Coaching Session 1 – Virtual Assistance Setup

Lesson Notes

Time Stamps:

00:47 What is Virtual Assistance

02:58 Virtual Assistance Niches & Tasks (Categories, Pay & Tasks)

26:46 Virtual Assistance Setup Guide

35:47 Virtual Assistance Branding

 

CS1 – LESSON: VIRTUAL ASSISTANCE BASICS

• What is Virtual Assistance
• Virtual Assistance Niches and Tasks
• Virtual Assistance Setup Guide
• Virtual Assistance Branding

FC – PORTFOLIO 1

• What are your chosen niches?
• What are the tasks you can do?
• VA Branding Template

 

What is Virtual Assistance?

A virtual assistant is generally self-employed and provides professional administrative, technical, or creative assistance to clients remotely from a home office.

Virtual Assistant

1. Remote Worker
2. Virtual Professional
3. Online Jobs
4. Online Freelancer

Virtual Assistance Niches

Categories, Pay, and Tasks

Freelancing Categories

• Administrative Support
  • Data Entry, Project Management, Transcription, Virtual Assistance
• Finance
  • Accounting, Bookkeeping, Financial Planning / Management, Payroll, Tax Preparation
• Marketing and Sales
  • Affiliate Marketing, Email Marketing, Lead Generation, Pay-per-click (PPC) Marketing, Search Engine Optimization (SEO), Social Media Marketing, Telemarketing
• Customer Service
  • Customer Support, Technical Support
• Information Technology (IT)
  • Computer Programming, Game Development, Mobile App Development, Software Development, Web and Mobile Design, Web Development
• Professional Services
  • Architectural and Engineering Services, Medical Billing, Paralegal Services, Pharmacy, Real Estate Coordination
• Design and Creative
  • Animation, Graphic Design, Photography, Video Production / Editing
• Language
  • English Teaching, Foreign Language Translation
• Writing
  • Academic Writing, Blogging, Creative Writing, Editing and Proofreading, Technical Writing, Web Copywriting

Monthly Pay

• Software Engineer
  • $ 625 – $ 3,333 / month
• Web Designer
  • $ 313 – $ 3,520 / month
• Web Developer
  • $ 417 – $ 3,333 /  month
• App Developer
  • $ 313 – $ 3,333 /  month
• Human Resources (HR) Manager
  • $ 729 – $ 3,125 /  month
• Accountant / Bookkeeper
  • $ 312 – $ 2,208 /  month
• Telemarketer
  • $ 250 – $ 2,209 /  month
• Translator
  • $ 312 – $ 2,083 /  month
• Programmer
  • $ 208 – $ 2,084 /  month
• Virtual Assistant
  • $ 208 – $ 1,646 /  month
• Seo Manager / Seo Specialist
  • $ 312 – $ 1,205 /  month
• PPC Specialist
  • $ 416 – $ 1,104 /  month
• E-commerce Specialist
  • $ 270 – $ 1,104 /  month
• Social Media Manager / Social Media Marketing Specialist
  • $ 312 – $ 791 /  month
• Content Editor / Proofreader
  • $ 250 – $ 1,333 /  month
• Video Editor
  • $ 208 – $ 1,146 /  month
• Writer
  • $ 208 – $ 1,104 /  month
• Customer Support  / Technical Support Representative
  • $ 208 – $ 1,104 /  month
• Lead Generation Specialist
  • $ 375 – $ 833 /  month
• Graphic Artist / Designer
  • $ 208 – $ 875 /  month
• Online English Teacher / ESL Tutor
  • $ 312 – $ 729 /  month
• Digital Marketing Strategist
  • $ 312 – $ 625 /  month
• Transcriptionist
  • $ 208 – $ 562 /  month
• Blogger
  • $ 104 – $ 562 /  month
• Data Entry Specialist
  • $ 166 – $ 437 /  month

Tasks

Software Engineer

• Analyzing user requirements
• Writing and testing code, refining and rewriting it as necessary
• Researching, designing, and writing new software programs
• Evaluating the software and systems that make computers and hardware work
• Developing existing programs by analyzing and identifying areas for modification
• Integrating existing software products and getting incompatible platforms to work together
• Creating technical specifications
• Writing systems to control the scheduling of jobs or to control the access allowed to users or remote system applications
• Etc.

