21 Steps to Becoming a Virtual Assistant from Udemy

What's inside

Learning objective

This is a step by step process that guides students over 30 days to learn how to become a virtual assistant with the least amount of struggle and overwhelm possible. each day contains an action step to complete in order to get one step closer to a successful and money making business. we'll cover mindset, business foundations, social media client networking and the client experience. you'll learn everything from bookkeeping, to goal setting to instagram growth strategies to how to host client converting sales calls. by the end of the 30 days you'll be able to get your first(pr next client) - if you haven't already signed one.

Syllabus

Week #2

Watch this to learn what the next 30 days has in store for you!

Action Step: You are going to carve out 30 minutes a day to COMMIT to this challenge. And each time that you complete the 30 minutes, I want you to celebrate.

Step #1: Create a Business Email Account. I suggest using your first and name last or your first and last name with a virtual assistant or social media marketer, or something that pertains to your business. ex – amydemoneva@gmail.com. OR if you already have a domain name, then you have the option of using google suite for as low as $5 USD per month.

Step #2: Watch this video and then set up your inbox for success!

Week #1

OVERVIEW

Day #20 + #21

Action Step #1: Go and watch Simon Sinek Find Your Why Video. This will really shed some light on the importance it holds in marketing.

Action Step #2: Take 10 minutes to really think about why you are doing this. Journal on it. Write it down. Get it out in the world and MAKE IT REAL.

Action Step: Tell someone why you know you can do this. A spouse, friend, pet, strange on the street – the weirder the better in my opinion. Don’t believe you can do this? Email support-jedi@amydemone.com and we’ll talk you out of it.

Action Step: Start to think about what you’d like to do as a VA or OSP. Dream big. This is part goal setting, part getting you ready to decide how you are going to market yourself. If you are stuck in the mud, list EVERYTHING you think you’d like to do – we’ll help narrow it down at a later point.

Action Step: Answer the following questions:

Non Negotiable: Commit to this challenge for the next 30 days.

Action Step:
6 Months + 5 Year Goals
Separate this into 2 separate lists
How many hours do you want to work?
How many clients do you want to have?
How much money do you want to make?
How much free time do you want to have?
Do you want to build an online presence?

Personal Life:
Where do you want to live?
What extras do you want to be able to afford?
What do your personal relationships look like?

Day #6 + #7

Action Step: Figure out what you are going to offer. Take the list you created in Day #4 and see what services you can market today. Do you like website creation and SEO, PERFECT. What about SEO and blogging? Or Social Media and Facebook Ads?

Action Step: Figure Out Your Niche. This is your FIRST step in finding (and thriving in) your niche/market. Once you commit to a niche, look below for next steps on how to get super clear on your niche so that you can kill it in the online service provider world.

Action Steps:

Decide which entity type makes the most sense for your business (consult with an attorney for more guidance)
Determine if you are required to register your business in your state/country/province/country
Obtain a business ID number
Open a business checking account
Call an insurance agent to determine what you need
Decide which contract you need and purchase templates

Action Steps:

Choose an accounting system and set it up
Decide if you are going to hire a bookkeeper or do it yourself
Schedule bi-weekly “money meetings”

Action Steps:

Decide if you are going to hire an accountant to prepare your taxes
Create a calendar of your tax filing obligations

Day 13+14

Marketing

Action Step: Make a list of every place online and offline your ideal customer hangs out in. Then refer to the resources section to learn how to proceed.

Action Step: It’s time to set up your Facebook business page. Make sure to follow every step we just covered. You got this!

Action Steps: Decide RIGHT NOW if you are going to commit to Instagram. And if you are, go out and create your Instagram account. Then post your first photo with the requirements just listed.

If you are going to be using an account you already have, then I suggest deleting all posts that are totally off brand and don’t match the layout you choose from step #2. That way you can still look polished and keep your old stuff and engagement.

Action Steps:

Add an updated photo, update your title and headline
Now go in and update your banner
Finally go ahead and start looking for keywords that you ideal clients would use to search for you.

Action Step #1: CHOOSE IF YOU’RE GOING TO MAKE A WEBSITE(I WOULD) and commit to learning about how to get hosting, and a domain name.

Action Step #2: Time for some copywriting. Just remember this – your website is more about your client than you so make sure you do some market research (google surveys in facebook groups) about gaining some insight into your market and who you are going to serve.

The Client Experience

Action Step: Create a canned response of your referral letter. You can tailor this to how you talk and how you want to run your business. Don’t just copy the examples in the resource section for today.

Action Step: PRACTICE TIME!!! Grab a buddy and practice your sales call with them. Lets learn how to sell shall we?

Action Step: Draft a canned response to your follow up email. Resources below.

Action Steps: Go out and create your welcome packet. Use the pdf in resources section below and follow it to create your own welcome packet. And make sure you DESIGN the welcome packet as well – or pay someone else to do it (or get a friend whose learning design – hint hint).

Action Step #1: Create an exit survey in google forms for all current and to-be clients. Include the questions in the resources below.

