100% found this document useful (1 vote)
93 views8 pages

Finding Clients as Virtual Assistants

Uploaded by

lovely veran
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
100% found this document useful (1 vote)
93 views8 pages

Finding Clients as Virtual Assistants

Uploaded by

lovely veran
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Who is our target market as Virtual

Executive Assistants?
As Virtual Executive Assistants, we are a Jack and Jill of all trades meaning we can easily
provide a wide range of services to any type of executive out there. We are not confined by just
one niche or expertise. This is our advantage because we can reach out to a wide range of CEOs
and business owners from different industries.

Here is a list of our potential clients:


C-Level Executives from Silicon Valley

 these executives are very young but are very successful


 most of them are already used to the work-from-home setup and would definitely
welcome the idea of hiring a Virtual Executive Assistant
 you can find most of these executives through LinkedIn

Doctors

 doctor’s usually have assistants in their clinics but would need help with their personal
lives
 a Virtual Executive Assistant to help them with their household, travel, and inbox will get
them to hire one
 we can also help them a lot with maintaining good relationships with their family and
friends by reminding them on birthdays, and helping them purchase gifts
 doctors are very busy people with limited personal time, so having a Virtual EA who can
help them have more personal time is a plus
 you can find doctors on LinkedIn, Facebook, and Instagram

Lawyers

 same as doctors, lawyers do have assistants and associates who help them with their work
stuff, but would need someone to help them with their personal lives
 you can find lawyers on LinkedIn

Influencers

 most of them will also already have personal assistants or managers


 but there is still a market to target up and coming influencers to hire Virtual Executive
Assistants
 you can market yourselves as someone who can do managerial work for them as well as
their personal assistants
 instead of them getting a manager who gets 10% from their earnings, they can instead
hire Virtual Executive Assistants who they can pay on a monthly basis. A win-win for
both influencer and VEA (influencers get 100% of their talent fees, VEAs gets a high
paying client)
 you can manage their calendars and inbox, as well as travel
 you can find these influencers through Instagram, TikTok, and YouTube

Chefs

 chefs are, low-key, rich individuals


 they are also very busy with little to no social or personal time
 they definitely do not have an assistant or only very few of them has
 offering your expertise in calendar, inbox, household, and travel management will be a
big help for a chef
 their work hours are similar to that of doctors and lawyers
 you will find chefs on Instagram, LinkedIn, TikTok, and possibly on YouTube

Real Estate Agents

 real estate virtual assistants or REVA are actually a niche on its own, but we can
definitely offer our services as VEAs to these professionals
 though we need to learn a new set of skills if we would like to offer cold calling in our
job description, we can still attract real estate agents to hire as VEAs
 we can offer our expertise in inbox, calendar, travel, and household management
 we can offer our services to help them both their professional and PERSONAL lives
 you can find real estate agents on LinkedIn, Instagram, Facebook, and YouTube. I
believe they are also starting to grow a following on TikTok

Small Business Owners

 these pool of professionals is a huge market


 you can find different types of small business owners such as but not limited to:
o wedding and event planners
o photographers and videographers
o florists
o plumbers, electricians, locksmiths
o hair and makeup artists
o restaurant owners
o you can find these professionals on Yelp and LinkedIn

Overview
 Getting direct clients as a freelancer is the ultimate goal. It cements our title as a
freelance Virtual Executive Assistant
 As mush as we want to keep a positive outlook, you should also prepare for a lot of
rejections or months of waiting to find a client who will hire you
 There are currently a lot of Filipinos who are transitioning to freelancing, which means
you have a lot of competition in the market
 Being a freelance Virtual Executive Assistant is a business. You are turning yourself into
a brand, and you need to sell that brand to potential buyers to earn income and profit

💡 So if you are someone who is currently employed, make sure to have enough savings to
sustain you and your needs for the next few months as you transition into freelancing

Pros
 You can set your own rates
 You can request for paid time offs anytime

Cons
 You need to find your own client
 No health card benefits
 You have to pay your own government benefits
 You need to find your own supportive community

Where to find direct clients?


