Basic Technologies To Use When Working With a New Client

A virtual assistant is a very valuable resource to a busy entrepreneur.  Getting your working relationship off to a good start is important in securing a long term assignment with your new client.

Working with anyone – real or virtual – is a dynamic situation where adjustments need to be made as the working relationship evolves.

With hundreds of mobile applications and cloud-based technologies, working effectively with your client should include using various electronic technologies.  Having a virtual workspace for communicating with your client is essential for success.

Below are 3 basic technologies that should be implemented as you start to work with you new client:

  1. Email – be sure to find out if your client will be setting up a specific email address for you that has their business extension, or if you will use your own email address to communicate with them.  Determine a response time that is acceptable to you and your client.
  2. Live Chat– Skype or Facetime once a week or once a month if that will help you stay connected.
  3. Document Sharing –Dropbox, Basecamp, and Trello are some options where you can share work and give instructions that can be accessed remotely.

Your work output is greatly dependent on your initial orientation with your client, and the systems that your client has set up, along with some necessary training on client specific systems that you may not be familiar with.

As your working relationship develops with your client, you may need to be tolerant and allow for a learning curve. If you remember to communicate, ask for appropriate feedback, and  make sure you have the tools and the training necessary for success, you  will become a great asset to your client’s team.

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