Want More Money + Clients? Become a Specialist or Consultant

Want More Money + Clients? Become a Specialist or Consultant

Virtual Assistant Consultants + Specialists
Get More Clients + Earn More $$

What you need to know to make the switch from generalist or admin to specialist!

The VA Industry is changing!

Clients are looking for skilled professionals who are specialists not generalists.

What’s the difference?

Well to me a generalist is someone who does a lot of different things well but is not great at anything.

Now, that may sound harsh but it’s the perception many people have, including potential clients.

When you offer everything under the sun + the kitchen sink it’s hard to understand what you’re really good at.

People look at your website or LinkedIn profile and are confused.

They don’t know what you do because of the number of different skills or services listed.

I know when I first started my VA business almost 11 years ago, I offered absolutely everything I was capable of doing because I thought that is what I was supposed to do.

I didn’t fully grasp that I got to choose what I wanted to offer.

That I didn’t have to offer services I didn’t like or want to.

I remember I had potential clients ask me what I was really good at and I couldn’t quite understand why they were asking.

That was until I had one that said they wanted a “WordPress Specialist” and not someone who dabbled in it from time to time.

The thing is I really was a WordPress Specialist, I just wasn’t presenting myself that way to the world.

To this person I was a generalist because of the sheer number of services I offered.

Needless to say, that conversation was an eye opener for me. I went back to the drawing board and removed ALL the services I didn’t enjoy or was just “dabbling” in.

I dwindled my list down to only 4 services. The ones that I was great at and loved doing.

Those 4 services were:

  1. WordPress
  2. Infusionsoft
  3. 1ShoppingCart
  4. Project Management

You don’t have to specialize in just one thing – you can specialize in as many as want.

Just as long as it’s clear you’re a “specialist”.

If you’re offering a ton of admin services, such as:

  • Data entry
  • Research
  • Inbox Management
  • Calendar Management
  • Customer Service
  • Resume Writing

Then you’re considered a “generalist”.

Right or wrong, that is the perception.

Now… if you were to specialize in one or two of the above listed services, you would be a specialist.

If you’re looking to build a long term successful business you need to specialize – simple as that.

You can choose what you specialize in – like I did.

There are several benefits to becoming a specialist including:

  1. earning more money.
  2. multiple revenue streams.
  3.  being the go to person in your market.

The first one is simple.

Specialists make more money than generalists or assistants.

People believe right or wrong that generalists or assistants are paid less than a specialist or consultant. It’s all in their perception.

The second one is my absolute favorite benefit!

Let me explain what I mean.

Let’s say you’re a WordPress Specialist (I was and still am). You can take your WordPress expertise and offer it in a variety of different ways to create multiple offerings.

Here are the different WordPress services I offered in my VA business:

  • Website Design
  • Website Audits
  • Monthly Management
  • Migrations

For website design packages I offered a one page website, a full professional website, a membership site and an e-commerce site.  Four different website design packages – four different revenue streams.

I took one skill set (WordPress) and divided it in multiple different ways to appeal to multiple different customers and created multiple revenue streams.

With my WordPress knowledge I’m able to demand a higher rate, create multiple revenue streams and set myself up for recurring revenue!

Woot! I love that!

So… what expertise can you specialize in to create multiple revenue streams in your business? I’d love to know – please comment and share!

The third benefit is all about being the “go to” person in your market.

For example, one of your client’s colleagues could say “I need a WordPress website.”  And, your client will say “Oh, you’ve got to go see Susan. She built my website and it’s great. She even manages it for me.”

You got a referral from a client just like that!

This also works if you share value with your market on a consistent basis.

What do I mean by share value?

Show up in Facebook or LinkedIn groups full of your dream clients and answer their questions. Share your expertise.

People will remember how you helped them and reach out when they need your help.

How exciting is that!

You start attracting clients instead of chasing after them.

If you need help creating “value” to share, check out my Content Creation Workbook. That’s what it’s all about – walking you through how to create value that showcases your expertise and then sharing it.

