Posts tagged Intake Form
A Virtual Assistant’s Do’s and Don’ts for Pre-qualifying Potential Clients.

Are you a Virtual Assistant or an OBM and need help with your intake form questions? Pre-qualifying potential clients so you don’t waste your time on sales calls is a no-brainer. Asking the most strategic questions is harder than it looks. I’ve put together a review to show you some of the do’s and don’ts to consider as you assess the effectiveness of your client vetting.

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Introverted Expert and Struggle with Sales Conversations?

Are you an introverted expert and struggling with sales conversations?

Feel like you suck at selling your services?

Many of the introverts I’ve spoken to struggle to not over-give and over-share their strategic insights during a sales conversation.

Or worse?

They think connection, being friendly, and being open to being led by the buyer is going to make their service more palatable.

Introverts can and are excellent at sales, with some support and training on how to hold your own in sales conversations.

It’s not as hard as you might think, in fact, introverts are naturally good at sales and sometimes need some help to harness their skill of listening and asking questions.

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How to Research Potential Clients.

Have you ever experienced this?

A new lead drops into your inbox and just reading their intake form answers messes with your mind?

If this is you, you’ve just been triggered by a past experience and it’s blinding you to all possibilities?

Maybe, you are not unlike the clients I work with who immediately see a new lead and are blinded by their brilliance and that causes you to doubt your ability to sell your services to them.

Or, maybe you start assuming they aren’t a fit for your work because you misread something they said in their intake form answers?

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How to Use An Intake Form to Speak to Your Ideal Clients (Video + Audio Interview)

In the entrepreneur space, we’re constantly being told to niche down. We offer niche services, work with niche clients, create niche products. We work hard to get as specific as we can in our business. This is the story and the behind the scenes conversation about how and why I created my Instagram weekly feature, my Intake Form Review.

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