Action Step #2: Draft a canned response to accompany the exit survey.

Day #27 + #28

How to Get Clients

Action Step: Choose 3 websites where you are going to COMMIT to finding clients, be specific. If you are picking Facebook Groups, know the names of each group.

Action Step: Research AND pitch 20 people/businesses on your services. This may take longer than 1 day (and can be more tiring than you think). Set a date that all 20 should be pitched by and STICK TO IT. You got this

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in 21 Steps to Becoming a Virtual Assistant with these activities:

Review Basic Business Principles

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Reinforce foundational business concepts to better understand the business aspects of being a virtual assistant.

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Review key concepts like revenue, expenses, profit, and loss.
Research different business structures (sole proprietorship, LLC, etc.).
Familiarize yourself with basic accounting principles.

Read 'The $100 Startup' by Chris Guillebeau

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Learn how to start a business with limited capital, which is essential for virtual assistants.

View Time Anxiety: The Illusion of Urgency and A... on Amazon

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Read the book and take notes on key concepts.
Identify actionable steps you can apply to your VA business.
Brainstorm potential service offerings based on the book's principles.

Create a Sample Client Welcome Packet

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Practice creating a professional welcome packet to improve client onboarding and satisfaction.

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Research best practices for client welcome packets.
Design a visually appealing and informative template.
Include essential information like services, contact details, and policies.
Get feedback on your packet from peers or mentors.

Four other activities

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Develop a Social Media Content Calendar

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Plan and schedule social media content to attract potential clients and showcase your expertise.

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Identify relevant social media platforms for your target audience.
Brainstorm content ideas that align with your brand and services.
Create a content calendar with scheduled posts for at least one month.
Use social media management tools to automate posting.

Practice Sales Call Role-Playing

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Refine your sales skills by practicing mock sales calls with a friend or colleague.

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Prepare a script or outline for your sales call.
Role-play different scenarios and objections.
Record your calls and analyze your performance.
Get feedback from your partner on your communication style.

Read 'Virtual Freedom' by Chris Ducker

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Learn how to scale your VA business and manage multiple clients effectively.

View The Long-Haul Leader: Ten Strategies to Work... on Amazon

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Read the book and identify key strategies for scaling your business.
Create a list of tasks you can delegate to other VAs or freelancers.
Develop a system for managing remote teams and projects.

Build a Portfolio Website

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Showcase your skills and experience by creating a professional portfolio website.

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Choose a domain name and hosting provider.
Select a website template or design your own layout.
Add samples of your work, testimonials, and contact information.
Optimize your website for search engines.
Promote your website on social media and other platforms.

Career center

Learners who complete 21 Steps to Becoming a Virtual Assistant will develop knowledge and skills that may be useful to these careers:

Virtual Assistant

A virtual assistant provides administrative, technical, or creative assistance to clients remotely. This course is a perfect fit for someone who wants to work as a virtual assistant, as the course is designed to teach learners the business foundations, marketing, and client management skills necessary to succeed as a virtual assistant. This course will prepare a virtual assistant in how to establish their own business, market their services, and provide excellent client experiences. A potential virtual assistant should take this course.

See salaries and explore the career path for Virtual Assistant

Social Media Manager

A social media manager is responsible for planning, creating, and scheduling content for various social media platforms, and this course is a great fit. This role requires a strong understanding of social media marketing, client interaction, and business foundations, all of which are touched upon in this course. Specifically, the marketing and client experience modules directly apply to the daily tasks of a social media manager. This course guides you through setting up social media pages, developing a strong brand, and learning how to connect with potential clients. A social media manager would benefit by learning to grow a brand, and to work with clients to meet their needs, which is covered in this course.

See salaries and explore the career path for Social Media Manager

Personal Brand Strategist

A personal brand strategist helps individuals define and cultivate their personal brand. This course is a great fit for those interested in this career because it focuses on the essential steps and procedures needed to build a successful business, including marketing, mindset, and client experience, all of which apply to brand building. The course guides you through identifying your niche, marketing your services, and delivering an excellent client experience, all of which are part of a personal brand strategist's skillset. The course may be useful for those who want to grow a brand.

See salaries and explore the career path for Personal Brand Strategist

Business Development Representative

A business development representative identifies and pursues new business opportunities for a company. This course may be useful to those who wish to work as a business development representative, particularly in a freelance or consulting capacity. The course focuses on mindset, business foundations, marketing, and client experience, all of which are important for a business development role. This course's focus on finding clients and growing a business may help a business development representative succeed.

See salaries and explore the career path for Business Development Representative

Client Success Manager

A client success manager works to ensure that clients are satisfied with products or services. The course will be useful because of the focus on client experience, and building a positive relationship with clients. The training will help anyone in client success understand how to onboard clients, communicate effectively with clients, and resolve client issues. A client success manager will find value in learning the key principles covered in this course, and may find it helpful for those wishing to offer their services as a virtual assistant.