You can find out more about it at https://www.techiementortraining.com/content-workbook-sales.

And… one more benefit for those of you that specialize in back-end skills such as systems + techie tools.

You gain the freedom and flexibility you wanted when you left your soul sucking job. You’re no longer tied to your computer during so called business hours.

Back-end skills let you work when and where you want!

So… bottom line is you need to specialize if you want to earn more $$ and attract your dream clients.

The first step is deciding what you want to specialize in.

Is it something you already know?

Or… maybe it’s something you want to learn.

Either work, just make a decision and start letting the world know you’re a specialist.

Remove all the things you don’t enjoy or don’t want to do from your services.

Keep it simple and trust me things will start to shift in your business.

Once you have clarity everything seems to fall into place.

Now… if you’re someone who is interested in specializing in back-end skills I invite you to take a look at my Techie VA Training Vault. It’s an affordable alternative to those monster courses that costs hundreds of dollars and leave you hanging after a few months to figure things out on your own. You can try it for 7 days for only $1. When you join you get access to all the Techie Training programs including WordPress + Mail Chimp.

I teach you not only the skills but what to do with them. Many courses teach you the how of the program but not the next step. In other words how to implement what you’ve learned and start working with clients. I focus on the skills + the implementation of them.

Give the Techie VA Training Vault a try if you want to specialize in the skills that give you the freedom to work when + where you want.

You can find out more at https://www.technicalvirtualassistant.com/join.

Specialization is the way to go to earn more $$ and attract clients.

What are you waiting for?

Feel free to post below and let me know what action you’re taking today to become a specialist.

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.


  1. The Difference Between Front End + Back End Services
  2. 7 Ways to Scale Your VA Busines
  3. Skills to be a Professional VA
  4. What’s in Your Success Jar?

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. You’ll get instant access to 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!

Business Ethics: Why Being Honest Is Key To Running A Successful Business

Business Ethics: Why Being Honest Is Key To Running A Successful Business

Business Ethics: Why Being Honest Is Key To Running A Successful Business

Let’s Chat About The Importance of Ethics + Honesty In Your VA Business

First… be forewarned that this is going to be a rant post and something I feel needs to be addressed!

I wanted to do a post about this because lately I’ve been seeing a lot of posts on social media similar to this.

A new client just hired me for social media management, and I’m not sure how to do what they want. Can someone walk me through what I need to do?

This type of post makes me cringe.

Now, I know I don’t have the whole story on this particular post… but more times than not what is happening behind the scenes is someone told a potential client that they knew how to do something when in fact they didn’t.

So.. they closed the deal and then jumped on social media to ask “what’s next“. This is NOT the way to do business – especially as a Service Provider!

You are in a virtual service based industry. It is so dependent on relationships and reputation. The last thing you want to do is tell a potential client that you know how to do something when you don’t know how to do it, take their money and go out and ask on social media how to do what you’ve already said you can do.

This practice is dishonest and unethical.

If you’re doing this please stop. If you don’t know what you’re doing, then don’t take money from somebody to do a job or a task or a project.

When people do this, it hurts the reputation of our entire industry.

Now… please don’t misunderstand what I’m saying.

I’m talking about those who are dishonest and take money for something they’re not qualified to do. In other words they don’t have the knowledge needed to get the job done let alone get it done right.

And…  yes I know that sometimes the poster has been honest with their client and the client is okay with them learning this service through them.

Or… maybe an existing client has asked them to learn something. (This is how I learned Infusionsoft)

If this is the case, by all means reach out for support!

This post is focused on those dishonest and unethical people (yes they’re out there), that tell a potential client what they want to hear, take money for something they don’t know how to do, and then ask for help in a Facebook group full of their peers.

How do they know the client that just hired them isn’t in the group they’re posting in? (This actually happened in my VA Tips + Tricks Facebook group!)

Someone posted that they got a new client, they needed help doing X, Y, Z because they didn’t know how to do it. The client was in the group and saw their post.

