Häufige VPA Fragen
How do I take care of my new customer?
A new customer has usually purchased the 5-hour trial package and would like to test how the collaboration works. For a new customer, you will be credited with 30 minutes as a bonus upon assignment from my-vpa. These 30 minutes are intended for:
- Preparing for the customer
Before you get in touch with a new customer for the first time, you should definitely take a look at the customer’s profile. To do this, click on “My customers” and then on his/her personal profile. Also take a look at the customer’s website. Does the customer run a business, is he/she a sole trader or a freelancer? Every customer is different and you should get to know the customer as best as you can before the first contact. I
In addition, the customer management team that received the customer after registration and assigned him/her to you left important information about the customer and his/her needs in the VPA customer file. Follow up on this in the initial meeting.
It is also important that you understand prior to the initial contact which of our VPA assistance areas are of interest to the customer. Consider in advance which activities could arise for him/her that you could take over for him/her. This way you are well prepared for getting to know each other
2. Getting to know the customer (preferably in a SkypeCall): duration approx. 5-10 minutes.
If the conversation takes longer or tasks are already being discussed and no task has yet been created in the system, you should point out to the customer that you will now take over this task so that everything can be recorded in the task and the time spent on it can be billed. Task discussion is always part of the task and is recorded.
3. Record information from the call in the VPA customer file
What is of importance here: Info about the customer such as:
- what is important to him/her
- what are his/her plans, does he/she plan tasks on a regular basis
- in which way does he/she want to be contacted
- does he/she provide any training documents
- does he/she have any questions concerning the cooperation, which could not be answered? Then please inform me as well.
If the customer adds new tasks, i.e. becomes a regular customer, then you will be credited with an additional 30 minutes from my-vpa as a bonus for the successful support of the customer. In addition, you will receive the additional registration bonus. In total, you will be credited with 1 hour for the successful support of a new customer plus the follow-up registration bonus.
If the customer does not contact you again and does not post a new task within 4 weeks, send an e-mail or try to call spontaneously. Keep a record of contact attempts in the VPA customer file, then the customer management team will also know and can try again if necessary.
