Now is the time to start planning for the future of your business. You’ll hear a lot of people talking about it over the next few months. That makes this the perfect time, as a Virtual Assistant, to make sure your clients know that you can help them plan for their business’s new year.

You have access to something as a VA that many other types of professionals don’t: you can assist your clients in analyzing and planning their businesses.

Client feedback

If you’re in charge of customer service and inbox management, you’ll know what customers are saying about current offerings. Collect this feedback and present it to your client so they can tailor their offers in a way that will better serve their exact audience.

Industry insights

As a Virtual Assistant, you’re probably addicted to podcasts, business books, and testing new tools, so you’re probably learning a lot all the time. Now is the time to think about applying what you learn not just in your business, but how that information might apply to your client. 

You’ve also got other clients! Even if they’re not in the same industry, one client may inspire new ideas for another client, and you can pass those tips on (with permission if necessary) without giving away any secrets.

You know your clients

When you work with someone, you get to know what they like, what they don’t like, and how they behave in certain situations. Your observations can help your client plan a better, more stable business.

For example, one day they say: “1-on-1’s are a good revenue booster, so I want to open my calendar to three per week!” If you know that they’re already too busy and talk about canceling when they see that third appointment on their calendar, you can gently remind them that they actually hate having three 1-on-1’s in a week.

It works the other way around, too. If they really enjoy doing something that grows revenue, bring it up in your quarterly brainstorm. We all need reminding of the things we love!

Clients don’t know everything

Do you feel hesitant about helping clients with business planning because you think that you don’t know anything the business owner doesn’t already know? 

That’s simply not true. You’re in the day-to-day activities of the business, while your client is handling the high-level vision and/or client work. By default, you’ll notice things they won’t and it’s important to share your observations of their business with them.

If you’ve never made a suggestion before, make one today. Start building that muscle because it’s only going to serve the business (and highlight the value you bring to a client) in the long run.

Find Your First Virtual Assistant Clients

As a Virtual Assistant, you’re in a unique position to help your clients plan for their business’s future. You have access to industry insights, client feedback, and knowledge of what your clients like and don’t like. Use this information to help your clients plan a successful business for the new year! If you want more tips on how to be an effective VA, check out our mini-course, The Epic VA’s Guide To Finding And Signing Dream Clients. All aspiring #EpicVAs can join for zero dollars.