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Organize & Automate
Introduction & Course Materials
Take a Tour of the Course (6:38)
Introduction
IMPORTANT! Choose Your Path: Free Tools VS Dubsado
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Customer Service Enquiries & Billing Info
Module 1: Planning & Productivity
Create Your "One Page One Year Income Plan" (10:03)
Create a 90 Day Plan (10:41)
Module 2: Inbox Management
Why Use Google Workplace (Formerly Known As Gsuite) (3:02)
How to Set up Google Workplace (9:39)
Control Your Client’s Expectations with an Autoresponder (6:22)
Use a CRM Tool to Manage Your Inbox (11:35)
Organize Your Client Onboarding Process (11:42)
Set up Canned Emails (5:08)
Create Inbox Filters & Labels (4:12)
Split Your Inbox into Categories (2:30)
FAQ's
Module 3: Project Management
Tech Training: Asana (28:49)
Document Your Project Process (15:17)
Email Notifications for Your Clients (3:37)
How to Communicate with Your Clients (3:18)
How To Use Subtasks (1:25)
Train Your Clients How to Use Asana (3:27)
FAQ's
Module 4: Client Onboarding
The Step-By-Step Client Onboarding Process (7:42)
Streamline Your Contact Form (10:40)
Create an Onboarding Page (8:44)
How to Schedule Client Consultations (44:13)
How to Conduct Client Consultations using Zoom (7:01)
Use My Scorecard Template to Reduce Your Chance of Working with Bad Clients (5:24)
Create and Send Your Contract Electronically (5:56)
Set up a Professional Invoicing System (13:17)
Create a Welcome Page (30:15)
FAQ's
Module 5: Project Handoff
The STAR Framework (1:16)
S: Support Your Clients (13:31)
T: Train Your Clients (14:13)
A: Amaze Your Clients (13:07)
R: Repeat Work & Referrals (16:24)
FAQ
Module 6: Social Media
Create Your Simple Social Media Calendar (15:55)
Steal These - Social Media Posts That Convert (9:54)
Automate Your Social Media (5:35)
Module 7: Content Creation
Create an Editorial Calendar (4:32)
Batch Your Content (2:38)
Module 8: File Organization
Organize Your Client Folders (5:40)
Organize Your Device Folders (12:08)
Module 9: Team Organization & Management
How to Find Your First or Next VA (8:33)
Interviewing, Onboarding & Training New Team Members (21:16)
Team Meetings & Communication (6:19)
Module 10: Tracking Your Business Growth
Track Your Business Growth Each Month (8:31)
Create Your "One Page One Year Income Plan"
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