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What I Learned About Doing Webinars

Here’s an article I wrote and published today in my weekly ezine, The Portable Business™.”

micI’ve done teleseminars up the ying-yang and know how to run those like the back of my hand. Got it down to a fine science. But I recently held my first training webinar, and it was quite the learning experience. Here are a few odds and ends things I learned, in no particular order, that might be helpful to you, too.

1. Use a timer. I hate having my time disrespected or abused. Likewise, I always try to be conscious of the same when it comes to others. But when doing a teleclass or webinar, it’s easy to get distracted and lose track of time, especially when you get caught up in the moment with the energy and enthusiasm for the topic. In my first class, we went way over the planned time I told people to schedule, and I felt really bad about that. In the future, I plan to keep a clock right in front of my eyeballs and also turn on a timer to help keep me on track. This will help gauge when it’s time to speed things up and move along to keep everything on schedule.

2. Map it out, then stick with the script. One of the things I find difficult is reading from a script. Not that I can’t do it. But it just feels somehow unnatural or inauthentic. I like the dynamic of a real conversation and interaction. It feels more genuine and in-the-moment. There’s just so much I want to share with folks that often I don’t remember something until it comes up organically. But there’s a reason why the experts tell you to script things out. You end up with a more polished production and it helps keep things focused and on track. Plus, if you suffer from “um” and “ya know” syndrome, like me, a script does wonders in curing the problem. Ultimately, this allows you to deliver a better presentation for your participants and they will appreciate that.

3. Leave your notes unstapled. I know. This sounds like such an inane, irrelevant thing, but it really does take more effort and fumbling around to flip stapled pages than it does unstapled ones. Trust me. Things will flow much better if you leave them unstapled.

4. Keep the trickiness to a minimum. I wanted to do something a little more original than anything I’d ever seen in webinars I’d attended. One of the ideas I had was to do a bit more on-screen drawing, where I was engaging with participants, asking them questions and then writing down points to help crystallize concepts I was trying to convey. I wanted it to be like they were at an actual, in-person class. In theory, it looked awesome. In practice, not so much. Trying to do this really slowed things down. It was too difficult switching between all the mental gears it takes to man the control panel, turn pages, keep the conversation on track and flip between the drawing tools all at the same time. While most webinar platforms offer drawing tools, there’s still a lot that needs to be perfected in the technology and controls before they’ll be a level where this could be more feasible. Sometimes, the best solution is the simplest, tried-and-true option.

5. Have a co-pilot. Initially, I weighed the option of having one of my assistants help me. But then I thought that would just make me more nervous and there wasn’t much she could take off my hands anyway. Well, after doing Part 1 of my first webinar, I realized that was a mistake. With everything else I had to do myself, no matter what, it was absolutely impossible for me to also pay attention to those who were having audio difficulties, typing in the text chat area or raising their virtual hands with questions. So in Part 2, I definitely had my assistant help me. She monitored the audio and let me know when someone had a question or issue. It really did help.

6. Have everyone mute themselves. Here again, I really wanted a more interactive, dynamic conversation. I didn’t want to just be what I perceived as talking at people. The problem with that, however, is no matter how large or small the group, no matter how many times you convey your webinar guidelines and ask folks to observe good netiquette, there is always going to be someone whose audio issues and noisy background will disrupt the class. Dealing with those issues slows things down and only serves to frustrate everyone. So here’s the thing to keep in mind if you feel uncomfortable doing most of the talking… people are there to hear you talk at them, so to speak. They paid for your class because they want to learn from you. They aren’t the ones with the knowledge, you are. So you have to be talking to them to a large extent in order to give what you are there to impart. Having everyone mute themselves (and then instructing them to unmute themselves one at a time when you get to the Q&A portions of the class) helps you deliver a better experience for everyone.

