As I was sitting at one of my offices away from home (Brig O’Doon Coffee House in Ottsville, PA), I decided to ask a gentleman sitting next to me if he knew what a Virtual Assistant was. He didn’t (AND he worked for Hewlitt Packard). Perfect opportunity. I told him a virtual assistant was anyone who assisted someone virtually. He said that made perfect sense. Smart guy – not everyone clicks on the idea right away. Great person to ask what he would want in a Virtual Assistant.
First thing he said
was he would want some type of a memorandum of understanding. That’s always a great idea. It is a great idea to have a simple recap—in writing—of what you will be doing for your client as well as what your client expects you to do. I know that, in my business, I want to develop a trusting, long-term relationship with my clients, so starting out with a memorandum of understanding is great; but almost every single time, my clients add things for us to do, and the relationship evolves.
So a memorandum of understanding may be best initially, but hopefully that would just be a starting point.
Stay tuned for more Q&A
Nickey Hollenbach Personal Touch Concierge Service, LLC info@ptconciergeservice.com 484-919-0637 www.ptconciergeservice.com