When an RFP (request for proposal) is submitted by a potential client (PC) for the services of a virtual assistant, understand that the PC has many, many replies to weed through. Having your reply stand out above the rest is key to securing the interview.

I came across an interesting post, “Get More Clients For Your Home-Based Business by Avoiding These Five Deadly Mistakes” written from a client’s perspective who was terribly disappointed with a majority of the 20 or so replies she received for an RFP. The gist of her post was simply that the replies did not offer an answer to the all-important question…’What can I do for you?’

The author wrote:

“My needs were clearly listed – web maintenance, shopping cart and autoresponder administration. One of the offers I received listed typing, transcription, scheduling appointments and making travel arrangements as the services provided.

No mention of providing the technical skills I required.

If you’re submitting a quotation to provide a product or service, make sure you understand what the prospect needs, then tell that prospect how you can meet those needs.

If you merely provide a list of what you offer with no reference to what the prospect is looking for, she will think you either a) don’t pay heed to what you’re reading, or b) just don’t care – and either one of them will put your proposal into the round file.”

This client/author fielded replies which simply responded to “WHAT I am or WHAT I have done in the past” but never really addressing the client’s specific requirements. This was a constant theme through the author’s post.

I addition to the author’s suggestions, I have listed 10 Tips to help virtual assistants respond correctly and efficiently to a potential client’s RFP. If you follow these tips closely, you will have the best reply to an RFP ever!

1) Follow the RFP directions – As simple as this sounds, read the RFP thoroughly and gather the information the potential client is asking for. If they want samples of your work, attach a link to a portfolio or a link to your work as featured on someone’s site or your own site. If they want three references, provide the name, phone number, title, email address and a link to your reference sites; make sure you include the required number three. If they ask a question such as ‘why do you want to be a part of my team’ be sure to answer that question completely…however…

2) Although your reply can offer an explanation about your company and your specialty, answer the question (#1) in terms of ‘what you can do to benefit the client’. So don’t answer, “I want to be a part of your team because I need a job” or “I want to be a part of your team because I am good at what I do”. A better response would be, “I want to be a part of your team because my marketing skills have increased my clients’ email subscriber list from 100 to over 200 in one month’s time. I can do the same for you.”

3) Do your homework! The best means to offer a clear, concise reply to an RFP is to become educated about the PC’s business. Most potential clients will offer up a website address. Check out the site and familiarize yourself with their business. If the PC is a coach, personalize the RFP reply with something about their coaching business and what you have done for other coaches to help them with their work.

Do not critique their site in the reply RFP.

If the RFP does not provide a website address, check the domain for the email address and see if that garners some online clue about the client. If not, Google the potential client’s name and/or business name; read any articles he/she may have written and check Twitter, LinkedIn and Facebook to see if you can familiarize yourself with the client’s work. If you get the interview, you are already ahead of the game when discussion of the client’s business presents itself.

4) Have ALL of Your Ducks (Ready!) in a Row – Do not send a reply to an RPF if your website and social networking sites including your blog are not ready for the potential client’s review. If you have a PC’s attention from your written reply, chances are they too will do their own research about you before they make contact so having the best possible website and ‘store front’ available will be key to securing that consultation.

5) Include all of your contact information in the reply in an easy-to-read format. Make links clickable and check those links before you hit ‘send’. Be sure that you have full testimonials in place.

The author wrote:

“One bid provided a link to a web site where I could read testimonials. The testimonials were one and two liners followed by clients’ labels instead of their names, locations, or businesses.

For example, “Betty does good work. – Accountant”, “Betty always has her work to me on time. – Chiropractor.”

If your services are worthy of receiving testimonials, there is no reason why the providers shouldn’t approve the use of their name, business and town to validate the testimonials as authentic. Adding a picture creates even greater validation.”

(Although I personally felt that a photo was not necessary and often difficult to obtain.)

6) Read the RFP Carefully for Keywords – If an RFP uses words like ‘team’ or ‘dedicated’ or ‘looking for enthusiasm’, include these words in your reply and explain what you have done to be a part of a team AND how that effort paid off. If the PC is looking for a ‘dedicated’ person, give examples of client relationships which have had endurance AND how that attribute can be beneficial to the PC. If someone is looking for someone with enthusiasm, then write the reply with enthusiasm! Other keywords to look out for are ‘expert’ or any level of experience such as ‘intermediate’ experience. If a PC is looking for someone with specific experience, never say, ‘I am a quick learner’ or ‘I always wanted to learn XXX but if you show me how, I can do the job’.

The author wrote:

“One bid listed web maintenance and design as a service offered, however, the bidder didn’t have a site of her own or offer any references or testimonials for sites she ‘allegedly’ maintains.

