Make cold calls to generate leads from a provided spreadsheet. Here are Shandon's notes on this free document: Since the free forms have been so helpful for me, I decided to create a template that others could use as well. Assess the client's assets. Video Virtual Assistant for any Coach, Speaker, Entrepreneur, Author, or Small Business needing Video Editing Services and Marketing Implementation. It made the brochure look really good, and makes a nice balance between Explosion In A Font Factory and Boring Times New Roman. Note: As noted above, I do not send a client questionnaire to the client. New Client Email. In fact, this is a minimum requirement when hiring a virtual assistant through us. This free Client Information /Intake Form was generously created and contributed to VAF by Shandon Collins. Here's what you'll need from the client: URLs for all social profiles (Facebook personal profile, Facebook page, Instagram, Twitter, etc.) Whether you need help with marketing, accounting, writing, or general business tasks, use this Virtual Assistance Client Questionnaire to send it to potential virtual assistants. paid work for existing clients, find new work and new clients whilst maintaining his business administration duties. Go deeper and learn about the features and benefits of their core products and services, and ask them to explain how their offerings solve problems for their customers. More and more business owners are realizing the value of outsourcing their administrative, technical and creative needs. Schedule appointments. At first, this might sound daunting when you're used to doing everything on your own. I'm Rhonda, Chief Evangelist of the VA lifestyle and your cheerleader in the VA game! If you're a new Virtual Assistant or thinking of becoming one, I'm sure you're worried about how you will get new clients. A short trial period is a great way to test the waters and see how well you are able to work together. Step #5: Offer a trial period for your Virtual Assistant services. If they can do it, so can you. Client Intake Form. Make travel arrangements. Until you've established some trust, clients don't really know what to expect. Any admins or marketing partners you should know about. Scheduling a date on your calendar to check in with them in a . Visit Virtual Assistant Talent client testimonials & read what they say about our VA services. WoodBows. It's a service that is in demand and an industry that is growing at a rapid pace. On average, a virtual assistant can earn about $20 an hour for work that can include customer support, bookkeeping and managing email, social media, website and e-commerce storefront management. Event management. Focus on your offer. Welcome Letter To Your Client. Entrepreneurs and business owners turn to WoodBows when they need a reliable virtual assistant for their business. What type of services are you interested in? Dress professionally to make a good impression. This call is designed to be a one-on-one conversation between you as the VA and the primary decision maker. Many pros become a virtual assistant with no experience by starting their own freelance business. And to be fair, neither do you. Free Virtual Assistant Proposal Template That Wins Clients. How quickly do you respond during working hours? As their business grows, there will always be new projects that they will need help with. A warm welcome and the simple act of saying thank you can go a long way when starting your new client relationship. Here are the top twenty-five websites for all general virtual assistant services: 1. This is how you'll collect essential information from your client to get started in completing tasks for them. Client Questionnaire for general VA Lets understand your requirements Kindly answer the following questions and add any more information that you deem important to give us an overview of the things to consider for your Virtual Assistant. A few sample questions you can ask: . Project Support. We live life on our own terms. If they want 30 hours worth of tasks completed every month but only want to purchase 15, that disconnect is something that needs to be discussed. Letting the client know you're available to continue working together. A virtual assistant is a person who provides various services to entrepreneurs or businesses from a remote location. 12. . Virtual Assistant Talent offers flexible virtual assistants pricing plans, available at weekly/monthly packages. You want someone who is solution-oriented, not someone who complains and does nothing to ensure the client is happy. Potential Client Checklist Some initial questions that you might want to ask are included in this template -be sure to make it your own! The onboarding packet, along with your contract or agreement, helps the client understand what is happening and when. You want to make sure you are able to talk . 