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Head Office
Home
Introduction
Vision Mission Values
What We Do
MAG Team Incentive
What Do Our Clients Say?
Who is Cas?
Program Foundations
Facilitation and Philosophy
Challenge By Choice
Full Value Contract
Experiential Learning Methodologies
Operational Structure
Reporting Structure
Daily Department Huddle
Weekly Team Huddle
Offshore Team Huddle
Daily Reports
Reporting Structure: James is Away
Operations While JC is Away
Administration
iMAG
Designing iMAG Systems
When Do We Need to Create a System
What Sections Needs to be Included in Creating an iMAG System
How to Communicate the Steps of an iMAG System
How to Create a New iMAG Page/ System
How to Edit a New iMAG Page/ System
How to Correctly Format a new iMAG Page/ System
How to Use Collapsible Text
How to Use Section Backgrounds
How to Use Dividers
How to Use Emojis
How to Use/ EmbedVideos in your iMAG System
How to Upload/ Edit a Video to Youtube
Uploading a Video to Youtube
Creating Chapters in Youtube video
Trimming a Section of a Youtube video
How to Create Different Media Formats/ Assets for an iMAG System
How to Screenshot/Record On your Phone
How to Create a Flow Diagram
How to Embed a Gdoc, Pdf or Gsheet
How to Share a Photo or Video From Your Phone to iMAG
How to Share Google Drive Folder on iMAG
iMAG Auditing
How to check file structure in google drive mirrors iMAG structure
How to ensure all assets are saved in the correct Google Drive folder
How to ensure assets have the correct name
How to audit/ check all hyperlinks
How to audit/ check all external assets still work
How to audit/ check any WIP pages
How to audit/ check videos on iMAG
Logins and Password Management
How to Manage Your URL Rules in LastPass
How do I change passwords of sites?
How to Access/ Share Passwords
What is the LastPass Security challenge?
LastPass FAQs
Licences, Insurances & Vehicle Registration
NPWS and BMCC Annual Licence Renewal
NPWS Annual Licence Renewal
BMCC Annual Licence Renewal
How to check annual license
NPWS Quarterly Reporting
BMCC Quarterly Reporting
Insurances
Vehicle Registration
WRKPOD Office
Equipment
Looking After Our Computer Hardware
Handling Equipment Damage
Benefits of Having a Laptop Stand
Operational Expenses
Head Office (Blackheath)
Canon Printer
Hard Copy File Management
Banking & Finance
Primary transaction account
Credit Cards (business): ANZ & Amex
International payment platform: Airwallex
Online Payment Gateways
Stripe
Square
Postage
How to send Shock-and-Awe Invite Packs
How to send magalog
How to send package to Philippines based team
Documents & Communication
How to send a formal letter
Awards & Recognition
Why Apply for Awards
How to Apply for Awards
Types of Awards
Associations & Business Events
Organizations
Grants
Technology
Task Management
What is Monday.com?
Hierarchy of Information in Monday
Our Workspaces
How to manage your Day-to-Day tasks in Monday.com
How to use our check-in Agenda in Monday.com
How to Manage Users in Monday.com
How to use automation on tasks/items
How to create workspaces and boards
How to Use Different Types of Views
How to create a new board by importing data from Google Sheets
How to Archive Completed Tasks
Active Campaign CRM
OVERVIEW - Active Campaign
Active Campaign: Introduction and Support
Active Campaign CRM - Contacts
Contact Information Overview
How to create new contacts in CRM
Managing contacts in Active Campaign
How to Import Contacts from Google Sheets to ActiveCampaign
How to update and manage contact data quality in CRM
Active Campaign CRM - Tasks
How to update and manage tasks in CRM
How to assign tasks in Active Campaign
How to see all tasks assigned to me in CRM
Active Campaign CRM - Tags
Tags in Active Campaign
Personalized Tags
Automations in Active Campaign
Segments in in Active Campaign
SMS in Active Campaign
Zapier
SALES in Active Campaign
Our Pipelines: Active Campaign
Sales Funnel Definitions
How to create new deals in CRM
How to update and manage deal fields in CRM
How to send initial lead gen sales email "let's reconnect"
How to follow up lead gen sales email "let's reconnect"
How to clean up contacts in Google Contacts and Active Campaign
How to connect with all CRM contacts on LinkedIn
How to make sure that the contact is updated in Active Campaign
MARKETING in Active Campaign
Our Sales Funnels
Sales Funnel Definitions
Office Communications
1300 number
Virtual Communications
Internal Staff Communications
Google Meet
Google Chat
Loom Recordings
Voxer
(WhatsApp)
External stakeholder comminication
Zoom
MS Teams
Google Workspace
How To Set Up Google Apps
Google Shared Drive
Introduction to Shared Drive
How to create file and label documents
How to Store Files Offline/ Local Hard Drive?
