Category Archives: Business Savvy

Why a Lot of Virtual Assistants Aren’t Joining Your Referral Network

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A woman (not a VA, but someone in the real estate business if I understood correctly) posted to one of the Virtual Assistant forums recently expressing her frustration in finding Virtual Assistants (Administrative Consultants) to join her referral network. She said she receives at least one request a day from clients seeking VAs, but she was having a heck of time finding VAs to join her network and wondered if any of them wanted clients anymore.

She asked for feedback on what she might be missing. My response was this:

“It also depends on the request. Many Virtual Assistants/Administrative Consultants are turned off by requests that indicate the business owner does not understand the nature of the relationship (one of business owner to business owner), speaks in employment terms, or otherwise appears to be seeking either an employee or a flunky, rather than a skilled professional in the expertise of administrative support.”

Which is exactly what goes on so much of the time. So many potential clients these days have been misinformed about the nature of our work and the relationship (which, by the way, is our own fault, not theirs). Without knowing it, they speak to us in ways that raise our red flags that this is a client who “doesn’t get it” and “could be difficult to work with” and “sounds like he thinks I’m going to be at his beck-and-call like an employee.” And there you have that first disconnect.

It doesn’t help that the term “Virtual Assistant” has branded itself as the cheap labor pool of flunkies. So when you have a segment of the marketplace with that perception, that definitely colors how they look upon the work, what they’re looking for (cheap, which you can’t be if you’re in business) and how they approach VAs.

Anyway, after a few responses, the woman went on to lament that she was seeking skilled Virtual Assistants with “qualified references” and those who were interested in real partnering relationships. It also turned out that she charges a fee to join her network. She was really frustrated; she thought she had such a kick-butt idea but it was falling on deaf ears.

I could tell her that using phrasing such as “qualified references” is often an indication that someone doesn’t understand the nature of the relationship. Employees provides references. Business owners offer testimonials and case studies and such.  That would be my first red flag that this could be person expecting some kind of employment dog and pony show which is not how you approach a business-to-business relationship.

But here again, the term “Virtual Assistant” confuses clients and contradicts things and causes exactly this kind of misunderstanding and miscommunication. If you are a business owner, you aren’t anyone’s assistant. You are an administrative support expert. We keep saying we are business owners and experts in our own right, but then we go and negate all that by calling ourselves assistants.

It’s no wonder so many poor clients just don’t understand. Gotta stop that, folks. Moving onto a term like Administrative Consultant helps alleviate these kind of issues and better advances the perceptions and understandings we want and need for clients to have so that there is more alignment in understandings and expectations and we can have better, more productive initial conversations.

Getting back to this woman’s dilemma, I could tell her the other part of the problem which is that the kind of VAs (Administrative Consultants) she’s seeking don’t need those kind of referrals and therefore aren’t interested in paying for them. Those who are more established and successful have learned how to create their own pipelines. They don’t need to pay someone else to find clients for them.

And even if they did join, there’s nothing guaranteeing that the prospects they are sent are the kind of qualified prospects they want. Just because you have a boatload of potential clients seeking VAs doesn’t mean they are going to be the kind of clients VAs want to work with or that any of them match an individual VA’s particular target market and ideal client profile.

There are just too many other, more effective and direct ways for Virtual Assistants (heck, any business owners) to find exactly the kind of clients they want for free. And those who know how to create their own pipelines don’t want or need to pay for referral networks to do it.

Time to Take the 2011 Virtual Assistant Industry Survey!

UPDATE: 479 participants so far! Spread the word so we can reach goal by April 1!

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Watch Out Who You Take Advice From

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People who try to pose as industry experts who don’t do their own work and merely offshore it to cheap third-world workers are no industry experts.

Anyone trying to position themselves as some kind of trainer or mentor in our industry and then teaching you how NOT to earn well in your own economy is no industry expert.

Use your brain and discernment. Stop falling for smoke and mirrors and flash in the pan gimmicks.