7 Things to Include In Your Virtual Assistant Welcome Packet 1.) Admin & Customer Support Talent. It's free to sign up and bid on jobs. Learn the top 10 Virtual Assistant questions to help prepare for your next interview. Answering any questions the client has or doing a short training or video. These are simple steps in your client onboarding process that can be automated depending on the customer relationship management system you use. Take a look at the sample email below. . Clients rate Virtual Assistants. Keep a portfolio of your work experience and have a copy of your resume with you. One of the most critical parts of your onboarding process is assessing your new clients existing campaigns. Our Next 3-Day Live Website Building Event has arrive! It also helps you get all the information you need to not only get started but that you can easily refer back to if needed. The roles and responsibilities highlighted in the job description template are managing all spread sheets and lists, acting as a personal assistant to the client and helping in managing things in a timely manner, gathering and verifying paperwork for the project and promoting the company as the best place to work. Here we share our VA onboarding checklist to help you give your new Virtual Assistant everything they need to make a difference from day one. Don't just ask about the type of offerings. $15/hr. However, some virtual assistants can make even more than that. You will want to explain to them how to complete these steps based on your process. Here at The Virtual Hub, all of our virtual assistants work for a minimum of 20 hours per week for each client they serve. This position's responsibilities resemble those of an Administrator or Executive Assistant.Virtual Assistants might work from home or an office in a different location. Step 2: Choose an hourly rate or put your services into different packages. What's your monthly and/or project budget? Basic Marketing/Social Media Management. Information about Contract. Hey there! First, we're going to follow a step-by-step template of what you need to do to get your business rolling and to start getting clients. Create content to post on the company's social media channels. 2. 2. Who is your target customer? All of my business goals have been achieved via your Virtual Assistant. Step 1: Select the services you're going to offer as a Virtual Assistant. . Here is a list of questions that will assist with the start-up process. New Client Questionnaire . 1. For example, a virtual assistant who provides specialized services like content creation would typically charge more than one who helps . There are a host of things that virtual assistants can do, including: Social media management. Your virtual assistant can even help order marketing material like lawn signs, agent boards, business cards, and feature sheets for open houses. This question has dual purposes. You'll be able to get a good understating of what they do and do not have in place. New Client Questionnaire - Video Design and Creation Assistant . View Template. Step 2: Prepare And Show Up For The Call. In the age of the internet, many businesses and individuals are choosing to utilize online assistant services, instead of spending the money and resources on an in-office or physically present assistant.Virtual assistants can assist with almost . *. Knowing the questions they might ask and how to answer them can help you better prepare for your interview. I love helping virtual assistants like you soar to great heights. "Annabelle (VA) is a joy to work with, very professional, and is diligent in her understanding of my wants and needs. (Thanks Shandon! ) The Virtual Assistant's Guide to Onboarding Clients. A Virtual Assistant Agreement is a document between two parties, the virtual assistant and the client, for a contractual working relationship. It's a career choice that promises . Client Workflow, Relationship Coach, Mindset Coach, Virtual Assistant, Copywriter, New Client Workflow Ad by . Data Entry/Transcription. So to help you get an idea of who could be that elusive and exciting first client, I asked members of my VA Handbookers Facebook group a load of questions about their first one including how they got them and what . This is one of the most important questions you can ask a potential client. 5. During a virtual assistant interview, employers ask a variety of questions to assess your candidacy. . Your virtual assistant onboarding process plays a key role in their success and in ensuring that things go as smoothly as possible. Virtual Biz Solutions.All Rights Reserved. You might also append a timeline to this question: Tell me about your goals for the next month/quarter/year. Founded in 2010, Fancy Hands is a New York-based virtual assistant company that offers budget-friendly VA services to clients in the US and around the world. Includes links to your project management, how they can have a look at your hours and the project status etc. Step 1: Create a Document. The text, images, colours, your logo - it's all 100% editable. Step 3: Send In Your Proposal. Your Turn. A great website is the crux of your virtual assistant business. Here are the 5 steps to follow to start a home-based virtual assistant business: 1. Look over general questions and answers that they can ask. If you're considering starting your own business, becoming a Virtual Assistant can be a good choice. This is one of the questions virtual assistants should ask at the beginning of their engagement with a new client and periodically throughout their time together. My brochures are going to the printer today. As a creative virtual assistant, onboarding a client is one of the most important steps in your business. Company Profile Sheet. Social Media Tracking Spreadsheet. These tasks include scheduling appointments and responding to emails. If you're based in New York and your virtual assistant is in India, for instance, they may be almost 10 hours ahead of you. Lack of communication or poor communication is the cause of so many workplace issues, especially with remote workers. Virtual Assistant Interview Questions. Please list all the applications you will require your Virtual Assistant to have access to below: Application 1: Please insert . . . This tool is great for managing clients, contracts, questionnaires, accepting payment and emails. Now, it can seem overwhelming to become a freelancer but it's honestly not that difficult. Administrative Support. A virtual Assistant is responsible for managing everything virtually. Examples of Virtual Assistant