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Ultimate Guide to VA Outsourcing

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Welcome

Welcome - Completion

Know your whys & tips before starting

Know your why's and tips before starting - Completion

How to recruit superstar virtual staff

How to recruit a superstar virtual staff - Completion

Getting ready for your new virtual assistant

Getting ready for your new virtual assistant - Completion

First 3 months with your staff

What Success Looks Like Template

Job Role Sheet Template

Systems Template

First 3 months with your staff - Completion

First 6 months with your staff

First 6 months with your staff - Completion

You made it!

You made it! - Completion
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All categories

Essential Skills

Financial Planning

Centrelink

Record of Advice

Retirement

Superannuation

Xplan Xtools+

WealthSolver

FP Admin Training

Foundations Training

Paraplanning Training

Mortgage Broking

Learning & Development

The Ultimate Guides

General Administration

Credit Analysis

Accounting & Bookeeping

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Ultimate-Client
Getting ready for your new virtual assistant

Ultimate-Client
Getting ready for your new virtual assistant

The Ultimate Guides

Ultimate Guide to VA Outsourcing

Getting ready for your new virtual assistant

Section outline

- Select activity 1. Importance of Preparation
  
  Students must
  
  Mark as done
- Select activity 2. Youre Not The Most Important Person
  
  Students must
  
  Mark as done
- Select activity 3. Tooling Up
  
  Students must
  
  Mark as done
- Select activity 4. Basic Guide for Time Doctor
  
  Students must
  
  Mark as done
- Select activity 5. Develop Your Training Tools
  
  Students must
  
  Mark as done
- Select activity 6. Systems
  
  Students must
  
  Mark as done
- Select activity 7. Focus on Security
  
  Students must
  
  Mark as done
- Select activity 8. Setting Up a Filing System That Works
  
  Students must
  
  Mark as done
- Select activity 9. Setting Up Payroll
  
  Students must
  
  Mark as done
- Select activity 10. Understanding VA Platinums Health Coverage
  
  Students must
  
  Mark as done
- Select activity Getting ready for your new virtual assistant - Completion
  
  Getting ready for your new virtual assistant - Completion Interactive Content
  
  Students must
  
  Receive a grade

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