How to create new Google Workspace Docs
How to Share Google Files with others
Google Docs, Sheets and Slides
How to assign and manage action items in google docs, sheets and slides
How to make google docs as fillable form
Gmail
How to triage to inbox zero + use labels in gmail
How to Triage Inbox's
General Rules Regarding Email for VA
How to add VA to access JC inbox
How to manage filtered labelled emails
How to manage Manager's inbox and email follow-ups
How to review Manager's sent emails from week prior
How to create an email template
How to set up an out of office or vacation reply
How to reverse order emails in inbox (newest up top)
How to manage Chrome extensions
How to attach files to Gmail
How to make sure your Email Domain is Healthy
Google Calendar
How to manage Manager's calendar
Managing Manager's calendar
How to Manage James' Diary
How to Managing Calendar events in James' diary
How to create Calendar events
How to do time blocking
How to manage meeting follow ups
How to send meeting reminders
How to confirm next day activities for your manager
How to advise your daily activities completed to your manager
How to schedule meetings
How to manage recurring calendar event
How to setup daily check in with James
How to send briefing reminders
How to send event reminders
Calendly
How to Connect Multiple Calendars
How to Avoid Duplicate Bookings
How to Block out Booking for the Current Event Date
Google Calendar Intro
Date Formatting and Attachments
Calendar Booking System
Calendar Delegated Access (VA)
Google Contacts
How to delegate access to Google contacts
How to review contacts we're doing business witare added to Active Campaign
How to Use/Create Labels/Groups from Google contacts in Gmail
How to Edit/Delete a Label/Group in Google Contacts
How to add/ remove contacts from a Label/Group in Google contacts
How to Add/ Edit Google Contact from Gmail
Google Forms
Google Support
Google Chrome
Google Classroom
Tech Setup
Clean Wipe and Reinstall
Dual Monitor / Desk Setup
Screen Sharing
AI in MAG
AI for Operations
AI for Marketing
AI for Sales
Prompts
AI Tools
Tech Tools
ChatGPT
Accounting
Cash Flow Management
Monthly Direct Debits
Paying Bills
Managing Accounts Receivable / Payable
Managing Inventory
Subscriptions
Bookkeeping
How To Navigate For Accounting
How To Add A New Customer in XERO
How To Invoice A Client
Invoicing Overview
Invoicing via Stripe
Coding Line Items
How to Calculate Invoice Amounts
Pro Forma Invoicing Emails
Business Accounting Records
How to Reconcile Accounts
How to Create Bank Rules
How to code personal reimbursement
How To Send A Payment Receipt
Compliance
Lodge BAS/GST
EOFY Reporting
ASIC Compliance
Human Resources
Workplace Etiquette
In Person
Online
Staff Onboarding
Recruiting Casual Staff
Steps to take with new Casual Employee (before they commence work)
Onboarding How-tos (back-end)
How to create new employee file with name of new employee
How to add CV, qualifications and all supporting info of new employee
How to add new employee contact details into Active Campaign
How to add new employee contact details into Google contacts
How to add new employee to google sheet - staff resourcing
How to send welcome email and manage collection of employee details
How to conduct new employee induction
How to add employee bank account details into Macquarie Bank
How to manage timesheet completion for staff post MAG program
How to create template with task
New Employee Q&A
Xero How To's
Xero: How To Log Hours
Xero: How To Access Xero
Xero: How To Request Leave
Virtual Assistant Hub
Recruiting A Virtual Assistant
Who is WrkPod?
VA Recruitment - General
VA Interview Process
Ways of Recruiting an Offshore Employee
Job Descriptions
Letter of Offer and Contract of Services
VA induction/ First day
Onboarding Virtual Assistant
VA Preinduction Process
VA Induction Overview
New VA Welcome Kit
Induction Week 1
Induction Week 2
Induction Week 3
Induction Week 4
PHP Government Contributions
How to confirm monthly payment of government contributions
Day in the Life of a VA...
How to conduct daily check in between EA and James
Offshore team: Requesting and taking Leave directory page
Offshore staff Leave
Offshore Staff Sick Leave Policy
How to request and approve leave for offshore team
What you need to do once your leave has been approved
How to manage James' tasks when he takes leave
How to mark calendar out of office
How to manage tasks during a leave
Performance reviews
Employment Documents
Helpful Statements for Emails
Clearance Process
Incentive to OZ
Terms and Conditions
Visa Application
Things to Bring
Insurance Policy
Xero For HR
How to setup new employee payroll in Xero
How to add new employee details in XERO
How to process monthly payroll
How to process superanuation
Compliance, Learning & Development
iCARE Workers Comp
Learning & Development
Quality Assurance
Quality Assurance Plan
Establishing Quality Assurance Measures
Marketing
Partnership Marketing
Digital Advertising
Google Ads
Google Ads (2025)
Google Ads (2024)
Google Ads (2023)
Google Ads (2022)
Meta Ads
LinkedIn Ads
Bing Ads
Marketing Strategy & KPI's
Target Market
Brand Guidelines
Marketing Pulse Check
Marketing Strategy
KPIs & Metrics
Marketing Campaigns
LinkedIn Webinar
Webinar 2 - March 2025
Penrith Panthers Campaign
LinkedIn Project 2025
Content Marketing
A Buyers Journey
Website
Structure
Homepage
Product Pages
Conversion Pages
Website Design
Web Design Guidelines
Website Plugins
Website Hosting
Website Backup Policy
DNS
Website Domain
Website Audit
Website Speed
Website Support
Website Backend Access
Webpage Errors
Support Coverage
Shop
How to Add Products
How to Process Order
SEO
SEO - 2025
SEO - 2024
SEO - 2023
SEO - 2022
Social Media Marketing
Social Media KPI
Monthly Report on social media metrics
Social Media Content
Facebook
Instagram
LinkedIn
Scheduling Social Media Posts
Creating Social Media Content
IG Link In Bio
Community Engagement
LinkedIn Collaborative Articles
General Social Media Guidelines
Comment/DMS
Contest/ Giveaways
Social Media Management Tools
How to Use Later to Schedule Posts on Social Media
How to grant staff access to social media accounts
Later Subscription Plan
Email Marketing
Email Design
Email Campaigns
EDM in Active Campaign
How to manage EDM process
How to conduct research and draft content for EDM
Email Automation: MAG Program
Marketing Collaterals
Suppliers
Marketing Assets
Product Collaterals
Lead Magnet
Promotional Videos
Flyers
Other Posters
Event Collaterals
Merchandise
Uniforms
MAG Team Merchandise
Public Relations
Podcast
Sales
What We Sell
Keynote
Interactive Keynote
Immersive Experiences
Workshops
Executive X
Leader X
12 Mnth Leadership Development Program
Team Offsite (Explorer X)
DVDs
Books
Sales Strategy - What We Do
Our Sales Strategy
Who: Target Market/ Avatar
Sales Funnels
Master Overview MAG Sales Funnel
Conference Sales Funnels
Executive X Sales Funnels
Team Offsite Sales Funnels
Leadership Journey and Workshops Sales Funnels
Explorer X Sales Funnels
Personal Development Sales Funnels
Direct Outreach
Cold Lead
3-6 Month Check-In
Social Media Scrolling Strategy
Lead Magnet and Conversion Tools
Proposals - Keynote, Immersive, Workshops and Team Offsite
Bureau Monthly Outreach
Tailor Monthly Outreach
Direct Inbound Inquiries
Indirect Inbound Inquiries
Referrals
Post Keynote Debrief Call
Personal Development Course (WIP)
Feedback Forms
Post Executive X
Previous
Keynote
LinkedIn Lead Generation Strategy
Sales Operations - How We Do It
Keynote Sales Funnel - How to
Where to Find Prior Leads?
