Posts made in February, 2010

Voicemail Vs Live Person

Posted by Laurie on Feb 15, 2010 in Home Office | Comments Off

Recently I’ve had some discussions with one client, who so appreciates my services he thinks I should start planning to “scale up”. It’s a move I’ve considered, but don’t think I’m ready for just yet.

One concern I have, for example, is that this particularly client mentioned that he’d prefer someone was always available to answer the phone for my company, especially if he were to refer certain types of business to me. I currently only answer the phone very occasionally, as my workspace is not always conducive to professional business calls (got to love those noisy children!) I always respond promptly to phone messages and other than initial consultations my clients generally correspond with me via email anyway.

But I do worry that my phone setup is holding me back, not only from eventually scaling up, but from simply achieving my current goal of a busy one-person virtual legal assistant practice.

Do YOU prefer to speak to a live person the first time you call a business? Do you avoid leaving messages and just move on to the next person if you can’t reach someone? Would reaching a live answering service be enough? Alyssa Gregory had a post not too long ago about exactly this, and she recommended answering your phone as often as possible, with some very valid points noted.

I’ve taken a quick look at a couple of live answering services, and they aren’t too expensive, but in all honesty right now I get maybe 1-2 calls in a month from prospective clients. Most of my contact does come by email, even from possible clients.

I’d love to hear from other solo business owners how they handle the telephone issue. Are you able to answer your phone most of the time? Do you think voicemail is enough of an option when you aren’t free? Can’t wait to see what you think!

Setting Up Systems

Posted by Laurie on Feb 10, 2010 in Home Office | 3 comments

When I started my virtual legal assistant business, one thing I realized quite early on was how important systems would be to managing my work and my busy personal life. I have tried and discarded more than one system, but currently have a set-up that works quite well for me. I do have a few things I need to add, or improve, as I’m sure we all do!

First, I have a calendar system that helps me stay on track of both daily and long-term planning. I put everything into my Google Calendar, which being web-based is accessible from any of my computers and even my smartphone. I also sync that calendar with my iPod, for another easy source of access. Within my calendar itself I keep a task list with my immediate to-do’s on it. I also track longer term work on my project management and file-sharing system. I use Teamwork PM for this and clients can input deadlines for tasks and I have a project of my own where I put in some deadlines.

Another important system I set up very early on was a backup system. I have a couple of backup options available, as it certainly seems better to have my data as protected as possible! I share most client work with my clients via my Teamwork site, so documents that they have provided me and final work that I have provided them is all stored within that site (which is SSL encrypted). I store work on my computer of course and protect that information with SugarSync, a constantly running backup and storage application. SugarSync also allows me to access my files from my phone or another computer at any time, and keeps old versions of documents, which has helped me already once!

Another “system” I have invested in is my internet. I use the internet all the time, many of my work projects could not be completed without it. Therefore I have cable internet at home, I have an arrangement with a good friend to access internet from her home if I ever should need and I recently purchased a mobile internet stick for use while out and about or in case of a problem with my home internet.  In fact two nights ago my home internet was temporarily unavailable and it was reassuring to know how easily I could still log in and therefore fulfill my work obligations.

The main system I need to work on in 2010 is my methods for initial contact with prospective clients – right through to getting started working with clients who sign on. I have a good Contract for Services that I use, but it is important I think to make sure I learn as much about my clients as I can in the beginning instead of simply diving in and doing the work. I am going to put together a set of questions for new clients to be answered by email or phone within the first week of starting to work together, so that little concerns like which font they like work done in can be established easily. What systems help keep you on track? I love getting tips from other home office workers especially!