7. Establish the Q & A rules. Schedule question-and-answer spots into the sequence of your presentation. You can save them for the end of the class or intersperse them at specific intervals. But just don’t allow questions willy nilly. This can really slow things down and lead you off-track. Set expectations before the class by letting participants know how and when Q&A will be handled. Ask them to save their questions for those times (suggest they write them down along the way) and to keep them on-topic.

8. Keep class size small. If you were just doing a teleseminar, I would say it really doesn’t matter how large the attendance is (other than your bridgeline’s limitations). But conducting training, particularly on a webinar platform, is a bit more involved, more interactive, more intimate. They really do work best and are easier to manage when the class size is limited. Plus, depending on the webinar platform you are using, you can often keep costs down, if that’s a concern, by limiting the number of participants. I think a group of around 20 to 25 is just perfect..

9. Spread it out. Break classes down into one or two hour sessions. Beyond that, people get tired. They have other things to do. Too much information all at once can be overwhelming and hard to digest. Plus, for practical purposes, smaller recordings are much easier to edit and manage (I had total PIA issues in editing my 2.5 hour recording). You can always combine them into one video later.

10. Don’t be afraid to boot bad attitudes. I had the most delightful bunch of participants in my first class. I couldn’t have asked for a better group. However, there was one person in part 1 of my training who rudely made it clear she was impatient with what she perceived to be repetitive information. But this was not her personal coaching session where everything was going to be geared specifically for her. There were others for whom the knowledge and understanding was new–and appreciated. All the parts were important to the whole because they are all pieces of one puzzle that would not be complete without that information. So, know going in that a) there are going to be people who end up not being a fit, whatever the reason, and b) you don’t have to suffer the company of anyone who is ill-mannered and brings negative energy to you and the rest of your class. Lose ‘em.

Virtual Assistants: Take Charge of the Delegation Process Tonight!

Virtual Assistants, just wanted to remind you that tonight is the night for “Take Charge of the Delegation Process (and Make More Money, Too!)”
 
We’re still getting last minute sign-ups, but as of this writing, 113 Virtual Assistants have registered! It’s going to be fun and you’re going to increase your expert status as a professional Virtual Assistant with the information I’m going to share. I’d love to see you there!
 
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TAKING CHARGE OF THE DELEGATION PROCESS
(AND MAKE MORE MONEY, TOO!)

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Presented by: Danielle Keister
 
DATE: Thursday, April 16, 2009 (tonight!)
TIME: 5p PST / 6p MST / 7p CST / 8p EST
(Need some time zone help? Go to: http://www.timeanddate.com)
 
REGISTER HERE (there’s still time!):
http://www.virtualassistantnetworking.com/teleseminar.htm

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Take Charge of the Delegation Process (and Make More Money, Too!)

Hey, y’all! I’m holding my first teleseminar and I hope you can attend! Here’s the skinny:

TAKE CHARGE OF THE DELEGATION PROCESS (AND MAKE MORE MONEY, TOO!)

DATE:  Thursday, April 16, 2009
TIME:  5pm PST / 6pm MST / 7pm CST / 8pm EST
DURATION:  60 minutes (call in 10 min. early to secure your seat)
COST: FREE!

REGISTER: http://www.virtualassistantnetworking.com/teleseminar.htm

Many clients (maybe even most) struggle when it comes to delegation. When they hire a Virtual Assistant, they expect her to be the expert and to guide them in this process. But many Virtual Assistants aren’t taking that proactive, professional role in their own businesses. In the process, not only are they creating a burden on their clients and not supporting them as fully and professionally as they could, but they are also missing out on opportunities to increase revenues.

With this call, I want to help Virtual Assistants better understand how they can take on their role as the administrative expert by taking charge of the delegation process and providing clients with the professional leadership and guidance they are desperately craving from Virtual Assistants.

If you’re a Virtual Assistant and you want to learn more about taking charge of the delegation process, if you’ve purchased my Activity & Time Analysis Tool (GDE-37) already and want to know how to better utilize it, or if you are interested in the tool and want to learn more about how it can help you in your practice, this call is for you!

