This post may contain paid and/or affiliate links. I make a small commission at no extra cost to you. Please see our Privacy Policy.
Getting ready to interview potential clients as a virtual assistant? It’s a big step in growing your business.
Setting up a solid system for these talks can make a huge difference. You’ll want to have a plan that you can use over and over again.
Before you start working with clients, it’s smart to have a smooth process for meeting them.
This starts with how you interview people who might hire you. Having a good system helps you feel more confident and professional. It also helps you find the right fit for your business.
Have you thought about how you’ll handle these important chats?
Streamlining Your Client Meetings: The Discovery Call Method
Perfecting Your Client Interview Approach
As a VA, getting to know potential clients is key. A good system helps you find the right fit. Here’s how to make your interviews smooth and effective:
- Make scheduling a call with you easy
- Ask smart questions
- Watch for warning signs
Keep it simple. Remember, you’re both checking if you’ll work well together.
It’s okay to say no if it doesn’t feel right. Trust your gut – it’s usually spot on!
The Pitch Chat
Talking about money can be tricky. But it’s a must for closing deals.
You’re the sales team for your business, so approach these talks with confidence.
Try this: For a week, say your ideal rate out loud each day.
If you want $50 an hour, tell your mirror, “My rate is $50 an hour.” Do this until it feels natural.
Remember, you’re in charge. You can turn down clients who aren’t a good match.
Be clear about what you want and trust your instincts.
Use tools like online calendars to make booking calls easy. Keep early chats short and sweet. Save the deep dive for later.
During your call, start with these questions:
- “How can I help you?”
- “Have you worked with a VA before?”
Let the talk flow from there. Listen closely and tailor your approach.
Be alert for red flags:
- Client has had many VAs recently
- They try to haggle everything
- They want to control your schedule
- They won’t sign an agreement
If you spot these, think twice about working together.
Your interview style should fit you. If you like structure, use a questionnaire. If not, keep it casual. Do what works for you.
Boost your confidence by practicing your pitch. Say your rates out loud until you believe in your worth. This makes talking about money easier.
Remember, you’re building your dream business. You get to choose your clients. Be clear on what you want and stick to it.
What’s your way of meeting new clients? Try out different methods and see what clicks. You’ve got this!
Questions to Ask When Interviewing a VA
I have a full list of questions I ALWAYS ask potential clients. You can download it for free here:
What Makes a Great Virtual Helper?
When looking for a virtual assistant, think about these key traits:
- Strong communication skills
- Ability to work independently
- Good time management
- Tech-savvy
- Attention to detail
What Kind of Work Will You Give Your VA?
Virtual assistants can handle many tasks, like:
• Scheduling appointments
• Managing emails
• Data entry
• Social media posting
• Customer service
Be clear about your needs when talking to potential VAs.
How Will You Know If Your VA is Doing Well?
Set clear goals and track progress. You might look at:
- Tasks completed on time
- Quality of work
- Client feedback
- Improved efficiency in your business
Regular check-ins help keep everyone on the same page.
What Tools Will You Use to Work With Your VA?
Popular options include:
| Tool Type | Examples |
|---|---|
| Project Management | Trello, Asana, Click Up |
| Communication | Slack, Zoom |
| File Sharing | Google Drive, Dropbox |
Choose tools that work well for both you and your VA.
How Can a VA Help Your Business Grow?
A good VA can:
• Free up your time for important tasks
• Bring new skills to your team
• Help you stay organized
• Improve customer service
Think about your business goals. How can a VA help you reach them?
Leave a Reply