graphics or copywriting.

This way you’re not leaving it up to your clients to find the help they need – you’re helping them find what they need.

Plus… you get a referral fee for referring your clients to them + the Referral Partner gets the business.

It’s a Win-Win for everyone!

#2 Why you need them?

It’s simple – to be of service to your clients.

Instead of saying that you don’t offer a particular skill or service, send them to your Referral Partner instead.

Your clients will appreciate the higher level of service and to be referred to someone you know and trust. You’re saving them time, money and possible frustration too!

Plus… you’re not turning away business.

Referral Partners are a source of income. That’s right, they’re an additional revenue stream for your business.

When you refer business to one of your Referral Partners you earn a referral fee.

On a side note – if you’re considering starting a team or agency of your own, having Referral Partners will give you valuable experience when it comes to working with a team.

#3 What systems do you need?

Well… you’ll need to track:

  1. Referral Partners.
  2. The services they offer.
  3. Their rates.
  4. The referral fee.
  5. How you make client introductions.
  6. How + when you get paid the referral fee.
  7. Follow up with your client.
  8. Follow up with your Referral Partner.

Now, that’s a rough list of the things you’ll need to create a system for. Start by asking yourself each question and how you would like it handled – then write it down.

Each of the items listed above is important to you, your clients and your Referral Partners and need to be part of your overall Referral Partner process.

I would recommend adding the completed process to your Operations System since it’s part of running your business.

Quick Note – be sure you and your Referral Partners are in agreement on the fee amount + when it’s paid to you. This is so important!

#4 How to find them?

Start with colleagues you already know.  People you’ve met in online groups or training programs. It could be someone you’ve worked with before.

One of my Referral Partners was a team member of a mutual client.

Reach out to them + find out more about them.

  • What services do they offer?
  • Ask them if they’re interested in being a Referral Partner?
  • What type of fee do they want?
  • Do they already have a process for referrals?

Check out their website, look at samples of their work and do a test project together to see how you work together.

Since you’re trusting them to take care of your clients, it’s important that you trust them and the quality of their work.

That’s it!

Remember, it’s a relationship between you + your clients + your Referral Partners. Be sure it works for all of you.

Are you ready to add Referral Partners to your business?

Feel free to post below and let me know what action you’re taking today to start looking for Referral Partners.

I’d love to hear from you.

All comments + questions are welcome.

If you know someone who might benefit from this information, please share. You can use the share buttons below the post.

HERE ARE A FEW RELATED BLOG POSTS THAT MIGHT BE OF INTEREST:

  1. VA Systems: The Key Systems You Need
  2. Why Have Trusted Partners

If you’re looking for more details on how to start or scale your VA business including how to specialize by learning in-demand skills, join my FREE VA Training Vault. It’s over 8 hours of how-to video training for Virtual Assistants that want to create a successful business.

Thanks for reading – Susan

Don’t forget to leave a comment if you found this information useful – I’d love to hear from you!

5 Must Haves When Starting A Virtual Assistant Business

5 Must Haves When Starting A Virtual Assistant Business

5 Must Haves When Starting

It can be downright confusing and overwhelming trying to figure out what you need to do to start a Virtual Assistant business. I know… I’ve been there.

To help cut through the clutter & confusion, I have created a simple list of the 5 Must Haves you need to have in place when starting your VA business. These are based on experience as well as trial and error.

  • Business Name
  • Skills/Services
  • Rates
  • Target Market
  • Online Presence

In this week’s VLOG I explain why each one of these is important and share tips & tricks too!

Here are the resources I mention in the video, enjoy!

List of Services

Rate Calculation Worksheet

US Trademark Search

10 Business Name Generators

Thank you for watching.

Please share your key takeaways or aha’s below, I’d love to hear them.

If you’re looking for more details on how to start or scale your VA business including how to specialize by learning in-demand skills, join my FREE VA Training Vault. It’s over 8 hours of how-to video training for Virtual Assistants that want to create a successful business.

Enjoy your day  – Susan

Are You Lacking The Structure You’re Used To

Are You Lacking The Structure You’re Used To

Do You Have Structure In Your Business?

When you leave the employee world behind and start your own business, we are lacking the structure we are so used to having.

As an employee, you are given structure by your employer.

Things like…

  • What time to come to work
  • What time to leave
  • When to take lunch
  • What you are working on
  • When you get a review & a raise
  • And so much more….

It is up to us as the business owner to add structure to our own business.

Now we don’t necessarily need to set specific work hours….but it would be nice for clients to understand what hours and days you work.

In this week’s VLOG, I talk about the need for structure in our business and share tips & tricks on how to create it for ourselves.

Thanks for watching!

Do you have a structure in your business?

Feel free to post below and let me know what structure you have in place.

I’d love to hear from you!

All comments + questions are welcome.

If you know someone who might benefit from this information, please share. You can use the share buttons below the post.

If you’re looking for more details on how to start or scale your VA business including how to specialize by learning in-demand skills, join my FREE VA Training Vault. It’s over 8 hours of how-to video training for Virtual Assistants that want to create a successful business.

Enjoy your day – Susan

Don’t forget to leave a comment if you found this information useful – I’d love to hear from you!

Do You Say NO Enough?

Do You Say NO Enough?

No Is a Complete Sentence!

As a former employee, saying No to clients was difficult for me to do. I was afraid of getting “fired” or reprimanded for saying I did not agree or did not want to do something.

Ah..the beauty of being your own boss is that you can say “NO” anytime… but it does take some practice to do it with confidence.

Do you say NO enough in your business?