See salaries and explore the career path for Client Success Manager

Small Business Consultant

A small business consultant provides advice and guidance to small business owners to help them improve their operations. This course is useful for those wishing to help small businesses, as it covers core aspects, including business foundations, marketing, and client management. The course teaches students how to structure a business, market to clients, and provide excellent service, all of which are relevant to a small business consultant. This course may be useful to those who want to assist small business owners.

See salaries and explore the career path for Small Business Consultant

Marketing Consultant

A marketing consultant helps businesses develop and implement marketing strategies. This course provides an introduction to many of the skills needed, specifically around business foundations, marketing, and client relations. This training guides students on how to set up business operations, how to market themselves, and how to provide a welcome client experience. These foundations can help a marketing consultant launch their business. A marketing consultant who understands these fundamentals may be more successful.

See salaries and explore the career path for Marketing Consultant

Online Business Manager

An online business manager oversees the day-to-day operations of an online business. This course provides many of the foundations necessary to understand the business and marketing landscape. The course's focus on business foundations, marketing, and client experience, when combined, help a student transition into the online business manager role. The course helps a future online business manager develop goal setting skills, streamline business operations, and enhance client communication. These are core components of an online business manager's responsibilities. This course may be useful to those who wish to become online business managers.

See salaries and explore the career path for Online Business Manager

Freelance Writer

A freelance writer creates written content for various clients, and this course may be helpful. Although the course does not focus directly on writing skills, the business foundation, client experience, and marketing modules are critical to success as a freelance writer. A freelance writer must know how to market their services, manage client relationships, and handle business operations, all of which are addressed in this course. This course may help a freelance writer understand how to set up a business, find clients, and manage the business side of their writing career.

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Sales Representative

A sales representative works to generate new leads and close sales with clients. This course will provide a strong foundation for budding sales representatives, especially in sales where they are also running their own business. The content in this course touches on marketing and client experience, both of which are necessary for a sales representative. The course guides students on how to develop a sales pitch, grow a client base, and provide a good client experience. The course may be useful for those starting a sales based business.

See salaries and explore the career path for Sales Representative

E-commerce Business Owner

An e-commerce business owner manages an online store, selling products or services. This course may be helpful because the course covers mindset, business foundations, marketing, and client experience. The course provides an understanding of how to establish a business, market a product or service, and create a positive client experience. These are all components of running a successful e-commerce business. An e-commerce business owner who understands these principles may be more successful.

See salaries and explore the career path for E-commerce Business Owner

Content Creator

A content creator develops engaging content for various platforms. This course may be useful for a content creator who also wants to manage their own business. The course covers mindset, business foundations, marketing, and client experience, all of which are valuable in the life of a content creator. A content creator who understands business, knows how to find clients, and provides an excellent client experience may be more successful than one who doesn't. This course can help a content creator not only be creative, but also to run their business and manage client relationships.

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Project Coordinator

A project coordinator supports project managers by organizing tasks and overseeing project timelines. While this course does not directly teach project management, the course helps build a strong foundation in client management and business basics. The course covers setting up a business, marketing to clients, and making sure clients are satisfied, all of which are part of the project coordinator role. The course may be useful for those interested in becoming project coordinators, especially if they are also interested in working as a freelancer or consultant.

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Customer Service Representative

A customer service representative interacts with customers to address their questions and resolve their issues. While this course does not focus specifically on customer service skills, the module on client experience is directly related and valuable for a customer service representative. The course guides learners on providing a positive experience to clients, and teaches how to handle client onboarding and communication. The training may be useful to customer service representatives who want to understand how to create a positive experience for their clients.

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Administrative Assistant

An administrative assistant provides support to an organization by managing schedules, handling communications, and coordinating office tasks. Although this course does not focus on administrative skills, the modules on mindset, business foundations, and client experience are highly relevant for an administrative assistant who is seeking to start a virtual assistant business or freelance career. This training helps an administrative professional with the business side, including setting up business email, marketing, and providing excellent client care. An administrative assistant who understands these concepts may be more effective.

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Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in 21 Steps to Becoming a Virtual Assistant.

The Long-Haul Leader

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Comprehensive guide to building a virtual team and outsourcing tasks effectively. It's highly relevant for virtual assistants who want to scale their businesses and manage multiple clients. The book covers topics such as identifying tasks to outsource, finding and hiring virtual assistants, and managing remote teams. It's a valuable resource for understanding the virtual assistant industry from both the VA's and the client's perspective.

The Long-Haul Leader: Ten Strategies to Work...

Hardcover

Time Anxiety: The Illusion of Urgency and A Better...

Save

Provides practical advice and case studies on starting a business with minimal capital. It's particularly useful for aspiring virtual assistants who want to launch their services quickly and efficiently. The book emphasizes creating value for customers and building a sustainable business model. It offers a great overview of how to get started with limited resources.

Time Anxiety: The Illusion of Urgency and A Better...

Paperback

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Time Anxiety: The Illusion of Urgency and A Better...

Kindle Edition

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21 Steps to Becoming a Virtual Assistant

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Activities

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