duties and responsibilities include: Answer emails and phone calls from customers. Create a lead capture form in your CRM and then embed it into your website. When you work with a new client . Over the last four years running a digital marketing agency, I have onboarded and worked with over 60 clients. Any issues or questions are handled . So, put your hair up and your yoga pants on, turn up the 80's music and let's rock this thing! Phone call management; Online research; Reservations; Email management; Event scheduling and . But it's also worth mentioning, that it's important to have as much information on the prospective client before the call. A virtual assistant, following guidance from you, can research LinkedIn and creates a list of prospective clients. A virtual assistant is an online resource for small businesses to help with many of the things they don't have time for, like email, social media, or administrative tasks. Working remotely as a virtual assistant can make a relationship a little harder to develop. . Because a Virtual Assistant's core purpose is to enable their clients to get on with what they do best. While often overlooked, this question is something you should ask as it lets you know how long it will take your VA to get back to you via calls or emails when you need something. i want to get things done We provide you access to top-of-line [] Preparing reports. Checklist for Press Release Submission. Check out our virtual assistant client intake forms selection for the very best in unique or custom, handmade pieces from our shops. I created a template for a client information form. You can make it in Google Docs or in MS Word as per your preference. B2B businesses (and some B2C businesses) must keep a list of ideal clients. WoodBows is one of the top virtual assistant service companies in the USA. As they learn to trust you, they will feel more comfortable giving tasks away to you. Say they hire you for social media, but after looking through your welcome packet, they see they can use you for project management or graphic design as well. Product or Content Training. Your first email in your new client onboarding process will consist of a few getting started steps. 4. (Current) Virtual Assistants. This method resulted in creating 10 new clients on average each month. THE INITIAL HOME CONSULTATION: 10 Questions You Need on Your Interior Design Questionnaire . Reassure them that they've made the right decision and provide a brief summary of the services you'll provide. 2022 Virtual Assistant Services | KD & Co. Here you will find the top 20 interview questions to ask a virtual assistant and explanations as to why they are vital in the hiring process. These are things like: Logos, Brand Colors, Mood Boards Headshots + Brand Photos Login Credentials for Accounts and Platforms Ideas and Action Items for Projects As an . You might think that 20 hours sounds like a very . This proven proposal template won over $7,200,000 of business for our virtual assistant customers in 2021 alone. 4.7/5. The Benefits of Having a Client Onboarding Questionnaire. Learn the difference in hiring our dedicated virtual assistant. The best places are GoogleDrive or Dropbox. . Managing calendars, appointments and emails. Search for jobs related to Client intake form virtual assistant or hire on the world's largest freelancing marketplace with 20m+ jobs. Choose a timeline depending on the implementation process of your product. What it is they actually do for a living, what their value to their clients is, and why they went into business in the first place. Making Sense of Cents profiled one virtual assistant who said she earns about $10,000 a . We'd Love to hear from you. An onboarding checklist is a key tool to use, allowing you to systematically introduce your virtual assistant to key parts of the business and their work. Streamlining this process with a client onboarding questionnaire helps you (and your new client) save so much back and forth time getting everything set up. Our Virtual Assistant onboarding checklist 1: First . Virtual Assistant Services. Have a well-designed website. The contract should also include how long the engagement will last (perhaps indefinitely), and how the agreement can be terminated by either party. Take a look at this step-by-step guide to onboarding that will lead you through the very first interest in your services, all the way to signing the client as your very own. Be excited and happy about the interview. . clients rate Virtual Assistants based on . of this completed information sheet and does not mean you have hired [Your Company's Name] virtual paralegal/assistant services. I want to know that the VA has experienced these issues and knows how to work . Exactly what you'll mean for them + how + when you need what + when you'll send them what and how etc. Including a list of the services you offer may help get you more business from a client. Describe your experience or expectations working with a virtual assistant. Or Take the tour of Better Proposals. When you hire a new virtual assistant, you want them to be up-to-speed as quickly as possible.. Hiring a virtual assistant typically costs anywhere from $1 to $100 or more per hour, depending on several factors including their location, their experience and expertise, and the tasks they help you with. Top 25 Virtual Assistant Websites. Before anything else, you need to prepare a document that will eventually become the new client questionnaire. based on 79,240 client reviews. Create a document and develop your desired questionnaire that will help you understand them. . Secondly, it helps you identify the candidate's problem solving skills. These are all helpful ways to get your business seen by more people and one less thing for you to manage. For instance, you might ask for the standard 2-week notice from your VA if they are going to quit. The welcome packet should essentially answer any additional questions the client might have at the start of your working relationship, or be something . 