Virtual Consulting

Top 10 Tips for Virtual Consultations and The Perfect Online Meeting

The increased popularity of e-commerce business makes it easier for anyone to become an entrepreneur. The work from home trend has taken off. According to CNN Money, the number of people telecommuting has increased 115% in the last decade. And the ability to do virtual meetings and consultations is making it even easier to reach a more broad, international audience. Technology is an incredible tool for expanding your business but you want to be sure your virtual one-to-one sessions are as valuable as it would be for your clients to meet with you face-to-face. Beyond the fact that it is an inexpensive way to get people together – no travel costs and readily available technology – it is also a great opportunity to build engagement and client loyalty.

Let's look at the Top 10 Lists to get the most out of your virtual one-to-one consultationsClick To Tweet:

1. Build Trust and Credibility:

One of the best ways to build trust and credibility is to communicate to people what they can expect and then live up to those expectations. Be genuine with the services you are able to provide and the timing to see results or improvement. In addition, virtual one-to-one consultations can be a great way for you to provide a more personalized service for your clients. Offering a personalized consultation allows you to build a relationship with your client and diversify your range of services. To help you, Yondo gives you the ability to book live 1-to-1 video, phone, and in-office sessions.

2. Schedule Time Your Virtual Meeting:

Schedule the consultation for an exact time. The convenience of virtual meetings shouldn’t provide an excuse for assuming that the consultation time can be flexible. If a meeting is scheduled with a client for a certain time, they should be able to rely on the consultation happening at that exact time. The Yondo internationally mapped booking calendar is one of our most popular features. Just enter your availability, and a customer can make a booking directly from your calendar. Don’t worry about managing multiple calendars because your Yondo calendar can sync to several others including your Google calendar. So if you are unavailable on your personal calendar, your Yondo calendar will display you as unavailable during this time.

3. Attention to Detail:

Preparation is the key to maintaining the respect of current and potential clients. Prior to the consultation, double and triple check the spelling, grammar and calculations on any material you plan to share during the session. Make sure you have consistent content and formatting rules throughout. In an effort to build trust and credibility, you want your clients to know that you are paying attention to the details and taking the time to prepare quality content.

4. Conduct a Trial Run:

The convenience of virtual consultations can sometimes be offset by technical issues. To prevent getting to the allotted appointment time and realizing the client does not have the required software or login needed to participate in the session, request that they set up their profile and email their usernames or IDs in advance. If your contacts are using third-party software such as Skype, Windows Live Messenger or Google Talk, refer them to the installation and setup help pages for the relevant product information. When conducting a live 1:1 session using Yondo, no additional software is required for the participant.

5. Automated Emails:

When maintaining a business, your time is a high commodity. Value your schedule and take action to reduce the chance of no-shows to a scheduled virtual consultation. We all lead busy lives and are constantly multitasking. Automated emails are a great way to remind your clients of an upcoming session. When booking a 1:1 session with Yondo, you (or your team member) will both receive an automated confirmation and booking reminder email listing the session time, date and a button to start your session at the scheduled booking time. In addition, you (and the client) can easily download the scheduled booking time to Outlook, iCal or Google Calendar straight from the booking confirmation email.

6. Set an Agenda:

During any consultation, it is relevant to create an agenda but even more so when you are conducting a virtual session. A successful virtual meeting requires a lot more upfront preparation. Setting and sticking to an agenda, can be more difficult due to possible distractions during the session. Online meetings are sometimes difficult to keep on task because you can’t be sure what type of multitasking people are engaging in while participating in the session. An agenda of topics or subject areas that need to be covered can help keep the session on point.

7. Stay Focused:

Give your full attention to the participants just as you would if you were in the same room. Many of the same rules of etiquette apply during a virtual meeting; maintain eye contact and active listening are extremely important. The convenience of the virtual consultation means that you can also conduct them from anywhere. Choose wisely based on potential background noise and internet connectivity. Don’t be distracted by e-mail, Web surfing, or texting. Keep the focus on one or two topics. If you must cover more items, then give people time to stretch, take a bathroom break, or replenish their coffee. Keep each segment of the meeting short – no longer than 30 minutes.

8. Call to Action:

For an allotted amount of time, you will also have the full attention of your audience. Use this time wisely. If you have additional content, products or services, now is the time with your participants to discuss the full range of your services. It is also a good time to introduce them to your landing page. In an effort to create brand loyalty, engaging with your guests in all areas of your business can only lead to greater success. During your live 1-To-1 sessions with Yondo, the call-to-action feature allows you to introduce additional products or contents. See this article in the Yondo knowledgebase for more information.

9. Record Session:

As a consultant, you may see many clients throughout the week. During that time, you may have action items for the participant to complete or information they may want to refer back to at a later date. The ability to share a transcript or recording of the session can have an impact the outcome. When working to add value to a session, being able to provide a take away can be a strong point of difference. Recorded sessions can also be used as a recap before the clients next session. When it’s not necessary to take notes during the session, it is easier to give the participant your full attention. Knowing they will receive a recording also allows the client to relax as well. Yondo allows you to easily record any live 1:1 session. See this article in the Yondo knowledgebase for more information.

10. Set a Follow Up Plan:

Having a one-to-one session with a client one time is beneficial. Creating a long-term plan for 6 months of sessions is even better.  A long-term plan of sessions will guarantee a more consistent income over time. It will not only help with a steady cash flow, it will also increase the loyalty of your client base. Developing a long-term relationship with clients will help to guarantee the longevity of your business. With your Yondo store, you have the ability to package 1:1 sessions to help create that long-term plan.

With all of the benefits of conducting one to one consulting sessions including the ability to expand your business to an international level, affordability, technology availability and many others, it is an option that can be added to almost any business model.  The key is to give the clients every benefit of your time and attention creating a base of clients who want to continue to use your services. Perfecting the art of the one-to-one consultation can be the tool that incrementally increases the growth of your business.


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3 thoughts on “Top 10 Tips for Virtual Consultations and The Perfect Online Meeting

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