Scheduling A New Client Kick-Off Call

Do You Schedule Kick-Off Calls With New Clients?

Scheduling a Kick-Off call with a new client is a great way to “kick-off” the relationship.

It does several things:

Builds trust
Shows you are organized and professional
Allows you to discuss priorities, deadlines and communication preferences
Gives you the opportunity to review your Business Policies and set up weekly status calls.

In this week’s VLOG I talk about the benefits of having a Kick-Off call with all new clients.

Thank you for watching and listening.

Do you schedule Kick-Off calls with your new clients?

I’d love to hear. Please take a moment to leave your comments and questions and I will happily respond to each of them.

Enjoy your day – Susan

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Written by Susan Mershon

Susan Mershon started The Techie Mentor™ in 2013 to teach Virtual Assistants her no-fluff approach to the systems and skills they need to build and automate a successful business.

With a strong base in project management, Susan brings her love of systems and teaching to offer in-depth training and mentoring to new and experienced Virtual Assistants.

She’s taught over 5,000 students her unique systems and strategies that focus on offering high-end skills that give you the freedom to work when and where you want.

To learn more about The Techie Mentor™ and the systems and skills she teaches without all the fluff or hype go to The Techie Mentor website.

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Business Management | Client Management

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6 Comments

Chiquita on September 27, 2015 at 12:53 pm

Excellent recommendations that I will incorporate into my new virtual assistant business.
Reply
- SE Mershon on September 28, 2015 at 6:17 pm
  
  Awesome Chiquita!
  Reply
William on August 19, 2015 at 10:42 pm

This is a great practice. Building trust and improving communication would really be important if you want to be successful in your projects.
Reply
- SE Mershon on August 20, 2015 at 7:06 pm
  
  Thanks William!
  Reply
Yolanda Crowley on August 12, 2015 at 6:15 am

Thanks for this info!
It’s a great idea and so helpful for the VA and the client!
Reply
- SE Mershon on August 12, 2015 at 9:08 am
  
  My pleasure Yolanda, glad you find it helpful!
  Reply