I’ll also be giving away an Activity & Time Analysis Tool (a $67 value) to one lucky Virtual Assistant on the call. Only those on the call that night will be eligible so be sure to attend!

How to Turn Business Slow-Down into Opportunity

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

sunriseIf business has slowed for you due to effects from the recession, don’t panic. A slow-down is actually a wonderful opportunity to improve your business and make it stronger and more purposeful and financially successful than ever before. Following are just some of the actions you can take to leverage the gift of extra time you’ve been given.

Processes & Policies

  • Systemize your processes. For each process in your business, map out the details step-by-step. Besides being a great start on that SOP (Standard Operating Procedures) manual you’ve been meaning to get done forever, the act of diagramming things will ferret out any gaps or inefficiencies that you can then correct or improve upon.
  • Automate repetitive steps. What actions or steps are always the same in a process or workflow? What questions do you answer over and over? What software can be used to manage and deliver certain functions? The idea is to formalize in writing and consolidate with tools so you aren’t starting from scratch or reinventing the wheel every time. Creating an FAQ (frequently asked questions) that you can email to clients in PDF format or direct them to on your website is an example of automation. Using an autoresponder service to grow your mailing list and deliver sequential messages automatically is another example.
  • Switch to upfront payments. You don’t do yourself or anyone else any favors by allowing clients to be in debt to you. By moving to advance fees, your cashflow will be immediately improved, administration will go down (because you won’t be dealing with payment terms, collection hassles and chasing down monies due) and clients will know what to expect and can budget much more easily.
  • Stop billing by the hour. Focus on value instead. Update all your offerings around packages of bundled value, not hours. This way, when you’re delivering results and expertise for clients, you aren’t cheating yourself out of being paid for that value just because it doesn’t take you as long.

Clients

  • Get rid of bad clients. Complainers, nit-pickers, late-payers, non-payers, clients who just don’t get it, anyone you dread hearing from or working with… These kinds of clients are unprofitable and cost your business far more than you realize. You have to let go of poor-fitting clients in order to make room and have more time and energy for right-fitting ones.
  • Get feedback from your clients. Make a point of soliciting feedback from all your clients on their opinions and experiences working with you. Create a tool to collect the information. Not only is this a great way to capture testimonials, but you’ll glean invaluable information about what clients want and where you can improve. Moving forward, be sure to incorporate your feedback plan into your client relations as an automatic part of your process.
  • Get to know your target market better. Invite someone from your target market to lunch and pick their brain. Find some folks in your target market to interview over the phone. Devise online surveys for your website. The point is to always keep learning as much as you can about your target market, what they want, and what their common interests, goals and obstacles are so that you can hone your solutions to better fit their needs and speak their language.
  • Explore a new target market. If your current target market is being hit by the recession or is otherwise not turning out to be a profitable avenue, you might want to look into others. Just remember that a profitable target market has to have a solid need for what you offer, be able to afford you, and be easily found so that you can find, market and interact with them.

Offerings & Marketing

  • Innovate for your best, current clients. It’s a well-established fact that catering to existing clients costs 11x less than it does to drum up new ones. So ask yourself… are your current clients aware of the other services you offer? Do you see a consistent need within your current client-base and market that you can create new offerings around? How can you hone your current offerings to create even more value?
  • Write at least one awesome white paper. Create a report that deals with one specific common problem your target market shares and allow it to be disseminated freely around the Internet. It’s called viral-marketing and it’s a fabulous way to get the word out and demonstrate your expertise, understanding and know-how. The trick is to make it super relevent and high value.
  • Create new and/or passive income streams. You know your target market. What information can you bundle up for them? What simple, stand-alone services can you offer them separately? What DIY instructions or training can you create for those you can’t work with directly or who otherwise aren’t ready to commit to your premium one-on-one fees?
  • Devise a simple marketing plan. Consistency is key. Focus on just two or three activities and then commit to taking action, following up and tracking results.

