Monthly Archives: November 2009

Hysterical

Omigawd, you have to read this… I can not stop laughing. Anyone else find this as hysterical as I do? (tip of the hat to Peter Shankman for sharing this gem)

http://www.27bslash6.com/p2p.html

The whole thing is just beyond witty, but I think my favorite lines are:

“I would then travel several months back to warn myself against agreeing to do copious amounts of design work for an old man wielding the business plan equivalent of a retarded child poking itself in the eye…”

and:

“Usually when people don’t ask me to design them a logo, pie charts or website, I, in return, do not ask them to paint my apartment, drive me to the airport, represent me in court or whatever it is they do for a living.”

Oh, and the graphics… can’t forget the graphics, LOL. So perfect.

Obviously, the post isn’t supposed to be politically correct, and it just wouldn’t be as funny if it were. But amongst the irreverence, there’s this little nugget of truth (in response to the client’s  trivialization of  the work and request for what amounts to free services):

“Actually, you were asking me to design a logotype which would have taken me a few hours and fifteen years experience.”

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Happy Thanksgiving to One and All!

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Just a little note
wishing you and yours
a delicious & abundant
Thanksgiving Day!

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Dear Gritty VA: How Do I End a Relationship with a Difficult New Client?

Dear Gritty VA:

How do I end a relationship with a difficult client without burning bridges? This was a brand new retainer client. We’d finished the contract process and I had just received my deposit. I’d actually been talking to this client for three months about working together and I was so glad to finally close the deal. This client had lots of energy and seemed to be wonderful on the telephone and in email and on chat. We went through the contract process fine, no issues. I felt we would have a long-term relationship with lots of exciting projects to work on. But in one of our first exchanges, she got very nasty with me. She threatened that if I couldn’t do this, she’d do it herself or find someone else. Up until this point, she had been very nice. Ultimately, I refunded her deposit, but I was not really sure how to address the email to her regarding the tone of her letter, why I was refunding her deposit or how to explain why she needed to do these tasks in a way that worked for me, too. As you know, threatening to “do it myself or get someone else” doesn’t really bode well for furthering the relationship. I don’t like working with people like that nor do I really need the work that much. But I still feel guilty. I always feel guilty about these issues. She has emailed me more than once asking for another chance. I just don’t feel like we’d be a good fit at this point. I have recommended someone else to her who is probably more willing to put up with this type of thing. The situation is basically over, but I’d like to know what someone like you would do so maybe I’ll stop feeling guity. Should I give people like that more of a chance or not? –NB

I think you handled this just fine. I would have done the same thing: refunded her money and politely indicated that we weren’t going to be a fit after all. As you recognize, the kind of behavior you describe right out of the gate doesn’t bode well for a happy, healthy working relationship. As service providers, we simply can not afford to work with anyone who makes us miserable. It’s unhealthy for both you and the business, as well as the client. You can’t honestly take care of any client you silently resent or allow to mistreat you.

As far as ending a relationship without burning bridges, you only have domain over your own actions. It can be tempting to point out all the things a client did wrong or let’em have it in a letter. But really, going into all the details serves no useful purpose and it’s a negative waste of your time and energy. It’s enough to be unfailingly professional, simply explain that you no longer see a fit (or however you would say that in your own words) and wish them well. Refunding the client’s deposit was a very honorable and ethical thing to do as well. How the client chooses to view or handle things after that is out of your control and none of your business. ;)

I see this as a very healthy experience for you. It shows that you value yourself as much as you value any client. Don’t second-guess things. There’s no right or wrong answer. If you saw fit to try and regroup with this client, have some conversation about how you expect to be treated and bring some clarity about how dissatisfaction should be expressed so that neither of you feels demeaned or mistreated, in an effort to make the relationship work, that would have been perfectly okay, too. But your gut told you this wasn’t a relationship you wanted to invest in any further and you trusted and honored that. That’s very healthy.

As far as feeling guilty, that’s something only you have control over. It comes from that little, niggling Negative Nelly in the back of all our heads, the one that tries to make us second-guess ourselves, tells us we’re not good enough, make us feel that our needs, our wants, are less important than everyone else’s. That voice. We all have to work at stifling our inner naysayer and not allow it to interfere with taking good care of ourselves. And that you did. You honored what was right for you and you did everything you could to do right by this client in ending the relationship. Celebrate that.

