Virtual Assistance is the wave of the future within our current economy. THAT
COMPUTER LADY is ready to help you embrace a new way to do business!
THAT
COMPUTER LADY can help you to:
more effectively reach your business goals
increase your profits
provide more free time for you by focusing on your to-do list
relieve the stress of trying to do everything yourself
operate more efficiently and profitably
serve your clients more effectively
organize your business operations and work flow
accomplish your goals and objectives
In order to accomplish these goals, here is the
PROCESS we will follow – Our
TOP TEN list!
Your preparation
The initial consultation
Getting to know you
Getting to know me
Choosing a Service Plan
Forms and agreements
Signing the contract
Meeting expectations
Communication & feedback
Getting down to WORK
(1) Your Preparation
Here are a few things you can do to familiarize yourself with THAT COMPUTER
LADY and our services, policies and procedures:
Reviewing our website (www.thatcomputerlady.com)
Identifying & listing your ongoing needs
Composing a list of questions
Participating in at least two interviews with THAT COMPUTER LADY
(2) Our Initial Client Consultation
We provide a Complimentary Initial Consultation to discuss what we do and how
we will contribute to your anticipated support needs!
If you’re interested in a consultation, please call us or go to the Contact Us page and
fill in the requested information. Be sure to include your e-mail
address, your phone number, and
comments or questions. This information will
better prepare us to consult with you. We will arrange a specific date/time for
your Client Consultation and contact you ASAP.
The Client Consultation is a deliberate and time-intensive process consisting
of:
questions about your business, what is important to you and what type of
support you need
information about us and how our services work
discussing our service options and prices/rates
setting proper, realistic expectations for our successful relationship
answering your questions
discussing how to move forward and determining if we are a good fit for
your company and your needs
In interviewing potential clients, we sometimes have an immediate connection
and talk about everything under the sun. In addition to our "friendly chat,"
there are certain things that we need to talk about to make sure that we will be
great working partners.
We will be using a guided Client Interview Process – a checklist of topics
that we must cover to determine your needs. You, as a potential VA client, will
want to have your own list of items to discuss as well.
(3) Getting to know you
The first part of the interview, we just get to know each other. I will use
this time to learn about your business. In addition, I will focus on learning
about you, where you are from, what your interests are, and how you came to be
in your current career. It is always a pleasure to learn about things we have in
common, our mutual goals, and our individual work styles.
(4) Getting to know me
This is where I'll review with you the "ins-and-outs" of working with me as a
VA. We'll discuss how my retainer plans work, my availability and time
allocations, how I track my time, and the wonderful qualities of my ideal
clients and why I appreciate them.
I'll share the details of my career path and how I came to be a VA. I'll talk
about the types of clients that I have and the various ways I assist them. I'll
likely share with you what I'm looking for in an ideal client. It is during this
time that you MUST let me know what you need so that in case I'm not the right
VA for you, I can refer you elsewhere.
This is the time for us to shape our on-going relationship and discuss our
expectations of each other. This is our time to establish effective two-way
communication which is so vital to our future working relationship.
We will discuss my contract agreement and fees so that there will be no
surprises. Since we both have our own growing business, we must recognize that
we are a part of one another’s team. We will set goals and work steadily toward
them instead of jumping from one emergency to another.
Should we agree that our partnership may be a good fit after our initial
consultation, Service Plan Options, along with pricing, will be e-mailed to you
for your review.
(5) Choosing a Service Plan
Service Plan Options are outlined within the Service Plans section. We
will work together to determine which option is best for your current needs.
Your Monthly Retainer Plan will be organized according to
Client Confidentiality and Non-Disclosure Agreement
Monthly Retainer Agreement or Per Project Agreement
Form W-9
Upon receipt of your processed Forms/Agreements and Payment, you will be
mailed a WELCOME PACK, along with an ACTIVITY & TIME-ANALYSIS TOOL.
The Activity & Time Analysis Tool is required to be completed within our
first month of working together. It will give us important information regarding
your business and help us to get to know you, analyze where your support can
best be applied, what work can apply to your Service Plan (and what cannot). and
how to proceed. The results will be presented with recommendations for which
tasks we can take on immediately, which might need to be planned and
strategized, and which entail services we may not provide and require a
referral.
(7) Signing the contract
To convey each other's expectations and eliminate misunderstandings, THAT
COMPUTER LADY require signed contracts on all projects. These agreements will
include a detailed description of the work, along with a schedule of when the
work will be completed, the costs involved, payment arrangements and a
confidentiality clause. A sample contract is available upon request.
(8) How will we work together? (MEETING
EXPECTATIONS)
It’s been said that "Expectations are premeditated disappointments."
To alleviate any disappointments or dissatisfaction and to form a powerful
partnership, there are a few things you can expect from partnering with THAT
COMPUTER LADY.
What YOU can expect from THAT COMPUTER LADY
You can expect excellence (not perfection!) in all our dealings,
activities and projects.
You can expect an honest opinion and knowledgeable advise (suggestions &
recommendations) to present your business in the best, most positive light
You can expect a valuable and experienced partner with the necessary
skills, training, and experience to help you meet your business needs
You can expect to deal directly with me. Generally, you won’t have to
deal with the other VAs unless you need something very specific and I can’t
relay the information.
You can expect your business operations to run smoothly, efficiently,
and more cost-effectively than by hiring in-house assistants.
You can expect an initial consultation to discuss your expectations
You can also expect work completed according to your agreement, in a
timely manner, and delivered when promised
You can expect status updates during large projects or on a periodic
(usually monthly) schedule
You can also expect knowledge of the appropriate equipment and software
to get the job completed
You can expect the integrity to advise you if your request is out of her
area of expertise, and a possible referral to someone who can help you
You can expect a Service Agreement/Contract outlining expectations of
both the client and the VA
You can expect a willingness to share resources that might contribute to
your success
There are also a few things I expect from you.
Are you my IDEAL
CLIENT?
I expect you to be willing to delegate and not micro-manage. This means
you must communicate your needs clearly. If you communicate clearly, you can
rest assured that your needs will be met.
I expect you to answer my questions, and make reasonable suggestions on
direction. We will work together as a team, a team dedicated to the growth
and maintenance of your business.
I also expect you to trust me, as you would if you hired an employee.
I expect you to be honest with me, and as forthcoming as you can stand.
I am not easily offended, and I listen to words – not how you say them.
When you tell me something, expect that I will do it. I will not be
offended if you ask if I can make something ‘better’, ‘cleaner’, etc. If you
don’t tell me, I won’t know what you expect!
I expect you to provide for me all content required to complete the
project. All content materials should be in clear and legible form.
I expect all information you supply to me will be accurate, truthful,
and complete.
I trust you will establish reasonable timelines for completion of your
project.
I also expect you to accept the responsibility for final proofreading
and checking the completed project, and if corrections are needed, you will
communicate them to me immediately so I can make things right!
I expect you to recognize that I am also a business-person and a partner
to you. I am not an employee.
I trust you will respect my business hours, as I will respect yours.
I will expect to be paid on time, just as you will expect the work to be
completed by a certain time.
Our goal is to create a collaborative relationship that helps your business
operations become more streamlined and efficient over a period of time. Our
focus is on long-term projects with long-term benefits. By making use of our
time and administrative expertise, you can focus on your priorities and the core
work that you enjoy most!
All consultations are free. You can begin with a phone call or by sending us
an e-mail describing your business and your needs. We will then prepare a
personal consultation and contact you to set-up a phone call or chat session.
After ensuring that we has the skills and time to successfully complete your
project, we will begin the process of