Think about how that client felt…

Personally, I’d be livid. I’d feel cheated and taken advantage of.

This happens far too often. The end result is people thinking the industry as a whole is dishonest and unethical when that couldn’t be farther from the truth. I don’t know about you but I don’t want people thinking that about our industry.

Unfortunately, a few bad apples can (and do) spoil the whole bunch.

We end up with client’s who have trust issues because they’ve been:

  1. Burned
  2. Taken advantage of
  3. Lied to
  4. Mislead
  5. Ghosted

It’s up to all of us to help stop these dishonest individuals from tainting the VA Industry.

I do my part when I see these posts. I’ll ask questions to see if they have the knowledge to get the job done and just lack experience, or they are completely new to the task.

There’s a big difference between having the knowledge and not yet having experience and NOT having any knowledge of the skill at all.

If you don’t have the knowledge, don’t sell it as a service. However, if you have the knowledge but don’t have the experience, be honest with your potential clients. You’ll often be surprised!

Would you allow someone to work on your car who had never seen an engine up close?

Again… I’m not talking about experience here, I’m talking KNOWLEDGE.

Do you really want someone who is “learning on the fly” to be your Social Media Manager or to build you a WordPress Website?

Imagine the damage they could do to your business.

I know there are other VA Coaches + Trainers who teach the “figure it out”, “learn on the fly”, and fake it until you make it methods. I personally disagree with these teaching methods – they’re unethical in my opinion.What happened to honesty?

Please don’t use your clients as guinea pigs, it’s not “on the job training”.

Just because you watched a couple of YouTube videos on Infusionsoft or Click Funnels, doesn’t give you the knowledge you need to sell it as a service.

You don’t know what you’re doing until you get your hands on the tool and get actual experience using it. I know this from years of teaching computers and software systems.

There’s a huge difference between watching someone do it on YouTube and doing it yourself.

I got a ton of business due to these unethical practices. I was known as the Infusionsoft cleanup queen for years.


Because people would watch a few videos on Infusionsoft and then “figure it out” after the client hired them. Only to disappear because they realized there’s way more to it than what they saw on YouTube. I was hired to clean up the mess made by someone else because they didn’t have the knowledge to do the work and had no business selling it as a service.

Here are few more things I feel need to be touched on.

  • If you subcontract to others, be honest who’s doing the work. If you take on a job and then give it to somebody else, your client should know who’s doing the work. Even though it’s your business, they still need to know somebody else is doing the work.
  • Communicate when you may miss a deadline or need to change it. If you know you’re going to miss a deadline date for a task that’s due, tell your client. Don’t just disappear or let the due date pass without a conversation.
  • Please don’t bad mouth others that do the same thing that you do.
  • And… it’s never okay to take a client’s money, then disappear when you realize you can’t do the work promised.

If your busines is your livelihood, be honest + ethical. Post your ethics on your website, add them to your business policy document and share them with your clients.

Let them know you’re a Service Professional and not someone flying by the seat of their pants.

Ethics and honesty is where it begins and ends.

Remember, at the end of the day this is a relationship based business and your reputation is everything.

It just takes one bad move to ruin it all. Clients will not hesitate to share their experiences with others: “This person took advantage of me – I do not recommend working with them”.

There goes your reputation and your business.

What do you think? I’d love to hear from you.

Feel free to post below and let me know.

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.


  1. What to watch out for when starting a VA business.
  2. We all struggled when starting out.

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. You’ll get instant access to 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!

7 Ways To Scale Your Virtual Assistant Business

7 Ways To Scale Your Virtual Assistant Business

Ideas to scale your virtual assistant business to work less + earn more.

Have you reached that point in your business where you’re looking to do something new + different?

It might be time to scale your Virtual Assistant business if you’ve grown bored with the same routine day in and day out. Or… maybe you just want to work less and earn more.

