How to Keep Your Clients Happy

Most clients want these 3 things from their virtual assistant (VA) - great customer service, excellent work quality and reliability! Conquer those and you should be able to keep your clients happy and long-term.

But how exactly can that be done?

1. Provide excellent response time and clear communication. Determine early in your relationship how your client likes to communicate with you and stick with that, unless you hear otherwise. Some clients will prefer email correspondence, while others will want to talk on the phone or exchange text messages with you. Many clients are also utilizing centralized online locations to share work, like Basecamp or Google Docs.


2. Ask questions if you do not understand what is expected of you, and repeat back what you hear. This is a great way to keep clear communication between yourself and your client and avoid miscommunication.


3. When speaking to your client, always be cheerful and encouraging. No one wants to talk to a...

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Can I Work as a VA Without Having Strong Technical Abilities?

So, you are not a tech guru, is there still virtual work that you can do?  The simple answer is yes.

Many small business owners need help with tasks that will require someone with a background in web design or web maintenance, social media management, graphic design or even email marketing, however there are still plenty of outsourced tasks that require administrative experience.

To be successful as a virtual assistant, you don’t have to offer everything to a client, but you do need to offer what you do best.

Below are some administrative tasks that many small business owners outsource that won’t require strong technical abilities.

  •         travel planning
  •         database management
  •         event planning
  •         ghost writing
  •         making phone calls
  •         organizing lists
  •         updating curriculum
  •      ...
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Tips to Balancing Your Workday When School is Out – The VA Summer-Time Shift

Many of us who work virtually, have a keen awareness about the benefits of balancing family life and work life. It is not necessarily easy, but it is manageable if you are organized and have a strong commitment to the profession. However, for those with school-aged kids, the summer months can push the limits of balance and patience. Our work schedules suddenly have to compete with kids who want/need our attention during daytime working hours.

Here are some useful tips to get you through what we like to call the summer -“time shift”.

Plan daily projects for your kids:
Depending on the age of your kids, try to have a daily project that requires little to no supervision which will occupy them for at least an hour. While the kids are doing their project, you can get some work done on your laptop or within ear shot of them.
Some project ideas include:

  • Quiet reading time
  • Writing letters to grandparents
  • Coloring or drawing pictures
  • Playing educational games on the iPad
  • Watching...
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Digital Clutter Is a Reality In Business

When you think about spring cleaning, you generally think about your surroundings- -your home, your car, the backyard.  Most business owners (including you), need to spring clean their digital “house”.

Digital clutter is a reality that we all deal with on a daily basis as we conduct much of our lives and business dealings electronically through computers, tablets and even on our smartphones.

Sometimes digital cleaning is about restoration. Spring may be the right time to get online accounts back in order.  When is the last time you went through your Amazon wish list, worked on organizing your social media accounts or revisited learning how to use them correctly?

Dealing with digital clutter or digital restoration is a great task to take on in your own business or to offer as a virtual service.  Feeling empowered by your digital world instead of bogged down by it can help you be more efficient, more productive and ultimately more successful.

How can you...

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7 Event Planning Tips for Virtual Assistants

Assisting with event planning is a service many clients need help with.  There are many parts of the event planning process that can be done with the help of a virtual assistant.

Events planning can include online events, video based or webinar style events, and events that are held in conference rooms, hotels, or event centers.  In this blog we will be discussing tips for planning an event or training at a physical location.  Regardless of what kind of event you are helping to execute, there are a lot of questions you should ask your client early on in the planning stage in order to assure a successful partnership.

Listed below are some key questions you should discuss with your client before starting to work together.

  1. What is the projected date and location for the event?
  2. How many guests will attend the event or what is the attendance goal?
  3. What is the budget for facilities rental?
  4. Will there need to be catering or other food/drink services?
  5. Will there be...
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Find New Clients Through Your Everyday Activities

As a virtual assistant it is important to share your services in a variety of ways.  Having a website is great, being on social media is important, but don’t forget to share what you do during normal daily activities.

Talk to the person working out next to you at the gym, share your skills at kids’ school activities, at church, at social gatherings, etc. You never know who may need your services.

It is important to have specific examples of how you can help someone make their life easier. It also can help that person identify someone who may need your services if they don’t.

You can discuss how you are:

  • Skilled in social media marketing
  • Great at transcription
  • A numbers person with a strong accounting background 
  • You may even have to explain what a virtual assistant is and how you started working as one

Be sure to give a way for people to contact you – email, visit a website, connect on social media, etc. if they or someone they know wants to...

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Tips For Virtual Assistants to Stay on Track at Tax Time

As the new year begins, virtual assistants who own and operate their own business or who are working as an independent contractor will  need to work on organizing receipts and tax-related expenses. 

  • Did you keep records of your expenses from 2013?
  • Do you have your expenses organized?


If you are having trouble answering either one of the questions above, do not worry…here are a few tips and tricks on helping you get on track for tax time!

Understanding what type of expenses can be applied to your business as a VA, can best be determined by an accountant.  However, here are a few examples of everyday expenses that you should be tracking throughout the year.

  • Telephone call made to contact your clients – whether it’s a land-line and/or cell phone
  • Internet connection in order to communicate with your clients
  • Copier and fax
  • Business cards and any marketing material
  • Did you use a car  to visit your clients – if you did, expenses...
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5 Ways To Help Clients At The End of the Year

It is hard to believe that December is here and we will be welcoming in the New Year very soon.  Many of your clients still have things they need to do before changing the calendar to 2014 that can be outsourced to a virtual assistant.

Here are 5 things you can do to help with the end of the year push.

  1. Communicate!  This is a busy month, and time is flying by.  Be sure and reach out to your client by email, phone, or Skype to remind them that you can help wrap up administrative tasks.
  2. Website Review. Offer to make sure all information on their website is updated with new business testimonials and photos, so that the website is refreshed and ready for visitors in the new year.
  3. Organize Emails.  Many of your clients would really appreciate starting 2014 with an inbox that isn’t cluttered.  Offer to create or purge both their active or reference-only emails.  With a little guidance from your client, this can be a great project to help them with.
  4. ...
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Holiday Related Virtual Assistance

This is a great time of the year to offer virtual assistant services that are geared specifically towards the holidays.

A busy executive may not know that a virtual assistant can:

  • book their holiday travel
  • brainstorm gift ideas and find the best prices
  • create digital photobooks
  • order and mail holiday cards
  • help with marketing holiday promotions
  • handle emails and/or phone calls while they are away

Remember, the status quo is not always the best way to retain or attract customers.  Being a virtual assistant allows you a lot of flexibility and creativity in the kind of services you can provide to your clients. Take advantage of this busy time of the year and realize that most business owners can use an extra hand with a task that is holiday related.

Your goal should be to help your client have a stress-free holiday so that they will not think twice about referring more work to you throughout the coming year.

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