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Career tracks / Virtual Administration

Virtual Administration

Be the executive assistant a business hires remotely, from inbox to books.

Start this track$79/month · 14-day money-back guarantee
8 COURSEs149 LESSONs17 H2 CERTIFICATEs
01

Discover your niche

Optional, and where most members start: confirm virtual administration is the work you want before you train for it.

  • Discover Your Freelance Niche9 lessons · 56 min
  • Remote Career Freedom54 lessons · 5.5 h
02

Train in Virtual Administration

8 courses, 149 lessons, 17 h. Open a card to see what each one covers.

Certificate

Virtual Bookkeeping

Keep the books for small-business clients: accounting systems and how to choose one, single- and double-entry basics, the bookkeeping cycle, hands-on QuickBooks Online and FreshBooks, onboarding, month-end reports, and pricing and marketing the practice. Includes intake, contract and welcome-packet templates.

13 modules · 49 lessons · 3.5 h
What's inside
  1. MODULE ONE: Introduction to Virtual Bookkeeping3 lessons · 13 min
  2. MODULE TWO: Accounting Systems3 lessons · 15 min
  3. MODULE THREE: Choosing the Best Accounting System2 lessons · 4 min
  4. MODULE FOUR: Bookkeeping Processes & Systems5 lessons · 23 min
  5. MODULE FIVE: The Basics of Bookkeeping4 lessons · 15 min
  6. MODULE SIX: The Cycle of Bookkeeping & Client Invitation3 lessons · 9 min
  7. MODULE SEVEN: Getting Started in Client's QuickBooks Online Account2 lessons · 13 min
  8. MODULE EIGHT: Digging into Freshbooks and Quickbooks Online9 lessons · 39 min
  9. MODULE NINE: Prospective Form and Onboarding New Clients7 lessons · 8 min
  10. MODULE 10: A Few Final Bookkeeping Tasks3 lessons · 16 min
  11. MODULE 11: Month End Responsibilities2 lessons · 11 min
  12. MODULE 12: Pricing Your Bookkeeping Services4 lessons · 36 min
  13. MODULE 13: Marketing Your Virtual Bookkeeping Practice2 lessons · 15 min
Certificate

CRM Systems and Support

Run a client's sales pipeline in a CRM: choose the system, define the audience, source and qualify leads, make contact, hold the discovery meeting, follow up, close, and read the metrics. Includes a HoneyBook walkthrough.

15 lessons · 2 h
What's inside
  1. Workshop Handout (PDF)
  2. Intro to CRM Systems
  3. CRM Pipelines
  4. Define Your Target Audience
  5. Research Your Prospects
  6. Select the Right CRM
  7. Identify Lead Sources
  8. Initiate Contact
  9. Qualify Your Leads
  10. Conduct Discovery Meeting
  11. Follow-up
  12. Close the Sale
  13. Evaluate CRM Metrics
  14. BONUS: Honeybook Interview and Tutorial
  15. CRM Tool Guide (PDF)

Virtual Customer Support

In this course, you will hone and develop your virtual customer support skills in the context of a digital world. You will learn some effective skills and strategies for providing awesome customer support via Social Media, Help Desk Software, and Live Chat apps.

8 lessons · 2 h
What's inside
  1. Workshop Handout (PDF)
  2. Intro to Digital Customer Service
  3. Digital Customer Service Skills
  4. Digital Customer Service Channels
  5. Customer Service Roles
  6. Digital Customer Service Tools
  7. Customer Service Best Practices
  8. Digital Customer Service Tools (PDF)

Digital Research Skills

Regardless of the types of clients, you work with or your particular niche, you will inevitably have to conduct some good online research from time to time! In this important workshop, you’ll walk away with current skills, strategies, and tools to conduct effective Internet research.

10 lessons · 1.5 h
What's inside
  1. Course Handout (PDF)
  2. Intro to Digital Research Skills
  3. Four Research Methods
  4. Five-Step Plan for Your Research Projects
  5. Content Research Example
  6. Market Research Example Part 1
  7. Market Research Example Part 2
  8. Freelance Research Opportunities
  9. Digital Research Tool Guide (PDF)
  10. Sample Competitor Report Spreadsheet (embed)

Email & Calendar Management

In this workshop, you will learn some simple strategies and tricks to organize your inbox (and your clients’) with the hope of achieving Inbox Zero! We will also walk through some useful ways to set up and manage Google Calendar and integrate it with Zoom and other applications.

12 lessons · 1.5 h
What's inside
  1. Workshop Handout (PDF)
  2. Intro to Google Workspace
  3. Google Tools
  4. Set Up Google Workspace
  5. Intro to Email Management
  6. Email Avatars
  7. Conduct Email Health Check
  8. Implement the 4Ds
  9. Smart Gmail Habits
  10. Relevant Gmail Apps
  11. Google Calendar Success System
  12. Create a Client Inbox & Calendar Workflow

Become an Executive VA

The step up from VA to executive VA: what executive clients actually need, the services that make up the role, where the work comes from, and how sub-contracting fits. Taught by a working EVA.