If you live in the developed world and economy, you can’t live, much less create a self-sustaining business, off the kind of fees that third-world countries charge. And anyone who calls normal, professional-level fees “excessive” has never worked with upper-level clients (the kind you want) and isn’t someone who should be advising you if you want and need to earn well in your own economy.

But people like that also do not know what administrative support is. They aren’t doing the work we do so they don’t get it. All they are doing is merely piecemeal, transactional secretarial work. When you say “virtual assistance” to them, all they think it is is typing and answering the phone.

Anyone who provides support–and not merely piecemeal project work–knows that our work is vastly more involved and complicated and requires more skill, experience and sensibility than simply being a secretary. Do you really want to take advice from people who don’t even understand what it is this business is all about and who understand even less what administrative support is, often because they themselves lack that kind of background and experience?

Use your heads, people.

They can’t help you learn how to market and be able to charge well because they themselves don’t know how to do it and think all they are capable of charging is “fair” (code for cheap, third-world) rates.

Learning how to market in a way that allows you to charge professional level fees (not third-world rates) in your own economy is absolutely doable. It is an art and science, though, and involves understanding the market and marketing psychology. You won’t learn that kind of thing from people who don’t know how to charge well themselves.

Time to Take the 2011 Virtual Assistant Industry Survey!

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Virtual Assistants: Here’s Some Abject Stupidity…

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Alan Weiss, the self-styled king of consulting, tells business owners they should “do it themselves and save time.

So if an attorney emails him about a matter, is he going to say, “Tell your client to call me himself!”

Of course not. That’s patently ridiculous. He may be the absolute genius when it comes to consulting, and I definitely respect his knowledge in that, but on this point he is dead wrong.

There’s absolutely no difference between clients having their Administrative Consultant (Virtual Assistant) take care of certain matters on their behalf and having their attorney or accountant or any other kind of professional handle matters related to what they were hired to do.

It has nothing whatsoever to do with one person’s time being more important than another person’s.

It has everything to do with that client who works with an Administrative Consultant (Virtual Assistant) being a smart business person who knows that his time and energy levels are finite commodities. That business person realizes he shouldn’t be spending his own personal time on certain details, but instead should prioritize and reserve those limited resources for taking excellent care of clients and focusing on marketing and revenue generation. He knows he is able to give more support and higher quality service to his clients when he doesn’t squander those things trying to do everything himself.

But Weiss’s position is that if you’re going to say you are a solo, you should be COMPLETELY solo. And that’s just as ridiculous.

Solo doesn’t mean you literally do everything yourself. It just means that you are the primary brain power and craftsman in your business. Using his logic, solos would never hire ANY professionals whatsoever to help them in their business. They wouldn’t hire an attorney, an accountant, a bookkeeper or literally anyone. Again, patently ridiculous. No man is an island and that man’s business and clients will suffer if he tries to be. Guaranteed.

Choosing to be supported (and in some cases coached and advised) administratively by an Administrative Consultant (Virtual Assistant) is no different than hiring any other kind of independent professional to help in their business. We are hired for our expertise of administrative support and guidance in those matters.

However, this once again underscores the fact that the term “Virtual Assistant” is completely misunderstood and does us a great disservice by causing people to automatically perceive that we are “mere” assistants or lackeys.

If that person’s accountant had contacted him for the information, I really doubt he would have had the same attitude. He automatically has less professional respect because he views us as some kind of underlings–much like a maid or butler–and all because of the term “Virtual Assistant.” But as business owners and professionals who are hired for our particular expertise and support, we are no more assistants to our clients than an accountant or attorney or bookkeeper is an assistant to their clients.

Of course, to be fair, there are some real turkeys in our industry who seemingly have no brain cells with which to think independently or critically and take initiative. Those folks do give us a bad name. And it’s the reason why I see the smarter, more experienced people in our industry–the ones who have professional self-esteem and view themselves as true business owners and masters of the expertise of administrative support–embracing the term Administrative Consultant as a better representative and more respectful name for who we are and what we do.