You can’t beat yourself up for taking on a client who didn’t turn out to be a fit. You had every indication that this was going to be a great client to work with. We do what we can to make educated decisions in accepting the best-fitting clients as possible into our practices, but none of us has a crystal ball. We aren’t going to make perfect choices or do things perfectly 100% of the time. We’re all going to make mistakes, missteps, have things turn out in ways we didn’t expect. You have to say, so what. The world will continue to go ’round and you always get to start over.. ;)

At the same time, be sure and reflect on everything and see where you can glean other business nuggets. There’s always something we can learn from experiences that we think are all bad. You might see spots where you can tighten up your client qualifying and selection process. You might have a better idea of the kinds of red flags you want to be more conscious of in the future. You might find that there are other questions you want to ask in your consultation process. Maybe you can beef up your explanations of how things work, take more ownership of your processes so the client has the proper understandings and knows what to expect. Maybe there are collaboration tools or services you can begin using (like HyperOffice and DropSend, for example) to make it simpler and easier for clients to work with you. There are all kinds of things you can take away from this and use to improve your business, service and client selection for the next time. I think you’re on a great path to a very happy Virtual Assistant practice that ultimately will serve clients well because of it. :)

PS: As a side note, I notice you use the term “deposit.” But if this is a retainer client, why are you accepting a deposit? Perhaps you meant retainer and just misspoke, but I did want to clarify that a retainer is a full fee paid in advance (typically at the start of each month). There are no deposits when it comes to retainers; you should be requiring the full fee upfront. If they are truly committed to working together, they are going to pay. You can’t waste your time on those who can’t commit or aren’t really invested in the relationship. Otherwise, it’s another area where you’d be setting a bad precedent in the relationship right from the start which will ultimately undermine its success.


698 participants–only 302 to go! Take part in the 2009 Virtual Assistant Industry Survey and spread the word!

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Audio Acrobat: My Quiet Hero

Here’s an article I wrote and published today in “The Portable Business™.” If you’d like to subscribe, go here:

audioacrobatAudio Acrobat is the quiet little hero in my life, streaming my audio and visual, giving life and sound to my business and marketing. So sturdy and trustworthy and versatile that I often forget it’s there and take it for granted. But I simply could not live without it, no sirree. Let me tell you about just some of the creative ways you, too, can use Audio Acrobat.

  • Bring the spoken word to your web site, blog and ezine. Record an intro, read a page, supplement your written article with a recorded version… you name it. If you sat down and thought about it, you could probably come up with a hundred different ideas for putting audio to use on all kinds of media.
  • Stream your teleseminars. If you conduct and record teleseminars, Audio Acrobat is perfect for streaming them to the world. Attendees and those who missed the live event can listen later at their convenience and you can continue to reach new audiences long after the event.
  • Podcast your shows. Any recording can be podcasted, which is simply an RSS feed for audio. This is particularly useful if you produce a radio show or audio ezine and need a reliable way to get your audio content out automatically to subscribers.
  • Stream videos. Many of us use services like YouTube and Viddler to stream our videos. But since Audio Acrobat also streams videos, why not take advantage of it, especially if you’ve already got an account. There are no annoying ads and you can customize the player controls and colors.
  • Capture and stream testimonials. Here’s another nifty thing about Audio Acrobat. They give you your own audio phone lines that you can publicize. Have clients, attendees and others call in with their raves and testimonials. These are recorded automatically over the line and transcoded into your account. You can then take the HTML and stream each individual audio testimonial on any web page.
  • Customizable players. Audio Acrobat gives you all kinds of flexibility over the players for each individual recording and video. You get to set the size of the player, the colors and the controls.
  • Add polish while saving bandwidth and discspace. Using a professional service like this adds polish to your business image. It’s gives life and interactivity to your marketing. Plus, since they stream the files instead of your own site, you save on bandwidth and discspace usage.

RESOURCE: These are just the basics. I’m sure I’m leaving something out, but put your thinking cap on and you’ll come up with all kinds of fun and unique ideas to put Audio Acrobat to work in your business and marketing. Be sure and check out their no-cost, risk-free 30 day trial.


687 participants–only 313 to go! Take part in the 2009 Virtual Assistant Industry Survey and spread the word!

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Google Wave

I just had a great idea for a possible use of Google Wave and wanted to try it out, but apparently I need an invitation before I can get in there and play. Are you already using Google Wave? Couldya, wouldja send me an invite? I would love you 4-ever!