This week’s VLOG is all about the art of saying “NO” – enjoy!

Thanks for watching & listening.

Do you say “NO” in your business?

I’d love to hear what you think.  Please take a moment to leave a comment below and share your thoughts and questions. Or, feel free to share what you learned from this video.

If you’re looking for more details on how to start or scale your VA business including how to specialize by learning in-demand skills, join my FREE VA Training Vault. It’s over 8 hours of how-to video training for Virtual Assistants that want to create a successful business.

Enjoy your day – Susan

Are Your Boundaries Clear?

Are Your Boundaries Clear?

Do your clients know your boundaries?

Are they clear?

Have you communicated to them?

Being in the service industry and hungry to get clients, many Virtual Assistants allow their clients to set their schedule instead of the other way around.  This is a problem in oh so many ways.

For starters…

  1. You are setting an expectation by allowing your clients to dictate your schedule.
  2. You will burn out!
  3. Your health will suffer.
  4. Everything else takes a back seat to your business.
  5. You start to resent your clients.

I left Corporate America so I could have more freedom.  I ended up working longer and harder for less money when I first started my VA business because I said YES to everything.  I quickly paid the price with my health and sanity.

Remember…

  • It is your business and you do not work for them. You are not their employee!
  • It is important for you to have a work-life balance –  you cannot work 24x7, I know I’ve tried.
  • You do not have to say yes to everything.  Say NO and stand your ground.
  • You started your business for a reason, remember what that reason is and build a business that supports it.

Setting boundaries is part of being a business owner as is learning how to say No!  If you have client’s that are not respecting your boundaries, it is time to have a chat with them and reset expectations.  Take charge of your own schedule.

Creating a Business Policies document is a great way to set your boundaries with clients. Feel free to check out my VA Biz Bundle that includes my Business Policies Template.

Have you set boundaries in your business? 

What do you think?

I’d love to hear your comments. Please take a moment to leave me a comment and share your thoughts.

Please share if you know someone who might benefit from this information. The share buttons are below the post.

If you’re looking for more details on how to start or scale your VA business including how to specialize by learning in-demand skills, join my FREE VA Training Vault. It’s over 8 hours of how-to video training for Virtual Assistants that want to create a successful business.

Thanks for reading!

Enjoy your day – Susan

Do You Have a Trusted Partner™?

Do You Have a Trusted Partner™?

Do You Have a Trusted Partner?

If you are a solo Virtual Assistant, having a trusted partner or partners is a must.

So, what is a Trusted Partner™?

A trusted partner is someone who can step into your business and essentially be you when you want or need to take time away from your business.

Why do you need one?

What happens when you get sick or have an emergency and need to be out of the office for more than a day or two? Your clients may have tasks or deadlines that need to be handled. Do you have someone who can step in and assist your clients?

I remember when I got a nasty bug that laid me up for a week. I was worried about the looming deadlines and my client’s needs. I actually lost a client during that time because she had a product launch and I was unavailable. She needed someone to help her so, she found another Virtual Assistant to fill in and complete the tasks.

After I got back to work, I decided I needed to find a partner who could step in and handle my business when I was unavailable. And the Trusted Partner™ was born!

Where do you find one?

I reached out to a few colleagues that I had worked with in the past and asked them if they would be interested in being each others’ “Trusted Partner™“. These were Virtual Assistants that I had worked with on a team or who had done sub-contractor work for me.

The most important thing is to find someone you know and trust who has similar skills to you. That way they can handle any of the tasks that may come their way.

How do you use them?

Once you’ve found your partners, be sure to let your client’s know about them and how you are using them in your business.

I introduced my “Trusted Partners™” to my clients and explained how the entire process worked. My “Trusted Partners™” were only for filling in for me when I was unavailable for extended periods of time (3 days or more) – not for any other reason.

Be sure to add the exact process for working with your “Trusted Partners™” to your business policies document and discuss it with your clients. This way they are clear on how and when to use them. Also, add your Trusted Partners™ contact information and skills to your business policies document.

Having a Trusted Partner™ gives your clients peace of mind knowing they have someone they can reach out to if they need anything while you are unavailable. It makes a huge difference between keeping and losing clients.

Here is a quick checklist to help you get started finding your Trusted Partners™!

Trusted Partner™ Checklist

  1.  Reach out to people you trust. These can be people you have worked with on a team, met on social media or were in a course together. I recommend finding two or more.
  2. Be sure they have similar skills as you. Remember, they are going to be stepping into your business and acting as you while you are unavailable. This means that they need to understand how you run your business.
  3. Decide on whether or not you are going to pay your partners. Sometimes we paid each other, other times we just bartered for each other’s services. This is something you need to work out together. And, be sure to get it all in writing!
  4. Work with your trusted partners to create the process you use when an emergency happens and you have to be out of the office.
  5. Train your trusted partners in how you work with clients and the tools that you use (great time to have an operations manual). 
  6. Add the trusted partner process to your business policies document and share it with your clients.
  7. Make an introduction to your clients and make sure they understand the process of working with your trusted partners.

Do you have a Trusted Partner™?

What do you think of the idea?

I’d love to hear your comments. Please take a moment to leave me a comment and share your thoughts.

Please share if you know someone who might benefit from this information. There are share buttons at the bottom of this post.

If you’re looking for more details on how to start or scale your VA business including how to specialize by learning in-demand skills, join my FREE VA Training Vault. It’s over 8 hours of how-to video training for Virtual Assistants that want to create a successful business.

Thanks for reading!

Enjoy your day – Susan

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