Introduction
Be The VA Your Clients Want & Need.
Identifying Your Ideal Client.
How to Succeed at WOWing Your Future Clients.
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10 Steps to Easily Onboard a New Client (1:21)
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How to prepare for your first call (From a Manager’s Perspective) (1:50)
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How to prepare for your first call (From a VA’s Perspective) (3:29)
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Getting Prepared for Your First Call Checklist. (1:12)
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Good vs Bad First Call Examples (11:14)
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How to WOW Your Client Document. (2:08)
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The Nope List! (2:17)
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Thank You Template.
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Knowledge Check
Organizing for Client Efficiency 101.
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Introduction to SOP's (Standard Operating Procedures). (5:49)
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SOP Good vs Bad Examples.
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Proper Communication, Follow-Ups & Recap Tips. (4:14)
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Client Efficiency 101 Checklist (4:48)
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Autoresponses & Pausing/Unpausing Inboxes 101. (11:14)
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Sharing and Walkthrough - Google Calendar. (1:51)
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Sharing and walkthrough - Outlook Calendar (5:01)
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Sharing and Walkthrough - Apple Calendar. (5:08)
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Password Management & Security Tools. (5:57)
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Creating Separate Chrome Browsers for Each Client (2:49)
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Knowledge Check
VA Tools You Can’t Operate Without
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VA Tech Starter Kit! (1:14)
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What VA Tools We Will Cover Today. (2:43)
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Tutorial of G-Suite. (17:26)
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Tutorial of Microsoft Office. (3:12)
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Tutorial of Outlook.Live. (12:01)
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Tutorial of Calendly. (33:02)
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Tutorial of Zoom. (7:52)
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Tutorial of Loom. (2:40)
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Tutorial of Slack. (17:24)
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Tutorial of Monday.com. (13:28)
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Tutorial of Asana | Project Management Tool (4:35)
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Tutorial of Project Management Tool | Trello (5:33)
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Tutorial of Communication Support. (6:06)
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Client Efficiency Tips.
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Knowledge Check
Easy Social Media Must-Haves.
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What Social Media Tools We Will Cover Today. (0:53)
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Go-to social media must haves/must do's that keep you organized
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Tutorial of Canva. (4:27)
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Tutorial of Sprout Social. (5:51)
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Tutorial of Meta Business Suite. (6:41)
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Social Media Scheduling Program Walkthrough. (4:13)
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How to Create A Simple Social Media Calendar. (6:38)
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Easy Ways to Access Client Accounts.
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No-Back-and-Forth Feedback Loop for Social Media
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Knowledge Check
Preparing for Continued Success With Your Clients.
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Conflict Resolution Between Virtual Assistants & Clients (0:56)
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Planning for Long-Term Growth With Your Client. (3:02)
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What The First 90-Days Will Look Like. (4:04)
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The Importance of a Quarterly Check-In (2:32)
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How to Maximize Your Client's Return on Investment as a VA (7:31)
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How to Maximize Your Client's Return on Investment as a Social Media Manager (20:53)
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Return on Investment Exercise (2:13)
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How To Continuously Sharpen Your Skills. (2:02)
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Knowledge Check
Work Smarter With AI
Congratulations! You've Graduated!