Invest in Yourself

  • Brush up or learn something new. Now is a great time to take that class you’ve been putting off. Increasing your knowledge, updating your skills and learning new ones is always smart business.
  • It’s a no brainer—hire a Virtual Assistant! A Virtual Assistant can take on much of your back-end administrative work and help you implement all of the ideas on this list. You’ll then have more time to do more marketing, strategizing, working with clients and all of those other things that you do best.

RESOURCE: One of the best ways to become indispensable to clients is to not only know your target market inside out, but also understand what you are really providing to them. “Understanding Your Value: How to Craft Your Own Unique Value Proposition and Cash-In on Value Billing Methodologies” is a workbook and study guide designed to help professional service providers gain that deeper understanding and communicate their value in ways that resonate more attractively and meaningfully to clients. It also covers steps for profiling your ideal client, identifying your target market, defining your value and then putting it all together.

About the Author: Danielle Keister is a business advisor, innovator and thought leader in the Virtual Assistance profession. A veteran Virtual Assistant of 12+ years, her logical, no-nonsense approach to business development has gained her recognition as one of the leaders in the field. She loves what she does and is passionate about sharing her knowledge and know-how with the world. She’s all about inspiring others to reach for their highest excellence. When not taking care of clients in her own Virtual Assistant practice, The Relief Virtual Assistance, she is busy leading the Virtual Assistance Chamber of Commerce

© Copyright 2009, The Portable Business™. All U.S. and International rights reserved. You are granted permission to republish this article only if used in its entirety with this copyright notice, title, article content, resource, author’s bio and links left intact.

Free Business Teleseminar Tonight!

jimcanterucciJust a remind to everyone that this month’s free VACOC Guest Expert Teleseminar with Jim Canterucci is tonight! We’re going to be talking about personal brilliance and how you can exercise your own personal brilliance muscles for innovation in your business.

Our teleseminars are open to all Virtual Assistants and small business owners so invite your friends.

Be sure and register so you can attend:

http://www.virtualassistantnetworking.com/teleseminar.htm

Do You Want a Job or a Business?

The most ridiculous thing I read today in a post to Virtual Assistants is that in managing clients expectations and helping clients establish trust in you, you shouldn’t “disappear, even for a day or two.”

So let me ask you this:  Do you want a job or a business?

There are lots of way to manage expectations and instil an ever-growing trust in clients. None of it requires you to operate like an employee.

Attorneys don’t operate like that. Accountants don’t operate like that. Other solo professionals don’t operate like that. And Virtual Assistants don’t need to operate like that either.

When you read books like Gerber’s “The E-Myth Revisited,” you learn that the idea is to create a business that operates by system and doesn’t necessarily require you to be the one doing the work.

However, there’s nothing wrong with you being the one doing the work. Many (perhap even most) people go into self-employed business to practice their craft for reasons beyond money. It has just as much to do with soul. They get a kind of deeper personal satisfaction they just can’t experience in any other situation. Doing work they love and enjoy brings them a richness of meaning and purpose and spirit in their lives.

Even the rich will tell you, you can make all the money in the world and not have to work another day in your life, but it’s an empty, joyless existence without the purpose and fullfillment of actual, meaningful work. God bless those who love to pull up their sleeves and make their living in a more direct, one-on-one, hands-on way.

But that doesn’t mean they have to sacrifice the desire to have the same kind of freedom and earning potential that other businesses strive for. There is a way to be a solopreneur where you can do the work, but do it in a way that doesn’t require you to be at the daily beck and call of clients. You just have to make some mental shifts in your thinking and understanding about what you are and how you work with clients.

The first of these shifts is getting out of the thinking that the only way you are valuable to a client is if you are there to deal with their every need, every whim, day in and day out. You have to get out of the stuckness that says your value lies in being in daily, constant contact with clients. There’s a word for someone like that: it’s called an employee. And you DON’T have to operate like that.

If you are operating no differently than the secretary who sits outside the boss’ door, only virtually, you are going to be in for one rude awakening.

