5 Things to Consider for a Discovery Call

As a virtual assistant, one of the most important steps in securing new clients is the discovery call.

This initial call is where you’ll have the opportunity to learn more about the client’s needs and determine if you’re a good fit for each other.

Here are some things to consider when preparing for a discovery call with a potential client:

1. Research the client and their business: Before the call, take some time to research the client and their business. This will give you a better understanding of their industry, competitors, and pain points. It will also help you come up with questions to ask during the call that demonstrate your interest and knowledge.
2. Prepare a list of questions: Speaking of questions, it’s important to come prepared with a list of thoughtful questions that will help you better understand the client’s needs. Some questions to consider might include: What are your biggest pain points in your business? What are your goals for the next six months? What are your expectations for a virtual assistant?
3. Be ready to discuss your services: The client will likely want to know more about the services you offer and how you can help them. Be prepared to discuss your areas of expertise, your process for working with clients, and the types of tasks you typically handle. It’s also a good idea to have some case studies or testimonials on hand to share with the client.
4. Consider your availability and workload: During the call, the client may want to discuss timelines and deadlines. It’s important to be honest about your availability and workload so that you can manage expectations from the beginning. If you’re already at capacity, it’s better to be upfront about it rather than over-committing and risking burnout.
5. Be professional and personable: Finally, it’s important to strike a balance between being professional and personable during the call. You want to come across as competent and capable, but also friendly and approachable. Remember that the client is likely evaluating your communication skills and whether or not they would enjoy working with you.

Preparing for a discovery call with a potential client takes time and effort, but it’s a crucial step in building a successful virtual assistant business. By doing your research, preparing thoughtful questions, and being professional and personable, you’ll be well on your way to securing new clients and growing your business.

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