What does a Discovery Call look like?
As part of the initial inquiry process, I offer potential clients the option to meet with me in various ways. The discovery call or meet up is a fantastic way to determine whether you will both be a good fit for each other. A good virtual assistant will also use this time to vet you and see if you will be a good fit as their client.
But, even before the discovery call is offered, potential clients fill out a questionnaire that I send them after they first inquire. My questionnaire will ask you about your business, what you are looking to outsource, your budget, and also some fun questions to get to know you better.
From there, I will use your answers to see if my service offerings align with what you are looking for and we can schedule a discovery call. If you are local to the Hamilton area, I love to meet in person at a nearby cafe!
During the discovery call, I will tell you a bit about my business and the way I work before asking you some key questions:
Tell me about your business and how you got started?
What are the areas you are looking for support in?
Have you worked with a VA before?
How many hours of support do you require?
After questions, I will let you know your package cost based on the amount of hours you are looking for. I will also be fully honest, if I think that you do not need an assistant. Sometimes, business owners are not at the point where they need to invest in one yet- especially if they aren’t sure what to outsource. Our conversation is short and sweet, usually no more than 20 minutes, but gives us each a good idea if we vibe well together!
And then, after our call together, I will spend some time preparing a custom proposal for you based on both your questionnaire and our discovery call and send it off within a business day or two.
