SGB VA COURSE

LESSON 7
REACHING TO
CLIENTS AND
DISCOVERY CALL
SGB VA COURSE

WHAT WILL WE LEARNToday?

1.The importance of seeing the opportunities and why it is important
2.How to find opportunities where other people do not see them
3.Examples of reaching out to clients on Instagram/Linkedin
4.How to reach out to clients the right way on Upwork
5.What is the discovery call and how to conduct it
SGB VA COURSE

OPPORTUNITIES ARE
EVERYWHERE. THE KEY IS TO
DEVELOP A VISION TO SEE THEM
- ANONYMOUS -
SGB VA COURSE

HOW TO BE ONE STEP AHEAD? LEARN.

SGB VA COURSE

MY CONTENT WAS LIFESTYLE CONTENT.

WHAT DID IT SELL? NOTHING.
SGB VA COURSE

IF YOU WERE INTERESTED TO WORK WITH ME, YOU

ALREADY KNOW THAT I STARTED MY ONLINE COURSE.
YOU COULD OFFER ME TO PROMOTE IT THROUGH MY REELS.
SGB VA COURSE

IF YOU ARE A REELS SPECIALIST, YOU KNOW THAT

IN ORDER TO GET THE MOST OUT OF REELS/TIKTOK,
YOU NEED TO POST FREQUENTLY.
YOU CAN SEE THAT I DON'T POST FREQUENTLY

YOU CAN SEE THAT MY REELS DON'T PROMOTE ANYTHING

AM I MISSING THE OPPORTUNITY?

SGB VA COURSE

THE PROBLEM WITH MANY ENTREPRENEURS:

DON'T HAVE TIME TO GENERATE IDEAS ABOUT WHAT TO POST

DON'T HAVE TIME TO WRITE SCRIPTS

DON'T HAVE TIME TO EDIT PROPERLY (WITH CAPTIONS AND ALL)

SGB VA COURSE

YOU DON'T HAVE TO BE GREAT, JUST BEING 1 STEP

AHEAD OF YOUR CLIENT IS ENOUGH.
be open to go out of your comfort zone
SGB VA COURSE

HOW TO BECOME BETTER IN YOUR SERVICES

RESEARCH EVERYTHING
ABOUT THE SERVICE
SGB VA COURSE

HOW TO BECOME BETTER IN YOUR SERVICES?

WATCH A LOT OF BEST-PERFORMING REELS EVERY DAY

WHAT IS SIMILAR ABOUT THE VIDEOS THAT PERFORM BEST?

RESEARCH EVERYTHING CREATIVE, DYNAMIC, TRENDING MUSIC, SHORT

ABOUT THE SERVICE

SGB VA COURSE

HOW TO BECOME BETTER IN YOUR NICHE?

READ/LISTEN TO BOOKS,
WATCH VIDEOS
SGB VA COURSE

HOW TO BECOME BETTER IN YOUR NICHE?

I REALLY LOVE AUDIBLE APP
SGB VA COURSE

WHAT COULD
A VA HAVE
WRITTEN TO ME?
SGB VA COURSE

OTHER WAYS TO REACH OUT:

STARTING A CONVERSATION, ONLY OFFER SERVICES AFTER THAT

OFFERING A VALUE (CANVA SLIDES WITH A FEW SUGGESTIONS)

YOU CAN ALSO ATTACH PORTFOLIO WITH RELEVANT WORK EXAMPLES

SGB VA COURSE
STARTING A CONVERSATION
SGB VA COURSE
OFFERING VALUE
SGB VA COURSE

SCREEN DEMO OF NOVI'S SLIDES

SGB VA COURSE

ALWAYS USE CHATGPT TO CHECK ANY WRITING

SGB VA COURSE

HOW TO REACH TO CLIENTS ON UPWORK?

SGB VA COURSE

MAIN POINTS TO NOTE:

READ THE JOB DESCRIPTION TO FULLY UNDERSTAND WHAT IS NEEDED

ADDRESS THE PERSON BY NAME (SHOW ON SCREEN HOW TO DO IT)

UNDERSTAND THE PAIN POINTS OF THE CLIENT (SHOW ON SCREEN)

USE RELEVANT WORK EXAMPLES

EDIT YOUR PORTFOLIO'S "ABOUT ME" AND "WORK SAMPLES" SECTIONS IF NEEDED

MENTION CLEARLY WHAT IS THE NEXT STEP (CALL-TO-ACTION)

ADD "I CHECKED YOUR WEBSITE..." (IF THERE IS A WEBSITE IN THE JOB DESCRIPTION)
SGB VA COURSE

EXAMPLE:
HI KATHLENE, I AM VERY INTERESTED TO ASSIST YOU WITH THE SOCIAL MEDIA MANAGEMENT TASKS LONG-TERM. I BELIEVE THAT I
HAVE THE RIGHT SKILLS AND I AM MOTIVATED TO WORK WITH YOU CLOSELY AND MAKE SURE THAT THE JOB IS COMPLETED ON
TIME AND ACCORDING TO THE EXPECTATIONS.

