Embedded Files
What
What
On this page you will find all information relating to the third week of training induction of virtual assistants
Topics covered
Day 1
Day 2
Review week 1 + 2 tasks
Phase 3 - Post keynote
Active campaign - How to create deals
Tasks to do throughout the day
Day 3
Introduction to MAG marketing strategy
OneUp
Tasks throughout the day
Day 4
Tasks throughout the day
How to manage virtual engagement booking
Managing James email
How to access and manage Facebook
How to access and manage Instagram
How to access and manage LinkedIn
How to invoice a client (deposit and final payment)
Day 5
How to access and manage google photos
Tasks throughout the day
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
Tuesday
Tuesday
Review Week 1 & 2 tasks
Review Week 1 & 2 tasks
Email Management
Calendar Management
Active Campaign
Adding contact
Managing Keynotes
Phase 1 - inbound speaking enquiries
Phase 2 - client management
Phase 3 - post keynote
Where are we at?
iMAG
VA induction page
Marielle Task list - google sheet
****manage inbound keynotes -> more practice! possibly flow diagram/ checklist?
Calendar -> time zones*** iMAG update calendar system
Phase 3 - Post keynote
Phase 3 - Post keynote
This phase happens after delivering a keynote. Read Phase 3: Post Keynote Client Management
send an invoice email
send a review email
add the key contacts to the CRM
Note: Save the email templates. Reviews are important to reinforce sales and marketing.
Active Campaign - How to create deals
Active Campaign - How to create deals
Any inquiry (direct or indirect) or interests shown for either keynote, workshop, or MAG experience needs to be kept in the deal pipelines. Read Active Campaign CRM - Sales
how to create a deal
go through the pipeline stages one-by-one
how to add a task
how to manage task
how to manage deal status
Tasks to do throughout the day
Tasks to do throughout the day
Active Campaign - add Marielle contact (list staff)
iMAG
update calendar system for PHP/ sydney time zones. How does Marielle manage
Create new system page for PHP Goverment contributions
Review: Active Campaign deals + update
Review: Phase 3 - post keynote
Daily tasks as normal
Wednesday
Wednesday
Introduction to MAG marketing strategy
Introduction to MAG marketing strategy
understand who are specific target market is (i.e Avatars)
overview of the marketing role (website, content marketing, blogs, social media)
main social media platforms
other kind of marketing
EDM
newsletters
read about marketing
Tasks to do throughout the day
Tasks to do throughout the day
Notes/ feedback
Deal stages Active Campaign
Note: the 2 qualified stages... no proposal sent yet
Tasks for today:
review: https://sites.google.com/myadventuregroup.com.au/imag/marketing/digital-advertising
iMAG - sales keynote
cancelling HOLD - 3steps
iMAG - calendar page
dropdown formatting fix
sections: clean up organisation on page
Break up VA induction page into:
VA induction - overview and intro
Week 1
Week 2
Week 3
Week 4
iMAG Sales pipeline
define: Deal won // deal lost // Open deal
A day in the life of...
Please update
Thursday
Thursday
How to manage virtual engagement booking
How to manage virtual engagement booking
Read about How to Manage Virtual Presentations
Managing James email
Managing James email
Read about when to check James' emails
How to access and manage Facebook <WIP>
How to access and manage Facebook <WIP>
How to access and manage Instagram <WIP>
How to access and manage Instagram <WIP>
How to access and manage Linkedin <WIP>
How to access and manage Linkedin <WIP>
How to invoice a client (deposit and final payment)
How to invoice a client (deposit and final payment)
Tasks to do throughout the day
Tasks to do throughout the day
Notes
Email triage
update to approx every 30mins- 15 times/ day
@james to action -> bump min 3 emails into @james to action <24hrs
Review Marketing discussion yestreday
Does One Up make sense?
Calendar management/ deal managemewnt
Inspire speakers
Dual - experiences pipeline, deal value $3500
ASN - 27 Nov
add deal
add contact
organise briefing call
Phocus
Tasks
Virtual keynotes
Booking studio (JC fix up template email and iMAG system)***
Training from Wednesday (Marketing + ONeUp)
Input Wednesday training notes into section above and relevant system
Update OneUp System for failed to post - how to resolve
iMAG VA training hub - update gray section
insert hyperlinks to connect page with main tasks
5. iMAG - update bureau speaking briefing info
template email + steps
Week 3 - Friday
Week 3 - Friday
How to access and manage google photos <WIP>
How to access and manage google photos <WIP>
Tasks to do throughout the day
Tasks to do throughout the day
Task #4 - ongoing Social media (daily)
Task #4 - ongoing Social media (daily)
Check daily that the social media scheduling has been posted
Task #5 - ongoing Sales Proposal (daily)
Task #5 - ongoing Sales Proposal (daily)
setup folder in google drive
copy proposal & runsheet into folder
place company logo in file
Task #6 - ongoing Sales Pipeline (daily)
Task #6 - ongoing Sales Pipeline (daily)
setup folder in google drive
copy proposal & runsheet into folder
place company logo in file
Task #5 - one off
Task #5 - one off
Last Update Date: 02/07/2025
Updated By: Richelle
Page updated
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