What to Do With Lead Prior To Reaching Out?
What are the steps in managing a Prior Lead?
How To Send Initial Email to Prior Leads?
How to update Active Campaign Deal after initial reach out?
Where to Find Leads Via Social Media Scrolling?
What to Do With Lead Prior To Reaching Out (Social Media Lead)
What are the steps in managing a social media lead?
How to Send Initial Email to Social Media Leads?
How to update Active Campaign Deal after initial reach out? (Social Media)
Where to find Cold Leads?
What to Do With Lead Prior To Reaching Out? (Cold Lead)
What are the steps in managing a cold lead?
How to Send Initial Email to Cold Leads?
How to update Active Campaign Deal after initial reach out? (Cold Lead)
What to Do With Inbound Enquiry Prior on Replying?
What are the steps in managing an Inbound Inquiry?
How to send a reply to the Inbound Inquiry?
How to update Active Campaign Deal after the initial reply?
What to do if the Lead if is no working at working at target company
How to Send Lead Magnet(s) through mail?
How to update Active Campaign Deal after Every Email Follow Up?
How Manage Call Task for James?
How to Send Lead Magnet(s) through E-mail?
How to Send Email Follow Ups to an Outbound Lead?
How to update the Deal in Active Campaign after a client books a sales demo
How James conduct the Sales Demo/Discovery Call?
How to Prepare a Sales Proposal?
How to Reply if the Client Asks How the Session Will Work with a Different
How to Send the Proposal?
How to Update the Active Campaign After the Proposal Has Been Sent?
How to Send a Follow-Up After the Proposal Has Been Sent?
How to Update the Active Campaign on Every Follow-Up on the Proposal?
What to do if the Deal is Won?
See how James delivers his "Uncharted Ice" Immersive Session.
HOW TO: EMAIL FLOW - INBOUND INQUIRIES
Executive X Sales Funnel - How to
Where to get Executive X Leads?
What to do with Executive X Lead Prior to Reaching Out?
What are the steps in managing an Executive X Lead?
How to Send Initial Email to Executive X Leads?
How to update Active Campaign Deal after initial reach out?
How to Send Email Follow Ups to our Executive X
Executive X Email flow (Mailpack Recipient)
Executive X Email flow - For those who decline our invite last April
Executive X Email flow - (Email Invitation Only - no need to send mailpack)
Team Offsite Sales Funnel - HOW TO
12 Mnth Leadership Development Program & Workshops Sales Funnel
Explorer X Sales Funnel
How to find leads into target list
Step 1. Steps on how to re-enter previously lost deals into "contact made"
Step 2: How to re-enter previously won deals into "contact made" stage in f
Step 3: How to use Linkedin to enter leads into "contact made" stage in fun
Step 4: How to use Google ads to enter leads into "contact made" stage in f
Step 5: How to use other speakers social media to enter leads into "contact
How to move lead from target list to Contact made
How to move lead from Contact made to DEMO
How to move lead from qualified/ unqualified to Follow Up
How to move lead from DEMO to qualified/ unqualified
How to Upsell
How To Respond To Inbound Sales Enquiries
How to prepare sales proposal
How To Edit A Sales Proposal
How To Edit An Agreement
How To Organise A Famil
How to manage Sam in Sales process
How to Identify Australian Phone Numbers
How to Send Gifts to Clients and Sub-contractors
How to generate Industry based Lead and how to manage it
How to Manage Social Media Lead
How to manage 3-6 month check in leads and the procedure
The steps in using linkedin and sales navigator as part of lead generation
How to Manage Executive X?