Time to Take the 2011 Virtual Assistant Industry Survey!

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Do You Suffer from Isolation?

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I see the topic of isolation come up occasionally in Virtual Assistant/Administrative Consultant conversations and it’s something that has me curious.

It’s definitely a legitimate issue since many people bring the topic up every so often. I’m not judging or discounting it, but I have to admit I’ve never understood it.

When I was in the workforce, I loved to gab with others as much as the next person, but when I was intent on working, I really didn’t like being bothered and much preferred to be alone.

I remember one position I had before I advanced up to administrative assistant where we sat in quads with four people inside a cubicle. And there was one girl who chattered away incessantly every single day, all day long, from the the time we arrived until it was time to go home. It about drove me insane!

Come to think of it, I’m sort of like that in my personal life. Our home is my cocoon. I can’t stand people dropping by unannounced and don’t like lots of company. Just me and my honey-bunny. But get me out on the town or have me throw a party, and I’m a totally gregarious social butterfly.

So one of the things I love about working for myself and working in my own home office is that I don’t have to deal with the Chatty Kathies anymore. I can totally go into my own little world and work without distraction for hours on end to my heart’s content.

Of course, my daughter is grown and on her own now so I don’t have to deal with young ones about, but I can totally empathize with how challenging that must be for those with kids still at home to also try to run a business at the same time.

Yet I never suffer from feelings of isolation. Generally speaking, I work until I don’t feel like working and then I stop. I just let my body and my mind and my mood be my guide. I have a full life outside of business so there’s always something else to do if that’s what I feel like. And if I need to take a little break during the day now and then (which I do frequently) and want to connect with colleagues, that’s what Virtual Assistant forums and other online business groups are great for. And on those occasions when I’d like a bit of human contact and live socializing, I just scoop up my laptop and head to one of my favorite local coffee shops.

Of course, I do realize that I consciously and intentionally engineered my life this way. And for that I am deeply grateful every single day.

I’m assuming other Virtual Assistants/Administrative Consultants have family, friends and other interests outside of their businesses. So for those who still suffer from feeling isolated, I’m curious about why or when those feelings comes up for you? Is it the need for the physical presence of other people? Does networking and conversing in our industry forums alleviate isolation for you at all? If you have kids at home while you work, does that help alleviate feelings of isolation or do you really just need more adult interaction? Or are you just working so much and have so much to do, you just don’t have time to partake in anything that would alleviate those feelings? Is that lack of self-care in that particular area affecting your work/life and if so, in what ways?

Please do share in this discussion as I think it will be really helpful to those who are suffering with this issue in our industry. :)

Time to Take the 2011 Virtual Assistant Industry Survey!

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How to Luv Up Your Clients this Valentine’s Day

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So often in business we focus on holidays like Thanksgiving and Christmas to give out extra helpings of gratitude to our clients. I happen to think Valentine’s Day is a perfect holiday to let them know how much we appreciate them. It’s not just for lovers, you know. It’s for sweethearts of all kinds–even clients. So let’s take a moment today to let them know just how much we appreciate them.

1. Say thank you. Take the opportunity today to tell your clients how much you love and appreciate them and what an honor and privilege it is to help them in their businesses. An email is fine, but a phone call or card is really the perfect touch.

2. Dole out the atta boys/girls freely. Everyone appreciates a pat on the back. Tell your clients what qualities you admire most about them and the work they are doing in their business and the world. Describe to them all the reasons why they are so wonderful to work with.

3. Give a little gift. I can’t think of a single person on earth who doesn’t delight in receiving an unexpected present. Whether it’s flowers, chocolates or a little trinket you know a client will like, you really can’t go wrong here. One caution: Save the business branded SWAG for business occasions. No one feels special about something you bought in bulk to promote your business. Make it personal. Make it something that shows you expended some time and effort choosing. THAT is what makes it special and meaningful.