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You are Not a Generalist

I frequently hear Virtual Assistants refer to themselves as “generalists” and I always wonder why they denigrate themselves like that. It’s like saying “I’m just a mom” or “I’m just the help.”

It’s certainly not attractive marketing-wise. It portrays what you do as unimportant and of less value or consequence. It implies that there is no special talent, knowledge, skills or training involved in your expertise (and we Virtual Assistants know that’s not the case). People simply hold specialists in higher esteem; they perceive greater value.

So I want to remind you that as a Virtual Assistant you are not a generalist. You have a specialty:  the specialty of administrative support. That makes you an administrative expert or administrative support specialist, not a generalist (unless, of course, you really are someone with no skills, experience or talent for this work). Remember that.

;)


679 participants–only 321 to go! Take part in the 2009 Virtual Assistant Industry Survey and spread the word!

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Dear Gritty VA: How Can I Handle Last Minute Requests at the End of the Month?

This isn’t actually a question that was submitted to my Dear Gritty VA column, but it was an email conversation with one of my members on a topic I thought would be helpful to everyone here…

Dear Gritty VA:

My main issue around retainers is that toward the end of some months, I’m less than half way through some of my retainers (meaning, clients still have about half their hours unused). Then I get worried that the last week of the month is going to be a flurry of activity trying to get all the hours in. My clients know where they stand with my hours, and they also know that unused hours don’t roll over. However, I let this issue bother me and take up space in my head. How can I handle last minute requests on the very last days of the months from clients who haven’t utilized their retainers? –DB

Here’s what I do in my practice… In my client guide and in my orientation with new clients, I explain how work requests are to be submitted. One of my policies is that all work needs to submitted with at least three days notice, and particularly when it comes to work toward the end of the month. The idea is to make sure they understand that they can’t submit something on the last day, for instance, and expect that it is going to be covered under that month’s retainer, much less get done that same day. I have to have three days heads-up so as to fit things into already scheduled work and not be forced into last-minute, rush requests. If they do not provide the proper notice, then it gets counted under the next month.

You have to be able to manage the work that comes in and have time to do it well and on your terms. When we’re rushed, we are sloppy and make mistakes. It cheats other clients. It can also very easily lead to resentment, which isn’t good for any relationship. It creates poor operating conditions and that in turn affects the quality of your work and service all the way around.

You’re not a slave. You have a right as a business owner and as human being to care about doing good work and about how the work affects your morale, business image and operations. Make sure you are instituting the protocols and procedures that allow you to create those conditions that lead to great service–for all your clients–and which take care of you as well.

The other part of this question speaks to the issue of clients not utilizing you. Here are a few of my thoughts on that…

First, we can’t take responsibility for clients in that regard. It is up to them to make use of what they have purchased. They are grown-ups and we are not their babysitters.

That said, we need to ask ourselves what we are doing to help clients utilize the support. If a Virtual Assistant is just passively waiting to be told what to do, they are not truly being administrative experts and they are not leading their own business. Clients are expecting you to be the expert; they expect you to know how to guide them. It is incumbent upon you to be proactive, take charge of the delegation process and figure out how to help clients make use of your service. One way to do that is by taking what you gleaned from your consultation talks and regular meetings and coming up with a plan of support for them. This provides both of you with a clear direction and helps them more easily give things over to you.

Beyond that, it’s up to clients, which leads to another side of the coin to consider… if you end up with a client who has a pattern of not being able to follow your protocols, who consistently is not utilizing the service they have paid for, you may need to evaluate the fit of the relationship. Someone not in business or solo practice might think, so what, it’s business, it’s money. But they just don’t realize how awful it is to work with someone who just isn’t using your service. I don’t know of a single Virtual Assistant who enjoys taking money from someone who just isn’t using their support. It’s completely de-energizing and unsatisfying. We want to make money, yes, but we truly want to be of help and service at the same time. We want our gifts and talents needed and used.

So if you find yourself with a client who isn’t using your support and you feel you’ve done everything you can to help them give stuff over to you and they still can’t get with the program, you simply aren’t going to be able to help them and it’s time to let them go.

