The post Private Practice Is Hard Enough—Your Billing Doesn’t Have to Be first appeared on .

A discovery call with a virtual administrator is like grabbing coffee with someone you are not yet sure if you want to date – a chance to get to know each other.

Whether you have hired virtual administrators in the past, or this is the first time you are reaching out to someone as your business needs have increased, knowing what to expect and what not to expect is crucial to establishing an efficient and productive working relationship.

While there is a ton of helpful information on the internet on how sales professionals and contractors can master a discovery call with a prospect, the latter is not discussed as much.

Let’s change that!

Here are some things that you should NOT expect from your discovery call with a virtual administrator and why you need to be aware of them.

But first, let’s go back to the basics!

What is a discovery call?

In simple terms? A chat between a prospecting client and a contractor. They are also often referred to as client calls or exploration calls.

From the client’s perspective, a discovery call is an opportunity to discover if you can rely on the person you are outsourcing tasks to get the job done.

From the contractor’s side, it is a way to evaluate whether you are a good fit and what a potential collaboration would look like.

What not to expect #1: That the contractor 100% wants to work with you

This is one of the most important factors to consider and, since first impressions count, one of the things to look out for when first approaching a contractor.

Booking a discovery call is just the first step, meaning there are no guarantees that either party wants to work with the other. While most clients feel that this is a one-way interview process, the truth is that it goes both ways.

Your contractor can turn you down just as easily as you can.

This could be because of professional or personal reasons.

What not to expect #2: That you will do no prep prior to the discovery call

Since the purpose of a discovery call is to uncover information that is not publicly or easily available through a Google search, it would make sense that there is some prep work to be done so both parties are on the same page.

For most virtual administrators this takes the form of an agreement that is laid down before the discovery call phase and includes:

After all, you are taking 20 or 30 minutes away from your day to chat with someone, so knowing what will be discussed and how you can be prepared for it is a MUST.

This also helps remove the end-of-meeting anxiety of whether you need to decide straight away on a plan.

The information you need to provide can differ according to each provider and include various questions about the types of services you are interested in and your business needs.

Here is an example of my short and simple discovery call questionnaire.

What not to expect #3: A free strategy call

If you are booking a discovery call in order to get free advice or answers on specific issues you are facing, right-there-and-then, I have bad news for you.

The purpose is to understand what, how, and when; NOT on providing a solution or service.

In addition to it being disingenuous (how could a contractor already know enough to offer that?) it is also bad business etiquette since you are not paying for the service.

This is why most virtual administrators and contractors utilize in-depth questionnaires (like what we discussed on #2) to ensure they are matched ONLY with clients that they can:

a. Help with their specific tasks.

b. Create a mutually beneficial working relationship with.

The bottom line

The post 3 Things NOT to Expect From Your Discovery Call first appeared on .

Running a practice requires a variety of tasks and responsibilities. As a health & wellness practitioner, your focus should be on your patients and providing them expert care, not admin duties, ordering labs, or updating your social media.

Hiring a virtual administrator can take care of the details of your practice, so you can focus on what is most important – your patients

What is a virtual administrator?

A virtual administrator is an independent contractor who completes various tasks from a remote location. This can include tasks related to administration, social media, research, and more.

You can click here to learn more about the services I offer.

The benefits of a virtual administrator

No need for physical space

Hiring myself as your virtual admin eliminates the need for an additional desk or office space. I work remotely, allowing you more space to run your practice and focus on visiting patients.

Save both time and money

Whether a small business or a large company, many business owners find they need certain tasks completed that don’t require a full-time staff member. As a virtual admin, I work independently, allowing you to hire me for long-term projects or as-needed work. This can free up your time and resources and ensure your practice runs smoothly.

Increase productivity

Instead of worrying about tasks to complete or being too busy to answer your emails, I can ensure all of your day-to-day tasks are done. Whether your struggle is marketing, administration, or organizing your client communication, I can ensure the most important things get taken care of, allowing for a more productive work environment.

Encourage growth

I can help you recognize your goals, focus on your vision, and work on the projects required to get where you want to go. As business owners, we often have ideas for growth that never come to fruition because of the day-to-day tasks of business ownership that get in the way. As your virtual admin, I can provide the support your practice needs to foster growth.

My Experience

I’ve worked in the office setting as a Medical Assistant, both administrative and clinical for 10 years. I understand what is required on the back end to run a successful practice. I also recognize what is needed to ensure your patients are cared for. When you hire me, you can ensure you have a virtual admin who is ready for the task at hand and willing to put in the work required for success.

You don’t have to do it alone.

Click here to schedule a discovery call.

The purpose of this call is to give me a chance to understand your needs, learn about you and your business, as well as give us both an opportunity to see if we want to work together!

I can help you gain clarity on what your business needs and how my services can help!

The post How a Virtual Administrator Can Support Your Practice first appeared on .