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As you move into building your
virtual practice, choosing clients will be one of the most
exciting and difficult things you'll have to do.
So we offer this list of
things to think about as you move through the process.

1. Am I
deeply moved and excited by the client's work and
personality (do I like who the person seems to be)?
If you're not absolutely
jazzed by both, the relationship isn't worth pursuing
because it will end up being a huge energy drain for you
later on.
2. Does the
client clearly understand the concept and power of working
with a Virtual Assistant?
Does the client think that
"pay for the time you use," means
"piecework," or "on a project basis,
only," or does he really understand that this is an
ongoing, talk and/or communicate in other ways almost
daily, kind of thing? If he's thinking piecework/project
work, refer him to a local office support services
company.
They do that kind of work,
all the time.
3. Can the
client easily afford my fee?
The key word is
"easily." You don't want the client struggling
to pay you, and maybe having to choose between paying you
or paying the mortgage.
4. Do I
really want to barter for services?
When you start your
practice, it may seem great to barter with a client.
Bartering sometimes seems like a smart way to get what's
needed when a business is new. Consider it only if the
client has something to barter with that you want
and cannot afford to pay for. That's the most important
point. If it's something you could pay for, then
you have no reason to barter. Don't accept a barter
arrangement just to get a client. It will end up being a
problem for you later on.
If you're considering
a barter, make sure that the client is really terrific at
what he offers. Not everyone is a great (or even good)
marketer, or coach, or web designer, graphic artist, etc.
Check them out before you commit your time and energy.
You could end up with next to nothing gained.
And make sure that
the barter is for a limited time, and for a specific
thing. Don't ever barter unlimited time for, say, two
months, in exchange for X. You'll probably end up on the
losing end of the deal.
You want to build into your
original agreement that the barter arrangement will end at
a certain point, and the client will agree to continue to
work with you paying your then current fee. If a client
balks at that idea, it probably means the client doesn't
really want the relationship to be long-term.
Remember that
bartering doesn't "excuse" you from claiming the
equivalent income for tax purposes. So whatever you barter
for, make sure it's really worth it
to you.
5. Does
what the client says about himself make sense?
If someone claims to be
very accomplished, sought after, etc., professionally,
making it seem that he's really playing big
professionally, yet isn't sure he can afford a VA, or
wants to barter, something's not quite right.
Check the client out.
Someone who's that accomplished should be jazzed to talk
about his work with you.
Ask smart questions, such
as:
1. Who's
your publisher? Is this your first book? Why did you
decide to self-publish?
2. Are you
a member of a speaker's bureau?
3. Where
did you receive your training as a coach?
4. Have you
spoken at any conferences I might have heard of or
attended?
5. How long
have you been doing X?
6. What
other web sites have you designed?
7. Could I
see some of the graphics you've created?
The answers
will give you more insight.
6. Does the
client seem to want a partner for success, or a mother?
Some clients really want
someone to come in and make decisions for them. Don't get
sucked into this one. It's one thing if a client routinely
asks for you input. It's another thing entirely if a
client seems to want you to be responsible for business
decisions he should be making.
If the client wants
you so deeply enmeshed that your taking time off would be
problematic, the client most definitely needs to consider
something other than working with a
VA.
7. Probe
deeply, and read between the lines
It's probably not enough to
gauge fit from one conversation with a client. You'll want
to probe deeply about the client's feelings and attitudes,
and share yours about things like values, time, control,
trust, standards, work-styles, important v. urgent, give
and take, collaboration, privacy, boundaries,
confidentiality, giving/receiving praise and criticism,
and a number of other vital issues. You want clients where
there is congruence on these issues, or at least a basic
compatibility.
Be sure to speak your
truth, and listen deeply when the client speaks. You need
to become skilled at seeing, or hearing both what's said
and unsaid in order to understand
things clearly.
8. Is the
client flexible or rigid?
Flexibility, in terms
of processes -- trying new things, trying new ways of
accomplishing goals, is a definite plus. Clients who are
more rigid will have great difficulty adapting to using a
VA (which is all about doing things differently!), and
will struggle to even really hear, much
less truly consider your great ideas.
9. How many
things does the client have going on at this time, and how
organized and clear is he about each one?
The more a client
wants to do, and the less clear or organized he is, the
more grief and hassle it will be to work with him. He
needs to be very clear about his path before you can help
him, successfully, get to his goals.
10. Does
the client fit my ideal client profile?
If so, go for it. If not,
ask yourself how much of a fit there is. If it's 80 -
100%, terrific! If it's more like 30 - 40% , forget it.
Don't fill your practice
with the wrong clients. You're in business for yourself
for a reason --- conceivably one that has you wanting more
for yourself than you had in the corporate workplace you
left. Don't get sucked into believing that you have to
work with every client who shows interest. When you fill
your practice with the wrong clients, on the other hand,
you won't have space for those who do fit, and it
will be hard to get rid of the problem clients down the
road.
By being committed to your
standards, and by taking your time in assessing the fit of
prospective clients, you'll build a virtual business that
will truly be of your own creation, and will support you
in living a life you love.
Stacy Brice changes work
and changes lives. She is a nationally recognized expert
on 'virtual officing' and virtual work, and President and
Chief Visionary Officer of AssistU, the premier
organization training, supporting, coaching, certifying
and referring Virtual Assistants. She can be reached via
e-mail at stacy@assistu.com, by phone 866/829-6757 or on
the web: www.assistu.com.
Article originally appeared in OfficePRO, the publication
of the IAAP (www.iaap-hq.org)
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