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How To Prep For A Consultation Call

Are you a new virtual assistant feeling nervous about your first consultation call? Don’t worry- you’re not alone! Consultation calls can be intimidating, but they don’t have to be. With the proper preparation, you can breeze through your first consultation call as a virtual assistant and make a great impression on potential clients. In this blog post, we’ll discuss how to prepare for a consultation call so you can confidently approach it.

As a virtual assistant, it’s important to do your research and be prepared before going into a consultation call. Doing your research ahead of time will allow you to have a more productive conversation with the client and provide them with the best possible service.

Before the consultation call, take the time to learn as much as you can about the client’s business. Read up on their website and social media profiles, review any press they have received, and get an understanding of their current and past projects. Knowing as much as you can about the client’s business will help you to better understand their needs and offer the most relevant advice.

It’s also important to research the client themselves. This will give you a better insight into the client’s experience and background, which can help you to create a stronger connection with them.

The next thing that you should do, is create an elevator pitch. An elevator pitch is a short and concise summary of who you are and what services you can provide to a potential client. It’s an opportunity to introduce yourself quickly, stand out from the competition, and demonstrate your value in a memorable way.

The goal of your elevator pitch should be to create a lasting impression on the potential client, so take time to craft something that’s meaningful and memorable. This is also a great chance to provide information about your experience, specialties, and any certifications or awards you have received.

Think of it as an opportunity to showcase the best parts of your profile while still giving the client enough information to decide if they want to work with you. Keep it short and to the point- no more than two sentences- but make sure it packs a punch!

It’s important to have a clear understanding of what skills and services you provide so that you can effectively communicate them to potential clients.

Make sure you are familiar with the services that are in your scope of work as a virtual assistant. If you’re unsure, research other virtual assistants and see what services they offer. From there, determine what services you can offer that will help the potential client. Once you have a list of services, you should determine how much you are willing to charge for them.

Be mindful that there are certain tasks that require a specialized skill or extra time that may cost more than other services. Don’t be afraid to price your services competitively, but also make sure to factor in your own time and worth. You may want to include a package deal for clients who need ongoing support.

Before you meet with a potential client, it’s important to prepare questions to ask during the consultation call. Asking questions helps you better understand the needs of the client and determine whether you have the skills and expertise necessary to fulfill those needs.

And finally, make sure you have a contract ready to go so that if you do decide to move forward with the client, you’re fully prepared.


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