Thank you for the great suggestions!I agree with what everyone has said. I might just take a copy of my Web pages and stick them in a folder. That is because not everyone is on line. I have a PC calling me who doesn't own a computer. I had to send him my Web pages. So you may want to think of that. Even though that does present a problem of "how do you send the work over"? I don't think this client and me are a good fit, he wants to drop off the work at my home and that is not something I am comfortable with. But it may be a workable thing for other people. Then I take forms like: client data form, contract, FAQ, rates that I keep in a special folder just for free consultations. Then I will leave them for the PC. Along with my business card attached to an inexpensive folder.
I also make it a point when the PC is talking I try to take notes for later cause I just know I will forget something that was important. Then I can followup if need be. I also take those notes and type them up, date them and put them in my "Inquiries folder" for those free consultations. If the PC turns into a client then I have a heavy cardboard folder with 2 prongs on the top. I use that to file any legal docs like: contract, NDA, etc. I also have another folder for each client with my copy of work done. You kind of have to do it as you go along and see what system really works best for you. One works for one person doesn't always work for another. HTH
Thanks Tess! This helps me as well.Hi Tia I might suggest finding out what tasks they have to do on a daily or regular basis that they don't enjoy doing, feel are taking too long, or are taking away from other aspects of business they feel are more important (maybe these are things you can take off their hands!) I would also ask if there are areas in their business they are looking for specific improvements; goals they have in mind; areas of technology or the internet that they are interested in learning more about or utilizing. I would find out what their expectations in partnering with a VA are.
I would also ask if they have any questions for me