So, You’re Interested in Working With Me, What Next?
Okay so… you’re overwhelmed with your business administration and have decided that you’d like to work with a Virtual Assistant (smart move!). First off, congratulations on making it this far! Maybe you’ve reached out to be via email, DM, or filled out my Inquiry Form to learn more about what I do, or maybe you are just curious about what the process might look like before moving forward. Either way, I’m glad you’re here! Here’s a breakdown of how things will work from the moment you reach out…
Initial Contact - The First Hello!
When you first email me or fill out my inquiry form, you’re starting the conversation. This initial contact gives me a glimpse into your needs and how I might be able to help. I aim to respond promptly, typically within 24 hours, to acknowledge your inquiry and provide the next steps. You can expect a friendly confirmation email that I’ve received your inquiry and a brief overview of my services. I may also ask for any additional information I might need before our first call.
Discovery Call - Get to Know Each Other!
The next step is to schedule a discovery call. This call is a chance for us to get to know each other better and to discuss your needs in more detail. It’s also an opportunity for you to ask any questions you might have about working with me.
During the Call:
Introductions: We’ll start with a brief introduction to get comfortable.
Needs Assessment: I’ll ask about your goals, challenges, and what you’re looking to achieve.
Service Explanation: I’ll explain how my services can address your needs.
Q&A: Feel free to ask me anything! This is your chance to ensure I’m the right fit for your project.
Information Gathering – The Details
After our discovery call, I’ll need to gather some additional information to tailor my services to your specific requirements. This might involve filling out a detailed questionnaire or providing relevant documents.
What I’ll Need:
Project Details: Specifics about the tasks or projects you need help with.
Existing Materials: Any documents, logins, or resources I’ll need to get started.
Preferences and Goals: Your preferences for communication, deadlines, and any specific goals you have in mind.
Proposal – The Game Plan
Based on our conversation and the information gathered, I’ll prepare a detailed proposal outlining my approach to your project. This proposal will include the scope of work (a detailed description of the tasks and deliverables), timelines, a clear breakdown of costs, and any additional terms and conditions related to the work.
Contract – Sealing the Deal
Once you’ve reviewed and approved the proposal, I’ll send over a contract. The contract formalizes our agreement and ensures we’re both on the same page regarding expectations, deliverables, and timelines. It includes a recap of the agreed-upon tasks and deliverables, details about payment schedules and methods, assurance that your information will be kept confidential, and a space for both parties to sign and date.
Getting to Work – The Adventure Begins
With the contract signed, it’s time to for me to get to work and for you to sit back with peace of mind knowing that one less thing is being take care for you! I’ll dive into your project or tasks, keeping you updated every step of the way. My goal is to make the process as smooth and efficient as possible.
Working Together will include:
Regular Updates: I’ll provide regular updates on progress and any adjustments needed.
Communication: We’ll establish a preferred method of communication (email, phone, video calls) and frequency of check-ins.
Feedback: Your feedback is crucial. Don’t hesitate to share your thoughts to ensure we’re on the right track.
Moving Forward – Building a Successful Partnership
Our journey doesn’t end with the completion of the first project. As we continue working together, my focus is on building a long-term, successful partnership. I’m committed to helping you achieve your goals and grow your business.
Ongoing Collaboration:
Continuous Improvement: I’ll seek ways to improve our processes and deliver even better results.
Scalability: As your needs evolve, I’ll adapt and scale my services to match.
Support: Consider me a part of your team, ready to support you whenever needed.
Conclusion
Starting a new partnership is always exciting, and I’m thrilled about the opportunity to work with you. By following these steps, we ensure a smooth onboarding process and set the stage for a successful collaboration. So, let’s get started on this adventure together and make great things happen!
Feel free to reach out if you have any questions or need further clarification on any of these steps. If you haven’t already, make sure you fill out the Inquiry Form so we can get your first call scheduled!
Here’s to a productive and rewarding partnership!