I know this was me after being a Virtual Assistant for 5 years. I had grown restless and wanted a change. I enjoyed working with clients but somewhere along the way I stopped liking what I was doing.

I wanted more freedom and flexibility in my day and my business.

It was time for me to scale my Virtual Assistant business!

Is it time for you?

Maybe you’re looking to:

  • have more time and  freedom
  • earn more money
  • become a consultant or specialist
  • stop working 1:1 with clients
  • reach more people
  • change things up
  • or… whatever works for you

The beauty of having your own business is you can change anything at any time!

My motto is Your Business – Your Choice.

You get to choose everything you do – so when it’s time for a change – change it!

This is ideal for me since I’m one of those types that needs a constant challenge to keep me interested.

You don’t have to keep doing what you’re doing now – especially if you no longer enjoy it!

So… if you’re ready for a change read on!

In this blog post I’m sharing 7 different ways you can scale your VA business. These aren’t the only options – just the most common.

I’ll be creating separate blog posts for each of these to deep dive into them and include details around how to get started, key systems you need, how to market your new business model and so much more. Stay tuned!

#1 – Build a Team of Virtual Assistants.

Build yourself a team of virtual assistants that can either do overflow work for your clients or the work you don’t want to.

This is where I started. I wanted to get more time back in my day but not take a hit on my income. Plus I was tired of turning business away for things my clients wanted but I didn’t do.

Just know that when you add more people to your business – it adds a layer of complexity to it.

More moving pieces to manage.

But… it’s a great way to scale your business. Just be sure you’re clear on everything involved. I’ll be doing a blog post to expand on this topic in the coming weeks – so stay tuned if you want more details.

#2 – Start a Virtual Assistant Agency.

First off, there’s a big difference between a VA Team and a VA Agency.

When you build a team for your business you’re still working with clients.

When you start an agency you take on the role of CEO, which usually means you’re no longer working with clients. You’re in charge of going out and getting the clients for the business.

You become the sales and marketing department all by yourself.

I would recommend building a team first then moving into an agency so you have some experience and a general idea of what it’s like to manage a team and delegate the work.

Building an agency is a great way to earn lots of money without working one on one with clients.

I’ll be doing a blog post to expand on this topic in the coming weeks – so stay tuned if you want more details.

#3 – Be a Matchmaker.

A Matchmaker is someone who refers or matches Virtual Assistants with clients.

You become a connector.

There are a couple of different ways matchmaking works.

One is to help clients find qualified + vetted virtual assistants.  Your main focus here is creating a satisfied client base where you charge them a fee to match them with the right VA.

Two is helping qualified + vetted virtual assistants find clients. Your main focus here is creating a satisfied base of Virtual Assistants where you charge them a monthly fee to be part of your association or club.  These are what most of the VA associations do.

Either way is a great way to help both clients + virtual assistants.

I’ll be doing a blog post to expand on this topic in the coming weeks – so stay tuned if you want more details.

#4 – Affiliate Marketing.

This is a great way to make some extra income and it’s becoming more and more popular.

Especially with techie tools.

What is it?

It’s where you refer products + services to your audience and get paid a commission or referral fee.

You get what’s called an affiliate link that tracks the sales you refer and you get paid!

Most people create a Resources page on their website and add their affiliate links to it.

Check back in the coming weeks for more details on how to add Affiliate Marketing to your business!

#5 – Become a Consultant + Specialize.

When you’re a consultant you are known for a specific expertise or speciality.

They do more strategic type work vs the day to day stuff.

AND… Consultants can earn up to 3x more money than assistants.

So… what do I mean by becoming a consultant.

I mean to specialize in something.

Learn everything you can about a specific industry, techie tool or system.

I’m a Project Management Consultant. It’s something I brought with me from my cube farm days and it’s something I am passionate about.

What are you passionate about?

Where do you have existing expertise?

Is there something you want to learn?

I love all things strategic so, my newest passion is Sales Funnels. I’m learning everything I can about them + the tools they use.