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Create More Desk Space with These Organizing Tips

Here’s an article I wrote and published today in “The Portable Business™.” If you’d like to subscribe, go here:

paperstackPiles aren’t necessarily a bad thing. As long as you are managing them (and not the other way around), they can actually be quite useful. But if you find that they are impeding your progress instead of supporting it… if you are constantly working around your piles instead of with them, it’s time to gain the upper hand.

First Things First

  • Understand why you pile. Is your workspace really working for you? Do you need a larger area or more storage? A bigger or more efficient desk? Is it a case of needing more consistent, effective habits? Is there something going on in the business that is causing you to drag your feet? Identifying some of the root needs will tell you what your next steps should be.

Create More Workspace

  • Utilize closet storage to keep clutter you don’t need or use every day (such as office supplies) out of eyesight.
  • Install shelving to get books and other resources off your desk.
  • Use binders to group and store certain hardcopy information that can then be shelved.
  • Use stack trays. Assign each slot a particular category of information (e.g., by client or project). Instead of taking up several spots across your desk, you are making more use of vertical air space.
  • Get some wall slots. These are perfect as to-do bins, “In” boxes, or storing active client files. I happen to use magnetic ones that I place on each side of my lateral file drawer. Makes great use of space that would otherwise go unused.
  • Add more drawers. If your desk doesn’t have built in drawers, buy a roll-away file drawer. Drawer space is particularly handy for tickler systems and keeping supplies and info you need regularly at your fingertips, but out of the way.
  • Write on the wall. Well, not literally. But whiteboards and chalkboards (I use a glass whiteboard myself) are great for instantly capturing those ideas and to-dos that flitter across your mind. Once completed, you simply wipe them off. A sure-fire cure for post-it clutter.

Instill More Productive Habits

  • Put things away. Everything should have a place of its own. When you are done with something, put it back, if not right then, at least by the end of the day. Make this a habit.
  • Observe the rule of “3.” When you start to create that fourth pile, you know it’s time to stop, regroup and clear out the clutter. Piles should be a productivity tool, not a default.
  • Reserve piles for active projects. These piles might be comprised of any amount of paperwork, notebooks, reference books, etc., and sorted by project. Piles you aren’t actively engaged with need to be dealt with and dispersed.
  • Don’t let Shiny Object Syndrome get the best of you. By all means, indulge those creative, entrepreneurial ideas. Store them in a hardcopy or online notebook. But better to finish existing projects first than to start new ones that will only add to your piles, overwhelm and inertia. Completion creates a positive forward momentum in and of itself.
  • Use a tickler system. This is a set of hanging file folders numbered 1-31 (one for each day of a month). A ton of desktop paper clutter can be reduced and better managed with this system. Each morning, check that day’s folder. Keep out the work you can do that day. Move any work you can’t forward into the next day’s folder. Store notes and papers with dates and deadlines in the corresponding numbered folders. When that date rolls around, you have everything right there in the folder ready to go.

RESOURCE: Aesthetics are very important to me in my surroundings. I love See Jane Work because they get that business and organization can be both functional and stylish. They always have a large and ever-new selection of binders and desk sets in fashionable colors and designs.


665 participants–only 335 to go! Take part in the 2009 Virtual Assistant Industry Survey and spread the word!

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What Browser Do Virtual Assistants Use Most?

I’m interested to know what Internet browsers Virtual Assistants are using most. I’m sure the results will be of interest to others so I created a little poll for you to take. After you take the poll, please do tell all your Virtual Assistant buddies so we can get a good cross-section for the results. Thanks!



655 participants–only 345 to go! Take part in the 2009 Virtual Assistant Industry Survey and spread the word!

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Good Client Hunting

While we’re on the topic, I want to talk to you about clients.

There are all kinds of clients in this world, more than plenty to go around. As an industry, we have only begun to scratch the surface of all the people and fields we can be helping, and will be helping eventually. And there are way more good people–and clients–in the world than there are rotten eggs.

I clarify that lest anyone who hasn’t yet developed their world sense about this industry be discouraged by my vent yesterday. Don’t be. There is still all kinds of potential and opportunity and wonderfulness out there for you and for everyone. The biggest problem we face as an industry is not bad eggs, it’s learning how to market ourselves, in the right way, with the right focus, to the right people.  That’s part of the reason we are attracting so many of these bad eggs in the first place. Fortunately, that is a problem that can be easily solved with the right education. In fact, I wrote the most straight-forward, step-by-step system to do just that.

