I feel I’m proficient in the technology I use as a virtual assistant, but there’s so much out there that I don’t know about. For example, Infusionsoft. This is something that so far none of my clients use or need. Some of my clients have other systems they use.


I’ve never used Infusionsoft, but I’m curious about it. I’ve got a busy schedule as a virtual assistant and I am also an author of Christian fiction. I’m working on my second book, so time is valuable and I have to use my time wisely.

I want to sign up for a course about Infusionsoft, but I don’t want to spend the time to learn something that I may not use and I could use that money for other things.  I’ve always said that no one should stop learning. Life is a lesson in learning, so this may be something I should do. I’ve heard so much about CRM and how it helps clients, but right now, my time is limited to doing work to meet my deadlines.



On the plus side, I should continue to learn just to exercise my brain. If I learn this technology, I could offer it to my clients, enhancing what I have to offer. Maybe I could use it myself for my own business, Virtual Colleague, LLC.

On the minus side, the course is expensive and it is time consuming. It lasts for 6 weeks with homework and online classes. Even if I learn this technology, my client may use another type and I may have to spend money and time to learn that one.

I guess it boils down to priorities and needs. I need to complete the existing projects by their deadlines that I’ve committed to. That a priority. I need to schedule all my tasks, so I will accomplish that goal, but I also need to do something for myself. All work and no play is no good.

Perhaps I can contact the instructor to lock in the price, even though I may not start the online course for several weeks. I don’t need any more stress, so this seems like an option. In the meantime, I will poll my clients both past and present to see if any of them are interested in using this technology. That will help me decide to take this course or maybe look into something else that my clients will use.

In the meantime, I have to research this instructor and company to make sure they’re legitimate and see if I can find the same course for less money or a better schedule. As technology continues to develop, I need to keep searching for what’s out there and what I may need. I try to forecast what skills I need, but part of that assessment has to do with my clients’ needs.

For more information on Virtual Colleague, LLC and what I can do for your business, click on www.VirtualColleagueLLC.com.


Leave a comment

Filed under Virtual Assistant Business



I’m invited to a business event for a friend. I have known her for several years and she invited me to be there at her special event. She is in finance, so that’s the theme of the event. She is an extremely capable person and has a lot of insight into investing and managing funds.

The sticky part is that she has asked me to assist her with this event, by mingling with the crowd. When I go to a networking event, I usually bring my business cards and sales pitch. In this case, the focus should be on her and her goals for this event.


I believe she asked me to go, because I am a friend, but also I think she wants to learn from me. I wish she had hired me, which I suggested she do, but she said she wanted me for “moral support” only.

I’m getting better at networking, but it took a lot of time. I’m struggling between promoting my own business, Virtual Colleague, LLC  and her business. I don’t know much about the financial world and I don’t follow the stock market, so I really can’t make small talk with her guests about financial affairs. On the other hand, I can talk about my business, Virtual Colleague, LLC and what I have to offer. I can discuss how I can help them to save money and get their projects completed. I want to be able to give out my business cards and hopefully get some clients, but our friendship seems to be putting a stress on this event.

Business Card

She hasn’t address these concerns with me. Instead, she’s just planning and getting her presentation in order and practicing her speech. I can’t help, but feel torn between being there for her as “moral support” and passing up the chance to “promote my own business”.

I guess I will have to play it by ear and see what kind of crowd she attracts. If her event is a disaster, then maybe I can convince her to hire me for the next event. If it’s a success, then maybe I can quietly promote my own business and she won’t be offended. I hate this kind of dilemma. I’m mostly a black and white kind of person. I like to get all the issues and problems on the table and then take them one at a time and fix them.

She’s a very professional person and I know she’s totally focused on this event, so she might not realize the conflict I’m feeling. On the other hand, other guests may use this opportunity to do a little marketing of their own.


How would you handle this dilemma, if you were in my place?

Leave a comment

Filed under Virtual Assistant Business


Virtual Colleague LLC 4

I don’t know about any other virtual assistants, but in my business either I have several clients at once or a gap in clients. I try to systematically advertise, so this situation will not occur, but most of my clients only have projects for me to do at intervals, so I don’t have the luxury of setting up a schedule and keeping to it and having a constant cash flow.