I’ve recently started working with coaches to help them create group coaching or membership programs using content they already have. Another passion of mine.

If you want to be a consultant, take some time to figure out what are you passionate about and how you can offer it as a service to your clients.

I wrote a blog specifically around becoming a specialist or consultant – you can read it at https://www.thetechiementor.com/virtualassistantconsultant/. It covers the benefits of specializing as well as how to get started.

#6 – Create Digital Products.

If you’re looking for a way to earn more money and work less you can create digital products to sell.

There are so many different things you can create based on your experience and expertise.

Products can be simple or complex, pricey or affordable.

You could create something as simple as an ebook.

Or… you could create an entire course or membership program.

If your looking to move away from working 1:1 with clients and want to reach a larger audience, products might be the way to go!

I’ll be doing a blog post to expand on this topic in the coming weeks – so stay tuned if you want more details.

#5 – Coaching + Training.

I hesitated to add this one based on what I’ve noticed happening in the industry these past few years.

First… I believe that you need to have more than a year or two of experience before moving into coaching or training.

You need to know what you’re doing before you start teaching or coaching others… period.

In my opinion you should have at least 5 years experience.


Because you need to know what you’re teaching actually works.

That you’ve used your “system” successfully in your own business not just took training and decided to turn around and teach it to others.

That you’ve experienced the highs and the lows of running a business and know how to work through them.

That you’ve actually been successful at marketing, getting clients and making money running a full time VA business.

Too many new Virtual Assistants jump over to coaching and training before they’ve even completed their first year in business.

My question is – what are they teaching and is it ethical – does it really work?

Look at these statistics for small businesses and what does it tell you?

  1. 20% of small businesses fail in their first year
  2. 30% of small businesses fail in their second year
  3. 50% of small businesses fail after five years in business
  4. 70% of small business owners fail in their 10th year in business

Experience + success is key if you’re going to coach or mentor others.

Obviously this is a passionate topic for me and I’ll be creating a blog post to talk more about this topic. So stay tuned!

There is so much potential in this industry. It’s there for the taking. It’s up to you to figure out what works best for you and your goals.

As I mentioned, these are not the only ways you can scale your virtual assistant business. These are the most common.

The sky is the limit!

So… do any of these peak your interest? 

Feel free to post below and let me know.

I’d love to hear from you.

All comments + questions are welcome.

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

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. You’ll get instant access to 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!

The Things That Keep You Stuck

The Things That Keep You Stuck

The Things That Keep You Stuck

Today’s topic is all about the things that keep us stuck.

I call these stuck points.

A lot of these points are for people who are just starting out in the VA industry. But, they’re also for those of you who’ve been in business for a while, whether it’s been six months or two years.

What can happen is we can come across these same “stuck points” and they become stumbling blocks for us.

Let’s start with what I feel is the most important, and that’s mindset.

Mindset affects every single thing that you do in life. Now, we’re going to focus on it from a business point of view. You have to realize, how you think, and what you think about affects the overall success of your business.

I think one of the biggest things for me is I’m an over thinker. I can overthink anything. It took me a while to figure out that overthinking was causing me to stay stuck because I kept thinking about things instead of doing them.

Now, here’s the thing with overthinking, you’re not going to know if what you’re thinking is going to work until you push it out to the world and see what happens. Failure is not the end of the world, it means you’re trying.

When you’re overthinking, you’re keeping yourself stuck.

Be careful if you have perfectionist tendencies as well – they can stop you in your tracks.

I am a recovering perfectionist-over thinker. So… I have to really step back sometimes and look at, “Okay, am I just being a perfectionist? Am I overthinking this?” I need to remember good is good enough. Get it out there, get started and then you could make tweaks as you go along.

You’re going to learn from pushing something out to the universe, if you will just do it.

Overthinking, perfectionist, procrastination, those three things are usually intertwined. Because you’re overthinking, you’re thinking it’s not good enough, then you procrastinate about actually putting it out. Those things sometimes work together.

