Must-Have Skills (Training) For Virtual Assistants In 2023

Last updated 4/2023
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 3.77 GB | Duration: 3h 33m

Get training for the most frequently requested services (+ free delegation eBook and TONS of templates and scripts).

What you'll learn
Get training on how to handle the most frequently requested tasks.
Help ensure your work is standardized and consistently high quality.
Hone yours skills in research, travel, calendar management, and much more!
Skip the "building" part of running a VA business and get to work! Use my pre-made spreadsheets and documents so you can work faster.

Requirements
Come with a willing attitude to learn! There's a lot of content here.

Description
Clients are eager to hire virtual assistants who bring a wide variety of strong skills to the table. While clients (should) provide you some sense of how they like their tasks to be completed, they don't usually have the time or resources to train you on basic tasks. That's where this course comes in. This course will train you on must-have skills and provide downloadable templates and scripts for you to use with your own clients. This course has three main goals:To give you training on the most common tasks/requests. To give you basic training and tips on the common back-of-office things you'll need to do as a VA (think how to send clients an invoice, how to store client data securely, and even how fast you should aim to respond to client emails). To help you "standardize" your work, enabling you to work smarter and not harder.SKILLS YOU WILL LEARNCalendar Management: Learn to access client's calendars, schedule appointments/meetings, best online tools, and more.Inbox Management: Learn to request access to client's inboxes, send emails on client's behalf, create filters and priority systems.Expense Reporting: Learn the basics of expense reporting and about some of the most common corporate expense systems.Social Media Maintenance: Learn how to automate social media posts, including a mix of free and paid tools, and track metrics.Research: Learn how to provide easy-to-digest comparative, data, and informational research to your clients.Lead generation: Learn how to find any email and create lists of leads (or potential clients) for your own client's business. Event planning: Learn how to research and book vendors and manage guest lists and budgets.Travel booking: Learn to research the best flights, hotels, vacation rentals, car rentals, book with peace of mind, and check clients into travel ahead of time. Photo/Presentation Editing: Learn the basics of editing photos and presentations, including the best free online tools that go way beyond Canva.Making purchases: Learn the proper way to make a purchase on a client's behalf.But wait! What if your client requests something that you're totally unfamiliar with? The double-edged sword of working as a freelance VA is that you are responsible for your own continuing education. You'll learn about strategies to help you manage tasks that are WAY above your head (without losing your clients).We'll also cover basics about back-off-office training, like how to invoice clients, keep their data stored safely, and why you might consider end-of-week reports or weekly check-ins.THIS COURSE INCLUDESTemplates, templates, templates! Standardize your work and save yourself precious time by downloading or bookmarking my pre-made templates. Skip the "building" and start using these documents with your own clients, including but not limited to:travelresearchsocial mediapurchasingevent planning Checklists to ensure you're not skipping any step for any task.Pre-made spreadsheets to help you track projects, like social media management.Scripts to use with your own clients.A free delegation eBook to give to your clients. Delegation is a skill and not all clients are innately great at delegating tasks. If you have a client who struggles to give you tasks, slip them this eBook to help get their creative juices flowing. Who this course is for: New to beginner virtual assistants looking for some extra training on commonly requested tasks. Who this course is not for: This course will not teach you how to find clients. Start with the course "How to Find Your FIRST Virtual Assistant Clients" instead.Additionally, if you're a well established VA who already has a good handle on common tasks, you might not find more value from this content.THIS COURSE IS BEST VIEWED ON THE WEB (AND NOT ON A MOBILE PHONE).More about the teacher:I'm Erin, I've been a Virtual Assistant since 2012. Nearly 10 years later, there is still no true standardization of work across the VA industry. You technically don't need any training to become a VA, which is both a good...and not-so-good thing. It can take years for independent VAs to learn these skills and develop systems that work for their business. My goal is to help VAs like yourself skip the hard part and start working with better, higher-paying clients, faster.Join 20,000 happy students online and start your VA journey with me today!

Overview
Section 1: Introduction

Lecture 1 Is this course right for you?

Lecture 2 Support and Frequently Asked Questions (FAQ)

Section 2: About the Instructor

Lecture 3 Meet Your Instructor, Erin.

Section 3: Keeping Data Safe

Lecture 4 Updated: The best password managers of 2023

Section 4: Core Skill: Calendar Management

Lecture 5 Getting Started (Checklist and Preferences Document)

Lecture 6 How to Request Calendar Access

Lecture 7 Find a Time, Create an Event, and Send an Invitation (+ Template)

Lecture 8 Emailing Others to Find a Time

Lecture 9 Moving Clients to Bcc

Lecture 10 Calendar Tools, Color Coding, and Blocks

Section 5: Core Skill: Inbox Management

Lecture 11 Getting Started (Checklist and Google Doc)

Lecture 12 4 Steps to Creating a Clear System

Lecture 13 How to Bulk Delete Emails in Gmail

Lecture 14 Understanding Inbox Zero

Lecture 15 How to Create Email Signatures

Section 6: Core Skill: Expense Reporting

Lecture 16 Getting Started (Checklist)

Lecture 17 4 Steps to Creating an Expense System

Section 7: Core Skill: Social Media Maintenance

Lecture 18 Social Media Maintenance Introduction

Lecture 19 Tracking with Google Sheets

Lecture 20 Tracking with Airtable

Lecture 21 Creating Graphics Online (+ Best Tools)

Lecture 22 Posting & Scheduling Posts

Lecture 23 NEW Social Media Scheduler Option

Lecture 24 How to Measure Metrics

Lecture 25 NEW Twitter Planner (Download)

Section 8: Core Skill: Research

Lecture 26 How to Create Comparative Research (+ Template)

Lecture 27 How to Create Informational Research (+ Template)

Lecture 28 How to Create Data Research (+ Template)

Section 9: Core Skill: Lead Generation

Lecture 29 How to Find Any Email

Lecture 30 How to Generate Leads for Clients (+ Checklist & Spreadsheet)

Lecture 31 Saving Leads to CRMs

Section 10: Core Skill: Travel Management

Lecture 32 [Update] A Note About Accounts

Lecture 33 Travel Introduction (+ Checklist & Templates)

Lecture 34 Booking Flights + Best Tools

Lecture 35 Booking Rental Cars + Best Tools

Lecture 36 What If You Can't Find a Rental Car?

Lecture 37 Booking Hotels, Vacation Rentals + Best Tools

Lecture 38 Emailing Clients + Scripts

Lecture 39 Inputting Travel Details Into Calendars

Lecture 40 Tips to Make Travel Less Stressful

Section 11: Core Skill: Online Purchases

Lecture 41 Making Purchases (+ Authorization Form)

Section 12: Core Skill: Event Planning

Lecture 42 Event Planning + Spreadsheet

Section 13: Working Through Unfamiliar Tasks

Lecture 43 Handling Unfamiliar Tasks

Lecture 44 Places to Learn Online

Section 14: Back-Office Skills Training

Lecture 45 Core Skills to Run Your Business

Lecture 46 End of Week Reports

Lecture 47 The Do's and Don'ts of Time Tracking

Section 15: Wrapping Up

Lecture 48 Finding Your First Clients

Lecture 49 Thank you!

Lecture 50 Download your free delegation eBook!

Lecture 51 Looking for MORE?

New and beginner Virtual Assistants.

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