This creates downtime for me and I’ve been struggling to find a way around this. Sometimes I feel stressed working for my clients, because I have so many deadlines and so much work to do. I thought about sharing the workload with another virtual assistant, but then, I need to keep the money for my own business.

Business Plan 2

After reviewing my business plan for 2015, something I do every year, I realized that I was not utilizing my time efficiently and that is the cause for my stress. I’m trying a new tactic. When I’m not engaged with a client, I schedule to do the following:


Archiving emails – going through ALL of my emails and only keeping the pertinent ones, archiving the others. I have three separate email accounts, so this is good time to go through all of them and save or delete them.


Storing files and deleting any documents I won’t use – even though I use the cloud, I still have so many documents and sometimes they’re difficult to find, so backing up files and storing them in a secure location is a great help and it makes finding them much easier.


Taking inventory of my supplies – I don’t print that much, but I do use some office supplies and there’s nothing worse than running out of something you need, when you’re in crunch time. Even if I use the supplies for my clients, I still need some marketing materials on hand at all times. Business cards, handouts, and giveaway items should be ready to take with me and use at an event.


Staying up to date with my accounts – bookkeeping was never one of my best skills, but I’ve set up a spreadsheet for my business transactions this year and I keep track of every transaction. Whether it’s purchases, income, travel, education, or credit card payments and banking, I have each transaction on my spreadsheet, but I need keep them up to date. It also helps at tax time.


Cleaning my work area – I mean physically cleaning all of my equipment including the office furniture, window, my keyboard, any peripherals, the walls and floor. I also clean my computer software by using disk defrag and disk cleaner and other cleaning software. I take care not to mix or spill chemicals on my computer or any parts of it.


Taking online courses and webinars in areas of need – Without client deadlines looming, I have the opportunity to attend webinars listen to podcasts, and take a few simple online courses, so I can keep myself current and learn something new in case a future client needs that expertise.


Reading about networking, technology, and social media trends – I’ve downloaded so many eBooks on topics I’m interested in, but never have the time to read them. During this downtime, I schedule time to read for a specific period of time. I catch up on my reading and can pursue any topic that interests me.

This is how I spend my time between clients. Oprah Winfrey once said, “You can have it all, but you can’t have it all at one time.” She is right, so I’m organizing my time to get the most out of my work and my personal growth.


To learn more about me and the services I offer, go to www.VirtualColleagueLLC.com.

Leave a comment

Filed under Virtual Assistant Business


almond-milk-chocolate-dessert-giftbasketEveryone likes freebies or at least the chance to get a freebie. That’s why I always offer a raffle item, when I’m an exhibitor at an event. As a virtual assistant, I have so much to offer businesses with regards to completing projects and saving them money. I just need to get their attention.

Exhibiting at an event is a great way for me to present my business and stand out from the others. I really enjoy thinking of and creating the perfect give-away prize. I don’t repeat what I’ve already given away. In my opinion, it displays a lack of creativity. How can I convince business owners to give me a chance, when I can’t even get creative with a give-away prize?


Virtual is a concept and not a concrete form, so in one way, my creativity can flow in many different directions. On the other hand, I do want the prize to somehow mirror or explain what I can do for their businesses. I’ve come up with a few ideas that I will share.

My business name is Virtual Colleague, LLC, so I want to capitalize on the “virtual” and “colleague” aspects. For the virtual aspect, I offered a pair of men and women’s sunglasses. They were stylish and I presented them in gift boxes. People asked me what that had to do with my virtual assistant business and I told them that the sunglasses allow people to look at the world with ease and eliminate any glare. The sunglasses assist them virtually, so people are comfortable using them and get great results. I’ve also given away smaller items like keychain flashlights that don’t require batteries, those purse-size little note pads with matching pens, etc. All of these items are small, inconspicuous, but produce great results.


For the colleague aspect, I always thing in two’s, pairs, or groups. The most expensive prize I’ve ever given away is a massage for two people. I’ve also given away movie ticket packages for two, a few different his and hers gifts to signify that the colleague part of my business is a partnership and not just boss and worker each doing their own thing. A few times, I’ve given away group gifts such as coffee and donuts for their office, a pizza party, or lunch for the office.