If you offer a particular service that can be verified, provide testimonials, references and samples in your original bid so the potential client can corroborate them.

People are busy and if you don’t give them what they want on first contact, they aren’t going to take the time to contact you for more information when five, ten or fifty other proposals are giving them what they need.”

7) Proofread, Edit and Reread, Again! – Once you finish your reply to an RFP have someone proofread it for you. Spelling and grammatical errors stand out like sore thumb and distract from the content. Further, you are the example you set in your reply so if it is sloppy, you can be that the PC will believe your work is sloppy as well. Make sure that you are answering the question, “What is it that I can offer to the PC?” Does your reply answer that question?

8 This is not your biography.

The author writes:

Don’t make it all about you.

“I received two offers that demonstrated no real interest in how they could meet my needs. The first went as follows …

“I love working with coaches! I’ve been running my own business for “x” years. I have a degree in “x”. I worked as a nurse’s assistant for ‘x’ years, then decided to pursue my love of organizing, and I have …” – there was no mention of skills that would meet my needs.”

I reiterate again, make sure the reply is answering the question, “What is it that I can do for the potential client to meet their needs?”

9) Follow up to your replies within one week. Ask if you can offer any additional references or if the PC has any questions. Show a continued interest in the position. Be prepared for not receiving any reply at all! I would say that 95 percent of the replies to RFPs I send out never receive the courtesy of a return reply. Once I received a phone call back where the PC thanked me for my time and on occasion, I will receive a nice email with ‘thanks but we’ve filled the position’. However, I mention following up because one time I received a response to a follow-up indicating that the VA they hired was not working out so I was able to secure the account in that manner. Tip: Ask if you can add the PC’s email address to your own e-newsletter subscriber list. You never know if they may call on you later!

10) Customize each reply! Each reply should be custom to the RFP itself. If you use one cookie-cutter form to send out to every RFP, the lack of customization will be apparent. PCs want to know that you find their RFP to be important.

It takes time to craft a good reply to an RFP. Consider it a part of the virtual assistant’s job. Not only do we work on client work but we continually market our own businesses. I consider replies to RFPs part of my marketing plan. Sure, it can be laborious and the rejection factor can be high but well worth effort if you secure that client who appreciates the time and effort put into that RFP reply!

1) Have a good understanding of what you want the VA to do for you before you search. Keep an ongoing list next to your desk of responsibilities you really want to delegate. List those items which keep you from doing the work you enjoy.

2) Prioritize that list. Break the list down to three categories: Items which should have been done yesterday; those which need to be done this week and those which can wait until next month.

3) Decide how much your budget will allow to contract with a VA. If you can spend $200 a month then stick to that budget.

 
4) Post a request for proposal (RFP) on the Virtual Assistant Forums for free. (This is the premier virtual assistant forums website. VAs are not charged for services here, so the site is open for all VAs and business owners with diverse backgrounds.) Make your RFP as detailed as possible and do not forget to include your website address and alternate email address. Most VAs will research your business online before posting for a position so any information you offer ahead of time only helps to weed out those who may not meet your needs.

5) Give a timeline as to when your request for proposal response has to be submitted but give a fair amount of time to respond. Anyone who is really interested will respond right away but it does take time to reply properly to RFPs as they are often customized to clients’ needs. Specify what you want the VA to send you in the first pass…i.e., links to sites, blogging samples, graphic samples, articles, etc. It is not necessary to ask for a resume. This is not an employee-employer situation. A VA is a business owner as well.

6) Ask for references. And by all means send out for those references asking for feedback on the VA’s work and turnaround time.

7) If you know someone who uses a VA, then ask for a referral from that colleague. Many VAs handle multiple clients. If you like the work you see, then this can be indicative of a VA you might wish to work with.

8 When you have decided upon the right person for the job, expect that in the beginning you will need to ‘hand over’ passwords and usernames and business information to get started. Be sure that your VA has a confidentiality agreement. You will need to open up your business to another person with whom you have never been physically introduced. Trust will grow over time.

9) Review the service contract needed to begin and return back to the VA in a timely fashion. If you are not in agreement with something in the contract, say so upfront.

10) Communicate…communicate…communicate…Set aside time during the work week to answer your VAs emails and questions. The faster you return your replies, the faster the work will be completed. Share ideas…send your VA articles and blogs which spur conversation and brainstorm to grow your business. Suggest that the VA read online newsletters or mail her/him publications which are related to your business.

You will have more time to do the work you enjoy. You can focus on your business plan. Best of all you can partner with someone who has an interest in the growth of your business.

Janine Gregor

Plenty of information is available on the ‘net about becoming a virtual assistant, but do you know what the nitty-gritty parts of the job really entail?  You may not want to become a VA because you may find that a good amount of your own time is spent on the periphery of the job itself.

