Steps to Take With a Brand New Client by Erin Blaskie
One of the questions I am asked often in my virtual assistance business is: what steps do you take with new clients?
Every single virtual assistant has his/her own way of performing client intake but I have come up with a system that I feel works really well and keeps everything organized and efficient. Here is a rough outline of my process for new client intake:
(1) Introductory phone call.
(2) Setup Basecamp (project management software).
(3) Load up welcome package and call notes to Basecamp.
(4) Send e-mail to client with Basecamp login info.
(5) Let the client know to start sending work our way.
When you are setting up your incoming system, make sure to put something in place that is easy to follow and something that you can keep consistent. You’ll quickly find that consistency is key in all areas of your business.
Another thing you can do as well is send them a thank you card for their business after their first week or month with you. Sometimes when I do this, I also include a $5 or $10 Starbucks gift card. It’s a nice gesture that goes a long way in the virtual work world.
Create a system for new client intake, put it to the test and tweak it as you go. Just remember, have fun with it and be organized so that your new clients feel welcome into your business and can trust that you are organized and have good systems in place.
Erin Blaskie: Virtual Assistant, Online Business Manager and Techno-Geek Extraordinare has been fortunate enough to grow, live and experience the entrepreneurial dream. In August of 2004, she launched her virtual assistance business - Business Services, ETC - and began virtually servicing clients from around the world. She attracted clients almost instantly and within six months of the business’ debut, she left the corporate world and focused solely on her virtual assistance business. The future is bright for this entrepreneur who, in her early twenties, has already had the opportunity to learn from the brightest, work alongside the driven and has been supported by a great network of both friends and colleagues. Erin is also a virtual assistant coach and can be found at TheVACoach.com.
Technorati Tags: Client intake, new client intake, new client, new clients, client management, new client management, virtual assistant, virtual assistance, Erin Blaskie, Business Services ETC, www.bsetc.ca
Topics: Virtual Assistant Expert |
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