These give-away prizes can be expensive, but I’ve found that the contacts I make and the interest they generate in my business more than make up for this cost and some of this cost can be used as a tax deduction.

2 sided VC business card

If I’m just networking at an event and I’m not exhibiting, then I make sure I create an exceptional business card. The quality of the print, color, size, and paper quality are important. I use both sides of my card to put out as much information as I can and I give them to everyone I meet. Some may just throw it away, but many hang on to it as a reference and that’s how I get many of my clients. I achieve great results through networking, demonstrating style and professionalism, and showing the uniqueness of my business.

 What type of give-aways do you have at networking events?

Leave a comment

Filed under Virtual Assistant Business


It’s been several weeks since the holidays and most of the things I planned to do are not done and probably will not get done. I’m always overly optimistic about doing things and I have a “can-do” attitude. I think I can do it all, but sometimes I fall short. I always make a small list of things I want to do or changes I want to make.

One thing that I continue to work on is “virtual health”. I divide health into 2 categories. The things that crop up that I have to take care of: dentist appointments, mammogram, annual checkup, etc. These things are necessary, but there doesn’t have to be a medical problem to get them taken care of. I call these things “routine health”.


My second category of health is “virtual health”. What is this? This is my day-to-day health and habits. For example, what I eat or not eat? How much rest and sleep do I get per night? What type of exercise do I do and how much time do I spend doing it? How much stress is in my life right now?  Am I a caregiver for someone? Am I in a good relationship with the people around me and the people I love?

All of these things affect my health. Virtual health, in my opinion, is the daily things I have to do to keep myself in good health. If my daily lifestyle isn’t balanced, I won’t be in good condition to ward off colds, the flu, arthritis, and aches and pains.


Using the same comparison with my virtual assistant business, the two go hand in hand. I have to be fit for work. Learning new technology, working and meeting all project deadlines, and then making time to network and promote my business, Virtual Colleague, LLC.

My virtual health has to be in good condition, so I can get up every morning feeling refreshed and ready for a full day’s work. I need to take vitamins or any other medication that balances my system and allows me to feel well. I also need to be able to work under some pressure and deal with sudden changes in my life. This is not always easy and can send my business reeling, if I can’t recover quickly.


Like networking, I must find the time to practice yoga and go for walks to refresh my mind and body. Yoga calms me and regulates my breathing and walking provides natural exercise and clears my head. It also allows me to think things through without interruption.


Virtual health is important, but most of us rarely pay attention to it. We only notice it, when we feel sick or think there’s a health problem. Although I have regular hours for my virtual assistant business, virtual health is really 24/7.

So how do I master virtual health? The same way I handle my business. I schedule time to do specific things. I take time to learn new skills, which strengthens my concentration. I schedule breaks and lunches, so I will have at least a half hour away from my desk. No eating at my desk and working at the same time. That’s counter-productive. If it’s a nice day, I may even take an hour for lunch and walk for half of that time just to stretch my body.

I’ve found that a quick walk at lunch time renews my energy and I can accomplish as much in the afternoon as I did in the morning. I am a morning person, so I schedule the difficult tasks for the morning. In the afternoon, I continue with the day’s work and create the schedule for tomorrow. In that way, I know exactly what I have to finish today and what I will do for tomorrow. All deadlines are met in advance using this method and it’s less stressful.

calendar due date

That’s the virtual health plan I use to stay healthy and active, while achieving a good work/life balance. What do you do to keep virtually healthy?


Leave a comment

Filed under Virtual Assistant Business

Virtual Assistants are the Bread of Businesses

When I think of networking as a virtual assistant, I think of making bread dough! Both contain basic ingredients and are not easy to handle, but can turn out excellent results. You never know, if it will turn out as planned.


Bread dough is basically flour and water. Networking is you, the virtual assistant, and the event. Great care has to be taken to get good results. For the bread dough, fresh ingredients, a clean working surface, the determination to massage and finesse the dough to the right consistency, and time and patience. These are essential to getting good results.

Sliced loaf of bread

Virtual assistants are basically administrative professionals that have advanced skills and talents. They need to attend social events to promote themselves and their businesses. Virtual assistants have to take care of their own businesses by preparing for these events. They must look professional, have great social communication skills, and be able to gently extract pertinent information from potential clients, so they can initiate a meeting or set up some type of communication with them.