Pipeline Progression
Client Cancellations
Bureau Management
Bureau Monthly Engagement (2024)
How to Clean Up Speakers Bureau List
Shared Speaking Packs
Tailor Monthly Outreach - How to
LinkedIn Lead Generation: How to Find & Nurture Prospects
MAG Buyer Analysis
Post-Engagement Comms
Invoices
Engagement Review Invite
Sales Reporting
Weekly/Monthly Sales Reporting
Yearly Sales Review
Sales Dashbaord
Sales Tech Stack
Active Campaign
LinkedIn Sales Navigator
Apollo.io
Lusha
Project Trojan Horse
Operations
Conferences: Keynotes // Workshops // Team-building // Immersive
Phase 1: Manage Inbound Speaking Enquiries
Phase 1: Managing Direct Speaking Enquiries Directory page
How to check availability for keynote enquiry
How To Manage Multiple Holds
How to check studio availability for virtual keynote enquiry
How To Manage James' Calendar For Conferences
How to send sales enquiry reply to client
How to add contact in active campaign
How to create a deal in active campaign
How to update Monday.com board
How to invite contact to connect in LinkedIn
How to follow up client
How to close off lost deal
How to confirm event is going ahead
How to email client and gather information for speaker agreement
Custom Replies To Speaking Enquiries (Based On Theme/ Topic)
Phase 1: Managing Indirect Speaking Enquiries Directory page
How to send sales enquiry reply to bureau
How to follow up client
How To Manage Speakers Bureaus
Phase 2: Client Management
Phase 2: Locked in Direct Speaking Enquiries Directory page
How to update calendar for HOLD to be locked in
How to change deal status from open to won
How to create booking agreement for client
How to create client file
How to get internal sign-off and send keynote agreement
How to prepare, check and send deposit invoice for keynote speaking
How to invite client to a debrief call or ExecutiveX program
How to confirm studio booking for virtual delivery
Custom email templates
How to organise speaker briefing
How to check deposit has been received
How to organise travel for keynote events
How to book flights using status credits
How to book hotel accommodation
How To Manage James' Travel To/From Events
How to assign breakout rooms and send to studio for virtual delivery
How to send AV, staging requirements, bio, and intro script
How To Manage AV Requirements For James Keynote
Phase 2: Locked in Indirect Speaking Enquiries Directory page
How to check and file speaker agreement from bureau
Checklist before Keynote or Workshop delivery
Phase 3: Post Keynote Client Management
Phase 3: Post Keynote Client Management Direct Enquiry Directory page
How to prepare and send final invoice
How to send review email
How to create a new Executive X contact and assign them in CRM
Phase 3: Post Keynote Client Management Indirect Enquiry Directory page
The Tailor
Introduction: The Tailor
The Tailor: SALES
Inbound Enquiries
The Tailor Email Templates
Outreach Program
Client Delivery
Travel Designer Email Templates (Locked In)
Client Management (Locked In)
Tailor: Staff Brief
Booking Contractors
Team Offsite
Phase 1: Managing offsite enquiry
Master Sheet Directory
Head Office
Home
Introduction
Vision Mission Values
What We Do
MAG Team Incentive
What Do Our Clients Say?
Who is Cas?
Program Foundations
Facilitation and Philosophy
Challenge By Choice
Full Value Contract
Experiential Learning Methodologies
Operational Structure
Reporting Structure
Daily Department Huddle
Weekly Team Huddle
Offshore Team Huddle
Daily Reports
Reporting Structure: James is Away
Operations While JC is Away
Administration
iMAG
Designing iMAG Systems
When Do We Need to Create a System
What Sections Needs to be Included in Creating an iMAG System
How to Communicate the Steps of an iMAG System
How to Create a New iMAG Page/ System
How to Edit a New iMAG Page/ System
How to Correctly Format a new iMAG Page/ System
How to Use Collapsible Text
How to Use Section Backgrounds
How to Use Dividers
How to Use Emojis
How to Use/ EmbedVideos in your iMAG System
How to Upload/ Edit a Video to Youtube
Uploading a Video to Youtube
Creating Chapters in Youtube video
Trimming a Section of a Youtube video
How to Create Different Media Formats/ Assets for an iMAG System
How to Screenshot/Record On your Phone
How to Create a Flow Diagram
How to Embed a Gdoc, Pdf or Gsheet
How to Share a Photo or Video From Your Phone to iMAG
How to Share Google Drive Folder on iMAG
iMAG Auditing
How to check file structure in google drive mirrors iMAG structure
How to ensure all assets are saved in the correct Google Drive folder
How to ensure assets have the correct name
How to audit/ check all hyperlinks
How to audit/ check all external assets still work
How to audit/ check any WIP pages
How to audit/ check videos on iMAG
Logins and Password Management
How to Manage Your URL Rules in LastPass
How do I change passwords of sites?
How to Access/ Share Passwords
What is the LastPass Security challenge?
LastPass FAQs
Licences, Insurances & Vehicle Registration
NPWS and BMCC Annual Licence Renewal
NPWS Annual Licence Renewal
BMCC Annual Licence Renewal
How to check annual license
NPWS Quarterly Reporting
BMCC Quarterly Reporting
Insurances
Vehicle Registration
WRKPOD Office
Equipment
Looking After Our Computer Hardware
Handling Equipment Damage
Benefits of Having a Laptop Stand
Operational Expenses
Head Office (Blackheath)
Canon Printer
Hard Copy File Management
Banking & Finance
Primary transaction account
Credit Cards (business): ANZ & Amex
International payment platform: Airwallex
Online Payment Gateways
Stripe
Square
Postage
How to send Shock-and-Awe Invite Packs
How to send magalog
How to send package to Philippines based team
Documents & Communication
How to send a formal letter
Awards & Recognition
Why Apply for Awards
How to Apply for Awards
Types of Awards
Associations & Business Events
Organizations
Grants
Technology
Task Management
What is Monday.com?