Because not only will you drastically inhibit your earning potential, you will learn just what a predicament you set up for yourself and your clients. Eventually, when you start to want to enjoy the fruits of your labor, and not be tied to your desk and phone because some untidy little client need might arise, you realize you have created a dynamic, no matter how loudly you shout about standards, that just doesn’t leave you much room to get away.

And funny thing about standards… they actually have to work well in actual, practical application. They can’t be some lofty theory dreamt up by someone who isn’t doing the same work you do every day of the week. Stop killing yourself trying to live up to that crap.

Your value is not dependent on whether you don’t disappear for a day or two. That’s crazy! Who wants to live a life as a business owner and independent professional being held hostage to their phone, desk and clients? There isn’t a single other solo profession out there that tells its denizens they have to operate like that in order to be of value or service. You only put yourself in that prison if you believe there is no other way to operate or be of service and value.

Your value is in your administrative skill and expertise. It’s in the results you achieve for clients and how your work helps them achieve objectives and move forward in their business. None of that requires you to necessarily be in daily contact (if it’s not your wish to be), and you don’t have to take on the whole kit and kaboodle to do that. You can be of tremendous value and service taking on just a very specific cross-section of the administrative load that clients carry.

I’m also not sure what makes people think that you can’t have a close, personal, connected relationship with clients without being at their on-demand beck and call day in and day out. Attorneys do it. Accountants do it. Millions of other solo practitioners have real, meaningful, very connected relationships with their clients without being joined at the hip on the daily basis. And so can Virtual Assistants.

The trick is to 1) establish policies, systems and processes that give you lots of room to move around and not be at the beck and call of clients, and 2) only take on clients and work that are the best fit for those policies, systems and processes. This is what will allow you to control what expectations clients have while at the same time under-promising and overdelivering.

Part of putting order to chaos and managing client expectations is setting up a system and a promise for how things work consistently and reliably so that clients know what to expect ahead of time, each and every time. You don’t set expectations that will fence you in or that you can’t sustain and you do set expectations that you can realistically, consistently and reliably live up to. It’s really as simple as that. And setting those expectations does NOT have anything to do with nor require you to be under any client’s thumb on a daily basis.

This is what allows you to build freedom, flexibility and space in your practice which in turns truly does serve clients much better.

By taking even just a few specific tasks or areas of work off their plate, you are allowing them to grow their business, move forward and get things done. That isn’t dependent on whether they hear from you each day or not. It’s all in how YOU decide what expectations to set and how YOU want things to work in your business. You can do all of that without being forced to be at your desk, in your office, each and every cotton-picking minute of every day under the thumb of clients. For God’s sakes, what other profession in the world sets that kind of ridiculous expectation of its business owners?

Let me tell you how I do that in my practice (and let me point out that while I do advise Virtual Assistants in business, I have continuously operated my business since 1997 and never stopped evolving as a business owner and expert at the Virtual Assistant business).

First, when I consult with clients, one of the things I discuss with them is making sure they are 100% clear that they are not hiring an employee. If they want or need an employee, that’s exactly what they need to hire. I tell them that a Virtual Assistant is an alternative for folks who for whatever reason can’t have an employee, and we simply aren’t going to work with them or be available to them in the same way as an employee.

That’s setting expectation #1–making sure the client understands the nature of the relationship, how it’s going to work and how it’s not going to work (I’m not going to be their “secretary sitting outside their door only virtually”).

Next, for setting expectations #2, I talk about how our communications will work. They can email any time of day or night, but I let them know upfront what my formal business hours and days are (so that they don’t expect that I’m going to be dealing with anything outside those times or on days that I am closed) and when it is my usual practice to answer their messages (midday and again at evening time).

(By the way, one of the things I do in my business is set aside one day a week for MY business and my business only. For me, that day of the week is Monday.)

I promise that they’ll get a response to every communication they send me within 24 business hours, even if it’s just a “received” or “gotcha” or “will do.” And then I follow-through on that promise. That way they aren’t left scratching their heads wondering if I got the message and it keeps the line of communication flowing. That’s the kind of thing that grows trust.

