A really important part of working as a Virtual PA is being able to manage expectations in relation to your clients.
Example: If a client gives you a piece of work and says there’s no rush, go back and ask them for a deadline date. Don’t presume it can be left until the client chases up for it, get a proper deadline.
Example: You’ve been asked to check and manage the client’s emails and respond to new enquiries on their behalf. Ask the client how often they expect you to check their emails. Is it first thing in a morning, lunchtime and around 4.00pm each day, Monday to Friday? Get it confirmed with the client.
Read: Managing Expectations Using Your Initiative and answer this question.
- If the client specifically asks you to carry out only 10 hours per month, how would you monitor this to make sure you do not go over the allotted time?
Read: Questions To Ask Your Client and answer these questions.
- Name three different things you should ask about when getting to know your new client and how they work.
- If you are expected to deal with new enquiries by email or phone on behalf of therapy client, what information would you want to ask the new enquirer?
- If the client had a team of five associate therapists and you were expected to support everyone in the company, what would you want to know about them to provide the best possible service?
Where it asks you to complete questions – lay them out on a Word document, showing the question and your answer underneath. Then send your Word document to tracey@virtual-administration.com.
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