Ok… next up is thinking like an employee.

Now this can be a hard one. If you’ve been an employee for most of your life, like I was, it’s very hard to stop thinking like one.

One of the biggest things is you don’t have to ask for permission anymore.

It’s your business, your choice. That’s my motto. You get to make the decisions on who you work with, how much you earn, and so much more.

It really makes a difference when you realize that if you’re waiting for direction it might be time for you to put on your CEO hat and make those decisions yourself.

Watch for your employee behavior and habits because it’s something that’s very easy to fall back into.

Self-worth is up next.

If you have issues with charging what you’re worth or if you’re always undercutting your rates to try to land clients, you might want to look at your self-worth.

If you don’t believe you’re worth it (whatever it might be) then nobody else is going to. This is one of the reasons I say don’t work for free. You’re selling your expertise and your knowledge, don’t start off by giving it away for free. You need to charge for it!

Value yourself and how your knowledge helps clients.

Let’s talk about confidence.

Confidence comes with experience. But, most people start as a VA without experience like myself. You can’t get experience until you do something.

Experience brings confidence.

So… how can you get experience?

Well you can subcontract for another VA to get experience, or you can offer what I call a Launch Special. It’s where you offer a new service for a lower rate to get experience. The client gets a discounted rate while you get experience. It is NOT the same as learning on the job. You’re looking to get experience NOT learn a new skill. A Launch Special can help you get that while building your confidence.

You’re going to have to put yourself out there to get experience as a VA, there’s no other way around it.

Another big “stuck point” I see is deciding on a business name.

Don’t overthink this. Just use your name because you are a personal brand.

Your business name doesn’t need to include Virtual Assistant or VA. In fact, I encourage you to stay away from using either one because VA is not a title, it’s an industry. (Here’s a blog post I wrote on why it’s an industry and not a title just in case you’re interested – https://www.thetechiementor.com/virtualassistant-not-title/)

Focus on something that resonates with you or, if this is keeping you stuck and you can’t move forward, then just choose your name.

If your name is not available then use your middle initial in your name, use your maiden name. Come up with something that’s very simple because you can always rebrand.

Don’t let this keep you stuck. Because, at the end of the day, your business name doesn’t tell people what you do. That’s what marketing is all about.

Now… Let’s talk about marketing!

I think some of the biggest “stuck points” have to do with marketing.

You know…

  • target market
  • ideal client
  • how to market,
  • where do I find clients

These all lump together because it’s all about marketing.

First off you need to define WHO you want to work with.

Not everyone is your client. And saying that entrepreneurs or solopreneurs are your target market is way too broad.

You really need to focus on targeting a specific profession or industry. What do I mean by that? For example coaching is an industry. But you can even go further and say, business coach, life coach, health coach, finance or money coach (down to a specific profession).

Defining a target market and an ideal client is what helps you find + get clients.

A target market is simply who you want to work with. So, start by narrowing it down to an industry or profession.

Your ideal client also known as a dream client – these are the people who you love working with. They have the traits that you enjoy working with.

They’re not somebody, for instance, who is a micromanager. I don’t work well with micro managers or what I call a firefighter, which is somebody whose hair is always on fire and everything’s urgent and was supposed to be done yesterday. Those types of clients are not ideal for me because I don’t work well with them.

That’s what an ideal client is. You start with your target market, industry, or profession, and then you define it down into the traits that you’re looking to work with. Because, not everybody in that industry or profession will be right for you.

The big question now is where to find clients.

First remember, marketing is nothing more than sharing. But it’s NOT selling.

Marketing and selling are two different things. Marketing is awareness. Selling is selling.

When it comes to marketing, you want to create great content to get your markets attention.

It’s a great way to show people you actually know what you’re talking about. It’s all about sharing you’re brilliance!

Show them you know what you’re talking about.  Blog, create a checklist to give away as a freebie, share your expertise on social media, or create how-to videos or audios. There are so many different ways to share your expertise – go with what is most comfortable to you.

