Discovery calls are pretty much essential when trying to land clients as a virtual assistant. Discovery calls, also known as consult calls or sales calls, are a great way for you and a potential client to get to know each other as well as an opportunity for you to close the deal on them becoming a client of yours. Today, I am sharing my top tips for ensuring your discovery calls go as smoothly as possible.
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Make it easy for potential clients to book a call
Client experience is everything! You want to have a seamless system for potential clients (PCs) to book a call with you. I recommend using a program like Honeybook or Dubsado that allows PCs to easily pick a date from your calendar and book a call. These programs send an automated confirmation email with a Zoom link so the PC knows exactly when they booked and where to join the call.
Have an intake form
Having an intake form prior to the call is super helpful for gaining insight as to who the potential client is. It is helpful to ask what type of tasks they are looking to outsource, what their budget is, and when they would like to start. Check out this IG post to learn more about what to include.
Do your research
Make sure you know everything you can about the client’s business and the services they’re looking for before getting on the call. This will help you to be prepared to answer any questions they may have and provide them with valuable information.
Have a call outline
When you jump on the call, start off by making a quick personal connection and then share how the call will work. The goal is to keep the call under 30 minutes. You want to get to know the client, understand how you can help them, and then share exactly what you can do to solve their pain points.
Discovery calls are a great opportunity to get to know the client, so make sure you ask meaningful questions about their business. This will show that you are invested in the opportunity and are willing to go the extra mile. You also want to leave time for them to ask you questions as well.
Share next steps
At the end of your call, you want to make sure you have everything you need to send over a proposal, contract, and invoice. You also want to make sure you talk about the cost of working together. You don’t have to give them an exact price but a ballpark will allow you to know what package to create for them. Share what will happen next and make sure there aren’t any lingering questions.
By following these tips, you’ll be able to nail your discovery call as a virtual assistant and ensure that you start off on the right foot with your potential client.
If you are looking for more support on getting started as a VA, be sure to check out The 30 Day VA Bootcamp!