9 lessons · 1.5 h
What's inside
  1. Course Handout (PDF)
  2. What Your EVA Clients Need
  3. Finding EVA Clients
  4. VA vs EVA - What's the Difference?
  5. The Role of the EVA
  6. EVA Services
  7. EVA Sub-Contracting Opportunities
  8. EVA Core Services (PDF)
  9. A Day in the Life of a EVA (PDF)

Virtual Assistant Foundations

Start as a virtual assistant with the fundamentals in place: what the role is, generalist versus specialist, finding your niche, the hard and soft skills, your technology stack, and how to price, package and market your services.

6 modules · 30 lessons · 3 h
What's inside
  1. MODULE ONE: The Wonderful World of Virtual Assistance4 lessons · 27 min
  2. MODULE TWO: Discover Your VA Niche6 lessons · 26 min
  3. MODULE THREE: Your VA Skills & Services4 lessons · 25 min
  4. MODULE FOUR: VA Tools of the Trade6 lessons · 38 min
  5. MODULE FIVE: Price and Package Your VA Services5 lessons · 34 min
  6. MODULE SIX: Marketing Your VA Services5 lessons · 27 min

Client Communication & Management

Keep clients happy and projects on track: the seven communication mistakes, how to run video and chat conversations, setting expectations, managing scope creep, and resolving conflict without losing the client.

4 modules · 16 lessons · 2 h
What's inside
  1. MODULE ONE: Foundations of Client Communication4 lessons · 33 min
  2. MODULE TWO: Methods of Effective Communication4 lessons · 29 min
  3. MODULE THREE: Managing Client Expectations and Projects5 lessons · 24 min
  4. MODULE FOUR: Resolving Conflict and Handling Difficult Clients3 lessons · 25 min
03

Launch your business

What to charge, what to sign, how to package the offer, and where the first client comes from. 37 courses, 51 h.

Start Here1 COURSE
  • Five Steps to Starting a Freelance Career
Build Your Business22 COURSEs
  • Personal Branding Success
  • Business Management Day-By-Day
  • Protecting Your Freelance Business
  • Pricing Your Freelance Services
  • Self-Care for Freelancers
  • Building Your Team With Sub-Contractors
  • Business Planning Success
  • Design Your Brand Identity
  • Crafting Your Freelance Offer
  • Automate Your Freelance Business
  • The Healthy Freelancer Mindset
  • Navigating Freelance Rates & Packages
  • Creating a Winning Portfolio
  • Freelancer's Tech Toolbox
  • Client Contracts and Forms
  • The Productive Freelancer
  • The 12 Week Year for Freelancers
  • Strengths Finder Workshop
  • The Successful Freelancer
  • Multiple Streams of Freelance Income
  • Pricing Success for Freelancers
  • Client Success Kit
Find & Manage Clients14 COURSEs
  • Marketing in 60 Minutes a Day
  • The Winning Discovery Call
  • The Client Attraction System
  • Partner in Your Client's Success
  • Creating Client Proposals and Responding to Job Boards
  • Optimize Your LinkedIn Profile
  • Upwork
  • Client Onboarding Success
  • Creating a Winning Freelance Bio
  • The Art of the Follow-Up
  • Virtual Networking Success
  • Build your Referral Network
  • Local Freelancer Marketing
  • BONUS: Become a Networking Rockstar
04

Keep learning

48 tool and AI courses that apply whatever track you chose, and a new one every month.

  • AI Powered Content Creation System
  • Custom GPTs for Freelancers
  • Pabbly Connect - A Cost Effective Zapier Alternative
  • Make Websites in Seconds Using Durable AI
  • Design Beautiful Presentations Fast Using Beautiful AI
  • Circle.so
  • Skool
  • Freelancer's AI Toolbox
  • AI Search Engines
  • Social Media Marketing with AI
  • Learn Asana
  • Design with AI
  • Flodesk
  • HubSpot CRM Course
Membership

Every Virtual Administration course, and the other 210

211 courses, 466 hours, 499 templates, new training every month. 14-day money-back guarantee, no questions asked.

Monthly
$79/month
  • All 211 courses
  • Every certificate program
  • Cancel anytime
Start monthly
AnnualSave 26%
$697/year
  • Everything in monthly
  • Twelve months for the price of nine
  • 14-day money-back guarantee
Start annual

Other tracks: Digital Marketing · Writing & Editing · Project Management · Virtual Events & Media · Virtual Consultant · Online Tutor & Trainer · All 211 courses are in every membership.

Virtual Administration track$79/mo · 14-day guaranteeJoin now