This is the best way to get your market to Know, Like and Trust you.

They need to get to know you, to like you, and to trust you before they’re going to sign on the dotted line.

Second to last are skills.

First I will say that the VA Industry is changing. Clients want more than admin skills.

They can do their own admin work but they can’t create systems, or use the technology that runs + automates their business.

Clients want help with systems + technology.

Now, I’m not saying that admin skills aren’t important, they’re just not an in-demand skill anymore.

Systems and technology are the tools that clients want and need. Plus they pay on average twice as admin based skills.

To learn in-demand skills and specialize check out my Techie VA Training Vault for 7 days for only $1.00. https://www.technicalvirtualassistant.com/join

Last but not least, is not having a plan.

Many people decide they want to start a VA business but don’t have any idea where to start or what to do.

My advice is create a plan first.

A plan can help keep the overwhelm in check and keep you focused so you can leave your soul sucking job or whatever your dream is.

Start with simply creating a schedule of when you’re going to do your research and stick to it.

If you’re looking for a done for you plan that walks you through all the steps to setting up and launching a VA business be sure to check out my VA Action Plan Workbook. To learn more go to https://www.iwanttobeavirtualassistant.com/sale.

That’s it! Thank you for reading.

These are the key stuck points that I see in my Facebook + LinkedIn groups and I thought I’d just take a moment to share these in case you are someone who is currently stuck. I hope you find it helpful!

I’d love to know if you found this information helpful – please share below as a comment.

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. You’ll get instant access to how-to video training for Virtual Assistants that want to create a successful business.

Enjoy your day – Susan

Top Tips to Find Your Perfect Dream Client

Top Tips to Find Your Perfect Dream Client

Top Tips for Finding Your Perfect Client

One of the hardest things for me to grasp when I was starting out was buying into the belief that not everyone was my client.

I wanted out of my soul sucking job so bad I was willing to take anybody as a client – even though I knew deep down it was NOT the best fit for me.

I would work with any client that showed interest in working with me.

But… I learned very quickly that that’s not the right way to run a service-based business.

Because it’s all about relationships!

Have you ever done that? 

Gone against your better judgement and said Yes to working with a client that you knew was not right?

What I mean by not right – is not right for you.

It’s all about working with the right clients – your dream clients.

But, when you’re just getting started and trying to land that first client it’s tempting to just say YES to whoever wants to hire you.

You’re hungry.

You want to get your business up and running – to get experience as a Virtual Assistant.

And… maybe get yourself one step closer to escaping the cube farm.

I get it!

I did this more times that I wish to admit and what happened was not pretty.

I ended up having to “fire” clients because it was not a good working relationship for either of us.

And… firing clients is NOT fun.

I eventually learned to listen to my instincts and follow them when it came to working with clients.

That’s the most important thing you can do for yourself and your potential clients.

Listen to your instinct, your gut, your source or whatever you want to call it, because it’s going to guide you to make the best decisions for YOU.

I know it’s scary to say NO to potential clients for a number of reasons but you started your business to work with the type of people you enjoy.

Not the ones you don’t.

Remember… it’s all about the relationship.

To help me avoid making the same mistake I came up with what I called my “Dream Client Profile“.

It’s really more of a checklist than a profile.

You see, I’m not worried about whether or not their married or have kids or live in South Carolina.

What I want to know is if they’re a micro-manager or a nit-picker.

Yes… I know I’m using labels here but these are to help ME identify the people that I KNOW I don’t work well with.

So, I invite you to do the same.

Grab a sheet of paper and draw a line down the middle.

On one side of the paper write down all the traits you know you LIKE to work with.

To help you get started, think of people you’ve worked within the past or current clients that you really enjoy working with.

Then ask yourself, what did you like about them?

What made it enjoyable to work with them?

On the other side of the paper, list out all the traits you DON’T like to work with.

Remember… You’re entering into a relationship with a client, so you want to make sure that you’re only working with people that you enjoy.

