When I’m trying to talk a client through a task it always helps if I can either see what they’re looking at on their screen or they can see what’s on mine so I can show them what to do. A really easy way to do this is to use the free screen-sharing facility on Skype.
If you’ve never used Skype then go and open an account now because you’ll be a poor VA without it.
Similar to Zoom but arguably more popular, it’s basically a free way to call or message anyone else with a Skype account anywhere in the world.
You can use it as an app on your phone and you can even pay £11 per quarter for a Skype number to use instead of giving out your landline number to clients. I have one for my CV business which I put on my business expenses.
Skype comes with other features such as the ability to send files whilst in call and the ability to share your screen.
This is a VERY useful tool for a Virtual Assistant!
Tip: Don’t use the Skype app that comes with Windows but download it from the Skype website instead. The Windows version is a complete ball-ache to use and you’ll thank me for it later.
How to share your computer screen on Skype
- Open up your Skype account
- Call your client
- When in call click the big + symbol on the talk screen
- Click ‘Share Screens…’ as per the screenshot
- Click Start Sharing
- Give it a few seconds
BOOM! Your client can now see your screen.
You can then talk them through systems and spreadsheets and all kinds of other virtual assistance wizardry.