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What you’ll learn inside the SavvySystem
This self-paced course contains easy-to-follow lessons, templates, scripts, and assignments
MODULE 1: WELCOME TO THE SAVVYSYSTEM
I know what it’s like to show up every day at a job you hate.
I know what it’s like to stay at home with the kids, but secretly wish you could be working from home too.
What if I told you that there is a way that you can make money from home, on your hours and on YOUR terms?
I’ll show you the basic structure of how to build your Virtual Assistant business from scratch with the “Launch From Scratch Blueprint.”
LESSONS INCLUDE:
- •SavvySystem Introduction
- •Setting Expectations
- •Getting the Most Out Of This Course
- •Virtual Assistant Dictionary
- •The VA Template Vault
MODULE 2: DISCOVER YOUR SKILLSET
You have something unique to offer. One of the most difficult parts of establishing your VA business is realizing that you have value to offer.
Yes – I’m talking to you.
Do you really believe that people will pay you $30, $40, even $60+ per hour for your unique skills?
In this module, we will break down your experience and discover what unique skills you have to offer as a Virtual Assistant. I’ll show you what marketable skills should be next on your list to develop.
LESSONS INCLUDE:
- •Let’s Talk Services
- •10 Ways You Can Offer Services Now
- •To Niche or Not to Niche?
- •Deciding on Your Services
- •Mindset Minute
MODULE 3: PRICING AND PACKAGES
There are 1,000 different ways to package your services as a Virtual Assistant. Which way should you choose?
Should you charge by the hour? By the project? Will you work on a retainer? What the heck is working on a retainer, anyways?
We’ll work together to package and price your services in a way that is competitive to the market, suited for your skill-set, and structured to generate consistent monthly income.
LESSONS INCLUDE:
- • Mindset and Money
- • Packaging Your Services
- • Your Premium Package
- • Pricing Your Packages
- • Get Clients Now
MODULE 4: BRANDING ACADEMY
From the start of your business, you’ll want to develop a solid brand that will reflect your business.
What will you call yourself?
What colors will represent your biz?
Should you have a logo?
I’ll answer these questions and more as we work together to develop a solid and recognizable brand for your business.
LESSONS INCLUDE:
- • Discovering Your Brand Personality
- • Intro to Canva
- • Your Business Name
- • Branding Elements
- • Logo Creation
- • Branding Board Creation
MODULE 5: PROCESSES AND ASSETS
Systems work.
Developing a system that is clear to you and your clients will help you streamline your processes and appear more professional.
During this module, we will develop a portfolio and onboarding system for your clients. We will discover what the best way is for you to interact and work through projects.
This is the true “meat and potatoes” of the business that you’re not going to find from reading countless, outdated blog posts!
Let’s systemize your VA Biz!
LESSONS INCLUDE:
- • Your Processes
- • Your Facebook Page
- • Proposal & Portfolio Creation
- • Onboarding Your New Client
- • Claim Your EIN
MODULE 6: PAYMENTS, INVOICING, AND TAXES (OH MY!)
Mo’ Money, Mo’ Problems.
But not if you handle it well.
In this lesson, we will set up your bookkeeping method to decide what the best process is for you to invoice your clients and receive payments. We’ll also answer all your questions about paying taxes as an independent contractor.
LESSONS INCLUDE:
- • Let’s Talk Money, Baby!
- • Dealing with Unpaid Invoices
- • Let’s Talk Taxes
- • Developing Your P&L Spreadsheet
MODULE 7: LEGALITIES
Let’s get your butt covered.
Legally, that is.
I want to make sure that you are covered in your contracts and know your legal rights as a Virtual Assistant. We’ll establish your contracts and answer your questions about negotiations and alterations to your contracts.
LESSONS INCLUDE:
- •Intro to Legalties
- •Understanding Your Contract
- •Live Outside of the USA?
- •Choose Your Legal Entity
- •State Requirements & Insurance
MODULE 8: MARKETING 101
One of the biggest hurdles you will cross in your Virtual Assistant business is landing your first client. It’s scary.
What will they think?
What questions will they ask?
Where do I even find my first client?
By the end of this lesson, you WILL have your first paying client. Guaranteed.
LESSONS INCLUDE:
- •Let’s Get Marketing
- •Value First Marketing
- •Organizing Your Leads
- •Facing Objections
- •Follow Up is Key
- •Nail the Sale: Discovery Call Training
- •Accessing Proposal Reviews
MODULE 9: THE ULTIMATE MARKETING PLAN
You’ve started marketing yourself using value first, but now what?? Follow these steps to find quality clients FAST!
LESSONS INCLUDE:
- •Personal Outreach Template
- •Finding Jobs on Facbook
- •Your Core Groups
- •Marketing Research Meetings
- •Local Networking Events
- •Freelancing Websites
- •Mastering LinkedIn
- •Job Search Sites
- •Craigslist for Clients
- •Conferences and Live Events
- •Instagram for Marketing
- •High End Client Targeting
- •Asking for Referrals
MODULE 10: WEB DEVELOPMENT 101
You don’t need to hire that fancy web designer just yet! We’ll give you the rundown on how to design a website that works for you and not the other way around.
LESSONS INCLUDE:
- •Your Website Options
- •Website Core Components
- •Purchasing and Linking Your Domain
- •SqareSpace Your Site
- •Submit Your Site
MODULE 11: THE VIRTUAL ASSISTANT LIFESTYLE
Congratulations! You’re officially building a thriving VA business! Now what?
Working as a Virtual Assistant has the potential to totally change your lifestyle and present some adventures along the way. In this module, I’ll be covering some of the challenges you’ll encounter and how to plan for success!
LESSONS INCLUDE:
- •You’re a VA! Now What?
- •Dealing with Difficult Clients
- •Asking for Testimonials
- •It’s About Time
- •Self Care and Balance
- •Transitioning to Full Time
- •How to Fire a Client
- •Vacation and Planning Extended Leave
MODULE 12: RAISING YOUR PRICES
Once you’ve completed the SavvySystem, you’ll have a Virtual Assistant business that you can be proud of. You’ll be working on your own terms doing the work that you love to do.
We’ll set you up to have continued accountability and support in this final lesson, so you can continue to grow your business beyond the course.
LESSONS INCLUDE:
- •Choose Your Adventure (Where Will You Go From Here?)
- •Your High End Service
- •Transitioning to High End Services
- •Overcoming Objections & Getting Paid what You’re Worth
MODULE 13: BUILDING A TEAM
You’ve built a successful VA business and you’re ready to SCALE! In this module, I’ll cover everything you need to know to make your FIRST hire and set systems in place for ultimate productivity!
LESSONS INCLUDE:
- •Intro to Outsourcing
- •How to Start Subcontracting
- •How to Hire the Perfect Team Member
- •Project Management Platforms
- •Workflows and SOPs
- •Parting Ways With A Subcontractor
MODULE 14: WHAT’S NEXT?
LESSONS INCLUDE:
- •Your Journey Doesn’t End Here
- •Scaling Your Agency Model
- •Scaling as an Online Business Manager
- •Scaling Your High End Service
- •Scaling Through List Building
