Persona Training Program
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- Introduction: Client Management (Part 1)
- Client Management: Check-ins and Check-outs (3:14)
- Client Management: Meeting Tasks and Etiquette (12:22)
- Client Management: Presentations (5:56)
- Client Management: Reminders and Follow-ups (4:31)
- Client Management: Showing Appreciation (2:56)
- Client Management: Understanding Clients’ Communication Styles (7:03)
- Introduction: Personal Tasks
- Personal Tasks: Scheduling Appointments (10:12)
- Personal Tasks: Dinner Reservations and Parties (9:14)
- Personal Tasks: Online Shopping (10:17)
- Personal Tasks: Researching Local Activities (7:46)
- Planning Events and Social Outings (14:31)
- Planning a Night Out for Your Client (4:23)
- Sending Gifts on Behalf of Your Client (3:08)
- Personal Management (4:25)
- Helping Your Client Learn Something New (4:09)
- Helping Your Client with Self-Care Activities (4:32)
- Helping Your Client Meet Nutritional Needs (31:52)
- Helping Your Client Establish and Reach Their Personal Goals (4:04)
- Providing Support to Your Client (9:24)
- Helping Your Client Arrange Family Matters (10:43)
- Managing Household To-Dos (24:11)
- Clients’ Style (16:52)
- Quiz
Available in
days
days
after you enroll
- Introduction: Client Management (Part 2)
- Travel Planning: Booking Accommodations (23:09)
- Travel Planning: Creating Itineraries (5:24)
- Travel Planning: Booking Flights (17:05)
- Travel Planning: Car Rental (8:39)
- Event Planning: Company Retreat (13:50)
- Event Planning: Trade Shows (Onsite & Remote) (18:14)
- Investor Management: Fundraising for Startups (16:55)
- Quiz
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- Introduction: Communication Tools
- Effective Communication (13:18)
- Giving and Receiving Feedback (24:00)
- General Communication Tools (8:24)
- Zoom (16:38)
- Slack (3:38)
- Discord (6:43)
- Skype (7:58)
- Dialpad (23:43)
- Securing Your Client's Passwords (3:22)
- LastPass (12:51)
- VPNs (7:14)
- Introduction: File Organization
- Google Workspace (6:41)
- Dropbox (9:17)
- Box.com (23:54)
- Microsoft OneDrive (10:19)
- Quiz
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- Introduction: Research & Data Management
- Data Gathering (4:56)
- Fact-Checking (4:43)
- Google Sheets (78:57)
- Airtable (90:32)
- Macros in MS Excel (12:42)
- ChatGPT (14:45)
- ElevenLabs (9:21)
- Bard (Gemini) (24:27)
- Pictory (17:11)
- AI Note-Taking Tools (5:37)
- Fireflies.ai vs. Fathom (21:25)
- Otter.ai (9:20)
- Google Chrome Extensions (5:18)
- Quiz
Available in
days
days
after you enroll
- Introduction: Marketing
- Social Media Management (Facebook) (35:43)
- Social Media Management (Instagram) (4:25)
- Social Media Management (LinkedIn) (12:17)
- Website Management (24:21)
- Email Marketing (7:15)
- Paid Ads Management (6:32)
- Brand Management (22:11)
- How to Make Outstanding Presentations (11:57)
- Canva (15:43)
- Figma (18:15)
- AI Tools: Image Generation (5:22)
- Substack (13:02)
- Quiz
Available in
days
days
after you enroll
- Introduction: Customer Support
- Managing Communications (35:47)
- Salesforce (19:02)
- Account Management (13:25)
- Zendesk (7:12)
- New Hire Onboarding - Company Swag (32:33)
- New Hire Onboarding - Paperwork (9:58)
- New Hire Onboarding - Granting Access to Systems (8:44)
- Payroll Management (6:45)
- Introduction: Finance and Accounting
- Invoicing (10:50)
- Company Finances (8:26)
- Personal Finances (7:37)
- Quickbooks (9:49)
- Cryptocurrency (8:33)
- Quiz
Available in
days
days
after you enroll