3 Mistakes to Avoid During a Discovery Call as a Virtual Assistant
Are you a virtual assistant looking to work with new clients? If so, chances are you've had to participate in a discovery call at some point. These calls allow you and the potential client to get to know each other and see if you're a good fit for working together. However, it's essential to be aware of common mistakes that can sabotage your chances of landing the gig. Here are three mistakes to avoid during a discovery call as a virtual assistant:
What Mistakes Should You Avoid During A Discovery Call?
Not Being Prepared
Not being prepared. It's crucial to research the potential client before the call. This includes familiarizing yourself with their business, services, and needs. Having a list of questions ready to ask will also show that you're proactive and serious about the opportunity.
Not Paying Attention
Not paying attention. Getting distracted during a call is easy, especially if you're working from home. However, it's essential to be present and show that you're interested in what the other person says. This includes maintaining eye contact (if on a video call), asking follow-up questions, and taking notes.
Talking Too Much
A discovery call is not the time for a sales pitch. While it's important to highlight your skills and experience, it's equally important to allow for a back-and-forth conversation. Give the potential client a chance to speak and ask their questions. This will not only help you gauge their needs, but it will also show that you value their input and are open to collaboration.
Bonus:
So, what's next? What is the one thing that can affect your conversion rate at the end of a discovery call? Follow up. Follow-up is key to keeping the conversation going and moving forward. Here are a few tips for following up after a discovery call:
Send a thank you email. This is a simple but effective way to show your appreciation and professionalism.
Recap the key points of the discovery call. This will help refresh the client's memory and ensure you're on the same page.
Outline next steps by sending over a proposal, contract, and invoice. That way, when the client makes their final decision, they already have everything they need to close the deal.
Ask if they have any questions or concerns. Show that you value their input and want to address any issues they may have.
Following up after a discovery call can build rapport, establish trust, and set the stage for a successful project. Good luck! Be sure to like and follow for more virtual assistant tips.
By avoiding these mistakes, you'll be able to make the most of your discovery calls and increase your chances of turning them into successful partnerships. Always be prepared, pay attention, and allow for a balanced conversation. Good luck!