But I digress…

When I get my vent on, I say what I say for the Virtual Assistants who can’t afford to. I keep it real and say what many Virtual Assistants wish they could, and would say, if they felt it wouldn’t hurt their business. Sometimes, you just gotta tell it like it is, get it out in the open and out of your system, without all the maudlin woo-woo crap and without apologizing for being a human being and forcing your feelings to be stuffed.

I say what I say because I’m in a position to say it. But I certainly wouldn’t ever advise you to follow suit. There is no place for ranting about clients in your dialogue (your blog, your networking, etc.) as you build your business. This is a conversation between me and you (and me to those particular clients), not one you should be having with your clients and prospects or anywhere within earshot (or eyeshot) of them. All that will do is alienate good clients along with the bad. It’s a turn-off; they won’t know the difference and will think you will be difficult to work with.

As I’ve advised more than one of my members on several occasions: Unless you are an industry leader, have already built your practice and aren’t looking for clients, don’t be an evangelist for Virtual Assistance. That’s not your job. Instead, be an evangelist for your target market and would-be ideal clients.

That said, there really are two essential groups of clients. There are clients who get it, often easily, sometimes with just a tad more education and focusing them on the right things, but who do value it and can afford some level of it or another, as well as prospective clients who get it, want it, honor it, but might not yet be in a position to have it for whatever reason.

These are people who deserve your every graciousness, regardless of whether you end up working together now or later or ever. If you’ve purchased any of my Virtual Assistant business tools, you know that I’ve long advocated that Virtual Assistants always focus and place their greatest attention and efforts on their primary offering–ongoing administrative support, but also create one-time stand-alone services and DIY info products for those clients you can’t work with directly or who can’t yet afford your premium one-on-one ongoing support.

As I explain in my book, Breaking the Ice:”

Sometimes the client isn’t a fit for you. Sometimes you are not a fit for the client. Regardless of the outcome, every consultation is an opportunity for learning and growth… Don’t forget that even if you don’t end up working with a client, you can still make a new friend. Remember that it’s not all about the end goal. Investing in relationships, rather than outcomes, will always lead you down the path of happiness and success.

And then there are the sharks.

These are the people who are simply out to take advantage, of anyone and anything. These aren’t people you can have any relationship with because they don’t value other people, much less you or the work. They don’t get it and no amount of education will ever get through to them. They aren’t out to be educated. They are out for Numero Uno. They are out to get what they want while giving nothing or as little as possible in return. They don’t care who ends up with the short end of the stick as long as it’s someone else. It’s about them winning, benefiting, getting one over–not partnership and collaboration and mutually beneficial business.

These are not the people who are deserving of any of your added kindnesses or extra time beyond your normal professionalism. You don’t have to do anything–if you don’t feel like it–to help them any further than that. These aren’t people out to refer you because you’ve been nice and gracious and kind. The only referrals you’ll get from the sharks are  more of the same. “Hey, guys… there’s a live one over here. She’ll give you the moon and barely charge you the cost of a month of lattes for it all.”

With referrals like that, who needs hot pokers to the eye.

Don’t be held hostage to this notion that literally everyone is a potential referral source so you’d better be exceedingly nice and overzealously kind to everyone if it kills you. This ultimately also makes you a dishonest, inauthentic phony. Discern the difference. There are some people it’s just not worth dealing with, and there is more to life than business. Live it on your own terms and stop apologizing and second-guessing yourself.

Now, no one can tell you how to spot a shark. I would tell you to not preoccupy one second of your time trying to spot them. It’s the completely wrong focus.

But should you ever sense that you are dealing with a shark (and not someone who is merely naive, innocently misinformed or unrealistic), this is what I have to say to you:

Always be unfailingly professional and polite. There’s no reason not to be. But beyond that, you have no obligation to extend them any further help or kindness, nor be any part of foisting them upon some other poor, unsuspecting Virtual Assistant. You don’t have to wish them any ill will or anything like that. But you do have the option of simply thanking them for their time, walking away, and doing nothing more, giving nothing more, if that is what you see fit to do. There are and will always be a million other more ideal, deserving, giving clients out there to more productively focus your time, energy and kindnesses on. When you focus on the bad eggs, you deprive the good ones of your gifts.


643 participants–only 357 to go! Take part in the 2009 Virtual Assistant Industry Survey and spread the word!

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