Hierarchy of Information in Monday
Our Workspaces
How to manage your Day-to-Day tasks in Monday.com
How to use our check-in Agenda in Monday.com
How to Manage Users in Monday.com
How to use automation on tasks/items
How to create workspaces and boards
How to Use Different Types of Views
How to create a new board by importing data from Google Sheets
How to Archive Completed Tasks
Active Campaign CRM
OVERVIEW - Active Campaign
Active Campaign: Introduction and Support
Active Campaign CRM - Contacts
Contact Information Overview
How to create new contacts in CRM
Managing contacts in Active Campaign
How to Import Contacts from Google Sheets to ActiveCampaign
How to update and manage contact data quality in CRM
Active Campaign CRM - Tasks
How to update and manage tasks in CRM
How to assign tasks in Active Campaign
How to see all tasks assigned to me in CRM
Active Campaign CRM - Tags
Tags in Active Campaign
Personalized Tags
Automations in Active Campaign
Segments in in Active Campaign
SMS in Active Campaign
Zapier
SALES in Active Campaign
Our Pipelines: Active Campaign
Sales Funnel Definitions
How to create new deals in CRM
How to update and manage deal fields in CRM
How to send initial lead gen sales email "let's reconnect"
How to follow up lead gen sales email "let's reconnect"
How to clean up contacts in Google Contacts and Active Campaign
How to connect with all CRM contacts on LinkedIn
How to make sure that the contact is updated in Active Campaign
MARKETING in Active Campaign
Our Sales Funnels
Sales Funnel Definitions
Office Communications
1300 number
Virtual Communications
Internal Staff Communications
Google Meet
Google Chat
Loom Recordings
Voxer
(WhatsApp)
External stakeholder comminication
Zoom
MS Teams
Google Workspace
How To Set Up Google Apps
Google Shared Drive
Introduction to Shared Drive
How to create file and label documents
How to Store Files Offline/ Local Hard Drive?
How to create new Google Workspace Docs
How to Share Google Files with others
Google Docs, Sheets and Slides
How to assign and manage action items in google docs, sheets and slides
How to make google docs as fillable form
Gmail
How to triage to inbox zero + use labels in gmail
How to Triage Inbox's
General Rules Regarding Email for VA
How to add VA to access JC inbox
How to manage filtered labelled emails
How to manage Manager's inbox and email follow-ups
How to review Manager's sent emails from week prior
How to create an email template
How to set up an out of office or vacation reply
How to reverse order emails in inbox (newest up top)
How to manage Chrome extensions
How to attach files to Gmail
How to make sure your Email Domain is Healthy
Google Calendar
How to manage Manager's calendar
Managing Manager's calendar
How to Manage James' Diary
How to Managing Calendar events in James' diary
How to create Calendar events
How to do time blocking
How to manage meeting follow ups
How to send meeting reminders
How to confirm next day activities for your manager
How to advise your daily activities completed to your manager
How to schedule meetings
How to manage recurring calendar event
How to setup daily check in with James
How to send briefing reminders
How to send event reminders
Calendly
How to Connect Multiple Calendars
How to Avoid Duplicate Bookings
How to Block out Booking for the Current Event Date
Google Calendar Intro
Date Formatting and Attachments
Calendar Booking System
Calendar Delegated Access (VA)
Google Contacts
How to delegate access to Google contacts
How to review contacts we're doing business witare added to Active Campaign
How to Use/Create Labels/Groups from Google contacts in Gmail
How to Edit/Delete a Label/Group in Google Contacts
How to add/ remove contacts from a Label/Group in Google contacts
How to Add/ Edit Google Contact from Gmail
Google Forms
Google Support
Google Chrome
Google Classroom
Tech Setup
Clean Wipe and Reinstall
Dual Monitor / Desk Setup
Screen Sharing
AI in MAG
AI for Operations
AI for Marketing
AI for Sales
Prompts
AI Tools
Tech Tools
ChatGPT
Accounting
Cash Flow Management
Monthly Direct Debits
Paying Bills
Managing Accounts Receivable / Payable
Managing Inventory
Subscriptions
Bookkeeping
How To Navigate For Accounting
How To Add A New Customer in XERO
How To Invoice A Client
Invoicing Overview
Invoicing via Stripe
Coding Line Items
How to Calculate Invoice Amounts
Pro Forma Invoicing Emails
Business Accounting Records
How to Reconcile Accounts
How to Create Bank Rules
How to code personal reimbursement
How To Send A Payment Receipt
Compliance
Lodge BAS/GST
EOFY Reporting
ASIC Compliance
Human Resources
Workplace Etiquette
In Person
Online
Staff Onboarding
Recruiting Casual Staff
Steps to take with new Casual Employee (before they commence work)
Onboarding How-tos (back-end)
How to create new employee file with name of new employee
How to add CV, qualifications and all supporting info of new employee
How to add new employee contact details into Active Campaign
How to add new employee contact details into Google contacts
How to add new employee to google sheet - staff resourcing
How to send welcome email and manage collection of employee details
How to conduct new employee induction
How to add employee bank account details into Macquarie Bank
How to manage timesheet completion for staff post MAG program
How to create template with task
New Employee Q&A
Xero How To's
Xero: How To Log Hours
Xero: How To Access Xero
Xero: How To Request Leave
Virtual Assistant Hub
Recruiting A Virtual Assistant
Who is WrkPod?
VA Recruitment - General
VA Interview Process
Ways of Recruiting an Offshore Employee
Job Descriptions
Letter of Offer and Contract of Services
VA induction/ First day
Onboarding Virtual Assistant
VA Preinduction Process
VA Induction Overview
New VA Welcome Kit
Induction Week 1
Induction Week 2
Induction Week 3
Induction Week 4
PHP Government Contributions
How to confirm monthly payment of government contributions
Day in the Life of a VA...