Web Designer

• Writing and editing content
• Designing webpage payout
• Determining technical requirements
• Updating websites
• Creating backup files
• Solving code problems

Web Developer

• Writing well designed, testable, efficient code by using best software development practices
• Creating website layout / user interfaces by using standard HTML / CSS practices
• Integrating data from various back-end services and databases

App Developer

• Developing software solutions to meet customer needs
• Creating and implementing the source code of new applications
• Testing source code and debugging code
• Evaluating existing applications and performing updates and modifications
• Developing technical handbooks to represent the design and code of new applications.

Human Resources (HR) Manager

• Developing and implementing HR strategies and initiatives aligned with the overall business strategy
• Bridging management and employee relations by addressing demands, grievances or other issues
• Managing the recruitment and selection process.

Accountant / Bookkeeper

• Making journal entries for all receipts, payments, and other financial transactions
• Filing source documents for all journal entries recorded
• Posting journal entries to ledger accounts
• Preparing trial balances
• Performing bank reconciliations
• Preparing cash flow statements
• Preparing financial reports
• Depositing money received by the organization
• Issuing invoices for money that is owed to the organization
• Paying accounts on behalf of the organization
• Performing payroll administration duties
• Filing tax returns
• Performing other duties as required

Telemarketer

• Identifies prospects by reading telephone and zip code directories and other prepared listings
• Calls prospective customers by operating telephone equipment, automatic dialing systems, and other telecommunications technologies
• Influences customers to buy services and merchandise by following a prepared sales talk to give service and product information and price quotations
• Completes orders by recording names, addresses, and purchases; referring orders for filing
• Keeps equipment operational by following manufacturer’s instructions and established procedures
• Secures information by completing database backups
• Maintains safe and clean working environment by complying with procedures, rules, and regulations
• Maintains operations by following policies and procedures; reporting needed changes
• Contributes to team effort by accomplishing related results as needed.

Translator

• Read given material and research industry-specific terminology
• Convert text and audio recordings from one language to one or more others
• Ensure translated content conveys original meaning and tone
• Prepare subtitles for videos and online presentations
• Cross-reference specialized dictionaries and translation tools to check quality of translation
• Proofread translated texts for grammar, spelling, and punctuation accuracy
• Follow up with internal team members and clients to ensure translation meets their needs
• Edit content with an eye toward maintaining its original format (e.g. font and structure)
• Network with field experts to stay current on new translation tools and practices.

Programmer

• Coding and debugging
• Designing and testing computer structures
• Troubleshooting system errors
• Writing computer instructions
• Managing database systems
• Maintaining operating systems
• Editing source-code
• Profiling and analyzing algorithms
• Implementing build systems
• Providing tech support.

Virtual Assistant – Administrative Assistant / Executive Assistant GVA

• Administrative work
• Personal tasks
• Content creation
• Managing Finances
• Social media management
• Research
• Customer Service
• Email Management

SEO Manager / SEO Specialist

• Develop and execute successful SEO strategies
• Manage a team of SEO Specialists
• Conduct keyword research to guide content teams
• Review technical SEO issues and recommend fixes
• Optimize website content, landing pages, and paid search copy
• Direct off-page optimization projects (e.g. link-building)
• Collect data and report on traffic, rankings, and other SEO aspects
• Work with social media and PPC teams to optimize campaigns
• Keep abreast of SEO and integrated marketing trends.

PPC Specialist

• Participate in forming effective paid search strategies
• Launch and optimize various PPC campaigns
• Oversee accounts on search platforms (e.g. Google Adwords, Bing)
• Be involved in keyword selection and audience targeting
• Monitor budget and adjust bids to gain better targeting
• Track KPIs to assess performance and pinpoint issues
• Produce reports for management (e.g. dashboards)
• Write attractive and concise copy for adverts
• Suggest and develop new campaigns for actresses on multiple channels.
• Maintain partnerships with PPC ad platforms and vendors
• Find ways to reduce the risk of click fraud
• Keep abreast of PPC and SEM trends.

E-commerce Specialist

• Online sales strategies
• Monitoring the day-to-day activity on the site and its overall performance to achieve goals like improving user experience
• Increasing website traffic and sales
• Developing brand loyalty
• Execute ad campaigns on search engines and other websites and research and implement the latest digital marketing strategies using social media.