It is important to understand first, that a VA does not simply perform an administrative task and then bill for that task.  If you are contracted to do bookkeeping, then you are a bookkeeper.  If you are contracted to write articles, then you are a writer.  A virtual worker bills for those tasks and then moves on to the next. (There is certainly nothing wrong with this business model.)  But a virtual assistant is a right-hand person; a collaborator working daily with a small business owner to help grow their business.  Virtual assistance is not a solely task-oriented job. It takes time and endurance to get to that collaborative point with a client.

Based upon my experience as a Virtual Assistant (VA) I have listed 8 reasons why you may not want to become a virtual assistant.

1)  The job requires responding to many client questions which will be answered on your own time. Expect to spend a lot of time getting to know your client; to be the best partner available, with a good portion of that time being ‘off the clock’.

2)  Expect that even on your ‘off time’ you will be thinking about the client’s work.  Often I will come upon an article or an idea to help improve a process while I am doing something else. Expect that as a virtual assistant, your client’s business will become as important as your own.  I spend much time reading newsletters, books, watching videos and going to the library to educate myself about a client’s industry.  All done on my own time but well worth the effort when I can make a suggestion to a client that will positively affect his bottom line.

3)  Some tasks, such as invoicing are generally not billable and as a new VA or even when starting with a new client, you may spend a lot of time getting your invoicing correctly established, setting up passwords, adding sites to your favorites, checking out the competition…all on your own time.  There are weeks that I work 40 hours but I bill only for 10 or 20 for actual work completed.

4)  Expect that your client may need you after regular office hours.  This does not happen too often, but I have received emails from a client on a Sunday afternoon asking to put real estate listings online asap. Some items can wait until Monday morning, and it is certainly a personal preference as to whether you can drop everything and complete the work but I feel that if I can do it, I will.  Now that is not to say that I do not charge a rush fee for some projects that come in late on a Friday afternoon or that I do not make it clear from the start what my office hours will be, but in my opinion, it is better to be as flexible as possible in this business if you want to survive. 

5)  Expect that some tasks will not go on as seamlessly as anticipated and that you will just need to ‘eat’ the downtime.  The job can be daunting if you succumb to computer errors or if a website is slow to process but if you cannot be patient and move on with a clear head, then being a VA is not the job for you.  Expect to switch between tasks if a site gives you trouble or call support (on your own) to inquire about the problem.  Clients only pay for the work you complete so it is important to have up-to-date software and hardware, know how and where to go to solve problems quickly and above all else, be patient.

8  Expect that potential clients will contact you to inquire about working with a VA but are either unwilling to commit or just want to ‘pick your brain’. Expect that you will work hard to gain a potential client’s trust through responding to questions via email and may even spend the time phone conferencing with them only to be told that they will ‘contact you in a few months’.  Some may never call you back others may ignore your correspondence. It happens, when it does, move on but keep that client in your database. Do not get discouraged.

If you are sure that becoming a virtual assistant is the right job for you, start with a good business plan. Join a peer-to-peer group such as Virtual Assistant Forums.  Here you will find a vast document library to help you get started and an opportunity to post questions and find support from other virtual assistants just like you. 

Janine Gregor

Email correspondence is an extremely powerful communication medium and with power comes responsibility. Poorly constructed e-mails have been known to ruin careers and cause mistrust among clients and employees.  It can be difficult to rebound from the effects that bad e-mail has on a business’ reputation because e-mails do not just ‘go away’.  People remember the bad e-mails and they are often saved for posterity in other e-mail folders, which also do not ‘go away’.  E-mails live, breathe and multiply across cyberspace so it is truly important to keep nine basic rules of e-mail net etiquette in mind:

1) Overuse of the ‘urgent’ exclamation tells the same tale as ‘The Boy Who Cried Wolf’.  If every e-mail you send is tagged with the red ‘urgent’ button, eventually your readers will ignore this tag.  Use the ‘urgent’ tag sparingly and only when it really is a matter of urgency.  Even then, do not expect your readers to open the e-mail even if it is tagged as ‘urgent’.  E-mail can be opened at any time.  If a matter is truly urgent, better to pick up the phone and let the recipient know the important information is on its way.

2) Be cautious of unseen recipients. Never use unsecured e-mail to send confidential documents.  A misstroke on the keyboard to the wrong-named person and the documents can make several trips around the world landing in e-mail boxes whose recipients could possibly hurt solid business relationships.  A quick slip in the use of ‘autocomplete’ in the TO line of an e-mail to someone with a similar name as your intended recipient and your documents can creep through communication channels you never knew existed.  Review the TO line before you hit send.