I’m sure in your past you can think of people that fit both sides of the coin, people that you really liked to work with and people that you didn’t.

Try to identify the traits that you really liked or disliked.

For me, I just cut right to the chase and I only did a dislike list (it was easier and much shorter).

It was easier for me to think of the traits I didn’t like.

Now both sides of the list are important – you really should know the types of people you like to work with.

But… you need to really focus on the Don’t Like list when interviewing potential clients.


Because they should NOT have any of the traits on that list.

So, each time I interviewed a potential client I knew what to watch out for.

I do not work well with the following types:

  1. Micro-Managers
  2. Fire Fighters (not real firefighters… I’m talking about people who run around like their hair is on fire where everything is urgent or late)

If someone has these traits it doesn’t make them BAD – it just makes them not a good fit for me.

Make sure you’re filling your business full of client’s that you LOVE.

If you fill a space with someone that isn’t the right fit, then you don’t have room for one that is.

So… are you going to create your own list?

When it comes to interviewing potential clients – it’s important to have a rinse and repeat system.

I have an entire blog post on Discovery Sessions that you can read here.

It walks you through my system, including what to ask during the interview and much more.

Give it a read if you’re interested.

One other thing I wanted to touch on is the number of scams showing up in our industry every day.

For example…

  • If you’re offered a job WITHOUT an interview – it’s a scam.
  • If they ask you to send them money or pay for something upfront – it’s a scam.
  • If they want to send you a check or wire you money without knowing anything about you – it’s a scam.
  • If it’s too good to be true – probably a scam.

Ask around, Google their information to find out more.

Unfortunately, there are more and more scams popping up every day.

Protect yourself!

Ok… last thing about perfect client fit is understanding you are not an employee, you’re an independent contractor.

This is where things can get a bit sticky since many people come out of a professional type job and are used to managing employees.

They think it’s the same way they manage contractors… but it’s NOT.

You need to check the laws for your country to find out more details about employees vs. contractors.

Here in the United States, there is a very clear statute that the IRS wrote that clearly defines the differences.

Bottom line is your clients are not your employer and cannot dictate certain things to you.

If you find your clients are confused about what they can and can’t do – use it as a learning opportunity and send them to the appropriate site.

Here’s the link if you want to find out more about US rules + regulations.

Sorry… I know I said last thing but just thought of two other important things I want to include.

Don’t discount your rate to get a client – it sets the wrong expectation.

They may believe that your rates are negotiable and they shouldn’t be.

Your rate, is your rate, is your rate.

Don’t lower it because someone doesn’t want to pay it.

They’re not your dream client!

Let them go.

My best advice is don’t work with anyone who is NOT your dream/perfect client.

If you’re having trouble finding them, then maybe look at your process.

Where are you looking for clients?

If you’re on one of those eBay for people sites like Fiverr or Guru, then you’re competing with others that are just looking for the cheapest resource they can find.

You’re more than a cheap resource.

Go where you’ll find the clients that will pay you what you’re worth.

I like the fishing analogy here – if you’re currently charging $25 an hour and increase your rates to $50 an hour, you’ll need to move to a new pond where you can find your dream clients.

How are you approaching potential clients?

If you start off by selling something, I’d suggest a different approach.

You’re starting a relationship – start by giving them something of value.

Solve a problem using your expertise.

Give them a free checklist or share a blog post that shows your brilliance.

Whew… I know this was a lot of information but I hope you’ve found it helpful.

Hopefully, I’ve given you some things to think about.

The last thing you probably want to do is be unhappy in your business because you’re not working with the right clients.

I’d love to know if you did the list exercise – please share below as a comment.

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.


  1. Setting Your Rates
  2. Virtual Assistant Systems
  3. Interviewing Potential Clients – My System
  4. Back End Vs. Front End Type Services

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. You’ll get instant access to how-to video training for Virtual Assistants that want to create a successful business.

Thanks for reading – Susan

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