On this page you will find all information relating to the second week of training induction of virtual assistants
Topics covered
Day 1
Tasks to do throughout the day
Day 2
Overview of training
Keynote - enquiry phase 1
How to use Active Campaign
Feedback / review
Tasks to do throughout the day
Day 3
Keynote - enquiry phase 1
Keynote - enquiry phase 2: Keynote client management case study walk through
Tasks to do throughout the day
Day 4
Keynote - enquiry phase 1: Keynote client management case study walk through round 2
Keynote - enquiry phase 2: client management
Tasks to do throughout the day
Day 5
Post Keynote - Phase 3
Accountability
James and Office Manager
Day-to-day operations
Wrkpod - https://www.wrkpod.com/
training and development of staff is a fundamental component of MAG DNA.
Monday one off tasks
Continue iMAG directory linking for https://sites.google.com/myadventuregroup.com.au/imag/human-resources/onboarding-virtual-assistant?authuser=0
Monday ongoing Tasks:
Continue / finish iMAG Virtual Assistant page
Email Management
Triage email x 5times
Check filtered email
check and triage info@myadventure once
Have you checked to ensure James has responded to everyone in @james to action (<24hrs)
Calendar Management
Next 10 days - have all calendar events got all details needed?
Meetings for following day - Have you sent email confirming time of meeting?
End of day voxer call
learning on business blueprint page.
Managing an inbound keynote inquiry
Introduce the Active Campaign CRM
Quick feedback/review of the first week's progress
Go through steps: Phase 1 Manage inbound speaking enquiries
Distinguish a direct speaking enquiry from bureau speaking enquiry
Discuss the steps in managing each enquiry
Identify the six bureaus which books MAG
Active Campaign login
details sent in email
login URL: myadventuregroup.activehosted.com
enter new login details (saved in last pass)
Introduction to Active Campaign
What is it?
Deals
Contacts
Lists
(Marketing)
Note: The CRM will automatically send a calendar event once a deal date is inputted.
Tuesday one off tasks:
Convert Zen flow chart to google drawing: similar to this google drawing
Continue iMAG directory linking for https://sites.google.com/myadventuregroup.com.au/imag/human-resources/onboarding-virtual-assistant?authuser=0
Tuesday ongoing Tasks:
Continue / finish iMAG Virtual Assistant page
Email Management
Triage email x 5times
Check filtered email
check and triage info@myadventure once
Have you checked to ensure James has responded to everyone in @james to action (<24hrs)
Calendar Management
Next 10 days - have all calendar events got all details needed?
Meetings for following day - Have you sent email confirming time of meeting?
End of day voxer call
learning on business blueprint page.
Go through steps: Phase 1: Manage inbound speaking enquiries
Distinguish a direct speaking enquiry from bureau speaking enquiry
Discuss the steps in managing each enquiry
Identify the six bureaus which books MAG
Go through steps: Phase 2: Client Management
Assessment task (all steps)
Manage direct speaking enquiry
Manage indirect speaking enquiry
Wednesday one off tasks:
Check links in google drawing created yesterday
create google sheet Marielle Tasks
2 tabs: re-occurring tasks / One off tasks
Columns: task description, how often task re-occurs, Part of business (dropdown menu: admin, marketing, sales, accounting, Operations - keynote, Operations - MAG)
Save in: MyAdventure Group / Head Office / Admin
Continue iMAG directory linking for https://sites.google.com/myadventuregroup.com.au/imag/human-resources/onboarding-virtual-assistant?authuser=0
Wednesday ongoing Tasks:
Continue / finish iMAG Virtual Assistant page
Email Management
Triage email x 5times
Check filtered email
check and triage info@myadventure once
Have you checked to ensure James has responded to everyone in @james to action (<24hrs)
Calendar Management
Next 10 days - have all calendar events got all details needed?
Meetings for following day - Have you sent email confirming time of meeting?
End of day voxer call
learning on business blueprint page.
End of day:
Voxer call
Loom recording
Go through steps: Phase 2: Client Management
Go through steps: Phase 2: Client Management
Thursday one off tasks:
edit speaking overview google drawing - timeline + groupings + order (+ update imag appropriately)
Create new page in phase 2: speaking agreements
Convert Zen flow chart to google drawing: similar to this google drawing
google drive: https://sites.google.com/myadventuregroup.com.au/imag/technology/g-suite/google-shared-drive?authuser=0
Continue iMAG directory linking for https://sites.google.com/myadventuregroup.com.au/imag/human-resources/onboarding-virtual-assistant?authuser=0
populate Marielle tasks
Tuesday ongoing Tasks:
Continue / finish iMAG Virtual Assistant page
Email Management
Triage email x 5times
Check filtered email
check and triage info@myadventure once
Have you checked to ensure James has responded to everyone in @james to action (<24hrs)
Calendar Management
Next 10 days - have all calendar events got all details needed?
Meetings for following day - Have you sent email confirming time of meeting?
End of day voxer call
learning on business blueprint page.
Go through steps: Phase 3: Post Keynote Client Management
tool???
Arrived @ desk // lunch // leaving to go home
@ start of day.
@ end of day
loom video/ voxer etc on what did you do today
Last Update Date: 07/07/2023
Updated By: Lesley