Outsource All Your Reminder Calls to Your Virtual Assistant

Are you a busy executive or entrepreneur struggling to keep abreast of all the 1001 reminders you’re receiving on your phone, PC and other devices? As much as technology has made it simple for us to manage our businesses, it can become overwhelming as the business starts to grow. To avoid missed appointments or calls, hire a “personal” reminder in the form of a Virtual Assistant. This person will act as an assistant to give you reminders on calls you need to make, appointments you need to attend and much more.

How to setup reminders

Hiring the Virtual Assistant is easy; what one needs to work on is setting up the reminders correctly so that you’re not disturbed during important meetings or events. This will mean that your Virtual Assistant must share a calendar with you if she’s going to be reminding you about certain events.

First, decide whether you want a reminder the day before or on the day of the event. It’s wise to have a run-through of your next day’s calendar with your VA the night before and then receive reminders at least an hour before each event is supposed to take place.

Then, decide whether you want your Virtual Assistant to make the calls for you or whether you want to make them yourself. It’s wise to make sales calls yourself so that you can build a rapport with each client. With that said, not all calls should come from you. Your Virtual Assistant can easily call your clients to remind them about an upcoming meeting for example.

Other call reminders your Virtual Assistant can handle:

  1. Follow up calls on missing documents
  2. Confirmations of appointments
  3. Requesting certain information
  4. Special events such as birthdays and anniversaries
  5. Family events or responsibilities (yes, they can do this too)

Once you’ve agreed on how often you want to be reminded and who will be calling each client, decide on a standard form of reminder. We recommend that your Virtual Assistant first sends you an SMS one hour before the event. if you receive the message you can reply with a “yes”. Failure to reply will either let your VA know that you’re not available or that you didn’t receive the message. If you haven’t replied to a message, your Virtual Assistant will call you five minutes before the scheduled event to find out if everything is on schedule. This is when you can advise him/her to either call or email the client with an update.

Are you interested in hiring your “personal” reminder? Give us a call today!