How to conduct daily check in between EA and James
Offshore team: Requesting and taking Leave directory page
Offshore staff Leave
Offshore Staff Sick Leave Policy
How to request and approve leave for offshore team
What you need to do once your leave has been approved
How to manage James' tasks when he takes leave
How to mark calendar out of office
How to manage tasks during a leave
Performance reviews
Employment Documents
Helpful Statements for Emails
Clearance Process
Incentive to OZ
Terms and Conditions
Visa Application
Things to Bring
Insurance Policy
Xero For HR
How to setup new employee payroll in Xero
How to add new employee details in XERO
How to process monthly payroll
How to process superanuation
Compliance, Learning & Development
iCARE Workers Comp
Learning & Development
Quality Assurance
Quality Assurance Plan
Establishing Quality Assurance Measures
Marketing
Partnership Marketing
Digital Advertising
Google Ads
Google Ads (2025)
Google Ads (2024)
Google Ads (2023)
Google Ads (2022)
Meta Ads
LinkedIn Ads
Bing Ads
Marketing Strategy & KPI's
Target Market
Brand Guidelines
Marketing Pulse Check
Marketing Strategy
KPIs & Metrics
Marketing Campaigns
LinkedIn Webinar
Webinar 2 - March 2025
Penrith Panthers Campaign
LinkedIn Project 2025
Content Marketing
A Buyers Journey
Website
Structure
Homepage
Product Pages
Conversion Pages
Website Design
Web Design Guidelines
Website Plugins
Website Hosting
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Direct Outreach
Cold Lead
3-6 Month Check-In
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Referrals
Post Keynote Debrief Call
Personal Development Course (WIP)
Feedback Forms
Post Executive X
Previous
Keynote
LinkedIn Lead Generation Strategy
Sales Operations - How We Do It
Keynote Sales Funnel - How to
Where to Find Prior Leads?
What to Do With Lead Prior To Reaching Out?
What are the steps in managing a Prior Lead?
How To Send Initial Email to Prior Leads?
How to update Active Campaign Deal after initial reach out?
Where to Find Leads Via Social Media Scrolling?
What to Do With Lead Prior To Reaching Out (Social Media Lead)
What are the steps in managing a social media lead?
How to Send Initial Email to Social Media Leads?
How to update Active Campaign Deal after initial reach out? (Social Media)
Where to find Cold Leads?
What to Do With Lead Prior To Reaching Out? (Cold Lead)
What are the steps in managing a cold lead?
How to Send Initial Email to Cold Leads?
How to update Active Campaign Deal after initial reach out? (Cold Lead)
What to Do With Inbound Enquiry Prior on Replying?
What are the steps in managing an Inbound Inquiry?
How to send a reply to the Inbound Inquiry?
How to update Active Campaign Deal after the initial reply?
What to do if the Lead if is no working at working at target company
How to Send Lead Magnet(s) through mail?
How to update Active Campaign Deal after Every Email Follow Up?
How Manage Call Task for James?
How to Send Lead Magnet(s) through E-mail?
How to Send Email Follow Ups to an Outbound Lead?
How to update the Deal in Active Campaign after a client books a sales demo
How James conduct the Sales Demo/Discovery Call?
How to Prepare a Sales Proposal?
How to Reply if the Client Asks How the Session Will Work with a Different
How to Send the Proposal?
How to Update the Active Campaign After the Proposal Has Been Sent?
How to Send a Follow-Up After the Proposal Has Been Sent?
How to Update the Active Campaign on Every Follow-Up on the Proposal?
What to do if the Deal is Won?
See how James delivers his "Uncharted Ice" Immersive Session.
HOW TO: EMAIL FLOW - INBOUND INQUIRIES
Executive X Sales Funnel - How to
Where to get Executive X Leads?
What to do with Executive X Lead Prior to Reaching Out?
What are the steps in managing an Executive X Lead?
How to Send Initial Email to Executive X Leads?
How to update Active Campaign Deal after initial reach out?
How to Send Email Follow Ups to our Executive X
Executive X Email flow (Mailpack Recipient)
Executive X Email flow - For those who decline our invite last April
Executive X Email flow - (Email Invitation Only - no need to send mailpack)
Team Offsite Sales Funnel - HOW TO
12 Mnth Leadership Development Program & Workshops Sales Funnel
Explorer X Sales Funnel
How to find leads into target list
Step 1. Steps on how to re-enter previously lost deals into "contact made"
Step 2: How to re-enter previously won deals into "contact made" stage in f
Step 3: How to use Linkedin to enter leads into "contact made" stage in fun
Step 4: How to use Google ads to enter leads into "contact made" stage in f
Step 5: How to use other speakers social media to enter leads into "contact
How to move lead from target list to Contact made
How to move lead from Contact made to DEMO
How to move lead from qualified/ unqualified to Follow Up
How to move lead from DEMO to qualified/ unqualified
How to Upsell
How To Respond To Inbound Sales Enquiries
How to prepare sales proposal
How To Edit A Sales Proposal
How To Edit An Agreement
How To Organise A Famil
How to manage Sam in Sales process
How to Identify Australian Phone Numbers
How to Send Gifts to Clients and Sub-contractors
How to generate Industry based Lead and how to manage it
How to Manage Social Media Lead
How to manage 3-6 month check in leads and the procedure
The steps in using linkedin and sales navigator as part of lead generation
How to Manage Executive X?
