Effective Client Management Tips for Virtual Assistants Assignment

Assignment Task

Tips

• Keep NOTEPAD handy for every discussion - Always TAKE NOTES without fail 
• ENERGETIC demeanour - on chat text & voice & tone on calls are the key to success
• BE PROACTIVE and genuinely concerned about your clients tasks.
• The client should not have to followup himself for any task.Always USE I, ME etc instead of we, us -
• Build your personal rapport with the clientSend WRITTEN MINUTES of each discussion done on call/video
• ACKNOWLEDGE every single email, chat message ASAP
• Earphones are compulsory for eacn & every call/video (clients & internal calls both)
• Do not overpromise
• Be transparent with your clients
• Daily evening updates, morning messages
• No Lunch MessagesNever give irrelevant or incorrect info to clients for their tasks.
• Discuss priority with clients in case of multiple tasksParaphrasing / reconfirming the task/info/update in the call/chat/email is very important while taking the task from the client
• FREQUENT UPDATES: Keep the client posted on task progress Steps to solve a task
• Clear all your doubts and understand the task clearly from the client in the 1st communication itself

Organize your day

• List down the tasks of each client
• Give a feasible timeline against each task- In case of multiple tasks try to complete one task of each client first
• If there is any task that you can sense will take more time, then try to finish simple task first

If there are many tasks of a particular client in hand and he/she gives you more task to be done on urgent basis

• Then share your task list with the client and request him to prioritize the task
• Inform him that you are working on the urgent task and so will take care of other tasks after that.
• Inform the client politely i.e. your language has to be polite

Give updates to clients

• Update on each task
• As soon as you are done with a task, update the client 
• If there is a lengthy task then update on whatever is done
• E.g.: 30 pages pdf was for data entry
• Responsibility of the Va client loss will have serious repercussion.

Wishup Policies

• You have to send a Good Morning Message with relevant task details at the start the of your shift to all your clients
• A minimum of 3-4 updates all through the day to your client 
• Task status report through Wishup App - Make it a habit to fill it parallely
• Onboarding call with a client are very important and you need to attend it even if its outside your shift timings
• Send an MOM of onboarding call with OPS team ASAP
• The time spent on Onboarding calls are not accounted for in any of your client's bandwidth, but they have to be taken by VAs without complains

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