Social Media Manager / Social Media Marketing Specialist

• Develop, implement and manage our social media strategy
• Define most important social media KPIs
• Manage and oversee social media content
• Measure the success of every social media campaign
• Stay up to date with the latest social media best practices and technologies
• Use social media marketing tools
• Attend educational conferences
• Work with copywriters and designers to ensure content is informative and appealing
• Collaborate with Marketing, Sales and Product Development teams
• Monitor SEO and user engagement and suggest content optimization
• Communicate with industry professionals and influencers via social media to create a strong network
• Hire and train others in the team
• Provide constructive feedback.

Content Editor / Proofreader

• Write blog posts and marketing copy to promote products and services
• Proofread, re-structure and edit articles by content writers
• Update website and social media pages with new content
• Craft and send monthly newsletter
• Interview industry professionals and use online sources to research topics
• Improve illustration on collaboration with marketing and design teams
• Optimize published pieces using SEO guidelines
• Manage the editorial calendar and ensure timely publication
• Generate new ideas around industry-related topics
• Monitor web traffic and user engagement.

Video Editor

• Manipulate and edit video pieces in a way that is visible to the audience
• Review shooting script and raw material to create a shot decision list based on the scene’s value and contribution to continuity
• Trim footage segments and put together the sequence of the film
• Input music, dialogues, graphics, and effects
• Create rough and final cuts
• Ensure logical sequencing and smooth running
• Continuously discover and implement new editing technologies and industry’s best practices to maximize efficiency.

Writer

• Research industry-related topics (combining online sources, interviews, and studies)
• Write clear marketing copy to promote our products/services
• Prepare well-structured drafts using Content Management Systems
• Proofread and edit blog posts before publication
• Submit work to editors for input and approval
• Coordinate with marketing and design teams to illustrate articles
• Conduct simple keyword research and use SEO guidelines to increase web traffic
• Promote content on social media
• Identify customers’ needs and gaps in our content and recommend new topics.
• Ensure all-around consistency (style, fonts, images, and tone)
• Update website content as needed.

Customer Support / Technical Support Representative

• Answer Phones
• Troubleshoot
• Submit Service Requests
• Maintain database
• Log Calls
• Respond to Help Requests.

Lead Generation Specialist

• Reach out to prospects via telephone and email to qualify leads using a specified scoring system
• Generate marketing qualified leads that are processed as new opportunities and sent to the sales team in the CRM system (Salesforce)
• Maintain and update an accurate log of activity in the CRM system
• Convey summarized key findings from phone conversations to the rest of the Marketing team to help refine marketing communications
• Perform other duties as assigned.

Graphic Artist / Designer

• Advise clients on strategies to reach a particular audience
• Determine the message the design should portray
• Create images that identify a product or convey a message
• Develop graphics for product illustrations, logos, and websites
• Select colors, images, text style, and layout
• Present the design to clients or the art director
• Incorporate changes recommended by the clients into the final design
• Review designs for errors before printing or publishing them.

Online English Teacher / ESL Tutor

• Preparing lesson plans in accordance with students’ learning needs
• Designing and presenting educational material
• Tailoring lessons to accommodate differences in learning style and speed
• Evaluate students’ progress
• Preparing and disseminating progress reports at regular intervals
• Remaining knowledgeable about and respectful of cultural differences within the classroom
• Assisting students with their technical difficulties, where possible.

Digital Marketing Strategist

• Set digital marketing strategies using all necessary tools (e.g. website, emails, social media, and blogs)
• Research products, services, and current strategies to identify new opportunities
• Analyze web traffic metrics and suggest solutions to boost web presence
• Monitor SEO / SEM, marketing, and sales performance metrics to forecast trends
• Build strong clients relationships through social media interaction
• Keep up-to-date with our audience’s preferences and proactively suggest new campaigns
• Liaise with Marketing, Sales, Design and Content teams to optimize customer experience and ensure brand consistency
• Identify advertising needs
• Establish best practices in digital marketing
• Stay up-to-date with digital technological developments.

Transcriptionist

• Listen and types recorded or live audio files and converts into text format what they hear
• Offers services to the medical, legal, and general transcription industries.

