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Client Consultation for Virtual Assistants

Virtual Assistant Client Consultation and Assessment Form

Offering a free consultation is a standard practice among virtual assistants and a great way to screen potential clients. Part of the client consultation process is interviewing the potential client to determine if they are an appropriate client for you. Virtual assistants need to ask specific questions designed to give you an understanding of their business, what their service needs are and to discern whether you will be able to form a long-term relationship.

A client consultation form is a great way to enter the initial phone called prepared and ensure you gather all of the pertinent information during that call.

You will impress a potential client if you are confident and take charge of the initial client consultation process. Many clients are not fully aware of what a virtual assistant is and what one can do for them. The client may not even know what questions to ask and can be quite relieved when you lead the process.

You will also need to stay in charge of the new client consultation process to ensure you obtain the necessary information in a timely fashion.

There are many people who will talk excessively and may stray from topic. You will be surprised how quickly your 30 minute consultation can go by. You don’t want to take too much time with consultation which can detract you from other duties and you don’t want to run out of time on the call before you and your potential client have all of your questions answered.

Plan your Client Consultation in Advance

The client consultation process is not something you will want to just do without some planning in advance – particularly when you are just starting a virtual assistant business. Once you have done many of these it may come quite naturally to you, but in the beginning it is best to have your questions prepared in advance. Of course, you can always be flexible as each call is different, but your client consultation form will keep you on track during the call.

If you are a little nervous during your initial consultation, it will help to have the questions you will ask planned and written down in advance. You can also have a little script written down to guide you as you go through the phone call but remember you don’t have to read it word for word, just tailor it to each consultation.

Use your “ideal client” which you determined when creating your initial business plan and keep it mind while interviewing potential clients. It is tempting to take on any client when you are just starting out, but keep in mind you will not be the best virtual assistant to every client. Be clear and honest about your skills and service offerings, and looking for a good match that suits you both.

Keep in mind there are also some clients that just are not a good fit for any virtual assistant.

You will want to ascertain that before you start working with them. If during your client consultation you feel this client would be better served by a different virtual assistant, it is best to let them know that. You may want to refer them to someone else and let them know if you know of a virtual assistant who can better serve them.

Take some time to think about your “ideal client” and what questions you need to ask during your initial consultation to determine if they fit into your ideal.

It is a good idea to have a form on your website that potential clients can fill out when scheduling a consultation with you so you can do some research before your first conversation.

You will want to collect the following information:

  1. Business name, name of main contact person
  2. Phone number
  3. Email address
  4. Website address
  5. Brief description of the type of business

Take a look at their website before your consultation so that you have a pretty good understanding of their business before hand. This will help save time during the phone call and will present you as a well-prepared professional that knows how to conduct business.

Just as you would look up a website and go to a job interview well prepared, you are preparing to work in partnership with this business and want to be as knowledgeable as possible about that business.

A client consultation is an excellent way to find appropriate clients to form long-term relationships with and build your client base. With a little preparation, this process can go smoothly and be effective for both you and your potential clients.

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