Embedded Files
What
What
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
Who
Who
James and Office Manager
When
When
Day-to-day operations
Where
Where
Wrkpod - https://www.wrkpod.com/
Why
Why
training and development of staff is a fundamental component of MAG DNA.
Monday
Monday
Tasks to do throughout the day
Tasks to do throughout the day
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.
Tuesday
Tuesday
Overview of training Week 2
Overview of training Week 2
Managing an inbound keynote inquiry
Introduce the Active Campaign CRM
Quick feedback/review of the first week's progress
Keynote - enquiry phase 1
Keynote - enquiry phase 1
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
How to use Active Campaign
How to use Active Campaign
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.
Feedback / review
Feedback / review
Tasks to do throughout the day
Tasks to do throughout the day
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.
Wednesday
Wednesday
Keynote - enquiry phase 1
Keynote - enquiry phase 1
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
Keynote - enquiry phase 2: Keynote client management case study walk through
Keynote - enquiry phase 2: Keynote client management case study walk through
Go through steps: Phase 2: Client Management
Tasks to do throughout the day
Tasks to do throughout the day
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
Thursday
Thursday
Keynote - enquiry phase 1: Keynote client management case study walk through round 2
Keynote - enquiry phase 1: Keynote client management case study walk through round 2
Go through steps: Phase 2: Client Management
Keynote - enquiry phase 2: client management
Keynote - enquiry phase 2: client management
Go through steps: Phase 2: Client Management
Tasks to do throughout the day
Tasks to do throughout the day
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.
Friday
Friday
Post Keynote - Phase 3
Post Keynote - Phase 3
Go through steps: Phase 3: Post Keynote Client Management
Accountability
Accountability
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
Page updated
Report abuse