Client Expectations


You’ve heard about it, right? Setting client expectations, what they want, what they need, how you can help them? Ok, here’s the thing, you must do your due diligence in setting up expectations or else, it could turn into a real train wreck!

Here are 5 simple steps to get a handle on it before it ALL COMES CRASHING AROUND YOU!

  1. Be clear
  2. Sometimes do them a tiny favor
  3. Establish boundaries 
  4. Don’t promise them everything
  5. Always under-promise and over-deliver

Read more in this guide Setting Client Expectations


4 Steps to New Clients


Here are four ideas to get a flow of clients coming your way:


  • Be clear about the work you do. If you can clearly explain your work, others will be able to spread the word. When someone asks what I do, I say, “I’m a Virtual Assistant. I work with solo-professionals – people who work on their own – like business coaches, marketing consultants, and financial planners. I help them with all their administrative work – like updating their websites, setting up their newsletters, and helping them set up online courses.”And then I stop talking. Too much information can be confusing! And by the way, I say the exact same thing every time someone asks me the question (I practiced saying it out loud until I could do it cold!).


  • Spread the word. Attend networking events in your area, participate in social media, and write a monthly email newsletter that you then send to everyone you know. If you’re in front of people on a regular basis, you won’t be top of mind when someone needs to hire a Virtual Assistant with your skills. People love to make referrals – make it easy for them.


Follow Through


  • Be clear about how much you charge. By being clear, clients can decide if they can afford you. It removes time spent negotiating and wringing your hands every time someone asks you how much working with you will cost. So pick an hourly rate and stick to it. Then raise it from time to time as your skills get sharper.


  • Be clear about how to get started.  have 15-minute free consultations with many prospective clients. When the call is wrapping up and I think they’re a good fit for me, I’m clear about the next steps. I say, “I’d like to work with you. I’ll send you a link to buy your first set of hours with me. When you’re ready and once you buy them, I’ll be in touch to schedule a meeting with you and we can get started.”


It may seem like getting good clients is a lot of work, but if you think about it as a part of what you do – and have a set approach you rely on every day – the work will flow your way!




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