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Persona Learning Resources Library
Persona and the Remote Work Industry
Introduction
Remote Work Foundations (14:01)
Challenges of Remote Work Transition
Persona's Founding Story
VA vs EA
10 Tips to Beat Your To-Do List
Time and Workload Management (12:43)
Presenting Yourself (17:20)
Working in a Startup (17:57)
How You Can Adjust to Working a Graveyard Shift from Home
Client Management (Part 1)
Introduction
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)
Personal Tasks: Scheduling Appointments (10:12)
How You Can Streamline the Meeting Schedule for Your Client
How You Can Effectively Manage The Calendar For Your Client
Enhancing Productivity: Your Guide to Providing Meeting Support
How You Can Enhance Operational Support For Your Executive
How You Can Streamline Coordination With Vendors and Suppliers For Your Executive
Personal Tasks: Dinner Reservations and Parties (9:14)
Personal Tasks: Researching Local Activities (7:46)
Personal Tasks: Online Shopping (10:17)
Client Management (Part 2)
Introduction
Travel Planning: Booking Accommodations (23:09)
Travel Planning: Creating Itineraries (5:24)
How You Can Efficiently Manage Travel Itineraries For Your Executive
Travel Planning: Booking Flights (17:05)
How You Can Efficiently Book Flights For Your Client
How You Can Manage Passport and Visa Tasks For Your Client
How You Can Help Your Executive Adjust To Different Timezones When They Travel
Travel Planning: Car Rental (8:39)
Event Planning: Company Retreat (13:50)
How You Can Organize a Successful Company Retreat For Your Executive
How You Can Execute Team Building Event Management For Your Client
Investor Management: Fundraising for Startups (16:55)
How You Can Optimize Product Launch Event Management For Your Client
Event Planning: Trade Shows (Onsite & Remote) (18:14)
How You Can Coordinate a Trade Show For Your Executive
How You Can Organize an In-Person Conference For Your Client as a Virtual Executive Assistant
How You Can Effectively Manage Webinars For Your Executive
Personal Tasks
Introduction
How You Can Personalize Tasks For Your Client
Personal Management (4:25)
How You Can Do Personal Errands For Your Client
Planning Events and Social Outings (14:31)
How You Can Organize Personal Events for Your Client
How You Can Manage Birthdays and Anniversaries For Your Client
Sending Gifts on Behalf of Your Client (3:08)
How You Can Organize Dinner Parties For Your Client
Planning a Night Out for Your Client (4:23)
Helping Your Client Arrange Family Matters (10:43)
How You Can Enhance Family Time For Your Client
How You Can Do Family Vacation Planning For Your Client
Providing Support to Your Client (9:24)
Helping Your Client Meet Nutritional Needs (31:52)
Helping Your Client with Self-Care Activities (4:32)
How You Can Manage Personal Appointments For Your Client
Clients’ Style (16:52)
Helping Your Client Learn Something New (4:09)
Managing Household To-Dos (24:11)
Helping Your Client Establish and Reach Their Personal Goals (4:04)
How You Can Support Personal Goals For Your Client
Assisting Your Executive in Accomplishing Their Fitness Goals
Assisting Your Executive in Achieving Their Health Goals
How You Can Improve Meal Planning and Grocery Shopping For Your Client
How You Can Help Your Executive with Diet Planning
How You Can Help Your Executive Achieve Their Wellness Goals
How You Can Help Your Executive Find the Right Therapist
How You Can Support Philanthropy and Charitable Giving For Your Client
Email & Calendar Management
Introduction
How You Can Master Email Management For Your Client
How You Can Manage Multiple Email Inboxes For Your Client
Gmail Platform Walkthrough (8:38)
Gmail Email Etiquette (19:21)
Microsoft Outlook - Email (13:21)
Google Calendar (29:05)
Microsoft Outlook - Calendar (18:12)
Calendly (5:04)
Time Zone Websites (7:40)
Superhuman (27:45)
Communication Tools
Introduction
Effective Communication (13:18)
Giving and Receiving Feedback (24:00)
How You Can Enhance Business Communication For Your Client
General Communication Tools (8:24)
Zoom (16:38)
Slack (3:38)
Discord (6:43)
Skype (7:58)
Dialpad (23:43)
How You Can Leverage ChatGPT as an Executive Assistant
LastPass (12:51)
Securing Your Client's Passwords (3:22)
VPNs (7:14)
How You Can Manage Communication Effectively For Your Client
How You Can Master Business Writing For Your Executive
How You Can Ghostwrite For Your Client
How You Can Craft Engaging Speeches For Your Executive
How You Can Create a Personalized Newsletter For Your Client