While making bread dough requires physical strength and coordination, the virtual assistant has to stimulate conversation and stretch themselves skillfully to attract new clients. In the bread dough, the yeast is the essence of the bread. This is a process of using just the right degree of warm water and yeast. The yeast has to sit there and “work” until it’s ready to be put into the bowl and allowed to rise to its full potential.

Virtual assistant 1

Virtual assistants go through the same formula. They have to have the right mix of skills, learning capacity, and they have to give themselves time to “mature” and be ready to formulate their own business and be successful. They’re ready, when they have mastered several skills and they’re ready to jump into the competitiveness of the business world.

What if the bread dough doesn’t rise or is too sticky or lumpy? We all make mistakes and sometimes things are just not meant to be. Learn from your mistakes. The greatest chefs in the world burned toast and failed many times before achieving success. Learn from your mistakes and keep on trying. You will not make as many mistakes as you think you will and you will become better at your craft, the more you do it.


The bread dough, if prepared and handled properly, will yield a delicious loaf of bread. It will look enticing, taste incredible, and compliment any food that’s served with it. So too, for virtual assistants, they must continue to grow and develop in many ways, while they’re preparing themselves for business ownership.



When they’re ready, they will present a professional presence by being able to speak about many topics, act in a professional manner, and connect with their potential clients on several levels. Their expertise will impress their new clients and reinforce their business relationships. Virtual assistants and their businesses or brands will have a far reaching effect. Most of the clients will automatically promote their virtual assistants and their skills. Virtual assistants, if skilled properly and ready for a challenge, should complement any business.

Virtual Assistant 2

So the next time you sit down to eat any type of bread, whether it’s fancy, spicy, with seeds, crusty, thin-sliced, or hearty, think of the bread-making process and how long it took to get to what it is right now in your plate. Think of the work, the hours, and the care that made this bread what it is. Look at it and then taste it and feel the results of someone’s hard work, talent, and patience.

Bread Basket

These same principles should be applied to any virtual assistant business and if anyone is thinking about becoming a virtual assistant, I say “go for it”. Start right now to develop your skills and abilities, start working on your business plan, develop your professional brand and remember that time and patience yields a good harvest.

Check out my website Virtual Colleague LLC.

Leave a comment

Filed under Virtual Assistant Business

Honesty Is the Best Policy

I recently had a client that wanted me to do a few “simple” projects. This is how he described his projects – simple. He was partially correct.

The first few projects were documents that either required research, product descriptions or how-to explanations, but the last project on the list was a real challenge for me.

He wanted me to create some kind of infographic. I don’t possess any of the software tools needed to do that kind of work, so I did some research. I finally decided to use Canva, because it’s free and easy to use.


I have to stop here and tell you that the client didn’t exactly know what he wanted, but he gave me a brief description. I worked diligently on several images for the infographic. He was very vague, so I used my creativity to come up with different images and styles.

I sent them to him, so he could get back to me and I would correct or tweak anything he didn’t want. I want to add that this project was supposed to have a fast approaching deadline. He waited 2 days to get back to me and rejected all of my samples. I was a little upset with him, because we had worked so well on the previous projects. I listed a series of questions in my email to him about what EXACTLY he wanted me to do.

Clarity of Ideas

Usually my clients have a clear picture in their minds about what they want and how they want it to look. They just don’t know how to get it to look the way they want it to. That’s where I come in. As a virtual assistant, I find a way to make their projects come to live and make them successful.

He was very vague with his answers, so based on what little information he gave me, I started in again to design some samples of work for him. I got the feeling that either he really didn’t know what he wanted or he wanted me to copy someone else’s work and wasn’t sure if I would do that.

I would never just copy someone else’s work. I might use it as a base for my work, but I would never copy something and then just change the labels. A few days went by, I emailed the samples to him and again I got the same reply. Only this time, he was irate, because I was supposed to be a virtual assistant and I should know what he wanted. He told me that in the email.

After I got that email reply, I calmed myself and phoned him. He answered and I asked if it was a good time to talk. He said yes, so I continued. I explained to him what a virtual assistant is and what they can do to help business owners.

