Must-Have Skills (Training) for Virtual Assistants

Clients are eager to hire virtual assistants who bring a wide variety of strong skills to the table. While clients (should) provide you some sense of how they like their tasks to be completed, they don’t usually have the time or resources to train you on basic tasks.

That’s where this course comes in. This course will train you on must-have skills and provide downloadable templates and scripts for you to use with your own clients.

This course has three main goals:

1. To give you training on the most common tasks/requests.

2. To give you basic training and tips on the common back-of-officethings you’ll need to do as a VA (think how to send clients an invoice, how to store client data securely, and even how fast you should aim to respond to client emails).

3. To help you “standardize” your work, enabling you to work smarter and not harder.

SKILLS YOU WILL LEARN

• Calendar Management: Learn to access client’s calendars, schedule appointments/meetings, best online tools, and more.

• Inbox Management: Learn to request access to client’s inboxes, send emails on client’s behalf, create filters and priority systems.

• Expense Reporting: Learn the basics of expense reporting and about some of the most common corporate expense systems.

• Social Media Maintenance:Learn how to automate social media posts, including a mix of free and paid tools, and track metrics.

• Research: Learn how to provide easy-to-digest comparative, data, and informational research to your clients.

• Lead generation:Learn how to find any emailand create lists of leads (or potential clients) for your own client’s business.

• Event planning:Learn how to research and book vendors and manage guest lists and budgets.

• Travel booking:Learn to research the best flights, hotels, vacation rentals, car rentals, book with peace of mind, and check clients into travel ahead of time.

• Photo/Presentation Editing:Learn the basics of editing photos and presentations, including the best free online tools that go way beyond Canva.

• Making purchases: Learn the proper way to make a purchase on a client’s behalf.

But wait!What if your client requests something that you’re totally unfamiliar with? The double-edged sword of working as a freelance VA is that you are responsible for your own continuing education. You’ll learn about strategies to help you manage tasks that are WAY above your head (without losing your clients).

We’ll also cover basics about back-off-office training, like how to invoice clients, keep their data stored safely, and why you might consider end-of-week reportsor weekly check-ins.

THIS COURSE INCLUDES

• Templates, templates, templates!Standardize your work and save yourself precious time by downloading or bookmarking my pre-made templates. Skip the “building” and start using these documents with your own clients, including but not limited to:

  • travel

  • research

  • social media

  • purchasing

  • event planning

• Checklists to ensure you’re not skipping any step for any task.

• Pre-made spreadsheetsto help you track projects, like social media management.

• Scripts to use with your own clients.

• A free delegation eBookto give to your clients. Delegation is a skill and not all clients are innately great at delegating tasks. If you have a client who struggles to give you tasks, slip them this eBook to help get their creative juices flowing.

Who this course is for:New to beginner virtual assistants looking for some extra training on commonly requested tasks.

Who this course is not for: This course will not teach you how to find clients.Start with the course “How to Find Your FIRST Virtual Assistant Clients” instead.

Additionally, if you’re a well established VA who already has a good handle on common tasks, you might not find more value from this content.

THIS COURSE IS BEST VIEWED ON THE WEB (AND NOT ON A MOBILE PHONE).

More about the teacher:

I’m Erin, I’ve been a Virtual Assistant since 2012. Nearly 10 years later, there is still no true standardization of work across the VA industry. You technically don’t need any training to become a VA, which is both a good…and not-so-good thing. It can take years for independent VAs to learn these skills and develop systems that work for their business. My goal is to help VAs like yourself skip the hard part and start working with better, higher-paying clients, faster.

Join 45,000 happy students online and start your VA journey with me today!

Rating Distribution

• 1 stars: 11 votes
• 2 stars: 24 votes
• 3 stars: 264 votes
• 4 stars: 1583 votes
• 5 stars: 4300 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!