 UpWork
 Online Jobs PH
 Fiverr
 LinkedIn
 Facebook Groups
 Instagram
BOOKING A CLIENT

Send Your Portfolio


 Use Canva to create your profile
 Can be a few pages
 Highlight your admin skills and tools you know how to use
 Include your rates
 Include your onboarding process

Conduct a Discovery Call


 Use the discovery call guide
 You can personalize it depending on the client you are talking to
 This is just the getting to know stage
 Know the pain points of your client
 Research about your client in advance
Send Your Proposal
 Based on your discovery call, detail in your proposal the tasks that you will do for your
client
 Include the tools that you will use
 Give a preview on what will happen during your onboarding call
 Include your terms and conditions for your client to review
 Include your rates, payment terms, and payment gateways

Conduct Your Onboarding Call


 This happens when you and your client reaches an agreement with your proposal
 This is when your client provides you access with all the tools and platforms you need
access to
 Identify the top 3 or 5 tasks you will begin with based on your client's priorities

Send Your Invoice


 Based on your agreement, you should regularly send the invoice a few days before their
payment is due
 Invoice is different from receipts
 Your invoice should include your hours worked and payment gateways

CREATING COVER LETTER

For easy creating cover letter - ChatGPT


What is a cover letter?
A cover letter for virtual assistant applicants is a document that accompanies a virtual
assistant's job application, which introduces the applicant, highlights their qualifications, and
explains why they are suitable for the role they are applying for. The cover letter should be
tailored to the specific job and should demonstrate the applicant's understanding of the
requirements of the position.

The cover letter should be well-written, professional, and free of any grammatical errors or
typos. It should also be concise, typically no more than one page in length.

Overview
 When creating a cover letter, it is always important to make sure that you create a
unique cover letter based on the position you are applying for
 Some job openings would ask you to write specific items in your cover letter
 Make sure to read the job opening details first before creating and sending your cover
letter
 parts of a cover letter
The applicant should:
 Start by addressing the hiring manager or recruiter by name, if possible.
 Introduce themselves and state their interest in the position.
 Highlight their relevant skills and experience, such as experience with scheduling,
project management, and communication skills.
 Explain how their skills and experience make them an ideal candidate for the role.
 Mention any relevant certifications or training they have completed, such as virtual
assistant courses or certifications.
 End the letter by thanking the hiring manager for their time and consideration.

Sample Cover Letter


Hi (name of client)!

My name is (FULL NAME) but you can call me (NICKNAME) for short. I saw that you are looking
for a (POSITION APPLYING FOR) and I am confident that I can get the job done.

Prior to working from home, (EXPERIENCE). I have a strong background in:

 Customer and Technical Support


 Project Management
 Virtual Admin Assistance
 Web Research
 Data Entry

I am familiar with (APPLICATIONS, CRM’s, Processes)

My experience has taught me the importance of accuracy and attention to detail. You will find
my inspiration to excel makes me an excellent choice for the job.

I’d love to discuss the role with you. Are you available today or tomorrow?

DISCOVERY CALL

What is a discovery call?


 it is the initial call or meeting you have with a POTENTIAL client
 this is the part where you get to know your client which is why you will be asking a lot
of questions

How to prepare for a discovery call


 research about your potential client
 check if they have a public LinkedIn profile
 find out what their business is
 you can ask your potential client links to their website and social media pages

After the discovery call


 based on what you learned about your client and the reason he needs a Virtual
Executive Assistant, you will start preparing your proposal
 your proposal should be unique for each potential client since they have different
needs from a VA

Questions to ask during a discovery call


1. Can you tell me something about yourself and your business?
2. Have you worked with a Virtual Executive Assistant before?
3. What is your greatest personal and business struggle today?
4. What are the top 3 tasks you looking to delegate to your Virtual EA?
5. Are you looking for a full time or part time VEA?
6. What tools do you use for email and calendar?
7. What messaging platform are you most active on? (Whatsapp, Viber, Messenger, Slack)
8. What video conferencing tool do you use? (Zoom or Google Meet)

Download Template Here:


Discovery Call Checklist

Common questions

Powered by AI

Virtual Executive Assistants can leverage social media platforms such as LinkedIn, Instagram, and Facebook Groups to enhance their visibility by actively participating in industry-specific conversations and showcasing their expertise in managing and supporting professional and personal tasks for executives . Maintaining an active presence on these platforms allows VEAs to connect with potential clients who are seeking assistance. They can also share professional accomplishments and client testimonials to build credibility and trustworthiness. By using targeted hashtags and joining relevant groups, VEAs can expand their reach and demonstrate their proficiency to a broader audience, thus attracting new clients.

Discovery and onboarding calls are crucial in the client acquisition process for Virtual Executive Assistants as they establish the foundation of the client relationship. The discovery call is the initial meeting where the VEA learns about the potential client's business needs and pain points . This call helps tailor a proposal that adequately addresses the client’s specific requirements . Following a successful proposal, the onboarding call is conducted to finalize arrangements and access provisioning, which includes establishing priorities for the tasks to be undertaken . These calls ensure clarity, alignment, and set expectations, which are vital for fostering successful long-term partnerships.

An effective cover letter for a Virtual Executive Assistant position should include several critical components. First, it must address the hiring manager or recruiter by name, if possible, and introduce the applicant . It should highlight the applicant's relevant skills and experience, such as project management and communication skills . The letter must explain why the applicant is suitable for the role, accompanied by mentions of any certifications or training completed . Ideally, it should end by thanking the hiring manager and expressing a willingness to discuss the role further. The cover letter should be concise, professional, and free of grammatical errors, typically no more than one page in length .

