Welcome to my Virtual Assistant FAQ Page.
This page is a work in progress and I’ll be adding new Virtual Assistant FAQ’s every month.
To review the current FAQ’s, simply click the plus sign to expand the question and reveal the answer.
Be sure to contact us if you have a question you would like posted!
It’s an in-demand skill clients are always asking for!
Infusionsoft® Basics Covers:
Module #1: Packages & Processes
Let’s get started. This is where we create your packages & put processes into place.
Module #2: Infusionsoft Overview
Here is where we look at the 3 different pieces that make up Infusionsoft® and how they all work together.
Module #3: All About Contacts, Templates, Tags & Broadcasts
We will dive into setting up Templates & Tags, adding Contacts and sending out Broadcasts.
Module #4: All About Products
Learn how to create Products, Order Forms & Shopping Cart Features
Module #5: Working with Web Forms & Opt-ins using Campaign Builder
Learn how to set up Web Forms & Opt-ins using the Campaign Builder.
Module #6: Let’s Do A Mock Project
We will work together on a Mock Customer Project to include all of the things we’ve learned. This will help you get a solid understanding of what client’s need and how to put them into practice.
All Bootcamps Include:
- Self paced, step by step, hands on training available 24×7.
- 30 days access to the actual tools you are learning – you’re not just watching.
- Done for you templates, checklists, and how to documents.
- Completion Certificate.
The more technical skills you have the easier it is to get clients and earn more money.
In my experience these are the skills that clients are looking for (the ones they ask me for):
- Active Campaign
- Convert Kit
- Webinar Platforms
It also helps to have an understanding of:
- email marketing
- sales funnels
- and how they all work together
I teach all of the skills and how they work together in my Techie VA School. It’s a great way to give yourself an advantage and set yourself apart in the industry.
This really depends on where you’re located and what services you offer. I would check with a professional such as your local insurance agent and explain to them what you do.
When it comes to legal or financial advice (as well insurance) it is in your best interest to consult a professional.
Yes, most definitely! It is protection for both parties and I would not do business without one.
If your client won’t sign, I would view that as a red flag and move on.
This is a personal choice in my opinion. I did not publish my rates on my website, I am more than a number. I wanted the opportunity to speak with potential clients before they decided on price.
You can try both ways. Publish it on your website for awhile and see what happens. You can always take it off or put it on.
There are a few different options. The most popular are:
- Quick Books Payment
Square is another option if you are taking in person payments.
This is a question I get quite often and my answer is get your business set up prior to taking on any clients. You wouldn’t build a house without a solid foundation, don’t start building a new client relationship without having a solid business foundation.