How is it best to "check in" with a client? When should I do so?

It's important that you both review how the relationship is going from time to time to ensure you are adding even more value to the client's day. When a client is so busy and you also have other clients to attend to, it's easy to let day after day pass by without 'checking in'!

catch-ups checking in client contact communication goals meetings rapport

How can my client share passwords and sensitive information with me?

We recommend using a tool such as LastPass or PassPack. Please never send passwords via email!

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Do I get reimbursed for the time I spend speaking to new clients?

We will reimburse you up to 60 minutes for any introduction call with a potential client. Simply log it to the portal!

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Can I meet my client in-person?

It depends. We are a remote-first service, but if you are both happy, it can be possible to arrange an in-person meeting on occasion.

meetings meeting a client

How do I invoice Virtalent?

There's nothing for you to do. The portal will generate your invoice each month, for you!

billing virtalent invoices invoicing Virtalent payment

How does client billing at Virtalent work?

Remember, clients are billed on a monthly subscription, based on the date they created their account with us.

client billing extra hours rolled hours

My client is struggling to delegate. Do you have any advice for me?

Our main advice would be to communicate clearly, focus on recurring tasks, define the client's expectations and encourage new ideas. Take a look at the FAQ for more detailed guidance!

advice delegation long term goals tasks working with your client

How do I use the Task Portal?

The best place to head to is the e-book inside your Welcome folder.

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