4. Sing their praises. Be an advocate for your clients’ businesses. Love and appreciation are wonderful things, but practical referrals can mean new business and more money for your clients. Post a review. Rate their website. Send an email to your contacts introducing them to your client’s business. These are just some of small gestures that can have real, tangible impact for your clients.

5. Share your resources. What or who do you know that your clients might appreciate? Is there some free advice or consulting you can give them related to a goal or objective they are currently interested in? Give them the inside scoop as a little way of saying, “Thank you, you’ve helped my business by being my client and here’s a little something I’d like to give back to you.”

6. Reward your existing clients. Everyone is always giving discounts and freebies to prospects. But why? What did they do to earn anything? That’s just bribery. Instead, how about rewarding your ACTUAL clients… you know, the ones who actually work with you, pay you and stick by you. You wouldn’t have a business without them. You could threw in some extra work you don’t worry about billing for. Or get them to tell you what the one goal or nagging to-do item is that just keeps getting pushed to the back-burner. Then help them get ‘er done once and for all at no charge. Making their life easier is a wonderful–and memorable– way to show you care about them and their lives and making things better for them, not just getting paid.

7. Host a client social. Whether online or in-person, this is a fun way to get together with clients, introduce them to each other and express thanks to all of them for being clients. You could pick up the tab for dinner or lunch, and in the case of an online event, organize one or two fun games.

8. Brush up on your clients. When is the last time you updated your client info sheet? Spend some time brushing up on what you know about each client. Add those personal tidbits of info you have come to learn about each client personally. The more you get to know each client as a person, the deeper you can nurture the relationship. And don’t forget to share things about yourself as well.

9. Put your money where your mouth is. I don’t just work with my clients. I have frequently purchased their services and/or products for myself or to give as gifts to my other clients. Appreciating your clients like this is a great way to pay it forward.

10. Contribute to their conversations. Post comments on your clients’ blogs and social networking posts. Retweet their tweets. Friend them on Facebook. Give feedback they can use in their products and testimonials. Everyone appreciates these kinds of contributions that help spread their word and build their reputation. And contributing in this way helps them generate the discussions they are hoping to cultivate on these platforms.

RESOURCE: Learn more about how to give clients a service experience they’ll rave about in the guide, Plush: Red Carpet Strategies for Luxurious Client Care, and continue to wow them long after the relationship is off the ground.

Time to Take the 2011 Virtual Assistant Industry Survey!

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Are You Making Things Difficult?

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I often see folks in our industry who think if their business and work isn’t hard, they haven’t “earned it.” Consequently, I’ll see them making things (both consciously and subconsciously) much more difficult and complicated than need be. This is a terribly self-sabotaging/self-defeating mindset to have.

Likewise, there are an incredible number of Virtual Assistants who are working with 10 or more clients and yet are earning so poorly (less than $10,000 annually!) that they could actually make more money in a job. It’s not difficult to get clients when you charge very little. The problem is that administratively supporting that many clients is a daily hardship that keeps them imprisoned at their desk and not making any money to boot.

The Case for Success

If you feel guilty about charging or things being easy in your business, here’s what I want you to understand: You can not be of consistent, reliable, top-quality service to your clients if you are struggling to keep up with the work, making it difficult and complicated, and not earning well on top of it. If you have to work with more and more clients because you aren’t charging enough to earn what you need, you are doing them a disservice. Because the more you spread yourself thin, the less personal care, support and quality work they get.

Building your business so that it is easy, profitable and financially successful is a BENEFIT to your clients. When you make things easier in your business for you, you actually improve your service to clients. That is of tremendous value. When you can easily take care of clients, you make your business more profitable (which means you will be able to stick around for them for the long-haul) and you create dramatically more time and space to give superior service and support. All of which allows you to charge a premium for your service so that you can make more money while working with fewer clients AND have more time and money for your own life.

