Scheduling A New Client Kick Off Call

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 & professional
  • Allows you to discuss priorities, deadlines & 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 & 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.

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

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

Enjoy your day – Susan

Are You Nervous About Speaking To Potential Clients?

Are You Nervous About Speaking To Potential Clients?

Interviewing Potential Clients

I remember the first time I had a potential client ask for a meeting to discuss how I could help them. I was terrified – I was like what do I say or ask?

Speaking about your business to a prospect is much different than applying for a job. In truth, you want to listen more than you talk.

In this week’s VLOG I talk about:

  • how to prepare
  • sample questions to ask
  • how to follow up

The biggest thing to remember is, it is NOT a sales call – it is a conversation to find out more about them and their business and how you can help them.

Enjoy the video and thanks for listening.

I’d love to hear what you think. Do you have a story about not meeting with a prospect?

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.

You find a list of sample questions in my Prospect Questionnaire for free here.

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 watching!

Enjoy your day – Susan

Are Your Business Policies Documented?

Are Your Business Policies Documented?

Business Policies

Have you taken the time to document your business policies AND share them with your clients?

I know many business owners that have not documented their policies or shared with them with their clients. This can cause potential problems…

For instance, let’s say that you charge an “urgent fee” for last-minute tasks or projects. Now, you may have told your client but they may not have “heard” you or understood exactly what an “urgent fee” is or when they would be charged one. Imagine their surprise when they receive an invoice that includes an “urgent fee” of $75.00 (just an example)! They could be very unhappy to find out that you charged an extra fee to have their work completed by their last-minute deadline.

I highly recommend that you take the time to document all of your business policies AND share and discuss them with your clients. In your first meeting – go over them in detail, make sure they understand them and address any questions or concerns at that time. This way, there are no surprises. Add them to your Welcome Packet!

If you’re not sure what to include in your business policies, here are a few tips to help you get started:

  • Business Hours – include whether you work weekends or nights.
  • Rush or Urgent Fees – if you charge a fee for last minute tasks please be sure it is clearly documented what constitutes a “rush” fee and how much you charge.
  • Referrals – do you give existing clients a discount if they refer someone who becomes a client?
  • Average Turnaround Time – this is key for Virtual Assistants; what is the average turnaround time to complete tasks. Be sure to document that all tasks are different depending on complexity but you can give include an average.
  • Emergencies – how do you handle life’s emergencies? Do you have someone who covers for you while you are out of the office?
  • Holiday Schedule – what holidays do you or your team observe?

Your business policies is a living document. Be sure to schedule time monthly or quarterly to update it. Don’t forget to send the new versions to your clients and discuss any changes with them the next time you meet.

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

Thanks for reading!

Enjoy your day – Susan

PS – All of these items should be in your contract as well. I have the separate document since we all know no one reads the fine print on contracts.

PPS – If you are a Virtual Assistant and are confused about what goes into a Business Policies document – check out my VA Biz Bundle.

Create Your Benefits Flyer

Create Your Benefits Flyer

Benefits Flyers: What They Are & Why You Need Them

Benefits Flyers 101

Traditional marketing tools like business cards and brochures are not enough to get you noticed in today’s noisy world. If you want to stand out in the crowd I recommend creating what I call a Benefits Flyer™.

What’s a Benefits Flyer™ you ask?

It is a flyer that lists the benefits & solutions your products & services provide.

Instead of telling people your “title” and handing them your business card or brochure (which by the way most people don’t care about – unlike Corporate America where titles are everything), share the benefits and solutions you provide.

So many people do not know what a Virtual Assistant is or they think that all Virtual Assistants are administrative assistants.  As you know, Virtual Assistant is a very broad term.  It can be someone who answers phones to someone who does programming.

I have used a Benefits Flyer™ for years when going to networking events. It grabs your audience’s attention by focusing on what you can do for them instead of who you are. You can also use it as a conversation starter or as part of your Elevator Speech.

Even if you do not speak directly with everyone who grabs your Benefits Flyer™ it still stands out! Most people take all of the business cards they accumulated back to their office and put them in a nice little stack to either follow up with later or add to their CRM. Well think about this, your Benefits Flyer™ is not the size of a normal business card so it won’t fit into a nice neat stack. Which means they will probably pull it out and look at it!

Get started on creating and using your Benefits Flyer™.

Create your Benefits Flyer™:

  • Start by doing a brain dump of all the benefits & solutions your products & services provide your Target Market.  For example:
    • Save Time
    • Save Money
    • Earn More
    • Peace of Mind
    • More Freedom
    • Business Growth
  • Create 3 – 5 bullet statements using the benefits or solutions from your brain dump. Remember, look at it from your client’s perspective – “what can you do for me?
  • Create a flyer in Word, PowerPoint, Publisher or any other tool you have.
    • I usually create my flyers using 4×6 or 5×7 for the paper size.
    • Pick what you like – remember you want it to be bigger than a business card.
  • Add your Logo and contact information.
    • Use either a phone number or email address.
  • Print them.  I would not do more than 20 at a time. This way you can test them to be sure they are working.
    • Print them yourself or have them professionally printed.
  • Put them everywhere!
    • Your car
    • Your briefcase
    • Your purse
  • Update as needed!

Using your Benefits Flyer™

  1. Take them everywhere with you!
  2. If you are out running errands, feel free to stop by local businesses and introduce yourself and leave your Benefits Flyer™. I would stop by the local businesses in the strip mall where I did my grocery shopping and leave my flyer. I even landed a couple of clients!
  3. Use them instead of business cards at any live events.
  4. Use them as a conversation starter. Instead of saying, “Hi I’m Susan Mershon and I’m a Virtual Assistant” (which normally loses people), use one of the bullets from your Benefits Flyer™. For example, “Hi I’m Susan Mershon and I save health coaches time & money by managing their social media needs.”  Trust me, now you will have their attention.
  5. Get out there and share your expertise!

Here are a few example Benefits Flyers™ that my wonderful clients agreed to share. Click the link below to download.

Sample #1

Sample #2

I’ve also created a checklist that you can use to help you get started. Click the button below to download a copy and start designing your own flyer today.

benefits flyer checklist

Are you using a Benefits Flyer™ or something similar? How is it working?

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. You’ll get instant access to 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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