Virtual Consults, Team Meetings, New Client Meetings…yes the list is endless. How to keep smiling and rocking it!


Since the outbreak of Covid-19 became a full-on pandemic, so much more of our daily lives and services we all use are now online. As offices, companies, dentists, and even doctor practices are not allowed to operate as they did before the outbreak, while lockdown measures and other restrictions are in place, many have had to tweak and alter their services. This has meant that something that was more commonly associated with global organizations, i.e. virtual meetings and consultations, has become the norm.

For all businesses and organizations, across all industries and sectors, though, this technology allows you to continue engaging and communicating with your customers, clients, or patients, it also offers up new challenges. Challenges you need to try to plan and prepare for to prevent them from having a negative impact on your business, yourself, the people who work with or for you and your customers and clients.

You need to find a way to avoid the online meeting fatigue, that many of you may have already experienced.

In the following post, we offer some great tips and suggestions for you, if you are moving your operations online and planning on offering online consultations.

Make the New Arrangements and Offerings Clear to Your Customers and Clients

People will be keenly interested in the measures you are taking to offer your services despite social distancing and lockdown restrictions being in place. Therefore, you need to make it very clear on the very first page of your site, preferably in bold and perhaps in a separate banner or box, that you offer virtual consultations or meetings. Pair this with a killer call to action and you can pull in customers straight away.

Plan Your Virtual Consultations

Before you start offering virtual consultations you need to think about what you are looking to achieve with them. Without structure and given the temperamental nature of videoconferencing tech, a virtual consultation may not be worth your or your client’s time.

Take time to plan out the questions you are going to ask, the amount of time each call is going to last, and even consider creating a form that your customers or clients can use to answer questions that will allow you to tailor the call specifically to their needs.

Choose the Best Software, App or Technology That Works Best

It’s not just the actual structure or running order of the video call or consultation that you need to think about, though. There are a plethora of different options out there. While Zoom is the one that has gained the most traction in recent months, it might not be the best option for you or your clients.

That’s the thing, you see, you need to take on board what’s going to be easiest for your clients and customers to use. Zoom can be quite tricky to get used to in the beginning. If you run a business or a doctor’s surgery or dentist’s office, you may decide to use the reliable Skype For Business. If it is for more informal means, though, Facetime or Facebook. Though these video call options are not quite as comprehensive as Zoom or Skype for Business are.

A Lot of Patience

Even if you are familiar with using videoconferencing and video call software and even if some of your patients, clients, and customers are in their day to day life, that doesn’t mean all will be. You need to take on board that not everyone will be as familiar or even as comfortable using Zoom or whatever your preferred software or application is.

This means you need to exercise patience, possibly even more patience than you normally would. Some may need guidance and assistance in getting properly set up before you can move on to the billable reason why they were calling you. While it will be frustrating in the beginning, the last thing you would want to do is put people off from using your services because you are too brisk and rush them.

If you are setting up online consultations so that you can continue to offer your services to your customers and clients and are looking for the best way to market this.

Turn to us. We can provide you with powerful and effective multi-forms that can increase the number of your leads that become customers, clients, or patients by 200% and even more. We will also provide you with a motivational call to action and organize the setup of your website and consultation services.

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