Time to Take the 2011 Virtual Assistant Industry Survey!

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Are You Too Important for Clients?

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Sorry, but if I’m a client and you are too *important* to deal with me directly, you’re not getting my business.

Be selective about clients. Have standards. Have systems and processes. Employ pre-qualifying so that you are reserving your most important asset–your time and personal attention–for only the best clients and prospects.

But beyond that, don’t herd them through your “team.”

That’s NOT relationship-building nor is it partnering.

This always brings me back to Geraldo Rivera’s wise observation in the documentary Unforgotten: 25 Years After Willowbrook: “Assembly lines are for cars, not people.”

“Teams” should be there to support you behind the scenes, not replace you in your direct dealings with clients. They should be freeing your time to give that one-on-one direct attention. This is also one of the things that allows you to charge higher rates–that more personal and personable one-on-one, higher quality attention and partnering.

Time to Take the 2011 Virtual Assistant Industry Survey!

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Dear Gritty VA: What Else Should I Do?

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Dear Gritty VA:

I have started to support a realtor and while we are working through some of the tasks that I can support her with I was wondering if you could provide me with any other services or ideas on how I can support her further? –KA

Thanks for the question. :)

Good for you for getting proactive! Since I don’t work with real estate agents or that target market in any capacity (and thus have no clue as to how their businesses are run or what administrative work is involved), I don’t have much to offer in the way of specific service ideas. What I would have you do is two-fold:  1) talk to colleagues who work with the real estate market, and 2) talk to actual real estate agents to learn more about their businesses, how they are run, what work is involved and what their common goals and challenges are. Doing that kind of market research is really the only way you will truly know what those particular clients want and need.

While I don’t have much specific insight when it comes to the real estate market in particular, what I can offer you is this… Besides getting conscious and intentional about really getting to know your chosen target market, these are things you will also have to figure out together with your client. Except for the general, practical stuff that clients in a particular industry or profession commonly share, each client relationship and each client’s needs is different.

The support you provide to each has to evolve organically, at its own pace. You can’t rush it, and you’ll end up causing yourself and the client problems if you do. (And by the same token, don’t let clients rush you or your processes either). You want to allow things to grow at a measured, controlled and steady pace. You don’t want to take on too much all at once. Start with a few areas of support and as you get those whipped into shape, and as you continue to keep the conversation going with your client, you’ll find more things you can take on and help them with.

This is also exactly what my Activity & Time Analysis Tool™ helps you do as well.

Have the client keep track of their time and activities for at least a week, if not two. You can have them do this either before you begin working together or right at the beginning of your working relationship. The tool comes with a sheet for this purpose which you can either have clients fill in directly or enter the information yourself when they send it over to you. Then, once you plug the data into the automated tool, it spits out five different charts that give you a complete overview of their business and shows you exactly what they are doing in their business, what they are wasting time, where their obstacles are, where they’re doing well, where they definitely could use help and what tasks, functions and roles you could take over for them.

It’s a much more precise and “scientific” (if you will) way to get ramped up with clients more quickly. It will allow you to make more purposeful recommendations and it better facilitates the whole delegation process. I really encourage you to read the product description because I think it would help you tremendously.

That’s the best advice I can give you there. Hope it helps. :)

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Dear Gritty VA: How Do Referrals Work?

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Dear Gritty VA:

How exactly do referrals work?  Does the client recommend their colleague and I call them?  Do they contact their colleague and send them my way or what?  Thank you so much for your anticipated response. –TA

Well, basically, they work any way you’d like them to work.

Referrals come from lots of different places and come in many different forms.

Sometimes colleagues will refer clients to you. According to our annual surveys, the overwhelming majority of Virtual Assistants and Administrative Consultants follow the “what goes around, comes around” philosophy and don’t charge for referrals.  Others do charge referral fees or will want a percentage of any earnings from a client for a certain time period. You’ll want to get clear with the referring colleague as to what their expectations or requirements are.

