Step 8: Use video conferencing apps to “meet” your clients

Hey there! We’re in the home stretch of our Moving Online series. We’ve talked about the ProAdivsor Program, finding the right technology, offering incentives to get existing clients to move to the cloud, bringing new clients on as remote, providing flat fee billing, specializing, and marketing yourself. Here, we’ll examine using video to seal the deal.

This isn’t going to be a long post – it’s really more to reiterate the story I mentioned in my original article. I had a client that seemed ready to hire Kildal Services, but was stalling for some reason. I decided to ask if they’d like to do a quick Google Hangout so that we could “meet in person” and discuss any other questions they might have. The hangout went well, we covered a lot of ground during the session. After they signed on, they told me that one of the reasons they finally said yes was that they loved seeing that the human aspect – I have 3 cats, and as cats do, one of them kept continually walking directly in front of my computer monitor the entire time and I, of course, kept apologizing.

Really, the only thing I have to say here is to have a few tricks up your sleeve for this – be ready to throw out a few options, so that you can use a video tool that the client is comfortable and/or familiar with. There are many – Fuze, Google Hangouts, Skype, FaceTime, Oovoo, Webex, Join.me – get acquainted with a number of them.

Some pro tips – make you have a good webcam, you’re familar with the video application, and that your office is uncluttered behind you.

Read Step 7: Market Yourself

Read Step 9: Create a Network

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