22. VA Pro is the #1 resource for virtual assistants in the uk with regular articles, how-tos, software reviews, coaching and information to support you and . A whopping 57 million Americans freelance. This just means you have to put effort in to making sure the client is happy and loving what you do. . While there is a learning curve for every new virtual assistant hire, it's important that a VA or team of VAs have the capability to think quickly and make the right decisions in situations where time zone differences might mean that a client or employer isn't immediately available for questions. Hire Freelancers. Firstly, it helps you identify the candidate's level of experience. All their virtual assistants are US-based, native English speakers. Or maybe they know someone who is looking for your email marketing expertise, so they recommend . Payment information. Virtual Assistants perform various administrative tasks while working remotely. While some questions focus on you and your work or academic history, others test your reactions to certain on-the-job situations. Book travel transportation and accommodations. Andrea Kalli - Video Design & Editing Services for Professionals It also allows you to create workflows that will automate your client process by triggering an action once a certain step is complete. Tell me about your goals (financial, customer-related, operational). Step 4: Follow Up (Just In Case) Step 5: Send In Your Contract, Invoice And Welcome Packet. This virtual assistant discovery call question also tells you whether the amount of support they want is feasible within the amount of time they want each month. It helps put your new client at ease and showcase how professional you are! 23. I never ask my clients to fill out a questionnaire, I practice these questions to memory, I may have an outline on my pad to ask the right questions, and the difficult ones. Step #1: Schedule a Discovery Call. Step 1: Set Up A Discovery Call. So those are the main questions to ask potential new clients. By now, you know you can offer hundreds of services as a VA. You can do everything from writing, emailing, calendar management, bookkeeping, marketing, social media, and more. . APPLICATIONS; Hello there! Now it's time for me to put together the rest of the welcome packet. A virtual assistant can do these activities, letting you focus on the personal interactions involved in making sales. Login and password for the above accounts. Asking for a referral. Sending a questionnaire asking for feedback and a testimonial. . Created by We Are Virtual Assistants https://wearevirtualassistants.com TEMPLATE Make use of this template when you speak with potential new clients to build trust and to determine The more prospects you work with, the more you'll realize every client is different. Despite if they are in the same . Onboard new clients effortlessly using Philer Virtual Assistant. Please answer what you like; leave blank what you prefer not to answer. Sending a card or small gift to say thank you. Start reading our Virtual Assistant template and prepare one for your next potential client in your VA business with Better Proposals. Here's what our happy clients are saying about us. Potential clients need to think about what their core role is. It's time to send your virtual assistant client questionnaire. A welcome packet for new clients should include: A warm welcome intro letter. Step 6: Schedule A Follow Up Chat Or Call. A VA company might ask for 30-day notice from you before terminating your subscription payment. Research leads on LinkedIn. The more you can do this, the more you'll know about the problems you're trying to solve and the better you can speak to your ideal client in your marketing. Sample Work for Hire Agreement (partner contract) It's your online hub and it should act as your own online business card, resume, and . The core purpose of a Virtual Assistant. As a creative virtual assistant, onboarding a client is one of the most important steps in your business. From my BUSINESS SETUP & WORKING WITH CLIENTS collections, you get: Checklist for Setting Up a Mailing List. There are actually only two steps in my anti-business plan. Contact me | (+44) 12567 678 468 . Your contract should outline the details of the service and your invoice, whether it's paid in full, on a retainer . To officially become a client, there needs to be a signed contract and a payment. BASIC INFO; . weeks of admin time off your plate and you will feel soo much better being able to focus on your existing clients and new clients to come. View our virtual assistant services rates. New Client Intake Form. Always remember that communication between you and your assistant is vital. Coaching Service Client Intake Form & Detailed Client Questionnaire - 2 CANVA Documents . Arrive at least 20 minutes early for the interview to make sure you aren't late. Admin access where applicable (Facebook Business Manager, Google Analytics, etc.) Create Your Own Freelance VA Career. Step #2: Prepare for the Discovery Call. HR Support. Steps You Need To Take To Onboard Clients As A Virtual Assistant. The right questions can be the difference between a good and great work relationship. Step #3: Send Follow Up Notes. Questions? Often times, your client is overwhelmed at this process - and this can easily be one of the biggest objections!
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