I explain that all work requests must be in sent via email because that is the sytem which best allows me to track and prioritize and schedule things. They can use whatever tools they need to in order to submit their requests as long as they result in an email in my IN box.

I don’t care if a client doesn’t like that or can’t operate within my framework or doesn’t want to use the tools I need them to use to make our work together easiest and most efficient. I don’t work with them if that’s the case. Stop investing so much in clients who can’t go with your flow. Work with and focus only on those who can.

For setting expectations #3, I explain my 3/7 guide. My 3/7 guide is how I set their expectations with regard to turnaround time.  Within that framework, simple tasks that can be accomplished easily are done within a 3 day turnaround.

Most often, things are done far more quickly than that, but I don’t want clients to start expecting that I’m going to instantly respond to each and every thing immediately. That’s not an expectatation that anyone can promise and deliver consistently, and I don’t want to live or work that way. It’s a recipe for unhappiness and unsustainable promises.

The “7″ part of my guide is for larger, more complex or ongoing projects and work. This is where the client and I regroup every 7 days at our regularly scheduled weekly one-hour meeting. During this meeting, I give them status updates, we talk about progress, new goals, brainstorm, you name it. Sometimes we just shoot the breeze.

I think it’s important to note that I only do client meetings on the same day each week. I don’t hold them willy-nilly throughout the week. Like any other professional, this is how I decide it works in my business. My business, my schedule. It gives me the time I need to focus on client work the rest of the week without interruption to my concentration, and it gives me the space I need to move around as I need to in order to stay energized.

This system gives clients a tangible, reliable idea of how things will work consistently. It manages their expectations in a way that leaves me great freedom and space to enjoy my work, enjoy them, and get things done far better than I ever could working lucy-goosey at the whim of clients. And I end up serving them far better in the process. That constancy, that reliability and predictability is what gains their great trust–all without being joined at the hip.

Throughout this process, clients and I are having all kinds of fun, productive and effective email communications. There isn’t any lack of connectedness, but they don’t get all up in arms if they don’t hear from me for a day or two because they have been informed about how things work in my business. In other words, they know what to expect. This is what the business concept of “managing expectations” is about.

If you need help understanding what setting expectations is really about and how to do that in your own practice, post your questions here or email me privately. I’m absolutely happy to help in this area because I think it’s a great disservice to Virtual Assistants to let them think they have to operate like employees in order to have value and be of service, which deprives them of the freedom they could enjoy that every other business owner is told to seek.

Happy Thanksgiving!

Just a little note to wish you and yours abundant blessings and joy this holiday season! Gobble Gobble :)

Can You Give Me Some Advice?

At least five times a week, I get a phone call or email from a new Virtual Assistant looking for some personal guidance in building her Virtual Assistant practice. As much as I want to see newcomers to the profession succeed, I’m only one person. Between my own clients and business, the organization I run, and my own personal life, the demands for my attention anymore are great, and I just don’t have the personal time to share with strangers that I used to.

Instead, what I have done is to build the Virtual Assistance Chamber of Commerce. It’s through this organization that I give back to the Virtual Assistant community. Much of the information we provide on our webpages is intended to help guide newcomers gain a deeper understanding of the industry, its history and its true value proposition. We offer free monthly teleseminars which are open to all (you don’t have to be a member to attend). Our forum is where I give of my personal coaching and mentoring time to members. And, Virtual Assistant business forms, templates, processes and guides built on my own successful personal practice and proprietary information can be purchased through our Virtual Assistant Business Forms store.

For those of you who have called or written to me, please don’t take it personal if you don’t hear from me. But do avail yourself of the information on the Virtual Assistance Chamber of Commerce website. Keep checking back as we’ve got lots more in store that will be shared over the coming months. And if you have more specific business questions, submit them to the Gritty VA column here at word@grittyva.com

To your success!