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 these questions.
- Name three different things you should ask about when getting to know your new client and how they work.
- 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?
- 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 you received a phone call or an email that required an urgent response but you were unable to contact the client by phone/text/WhatsApp/email – what would you do?
- If the client had a team e.g. 5 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?
Type your answers in here
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