As Virtual Assistants, Social Media Managers, Graphic Design Artists, and Online Business Managers, I think we all know how important a good working relationship is with our clients. This relationship goes through several stages, including getting a lead, introduction, discovery call, on-boarding and then on going team work. When you have a new client, it is important to get to know them better.
One thing that is typically universal is that people like to talk about themselves and their goals. Getting your client talking is important, but how do you know what to ask? We want to show them we care about the big picture their business. We can ask the basic questions about needs, get their accounts and passwords and such. But if we can get a little deeper and really understand who they are and what their vision for their business is, our beginning working relationship is even better.
I created a questionnaire that has 10 questions that I am planning to ask each new client, so I can get to know them better. Feel free to download it and use it yourself, just come by and like my Facebook page! Pretty Please?