I then explained what they can’t do. Mindreading is one of them. I then went over with a polite, but firm voice, the emails he sent me and the samples I sent him. I wanted him to know that I was trying to accomplish the goal, but he was not specific enough. I didn’t want to alienate him, but I did want to emphasize my point.

Virtual Colleague LLC copy

In my business, Virtual Colleague, LLC, I partner with clients, who become colleagues. That’s my slogan, so what the client wants/needs becomes what I want/need. The client’s goals are my goals.

He listened patiently, but then said that he was trying something new and wasn’t sure how to use an infographic and how effective it would be. He thought I could just “whip something up” and it would be done.

I reminded him that I had created several samples, but without his input of percentages, totals, and estimates, the infographic falls flat and doesn’t convey any message.

He let out a long sigh and I realized that I could not continue to work with him on this project. The other projects were very successful, but I simply could not work with him under these conditions and take the blame for things beyond my control.

There was silence on the phone and I wanted to take the lead on this. I told him that maybe he should shelve this project until he had time to think it through. I assured him that no business person should blindly do something, because other businesses were doing it. It just doesn’t make good business sense.

He agreed with me and I told him that because he had already paid for my time, he could use the time for another project. He thanked me and agreed that that would be the right thing to do.

One of the most difficult things to do is to tell a client you can’t help them. This was the first time I ever had to do that, but it was the right thing to do. I usually find a way to do the projects, but I would rather give up a project than do it and alienate my client and others that hear about his dissatisfaction with me.

Have you ever had to refuse work from a client?

Leave a comment

Filed under Virtual Assistant Business

Why Your Rates need to be What Your Client Expects Them to Be

Recently I took on a new client. I find it a “best practice” to discuss rates after I know what type of work the client wants, the software programs involved, the research needed, and the deadlines. Although I have a rate chart and stick to those rates, there are times when I need to deviate from those guidelines.

My new client was referred to me by one of business associates. He contacted me by phone and laid out what he wanted me to do. He didn’t know that much about me, except that the person that referred me raved about how knowledgeable I was in several areas and I was a virtual assistant.

If I have to reach out to get clients, I stick to my rate schedule, but in this case, I gave him a discount, because he contacted me. I enjoyed our initial consultation, which is always free. He knew what he wanted, when he wanted it; he just didn’t know how to do it. That’s where I come in.

After speaking with him, I told him I would draw up a contract and outline what I could do for him, my fees, and state the deadline in the contract. He liked that idea and I got to work on the contract right away. He seemed eager to begin.

I emailed the contract to him. He signed it and returned it to me almost immediately. He emailed me some of the documents he wanted me to work on, but he also made a comment. He told me that he had contacted several virtual assistants prior to contacting me. He said a few were unprofessional and didn’t follow up with him as I did with a contract. He felt very comfortable signing a contract, because each of us knew the expectations and limitations of the project.

He also told me that my rates were very reasonable. To tell you the truth, I really hated to give him a discount, because I could really use the money, but he did contact me. He was straight-forward about the work to be done and the deadlines.

Dollar Sign

I don’t regret giving him the discount. He has given me more work and promises to give me more work in the future. My rule of thumb is to have a new contract signed for every new project. It keeps things simple and in order and there is no confusion.

Many times in internet groups, I’ve seen posts about what to charge for rates, how to determine your rate, and are your rates comparable to other virtual assistants in your area. I think honesty is the best policy and if someone reaches out to you, they should be rewarded with a discount. You should have a rate schedule for services, but there should be room for discretion.

If I had not given him a discount, he probably would have only given me the one project. Because I showed him my professional demeanor, treated him to a special discount, and then got the project done correctly, on time, and within his budget, he felt valued and told me he would like to do business with me in the future.

Rates can be a sticking point. You have to determine the amount of time it takes to complete the work, what’s involved with the assignment, and then determine how much to charge. Setting your rates is a comprehensive process, because a new client can become a retainer client, if the rate is right. If not, you run the risk of losing a client and future business.

You may believe your rates are fair, it’s really your client that judges your business by your rates. That’s


Why Your Rates need to be What Your Client Expects Them to Be

For more information on my virtual assistant business, click on Virtual Colleague, LLC.

Leave a comment

Filed under Virtual Assistant Business