3) Make the last sentence of your e-mail count.  This is the sentence or question most readers will remember.  If you have numerous questions which need to be answered in an e-mail, collect them into one section and use a bullet or a number feature. Spotty questions throughout an e-mail may not be answered unless the reader is a meticulous e-mail-reader, and many people are not. E-mail is a fast medium, open one e-mail, move onto the next, so streamline the content and leave the ‘action’ question or statement for last. Your reader will more than likely remember the last item they read and act on it much more quickly.

4) Never forward e-mails addressed to you to someone else without the permission of the initial sender.  Truly the highest form of etiquette! It takes a few extra minutes, but the best method is to create a new e-mail with a new subject title.  Some people will edit an e-mail before forwarding to the next person, but even this practice is questionable.  Sometimes the subject title does not match the forwarded topic and there are some unedited items left in the e-mails which can still be damaging (and embarrassing) to the initial sender.  Edited forwarded e-mails always look like they have been edited and that too can lead the initial sender to mistrust the recipient as well as the extended recipient wondering what it was that had been edited and why.  Forwarding e-mails without the sender’s permission is just plain bad business manners.

5) My time is as valuable as your own.  Sending e-mail to everyone, including those who do not need to read your e-mail is also bad business manners.  Adding a disclaimer such as “If this e-mail does not pertain to you, please ignore it” does not justify having sent an e-mail to someone who had to take the time to read this e-mail only to find out the information had nothing to do with them at all.  In fact, people get paid to read e-mail so if you send unnecessary e-mail to those who do not need to receive them; you are in the end, paying them for doing nothing. Take a few minutes to look at your TO line and rethink whether everyone in this line really needs to read your information.

6) Send bad news on a Thursdays. All too often Monday morning e-mail is filled with bad company news which can set the mood for a difficult work week. If you must send negative company news such as termination announcements, departures, decline in profits or stocks, budgetary cuts, company closings, etc. try to send this information later in the week, if possible.  Thursdays are a good day because it gives the recipient time to absorb the information; perhaps another day to respond and/or read what others might have to say and then offers two weekend days to soak it all in. When the new work day starts on a Monday, stress levels are lowered and people can begin the week on a more positive note.

7) Use ‘return receipt’ sparingly. If it is important for you to know whether someone has received your e-mail, the best method is to pick up the phone and let them know the e-mail is on its way. Overusing ‘return receipt’ implies that you do not trust the recipient to either read your e-mail and/reply to it. If you need your recipient to reply to your e-mail, politely ask within the body of the e-mail if they would reply via directly by hitting the reply button.

8) Never terminate someone’s employment via e-mail.  As intonation, facial and body language expressions are not transmitted via e-mail; this is the worse way to deliver bad news.  Out of respect for your other employees, department heads and the individual being terminated bad news should be delivered by telephone or if possible, in a one-on-one situation.  These more humane methods offer the individual an opportunity to ask questions and respond to the astonishment of being ‘let go’.  In the event that a wrongful termination suit might follow, notification by personal means would cast a more professional image on the company than using electronic notification.

9) K.I.S.S. Keep It Simple Stupid. Remember this slogan from the 1980′s? The same concept holds true 25+ years later when constructing an e-mail.  Keeping sentences clean, brief and without a lot of unnecessary chatter will give the professional impression you need to offer your readers in your e-mail.  Your e-mails represent not only you and your mark of professionalism but also that of the company you work for.  Keep fancy fonts, colors, backgrounds, extended closing advertisement and photos out of e-mails (for some industries such as real estate, and entertainment photos are important to the image, but it must be a professional photo.)  Photos in business e-mails playing with your pet should be left out of business correspondence.  Not everyone is a dog-lover and would only wish to view you as a well-groomed professional and not in overalls and a tee-shirt.  If someone wants to print your e-mail and its content is filled with pictures, colored background and fonts, this can be annoying as these types of correspondences ‘eat up’ expensive printer cartridges.  Play it safe and construct your e-mails in an easy-to-read black font, Times New Roman, Verdana or Courier on white with as little closure information as possible.  (Ever get an e-mail thread with closure information one page long per e-mail reply…this can become quite a task to scroll through this information to find the original message!) Your client in Peoria may like the polka-dotted background but the Los Angeles client may think it to be a bit ‘odd’ in your color selection. You would not want a potential client to doubt your professionalism based on a color scheme. Colors also create moods and give impressions of the type of business you are trying to project. If you sell baby products, it would be ‘cute’ to use blue or pink e-mail background if your recipients are new mothers.  But that same color combination may not be acceptable in an e-mail to your baby products sales people or company director.  Keep it white and there are never any color choice or font distractions in your e-mail to take away from what it is you really want to say.