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How to Handle the Most Commonly Requested Tasks
Course Introduction
Is This Course Right for You? (2:58)
Support and Frequently Asked Questions (FAQ)
Meet your instructor, Erin.
Keeping Data Safe
Best password managers (4:03)
Core Skill: Calendar Management
Getting Started (Checklist and Preferences Document)
How to request calendar access
Find a Time, Create an Event, and Send an Invitation (+ Template) (11:03)
Emailing Others to Find a Time (+ Script) (6:03)
Moving Clients to Bcc (3:46)
Calendar Tools, Color Coding, and Blocks (9:16)
Calendar Quiz
Core Skill: Inbox Management
Getting Started (Checklist and Google Doc)
4 Steps to Creating a Clear System (14:07)
How to bulk delete emails (1:05)
Inbox Zero
How to Create Email Signatures
Inbox Management Quiz
Core Skill: Expense Reporting
Getting Started (Checklist)
4 Steps to Creating an Expense System (6:41)
Expense Reporting Quiz
Core Skill: Social Media Maintenance
SMM Introduction (3:18)
Social Media Google Sheets (6:59)
Airtable Social Tracker (3:54)
SMM Graphics Creation (5:35)
SMM Scheduling Tools (4:41)
SMM Metrics (6:03)
Social Media Quiz
Core Skill: Research
How to Create Comparative Research (+ Template) (5:40)
How to Create Informational Research (+ Template) (7:26)
How to Create Data Research (+ Template) (4:42)
Research Quiz
Core Skill: Lead Generation
4 Ways to Find ANY Email - Fast and Free (5:55)
How to Generate Leads for Clients (+ Checklist & Spreadsheet) (10:29)
Saving Leads to CRMs
Lead Generation Quiz
Core Skill: Travel Management
Who's Account Should You Use?
Travel Introduction (3:12)
Booking Flights + Best Tools (6:29)
Booking Rental Cars + Best Tools (3:56)
Booking Hotels, Vacation Rentals + Best Tools (8:58)
Emailing Options + Travel Itinerary (6:42)
Inputting Travel Details Into Calendars (8:24)
Tips to Make Travel Less Stressful (2:46)
Travel Quiz
Core Skill: Online Purchases
Making Online Purchases (3:06)
Core Skill: Event Planning
Event Planning + Spreadsheet (7:32)
Working Through Unfamiliar Tasks
Handling Unfamiliar Tasks (3:49)
Places to continue your online education
Back-Office Skills Training
Core Skills to Run Your Business (11:39)
(Optional) End of Week Reports
Do's and Dont's of Time Tracking
Wrap Up
Thank you! (4:32)
Download your free delegation eBook!
Saving Leads to CRMs
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