I HAVE A PASSION FOR SOCIAL MEDIA, CLOSELY FOLLOW CURRENT TRENDS AND HAVE EXPERIENCE EDITING REELS AND
CREATING CANVA DESIGNS. I HAVE ATTACHED MY WORK SAMPLES BELOW FOR YOU TO HAVE A LOOK.

I AM NATURALLY A CREATIVE AND SOLUTION-ORIENTED PERSON, AND THAT MAKES ME ABLE TO COME UP WITH CREATIVE IDEAS.
ALSO, I AM REALIABLE, SO YOU CAN REST ASSURED THAT I WILL PROVIDE THE NECESSARY RESULTS. I AM ALSO QUICK IN
COMMUNICATION.

TO ANSWER YOUR QUESTION, I USUALLY IDENTIFY THE TRENDY TOPICS BY RESEARCHING POPULAR CONTENT ON SOCIAL MEDIA
THROUGH HASHTAGS, REELS, AND TRENDS.IF POSSIBLE, PLEASE ALSO SEND ME YOUR WEBSITE AND SOCIAL MEDIA ACCOUNTS
SO I CAN GIVE SOME SUGGESTIONS ON THE TOPICS AND CONTENT.

PLEASE LET ME KNOW IF WE CAN DISCUSS MORE ABOUT THIS OPPORTUNITY ON CALL? I REALLY APPRECIATE YOUR REPLY SOON.
SGB VA COURSE

I USED TO NOT LOVE SALES AT ALL

BUT IT IS SO IMPORTANT TO LEARN IT
SGB VA COURSE

SALES = A GREAT THING!

BECAUSE YOU CONVINCE PEOPLE OF
WHAT THEY REALLY NEED AND
WHAT WILL HELP THEM
SGB VA COURSE

YOU MUST UNDERSTAND SALES IF YOU ARE A BUSINESS OWNER.

AND IF YOU ARE NOT, TOO.
SALES ARE EVERYWHERE IN OUR LIFE.
SALES = COMMUNICATION, HELP, LISTENING.
SGB VA COURSE

I WAS NEVER REALLY GOOD AT

ANYTHING EXCEPT FOR THE
ABILITY TO LEARN
- KANYE WEST -
SGB VA COURSE

Let's move on to
THE DISCOVERY CALL PART.
SGB VA COURSE

DISCOVERY CALL = Sales Call

THE AIM IS TO UNDERSTAND THE CLIENT'S NEEDS
AND ONLY THEN - TO PRESENT YOUR SERVICES
BASED ON THEIR NEEDS
SGB VA COURSE

IT IS NOT AS STRESSFUL
AS YOU MIGHT THINK.
YOU ARE THE ONE LEADING THE CALL
"Today, the agenda of the call will be..."
SGB VA COURSE

Questions:
CAN YOU TELL ME MORE ABOUT YOUR BUSINESS?
WHAT ARE YOU STRUGGLING WITH THE MOST IN TERMS OF (YOUR SERVICES)?
UNDERSTAND THAT YOU MENTIONED YOU NEED HELP WITH (THIS AND THAT) FOR
YOUR BUSINESS, IS THERE ANYTHING ELSE I CAN HELP YOU WITH?
DO YOU HAVE ANY QUESTIONS FOR ME?
SGB VA COURSE

After that...
OFFER A SOLUTION.
WHAT YOU CAN GIVE THEM? (PRESENTATION IS BEST).
GIVE VALUE.
SHOW YOUR SKILLS.
SGB VA COURSE

After that...
HOW MUCH WOULD THIS BE? (FROM THE CLIENT)
"I USUALLY CHARGE 10 USD AN HOUR. MAY I CHECK IF YOU PREFER TO
WORK BASED ON THE HOURLY RATE OF A FIXED MONTHLY RATE"
SGB VA COURSE

DURING THE SALES CALL -

THE CLIENT IS THE ONE WHO
SPEAKS THE MOST
(AT LEAST IN THE BEGINNING)
SGB VA COURSE

SUCCESS =
PASSION + CONSISTENCY
THAT IS WHY I ASKED YOU TO
CHOOSE SERVICES YOU LOVE
SGB VA COURSE

Tasks
APPLY FOR AT LEAST 5 JOBS ON UPWORK
FOLLOWING THE STEPS I MENTIONED TODAY

DO YOUR FINAL PROJECT

SGB VA COURSE

FINAL PROJECT - BATCH 11

SGB VA COURSE

Objectives
STUDENTS CAN HAVE EXPERIENCE IN HOW
TO WORK WITH CLIENTS OR HAVE
KNOWLEDGE ABOUT WHAT KIND OF TASKS
THEY CAN DO AS VIRTUAL ASSISTANTS.
SGB VA COURSE

FINAL PROJECTOptions
1. Ask friends/family for Free Project to practice student's skills
2. Create Mock Up Project for One of the selected Entrepreneurs/Potential Clients
the Students choose.