Blogger

• Generating, researching, and pitching ideas for posts
• Writing, editing, publishing, and promoting content
• Promoting new posts using advertisements, emails, social media, and other methods to alert and attract new readers.
• Advocating and educating others about interests, products, or services
• Maximizing site traffic by utilizing Search Engine Optimization keywords
• Inviting other bloggers, experts, or other notable guests to contribute content to the webpage
• Monitoring responses to posts via the website, social media, or other platforms to better understand the audience
• Staying current on industry trends for possible opportunities to attract new readers or create stronger, more engaging content.

Data Entry Specialist

• Maintains database
• Processes customer and account source documents
• Resolves deficiencies
• Maintains data entry requirements by following data program techniques and procedures
• Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data.
• Combines data from both systems when account information is incomplete
• Purges files to eliminate duplication of data
• Test customer and account system changes and upgrades by inputting new data
• Secures information by completing database backups
• Maintains operations by following policies and procedures and reporting needed changes
• Maintains customer confidence and protects operations by keeping information confidential.

Virtual Assistance Setup Guide

What you need in order to get started

• Access to the internet
• Access to a computer
• Workspace
• Freelancing email
• Freelancing call accounts
• Payment accounts
• Freelancing accounts on different remote working websites
• Resume / CV
• Application letter
• 1-minute video introduction
• Interview and application techniques
• Portfolio folder

Virtual Assistance Branding

Business Branding

Branding is a way of identifying your business. It is how your customers recognize and experience your business. A strong brand is more than just a logo; it’s reflected in everything from your customer service style, staff uniforms, business cards, and premises to your marketing materials and advertising.

Freelancing Branding

In freelancing, it refers to your overall presentation of your brand as a freelancing professional. It refers to how your clients experience your services from the moment of observation to after your services have been rendered.

Freelancing Identity

• Logo
• Colors
• Fonts
• Info
• VMG

Getting Started

1. Identify what is your main service

• What are your skills?
• What’s your training background?
• Experiences

Examples :

• IT Related Courses
  • Web Designer, Programmer, Website Manager
• HRM
  • Recipe Content Creator, Recipe Researcher, Recipe Editor
• Medicine Related Courses
  • Medical Office Assistant, Medical Transcriptionist
• AB / BS Related Courses
  • Office Assistant, Online Writer, Administrative Assistant, Editor, Proofreader, Data Entry Specialist, Internet Research Expert
• No Experience / No Training
  • Start with GVA (and focus on the skill)

After the course, you can rebrand and focus on the skills you will enjoy most.

2. What are your sub-services?

• Data Entry, Calendar Management, Email Management, Website Management, Internet Research
• SMM, SEO, Content Marketing
• Graphic Design, Logo Design
• Video Editing, Photo Editing, Podcast Editing

3. List down your branding details

• Main services
• Sub-services
• Logo / Photo
• Color
• Font style / Font color
• Etc.

4. Create your Branding Template

Use the arrow on the navigation bar to view the branding template.

 

Portfolio

Please submit the following:

1. What are your chosen niches? Write in the email.
2. What are the tasks you can do? Write in the email.
   • Main Service
   • Other Tasks (list all)
3. VA Branding Template (create in Google Document, download as PDF, rename : (your name – Business Branding), attach in the email

 

Email Subject: FC – Portfolio 1

 

PORTFOLIO SUBMISSION GUIDES:

1. Video-On-Demand (VOD) Access
Submit your portfolios to courses@surgedigital.agency.
You can submit individually per coaching session or submit all required portfolios as one, in one email (attach your Google Drive).

2. VOD with Class Coaching
Send your portfolios to courses@surgedigital.agency.
Please submit individually per coaching session.

3. VOD with Mentoring
Send your portfolios to courses@surgedigital.agency.
Please submit individually per coaching session.

4. Premium Members
Submit your portfolios to courses@surgedigital.agency.
Please submit all required portfolios as one, in one email (attach your Google Drive).

Examples

“All hard work brings a profit, but mere talk leads only to poverty.”

Thank you and God Bless!

 

CONTACT US!

For Technical Issues: members@surgedigital.agency

For Submission and Certificate: courses@surgedigital.agency

For any Concerns or Questions: info@thesurgemarketplace.com