Pipeline Progression
Client Cancellations
Bureau Management
Bureau Monthly Engagement (2024)
How to Clean Up Speakers Bureau List
Shared Speaking Packs
Tailor Monthly Outreach - How to
LinkedIn Lead Generation: How to Find & Nurture Prospects
MAG Buyer Analysis
Post-Engagement Comms
Invoices
Engagement Review Invite
Sales Reporting
Weekly/Monthly Sales Reporting
Yearly Sales Review
Sales Dashbaord
Sales Tech Stack
Active Campaign
LinkedIn Sales Navigator
Apollo.io
Lusha
Project Trojan Horse
Operations
Conferences: Keynotes // Workshops // Team-building // Immersive
Phase 1: Manage Inbound Speaking Enquiries
Phase 1: Managing Direct Speaking Enquiries Directory page
How to check availability for keynote enquiry
How To Manage Multiple Holds
How to check studio availability for virtual keynote enquiry
How To Manage James' Calendar For Conferences
How to send sales enquiry reply to client
How to add contact in active campaign
How to create a deal in active campaign
How to update Monday.com board
How to invite contact to connect in LinkedIn
How to follow up client
How to close off lost deal
How to confirm event is going ahead
How to email client and gather information for speaker agreement
Custom Replies To Speaking Enquiries (Based On Theme/ Topic)
Phase 1: Managing Indirect Speaking Enquiries Directory page
How to send sales enquiry reply to bureau
How to follow up client
How To Manage Speakers Bureaus
Phase 2: Client Management
Phase 2: Locked in Direct Speaking Enquiries Directory page
How to update calendar for HOLD to be locked in
How to change deal status from open to won
How to create booking agreement for client
How to create client file
How to get internal sign-off and send keynote agreement
How to prepare, check and send deposit invoice for keynote speaking
How to invite client to a debrief call or ExecutiveX program
How to confirm studio booking for virtual delivery
Custom email templates
How to organise speaker briefing
How to check deposit has been received
How to organise travel for keynote events
How to book flights using status credits
How to book hotel accommodation
How To Manage James' Travel To/From Events
How to assign breakout rooms and send to studio for virtual delivery
How to send AV, staging requirements, bio, and intro script
How To Manage AV Requirements For James Keynote
Phase 2: Locked in Indirect Speaking Enquiries Directory page
How to check and file speaker agreement from bureau
Checklist before Keynote or Workshop delivery
Phase 3: Post Keynote Client Management
Phase 3: Post Keynote Client Management Direct Enquiry Directory page
How to prepare and send final invoice
How to send review email
How to create a new Executive X contact and assign them in CRM
Phase 3: Post Keynote Client Management Indirect Enquiry Directory page
The Tailor
Introduction: The Tailor
The Tailor: SALES
Inbound Enquiries
The Tailor Email Templates
Outreach Program
Client Delivery
Travel Designer Email Templates (Locked In)
Client Management (Locked In)
Tailor: Staff Brief
Booking Contractors
Team Offsite
Phase 1: Managing offsite enquiry
Master Sheet Directory
More
Home
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Active Campaign CRM
OVERVIEW - Active Campaign
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(WhatsApp)
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Introduction to Shared Drive
How to create file and label documents
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How to triage to inbox zero + use labels in gmail
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General Rules Regarding Email for VA
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How to manage Manager's calendar
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How to Connect Multiple Calendars
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How to delegate access to Google contacts
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Scheduling Social Media Posts
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IG Link In Bio
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LinkedIn Collaborative Articles
General Social Media Guidelines
Comment/DMS
Contest/ Giveaways
Social Media Management Tools
How to Use Later to Schedule Posts on Social Media
How to grant staff access to social media accounts
Later Subscription Plan
Email Marketing
Email Design
Email Campaigns
EDM in Active Campaign
How to manage EDM process
How to conduct research and draft content for EDM
Email Automation: MAG Program
Marketing Collaterals
Suppliers
Marketing Assets
Product Collaterals
Lead Magnet
Promotional Videos
Flyers
Other Posters
Event Collaterals
Merchandise
Uniforms
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Public Relations
Podcast
Sales
What We Sell
Keynote
Interactive Keynote
Immersive Experiences
Workshops
Executive X
Leader X
12 Mnth Leadership Development Program
Team Offsite (Explorer X)
DVDs
Books
Sales Strategy - What We Do
Our Sales Strategy
Who: Target Market/ Avatar
Sales Funnels
Master Overview MAG Sales Funnel
Conference Sales Funnels
Executive X Sales Funnels
Team Offsite Sales Funnels
Leadership Journey and Workshops Sales Funnels
Explorer X Sales Funnels
Personal Development Sales Funnels
Direct Outreach
Cold Lead
3-6 Month Check-In
Social Media Scrolling Strategy
Lead Magnet and Conversion Tools
Proposals - Keynote, Immersive, Workshops and Team Offsite
Bureau Monthly Outreach
Tailor Monthly Outreach
Direct Inbound Inquiries
Indirect Inbound Inquiries
Referrals
Post Keynote Debrief Call
Personal Development Course (WIP)
Feedback Forms
Post Executive X
Previous
Keynote
LinkedIn Lead Generation Strategy
Sales Operations - How We Do It
Keynote Sales Funnel - How to
Where to Find Prior Leads?
What to Do With Lead Prior To Reaching Out?
What are the steps in managing a Prior Lead?
How To Send Initial Email to Prior Leads?
How to update Active Campaign Deal after initial reach out?
Where to Find Leads Via Social Media Scrolling?
What to Do With Lead Prior To Reaching Out (Social Media Lead)
What are the steps in managing a social media lead?
How to Send Initial Email to Social Media Leads?
How to update Active Campaign Deal after initial reach out? (Social Media)
Where to find Cold Leads?
What to Do With Lead Prior To Reaching Out? (Cold Lead)
What are the steps in managing a cold lead?
How to Send Initial Email to Cold Leads?
How to update Active Campaign Deal after initial reach out? (Cold Lead)
What to Do With Inbound Enquiry Prior on Replying?
What are the steps in managing an Inbound Inquiry?
How to send a reply to the Inbound Inquiry?
How to update Active Campaign Deal after the initial reply?
