Virtual Assistant Training

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Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?
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Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?
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Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?

Course curriculum

1. Our Mission
2. Our Mission
1. The Importance Of The Virtual Assistant Role
1. VA Click Up Training
1. Transferring data from the booking tracker to the closing percentage sheet (MONDAY MORNING)
2. Messenger Booking Tracker Success (MONDAY MORNING)
3. Cleaning the EOD Report (MONDAY MORNING)
4. Updates Target Tracker Sheet (MONDAY MORNING)
5. Sales Team Tracking (Sunday night or Monday morning)
6. Cleaning out the Sales Tracker cont.
7. Preparing My Messenger Meeting (MONDAY MORNING)
8. Team Call Prep (1st and 16th)
9. Misc Tasks (DAILY)
10. What To Do With Your Company Email (DAILY)
11. Cleaning Out The Coach Task Sheet (SUNDAY)
12. Sending Out T-shirts are (DAILY)
13. My Moms Contact Info (DAILY)
14. If a Client Wants to Break Contract
15. If a Client Wants To Break Contract Script
16. How to Pay Out a Referral
17. Steps to Paying Out a Referral
18. Google Sheets Tip
19. Reporting People To Collections Agency
20. Collections Written Help
1. Looking For Payments That Were Declined And What To Do (DAILY)
2. The message to send clients whose payments were declined (DAILY)
3. How To Track Declined Payments
4. Checking All Invoices Have Been Charged
5. Checking No Invoices Have Been Lost
6. Checking Missed Payment STEPS
7. Deffered Payment Strategy
8. How To Make Sure Messengers Invoices Are Correct & Cleaning The Booking Tracker (MONDAY)
9. Messenger Weekly & Monthly Incentives
10. Note On Messenger Incentives
11. Incentive Sheet
12. How to Make Sure Coaches Invoices Are Correct (1st & 15th of every month)
13. How to Pay Coaches Update
14. What Happens If A Coaches Client Misses Payment or Doesn't Make Full Payment
15. How to Make Sure Sales Staff Invoices Are Correct (1st & 15th of every month)
16. How to Make Sure The Sales Staff Gets Their Monthly Bonuses
17. How To Update Payment Info and (DAILY)
18. How To Take Money Off The Balance Of A Re-occuring Invoice
19. H&W Payroll Procedures
1. Booking Links (DAILY)
2. Sending Out "Excited For Our Meeting" Messages (Daily - Morning)
3. Message Templates
4. How To Invite People To Like Our FB Biz Page (DAILY)
5. How To Reschedule An Event In Calendly (daily)
6. FB Intake Form
7. FB Intake Form Response
8. When an Intake Form Is Not Replying:
9. How To Enter FB Intake Form Leads Via Booking Tracker
1. How To Upload Youtube Videos (WEEKLY)
2. How To Upload Content To Thinkific (By Request)
3. Adding Client Wins To IG Story (Weekly)
4. Posting On IG (Weekly)
5. IG Posting Check List
6. Using Canva & Creating Content For The Week (Weekly)
7. Uploading Videos To Click Funnels (Upon Request)
8. Create The Welcome Story
9. Creating free resources/random content needed (upon request)
10. Sunday free group post
11. More info on creating content
1. How To Close Out The Month (Monthly)
2. How To Close The Month Part Two (Monthly)
3. How To Close The Month Part Three (Monthly)
4. End Of Month Task- Client Exit Cards
1. If a Messenger Requests Time Off in Timestation
2. Messenger Passwords Sheet
3. Messenger Passwords Sheet
1. Send & Receive & Store W-9
2. W9 To Send
1. Hiring a Coach
2. How To Create A Facebook Cover For a New Coach (go to chads canva, template will be under chads designs)
3. How to add employee to click up
4. Firing a Coach
5. Hiring & Firing Steps
1. Hiring a Messenger
2. Booking Messenger for an Onboarding Call
3. Hiring A Messenger Part 2
4. How to add employee to click up
5. How to Add To Client Groupchat
6. Contract For DM Outreach
7. Firing a Messenger
8. Hiring & Firing Steps
1. Hiring New Sales Staff
2. Onboarding Cont.
3. onboarding a sales person extention
4. Sales onboarding extension
5. How to add employee to click up
6. How to Add To Client Groupchat
7. Hiring & Firing Steps
8. Firing a Sales Person
1. Hiring a VA
2. How to add employee to click up
3. Firing VA
4. Hiring & Firing Steps
1. How To Invoice Me (MONDAY)
2. How To Invoice Part Two
3. What Is a 1099 Independent Contractor?
4. Write Offs
5. Example Write Offs
6. How to Track Expenses
7. Expense Spreadsheet
8. Separating Your Personal & Business Finances
9. Choosing your Quickbooks Package
10. Quickbooks Training
11. Income Tracking
12. Communicate w/ your accountant on tax payment frequency
13. Talk to your accountant on becoming an S corp
14. Investment
1. Chain Of Command In Chad Molyneux Fitness LLC
2. Chain Of Command Text
1. My Gift To You
1. VA Vacation Policies
2. Written Rules

About this course

Free
116 lessons
4 hours of video content

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