File Organization
Introduction
Google Workspace (6:41)
Dropbox (9:17)
Box.net (23:54)
Microsoft OneDrive (10:19)
How You Can Manage Data For Your Executive
How You Can Streamline Data Entry For Your Client
Task and Project Management
Introduction
Project Management Basics (13:19)
How You Can Manage Projects For Your Executive Client
Asana (Part 1) (18:00)
Asana (Part 2) (9:11)
Monday.com (24:29)
Notion (29:48)
Trello (14:18)
Jira (4:40)
Smartsheet (20:17)
How You Can Master Project Management: Tracking Milestones and Deadlines For Your Executive
How You Can Master Project Management for Event Planning For Your Executive
How You Can Manage Project Coordination For Events For Your Executive Client
How You Can Efficiently Plan and Schedule a Project For Your Executive
How You Can Master the Art of Planning Offsite Events For Your Executive
How You Can Monitor Company Projects For Your Executive
How You Can Organize Adhoc Projects For Your Executive
How You Can Enhance Note-taking and Documentation For Your Executive
How You Can Conduct Quality Checking For Your Executive
Research & Data Management
Introduction
Data Gathering (4:56)
How You Can Streamline Research For Your Executive
Fact-Checking (4:43)
How You Can Enhance Fact-Checking and Due Diligence For Your Executive
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)
How You Can Conduct Market Research and Analyze Industry Trends For Your Executive
How You Can Keep Tabs on Industry Trends for Your Executive
Marketing
Introduction
How You Can Execute Strategic Marketing Support For Your Executive
How You Can Implement Digital Marketing Strategies For Your Executive
Social Media Management (Facebook) (35:43)
Social Media Management (Instagram) (4:25)
Social Media Management (LinkedIn) (12:17)
How You Can Manage Social Media Marketing For Your Executive
Email Marketing (7:15)
How You Can Manage Email Newsletters For Your Executive
How You Can Revolutionize Public Relations for Your Client
Paid Ads Management (6:32)
Brand Management (22:11)
Canva (15:43)
How You Can Incorporate Graphic Design For Your Client
How to Make Outstanding Presentations (11:57)
How You Can Craft Presentations and Slide Decks for Meetings or Conferences For Your Executive
Figma (18:15)
How You Can Perform Copywriting for Marketing for Your Executive
How You Can Implement Content Writing for Marketing For Your Executive
How You Can Implement Effective Marketing on Websites and Sales Pages for Your Client
Website Management (24:21)
How You Can Incorporate Web Design For Your Client
How You Can Optimize Lead Generation for Marketing For Your Client
How You Can Enhance Your Client's Success with Video Editing
AI Tools: Image Generation (5:22)
Substack (13:02)
Customer Support and HR
Introduction
Managing Communications (35:47)
Zendesk (7:12)
How You Can Nurture and Strengthen Client Relationships For Your Executive
How You Can Address Customer Complaints For Your Client
How You Can Enhance Client Care For Your Executive
How You Can Streamline Recruitment Processes For Your Executive
New Hire Onboarding - Company Swag (32:33)
New Hire Onboarding - Paperwork (9:58)
How You Can Conduct Onboarding Tasks For Your Executive Client
How You Can Streamline Employee Onboarding For Your Client
New Hire Onboarding - Granting Access to Systems (8:44)
How You Can Develop an Employee Database For Your Executive
How You Can Facilitate People Management For Your Executive
How You Can Facilitate Effective Team Meetings For Your Client
Payroll Management (6:45)
How You Can Manage Payroll For Your Executive
Account Management (13:25)
Salesforce (19:02)
Finance & Accounting
Introduction
Invoicing (10:50)
How You Can Efficiently File Invoices For Your Executive
How You Can Streamline Bookkeeping For Your Executive
How You Can Manage Receipt Uploading For Your Executive
Company Finances (8:26)
Personal Finances (7:37)
How You Can Improve Budgeting and Financial Planning for Your Client
Quickbooks (9:49)
How You Can Manage and Utilize Credit Cards Effectively For Your Executive
Cryptocurrency (8:33)
Sales
Introduction
Cold Emailing (4:51)
Networking Events (10:55)
Lead Generation using ZoomInfo (7:32)
How You Can Ace Lead Management For Your Executive
How You Can Master CRM Management For Your Executive
Navigating Customer Onboarding for Your Executive
Facilitating Sales Reports Generation For Your Executive
How You Can Manage Sales Correspondence For Your Executive
Teach online with
Company Finances
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