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How to Interview Clients to Find the Right Fit (For You and Them)

As a virtual assistant, one of the most important skills you can develop is interviewing potential clients effectively. This will help you ensure that the client is a good fit and that your clients are happy and satisfied with the services they receive. Sometimes people just don't work well together, and that's ok! Maybe you have different approaches or are looking for different things. Either way, it's best to figure these things out initially to avoid unnecessary stress in the long run.

When it comes to interviewing clients, here are a few key steps we recommend you follow, so the process goes as smoothly as possible.

Come prepared

When you are meeting with potential clients for the first time, it is very important that you come off as professional and well-prepared as possible. This is your first impression as a business, so you want to market yourself as someone who is on the ball and easy to work with. Start by creating a list of questions you want to ask your potential client. These should focus on their business, needs, and goals.


During your call or meeting, be sure to listen carefully to the client's answers to your questions. Take notes if necessary, and ask follow-up questions to clarify any unclear points. This step is essential because this meeting is the starting point for the relationship you will build with your client. You want them to know that they can trust you to be attentive and respectful to them and their needs.


After the call or meeting:

  1. Take some time to reflect on the conversation and the client's answers.

  2. Consider whether their needs align with your skills and expertise and whether you would fit their business well.

  3. Don't be afraid to turn down clients you don't think you will work well with! It will be better for both of you in the long run if you are honest about your capabilities and boundaries as a VA.


Whether or not you decide to take on the client, it is essential to follow up with them (either through email or a call). If you decide that the client is a good fit for you, be sure to clearly communicate your rates, availability, and any other details you feel are relevant at this stage. This will help ensure that you and the client are on the same page and can move forward confidently.

Interviewing potential clients is crucial in finding the right fit for your business. By asking the right questions and listening carefully to the client's answers, you can ensure that you are providing services tailored to their needs to help them achieve their goals. Don't be afraid to set boundaries and know your own limits when it comes to deciding which clients you take on.


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