Question: I am a life, health and Self-Care Coach who is currently searching job platforms for some VA support as I create my online course.
I am looking for support with creating my content and designing my presentations (in Canva?).
I need help with knowing how to manage a remote VA, structure tasks, delegate high-priority projects and keep everything on track.
What are your tips on streamlining this process and making sure nothing falls through the cracks?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …
Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process. When prospects send the documents it will notify me. I have list of documents required, and I select the documents that are required from …
Further Details of Question We are looking to develop an internal quote and followup system that is used in our main office plus external workers to produce quotes for our customers, and then provide followup prompts and tools for our salespeople. The key features we are looking for are as follows: 1) A database of …
Course Creation VA
Question: I am a life, health and Self-Care Coach who is currently searching job platforms for some VA support as I create my online course.
I am looking for support with creating my content and designing my presentations (in Canva?).
I need help with knowing how to manage a remote VA, structure tasks, delegate high-priority projects and keep everything on track.
What are your tips on streamlining this process and making sure nothing falls through the cracks?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …
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Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …
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Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process. When prospects send the documents it will notify me. I have list of documents required, and I select the documents that are required from …
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