Virtual assistant
Request for proposal RFP

A virtual assistant request for proposal RFP is the initial inquiry when a prospective client approaches you as a contractor requesting for a job to be completed. The RFP is a job request basically from the prospective client.

If you look up RFPs this is technically a written document by a contractor, but usually in our virtual assistant industry, when we are responding to a client's job request or request for proposal RFP, although some of us may provide the client with a formal written document, others verbally advise the prospective client the information over the phone and then less formally email the information through to them.

So it's adviseable to always have written down the information that you wish to advise a prospective client over the phone. I have been stumped over the phone as I am busy with my children or whatever I'm doing. Once a prospective client called me and I was lost for what to say, I said all the wrong things and never heard back from him.

First I ask what the actual task is that they wish to have performed, is it a one off job or ongoing work, and if it fits with my skills and services I offer, I move on with discussing details. If not, I always refer the person to another virtual assistant who can assist them.

It's adviseable to have the following information handy to inform them immediately in a professional manner:

Keep the following information by the phone

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