What to do if the Lead if is no working at working at target company
How to Send Lead Magnet(s) through mail?
How to update Active Campaign Deal after Every Email Follow Up?
How Manage Call Task for James?
How to Send Lead Magnet(s) through E-mail?
How to Send Email Follow Ups to an Outbound Lead?
How to update the Deal in Active Campaign after a client books a sales demo
How James conduct the Sales Demo/Discovery Call?
How to Prepare a Sales Proposal?
How to Reply if the Client Asks How the Session Will Work with a Different
How to Send the Proposal?
How to Update the Active Campaign After the Proposal Has Been Sent?
How to Send a Follow-Up After the Proposal Has Been Sent?
How to Update the Active Campaign on Every Follow-Up on the Proposal?
What to do if the Deal is Won?
See how James delivers his "Uncharted Ice" Immersive Session.
HOW TO: EMAIL FLOW - INBOUND INQUIRIES
Executive X Sales Funnel - How to
Where to get Executive X Leads?
What to do with Executive X Lead Prior to Reaching Out?
What are the steps in managing an Executive X Lead?
How to Send Initial Email to Executive X Leads?
How to update Active Campaign Deal after initial reach out?
How to Send Email Follow Ups to our Executive X
Executive X Email flow (Mailpack Recipient)
Executive X Email flow - For those who decline our invite last April
Executive X Email flow - (Email Invitation Only - no need to send mailpack)
Team Offsite Sales Funnel - HOW TO
12 Mnth Leadership Development Program & Workshops Sales Funnel
Explorer X Sales Funnel
How to find leads into target list
Step 1. Steps on how to re-enter previously lost deals into "contact made"
Step 2: How to re-enter previously won deals into "contact made" stage in f
Step 3: How to use Linkedin to enter leads into "contact made" stage in fun
Step 4: How to use Google ads to enter leads into "contact made" stage in f
Step 5: How to use other speakers social media to enter leads into "contact
How to move lead from target list to Contact made
How to move lead from Contact made to DEMO
How to move lead from qualified/ unqualified to Follow Up
How to move lead from DEMO to qualified/ unqualified
How to Upsell
How To Respond To Inbound Sales Enquiries
How to prepare sales proposal
How To Edit A Sales Proposal
How To Edit An Agreement
How To Organise A Famil
How to manage Sam in Sales process
How to Identify Australian Phone Numbers
How to Send Gifts to Clients and Sub-contractors
How to generate Industry based Lead and how to manage it
How to Manage Social Media Lead
How to manage 3-6 month check in leads and the procedure
The steps in using linkedin and sales navigator as part of lead generation
How to Manage Executive X?
Pipeline Progression
Client Cancellations
Bureau Management
Bureau Monthly Engagement (2024)
How to Clean Up Speakers Bureau List
Shared Speaking Packs
Tailor Monthly Outreach - How to
LinkedIn Lead Generation: How to Find & Nurture Prospects
MAG Buyer Analysis
Post-Engagement Comms
Invoices
Engagement Review Invite
Sales Reporting
Weekly/Monthly Sales Reporting
Yearly Sales Review
Sales Dashbaord
Sales Tech Stack
Active Campaign
LinkedIn Sales Navigator
Apollo.io
Lusha
Project Trojan Horse
Operations
Conferences: Keynotes // Workshops // Team-building // Immersive
Phase 1: Manage Inbound Speaking Enquiries
Phase 1: Managing Direct Speaking Enquiries Directory page
How to check availability for keynote enquiry
How To Manage Multiple Holds
How to check studio availability for virtual keynote enquiry
How To Manage James' Calendar For Conferences
How to send sales enquiry reply to client
How to add contact in active campaign
How to create a deal in active campaign
How to update Monday.com board
How to invite contact to connect in LinkedIn
How to follow up client
How to close off lost deal
How to confirm event is going ahead
How to email client and gather information for speaker agreement
Custom Replies To Speaking Enquiries (Based On Theme/ Topic)
Phase 1: Managing Indirect Speaking Enquiries Directory page
How to send sales enquiry reply to bureau
How to follow up client
How To Manage Speakers Bureaus
Phase 2: Client Management
Phase 2: Locked in Direct Speaking Enquiries Directory page
How to update calendar for HOLD to be locked in
How to change deal status from open to won
How to create booking agreement for client
How to create client file
How to get internal sign-off and send keynote agreement
How to prepare, check and send deposit invoice for keynote speaking
How to invite client to a debrief call or ExecutiveX program
How to confirm studio booking for virtual delivery
Custom email templates
How to organise speaker briefing
How to check deposit has been received
How to organise travel for keynote events
How to book flights using status credits
How to book hotel accommodation
How To Manage James' Travel To/From Events
How to assign breakout rooms and send to studio for virtual delivery
How to send AV, staging requirements, bio, and intro script
How To Manage AV Requirements For James Keynote
Phase 2: Locked in Indirect Speaking Enquiries Directory page
How to check and file speaker agreement from bureau
Checklist before Keynote or Workshop delivery
Phase 3: Post Keynote Client Management
Phase 3: Post Keynote Client Management Direct Enquiry Directory page
How to prepare and send final invoice
How to send review email
How to create a new Executive X contact and assign them in CRM
Phase 3: Post Keynote Client Management Indirect Enquiry Directory page
The Tailor
Introduction: The Tailor
The Tailor: SALES
Inbound Enquiries
The Tailor Email Templates
Outreach Program
Client Delivery
Travel Designer Email Templates (Locked In)
Client Management (Locked In)
Tailor: Staff Brief
Booking Contractors
Team Offsite
Phase 1: Managing offsite enquiry
Master Sheet Directory
External Stakeholder Communication
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