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viVA La PA
Joined: 29 Jul 2011
Posts: 1
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 Posted: Tue Sep 06, 2011 9:30 am Post subject: New Client Forms - something more orderly |
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You know how it is when you meet a new client, you want to chat and be friendly, but professional too. I am having real problems with getting the right mix, and I think I need a more defined form which will keep me on track.
Any suggestions please?
thanks
Debby |
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caroline
Moderator
Joined: 03 May 2006
Posts: 3212
Location: Glasgow
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| Posted: Tue Sep 06, 2011 11:58 am Post subject: |
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Hi Debby
Realistically you need to gather all the info you need to do the work and bill it at that meeting...
It depends a bit on what you like to have - name, address, email, mobile, any PO numbers/billing instructions, any templates you should use and also any passwords/access codes you would need.
I usually also include a few bits of marketing info too - where did they find out about us?
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Laura1
Star Poster
Joined: 19 May 2011
Posts: 131
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| Posted: Fri Sep 16, 2011 4:42 pm Post subject: |
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Have you thought about some kind of welcome pack? You're getting all the info you need but also remaining a little bit friendly at the same time.
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Laura :)
virtual receptionist | virtual assistant see more |
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