DEADLINE: 16 JULY 2023

SGB VA COURSE

Option 1.
ASK FRIENDS/FAMILY FOR FREE PROJECT TO PRACTICE STUDENT'S SKILLS

1. Points: 1000 pts

2. Benefit:
Students can have real experience working with clients
Can have a chance to get testimonials from the clients
Can have a work sample to be put in the portfolio
 Option 1.
SGB VA COURSE

REQUIREMENTS
1. Provide Discovery Call proof (Chat Screenshot) with friends/family to
Google Classroom which contain information:
Elevator Pitch
List of Services offering / proposal
Scope of work agreed
Work Timeline
2. Attach the work result to Google Classroom
SGB VA COURSE

Option 2. CREATE MOCK UP PROJECT FOR ONE OF THE SELECTED

ENTREPRENEURS/POTENTIAL CLIENTS THE STUDENT'S CHOOSE.
1. Points: 300 pts

2. Benefit:
Helps students refine their understanding of the client's needs and tailor
their services accordingly
The work samples can be used when approaching the potential clients
Can have a work sample to be put in the portfolio
 Option 2.
SGB VA COURSE

REQUIREMENTS
1. Provide name and Instagram ID / LinkedIn Username / Company
Website / etc and submit it to GC
2. Attach the work result to Google Classroom
3. You are free to decide on any project you want to do for your Potential
Clients
 Example of Tasks.
SGB VA COURSE

ADMINISTRATIVE TASKS
1. Travel Planning
2. Competitor Research
3. Calendar Management
4. Hashtag Research
5. Create a PDF Guide
6. Create a Video Tutorial
7. Create Slide Presentation
8. Data Entry
9. Etc
 Example of Tasks.
SGB VA COURSE

SMM TASKS
7-Day Instagram Content Strategy and Execution
Develop 7-days Instagram content strategy that includes content
calendar, themes, topics, and types of posts that align with the brand and
target audience.
Create visual content such as photos, videos, and graphics that align with
the content strategy (posts, stories, and reels).
Write engaging and informative captions and text overlays for visual
content.
 Example of Tasks.
SGB VA COURSE

SMM TASKS
7-Day LinkedIn Content Strategy and Execution
Develop a 7-day LinkedIn content strategy that includes a content calendar,
themes, and types of posts that align with the brand and target audience.
Create visual content such as photos, videos, and graphics that align with the
content strategy (posts and articles).
Write engaging and informative captions and text overlays for visual content.
Create at least one LinkedIn article that provides value to the target audience
and aligns with the brand.
 Example of Tasks.
SGB VA COURSE

SMM TASKS
7-Day Tiktok Content Strategy
Develop a 7-day Tiktok content strategy that includes a content calendar,
themes, and types of posts that align with the the brand and target audience.
Create visual content such as photos, videos, and graphics that align with the
content strategy (video posts).
Write engaging and informative captions and text overlays for visual content.
 Example of Tasks.
SGB VA COURSE

COPYWRITING
1. Email Marketing Copy: encourage subscribers to take action on the email
content.
2. Copywriting for a Blog: write a copy that encourages users to click
3. Long Form Post for LinkedIn: focus on the pain points your audience is up
against and point to a solution
4. Repurpose an existing copy to be more persuasive or convertible
5. Website Copywriting: write digital content for landing pages or product pages
6. etc
TASK OBJECTIVE
Why is this task Important
SGB VA COURSE

SUCCESS IS NOT FOUND IN THE PURSUIT OF PERFECTION, BUT IN THE

WILLINGNESS TO TAKE THE FIRST STEP. DON'T LET THE FEAR OF
MAKING MISTAKES HOLD YOU BACK. EMBRACE THE UNCERTAINTY,
FOR IT IS THE GATEWAY TO DISCOVERY AND GROWTH.

REMEMBER, IT'S NOT ABOUT BEING RIGHT OR WRONG; IT'S ABOUT

HAVING THE COURAGE TO BEGIN.
SGB VA COURSE

Good Luck