Entry One: The Consulting Diaries

I have a friend that runs a virtual assistant business.

They have a problem, they don’t have enough customers and they’re having trouble getting more.

This is entry number one in how we’re working together, and a space to reflect on areas for improvement.

First, I get a sense of the business.

  • Who are their current customers?
  • What is the product / service they’re providing for those customers?
    • A mix across bookkeeping, customer success, marketing, and operations.
  • What are themes across their most successful customers?
    • Has an established process
    • Is facing more work than they currently have capacity for
    • Looking for cost effective ways to reduce work
  • How did those customers find them?
  • What is the profile / characteristics of their ideal customer?
    • Beyond business owner, this was undefined.
  • How are they reaching out to that profile?
    • A conglomerate of manual outreach across social platforms.
  • What are some things they’ve learned about customers that weren’t a good fit?

After sharing more about the above they mentioned, “We haven’t gotten to enough conversations to know why people don’t want to go with us.”

This is a ship without a rudder.

We haven’t defined what problem we’re solving and for who.

To address that, in the next chapter we’re going to:
1. Talk to our current customers about pain points faced in their business
2. Gather testimonials from our current customers

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