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How to Prep for a Consultation Call

As a virtual assistant, conducting consultation calls with potential clients is essential to finding work that will fit your needs. These calls are your opportunity to showcase your skills and expertise and demonstrate how you can help clients achieve their goals.

Since every client is different, there is no way to prepare for every eventuality. However, we at TVL have come up with some helpful tips to make the process as stress-free and organized as possible.


Researching the client and their business will help you better understand the type of person you are about to meet. Taking time to learn about the company will let you tailor your approach and questions to their specific needs and challenges. Doing your homework is always a good idea and will let the client know you are reliable and hardworking.

Offer Clear Deliverables

Part of a consultation call is marketing yourself and your business to potential clients. You want to provide them with a clear understanding of how you can help their business grow and improve. Prepare a specific list of your skills and abilities and highlight how your expertise will be relevant to their needs.

Create a Meeting Plan

Before the call, take some time to think about how you will structure the conversation. This will help you stay focused and ensure that you cover all of the critical points. Creating a list of relevant questions will help you keep the meeting on track and will help you come across as prepared and organized.

Some examples of questions you might want to ask include:

  • Can you tell me more about your business? What values are important to you?

  • What are the specific areas you are hoping to focus on?

  • What do you hope to accomplish through our work together?

Take a Moment to Breathe

Before you start the call, take a moment to breathe and recenter yourself. Talking to clients can be daunting! Especially when you are trying to market your services to someone new. Just remember that what you have to offer is valuable, and no one will be upset if things don't go exactly as planned.

The point of a consultation is to figure out if your services and the client's needs are aligned. Sometimes, this might not be the case, and that's OK! As long as you are confident in yourself and what you bring to the table, finding the right clients will be easy.


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