You can also formally ask clients for referrals. For example, you could make it a standard question as part of your feedback process to ask clients for the names of folks they think would benefit from your support.

Your networking becomes a sort of referral source as well in that it helps you develop your word-of-mouth recognition. As you contribute and people read your posts, you become someone they come to know, like and trust. This leads to folks referring and recommending you to others.

You might have some sort of formal referral program that rewards people for referring prospects to you. Although personally, I really don’t recommend this for a professional service practice. There’s really no need and keep in mind, you would just be adding yet another burden to your administration and management workload.

Those who genuinely know your work and feel it’s worth recommending to other will do so of their own accord. Your evangelists aren’t looking to be paid–they simply believe in what you do and they want to be a resource for their own audience. Those who do end up giving great referrals to you, you can thank by sending referrals their way as well and maybe once in awhile sending a little gift.

As you become established with a happy roster of clients, they tend naturally to refer you to others when they get a chance. This is another form of word-of-mouth advertising that leads to referrals. But I would definitely recommend being proactive as well in specifically asking clients periodically for the names of folks they think could use or would be interested in your services.

Another thing I would recommend you get conscious about is your calls-to-action. In your signature lines and in your “About the Author” text (such as when you publish articles you’ve written), include a line that says something about welcoming referrals. This puts the conscious thought in people’s head and tells them that you are actively seeking clients.

Be clear as well about who makes an ideal client for you so folks know who to refer to you. “Any warm body” is not an ideal client. Just because folks refer people to you doesn’t mean those prospects are going to be the right fit. So you have to tell people who is the right fit for you.  “I’m looking for solo practice attorneys who would like to leverage some skilled administrative support in their business.”

Last Chance Sale! Ends Jan. 1

Prices going up next year, plus select items on sale… get ‘em now before it’s over >>

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Your Location IS Important

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Your location IS important, but not for the reasons you might think.

This topic came up through some correspondence I was having with someone who had submitted her listing to the new and improved VACOC Virtual Assistant Directory.

This person was concerned that being listed in one location would limit folks to clients from that one geographic area. She felt that “the whole reason for being a Virtual Assistant is to allow you to work from home for anyone, anywhere in the world,” and that “listing by location restricts the Virtual Assistant’s ability to expand her boundaries of business to other places.”

But here’s what you have to understand…

Location doesn’t have anything to do with how folks get clients or where they are from. It has more to do with instilling trust and credibility in prospective clients. Knowing where someone actually is makes them feel safer and more comfortable.

And in some cases, geographic location actually is important, either to the Administrative Consultant or to the client.

For example, I work with attorneys, but I work strictly with attorneys in my own state because I know the ropes better here. With the exception of the IP attorney I work with (which is federal), I have no interest in trying to learn all the ins and outs of court structures, rules, filing methods and all those other idiosyncrasies in other states.

For the same reason, I have no interest in international clients either. It’s often too much work trying to navigate between the language and cultural differences.

My business and work are MUCH simpler and easier that way–which leaves me more time for life outside my business!

Sometimes, whether we like it or not, clients just like to have someone in their own state. It’s just a human emotional thing. That doesn’t mean we stop working virtually. Just because someone is local to you, whether that’s the same city, state or whatever, doesn’t mean you work with them any differently than you would with any other client anywhere else in the world.

Also, because administrative support is a relationship between people, as well as a niche and specialty all its own, it is a category unto itself. Using geographic locations helps break things up visually for clients and makes it easier for them to peruse listings.

It certainly isn’t going to preclude anyone from finding clients in other areas or from clients in other geographic locations from being drawn to you and the solution you offer–at least if you know how to market yourself and create your own pipelines.

Because you aren’t marketing a location. You are marketing a solution to your market’s administrative problems. Your location is simply about being upfront, honest and transparent about your business–and thereby helping instill trust and comfort in clients–which is even more important for online, “virtual” businesses.

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