Virtual Executive Assistants can address the challenge of competition in the freelancing market by branding themselves distinctively and building a strong network. As freelancers, establishing a unique personal brand that highlights specialized skills and differentiated service offerings can set them apart from other assistants . They can also leverage their existing network to gain referrals and recommendations from satisfied clients. Additionally, engaging with supportive communities, both online and offline, can provide learning opportunities and exposure to potential clients. Constantly upskilling to keep pace with market demands and adjusting strategies based on feedback and market trends are also crucial in maintaining a competitive edge .

Virtual Executive Assistants transitioning from employment to freelancing face challenges such as establishing a client base, financial instability, and adapting to self-employment responsibilities. To prepare for these challenges, they should have sufficient savings to cover their expenses during the initial months of freelancing . Building a network and utilizing platforms like UpWork and LinkedIn can aid in acquiring clients . Preparing a comprehensive business plan that includes marketing strategies, service offerings, and pricing models is essential. Moreover, developing skills in personal branding and client management, alongside being active in professional communities, can help in navigating and succeeding in the freelancing space .

Creating a detailed proposal enhances the chance of booking a client as a Virtual Executive Assistant by clearly presenting how the VEA will address the client’s specific pain points and needs across various dimensions of their business operations. By incorporating insights from the discovery call, a VEA can tailor their proposal to demonstrate understanding and alignment with the client's goals . The proposal should outline the relevant tasks along with the tools to be utilized, alongside terms and conditions, rates, and payment methodologies . Such a proposal serves as a strategic tool that not only showcases the VEA's capability and understanding but also initiates trust and assures the client of professional, customized, and efficient service delivery.

Virtual Executive Assistants can target C-Level executives from Silicon Valley effectively by leveraging platforms like LinkedIn where many of these executives are active . Since these executives are familiar with remote work, they may welcome the idea of hiring a Virtual Executive Assistant . The ability to provide a wide range of services tailored to the executives’ needs, such as calendar management, inbox handling, and travel arrangements, makes VEAs an attractive option for time-strapped executives . Developing a professional profile that highlights these skills on LinkedIn and performing targeted outreach can help ensure connection with potential clients.

The pros of being a freelance Virtual Executive Assistant include setting your own rates and the ability to request paid time offs as needed . However, the cons involve finding your own clients, lacking health card benefits, and the responsibility of paying self-employment taxes and government benefits independently . Freelancers also need to build their own supportive communities and may face significant competition in the market . Overall, while offering autonomy and potentially lucrative opportunities, freelancing requires a proactive approach to client acquisition and self-management.

Portfolio presentation is important for Virtual Executive Assistants seeking clients as it serves as a tangible demonstration of their skills, expertise, and professionalism. A well-structured portfolio can significantly influence a client's decision-making process by showcasing the VEA's competencies and past achievements. It should include highlights of administrative skills and the tools they are adept at using, their rates, and an overview of the onboarding process . Using a platform like Canva to create a visually appealing and accessible portfolio can enhance its impact . Additionally, embedding testimonials or case studies of successful client collaborations can further establish credibility and trustworthiness in the eyes of potential clients.

Virtual Executive Assistants can attract small business owners by emphasizing their ability to manage both professional and personal tasks efficiently. This includes calendar and inbox management, travel coordination, and project support . Targeting platforms where small business owners are active, such as Yelp and LinkedIn , and crafting proposals that address the specific needs of these owners, like organization skills and familiarity with relevant tools, can also aid in acquiring these clients. Additionally, VEAs can highlight flexibility in pricing and services tailored to the unique demands of small businesses, thereby presenting a value proposition that aligns with these owners' interests .

Who is our target market as Virtual 
Executive Assistants?
As Virtual Executive Assistants, we are a Jack and Jill of all tra

you can market yourselves as someone who can do managerial work for them as well as 
their personal assistants

instead of

Getting direct clients as a freelancer is the ultimate goal. It cements our title as a 
freelance Virtual Executive Assista
BOOKING A CLIENT
Send Your Portfolio

Use Canva to create your profile

Can be a few pages

Highlight your admin skills an
Send Your Proposal

Based on your discovery call, detail in your proposal the tasks that you will do for your 
client

Incl
What is a cover letter?
A cover letter for virtual assistant applicants is a document that accompanies a virtual 
assistant's
The applicant should:

Start by addressing the hiring manager or recruiter by name, if possible.

Introduce themselves and

it is the initial call or meeting you have with a POTENTIAL client

this is the part where you get to know your client whi

You might also like