Persona and the Remote Work Industry
Client Management (Part 1)
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Introduction
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Client Management: Check-ins and Check-outs (3:14)
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Client Management: Meeting Tasks and Etiquette (12:22)
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Client Management: Presentations (5:56)
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Client Management: Reminders and Follow-ups (4:31)
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Client Management: Showing Appreciation (2:56)
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Client Management: Understanding Clients’ Communication Styles (7:03)
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Personal Tasks: Scheduling Appointments (10:12)
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How You Can Streamline the Meeting Schedule for Your Client
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How You Can Effectively Manage The Calendar For Your Client
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Enhancing Productivity: Your Guide to Providing Meeting Support
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How You Can Enhance Operational Support For Your Executive
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How You Can Streamline Coordination With Vendors and Suppliers For Your Executive
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Personal Tasks: Dinner Reservations and Parties (9:14)
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Personal Tasks: Researching Local Activities (7:46)
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Personal Tasks: Online Shopping (10:17)
Client Management (Part 2)
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Introduction
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Travel Planning: Booking Accommodations (23:09)
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Travel Planning: Creating Itineraries (5:24)
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How You Can Efficiently Manage Travel Itineraries For Your Executive
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Travel Planning: Booking Flights (17:05)
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How You Can Efficiently Book Flights For Your Client
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How You Can Manage Passport and Visa Tasks For Your Client
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How You Can Help Your Executive Adjust To Different Timezones When They Travel
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Travel Planning: Car Rental (8:39)
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Event Planning: Company Retreat (13:50)
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How You Can Organize a Successful Company Retreat For Your Executive
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How You Can Execute Team Building Event Management For Your Client
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Investor Management: Fundraising for Startups (16:55)
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How You Can Optimize Product Launch Event Management For Your Client
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Event Planning: Trade Shows (Onsite & Remote) (18:14)
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How You Can Coordinate a Trade Show For Your Executive
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How You Can Organize an In-Person Conference For Your Client as a Virtual Executive Assistant
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How You Can Effectively Manage Webinars For Your Executive
Personal Tasks
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Introduction
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How You Can Personalize Tasks For Your Client
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Personal Management (4:25)
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How You Can Do Personal Errands For Your Client
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Planning Events and Social Outings (14:31)
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How You Can Organize Personal Events for Your Client
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How You Can Manage Birthdays and Anniversaries For Your Client
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Sending Gifts on Behalf of Your Client (3:08)
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How You Can Organize Dinner Parties For Your Client
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Planning a Night Out for Your Client (4:23)
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Helping Your Client Arrange Family Matters (10:43)
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How You Can Enhance Family Time For Your Client
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How You Can Do Family Vacation Planning For Your Client
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Providing Support to Your Client (9:24)
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Helping Your Client Meet Nutritional Needs (31:52)
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Helping Your Client with Self-Care Activities (4:32)
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How You Can Manage Personal Appointments For Your Client
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Clients’ Style (16:52)
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Helping Your Client Learn Something New (4:09)
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Managing Household To-Dos (24:11)
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Helping Your Client Establish and Reach Their Personal Goals (4:04)
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How You Can Support Personal Goals For Your Client
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Assisting Your Executive in Accomplishing Their Fitness Goals
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Assisting Your Executive in Achieving Their Health Goals
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How You Can Improve Meal Planning and Grocery Shopping For Your Client
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How You Can Help Your Executive with Diet Planning
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How You Can Help Your Executive Achieve Their Wellness Goals
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How You Can Help Your Executive Find the Right Therapist
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How You Can Support Philanthropy and Charitable Giving For Your Client
Email & Calendar Management
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Introduction
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How You Can Master Email Management For Your Client
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How You Can Manage Multiple Email Inboxes For Your Client
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Gmail Platform Walkthrough (8:38)
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Gmail Email Etiquette (19:21)
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Microsoft Outlook - Email (13:21)
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Google Calendar (29:05)
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Microsoft Outlook - Calendar (18:12)
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Calendly (5:04)
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Time Zone Websites (7:40)
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Superhuman (27:45)
Communication Tools
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Introduction
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Effective Communication (13:18)
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Giving and Receiving Feedback (24:00)
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How You Can Enhance Business Communication For Your Client
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General Communication Tools (8:24)
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Zoom (16:38)
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Slack (3:38)
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Discord (6:43)
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Skype (7:58)
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Dialpad (23:43)
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How You Can Leverage ChatGPT as an Executive Assistant
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LastPass (12:51)
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Securing Your Client's Passwords (3:22)
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VPNs (7:14)
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How You Can Manage Communication Effectively For Your Client
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How You Can Master Business Writing For Your Executive
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How You Can Ghostwrite For Your Client
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How You Can Craft Engaging Speeches For Your Executive
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How You Can Create a Personalized Newsletter For Your Client
File Organization
Task and Project Management
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Introduction
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Project Management Basics (13:19)
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How You Can Manage Projects For Your Executive Client
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Asana (Part 1) (18:00)
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Asana (Part 2) (9:11)
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Monday.com (24:29)
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Notion (29:48)
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Trello (14:18)
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Jira (4:40)
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Smartsheet (20:17)
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How You Can Master Project Management: Tracking Milestones and Deadlines For Your Executive
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How You Can Master Project Management for Event Planning For Your Executive
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How You Can Manage Project Coordination For Events For Your Executive Client
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How You Can Efficiently Plan and Schedule a Project For Your Executive
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How You Can Master the Art of Planning Offsite Events For Your Executive
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How You Can Monitor Company Projects For Your Executive
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How You Can Organize Adhoc Projects For Your Executive
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How You Can Enhance Note-taking and Documentation For Your Executive
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How You Can Conduct Quality Checking For Your Executive
Research & Data Management
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Introduction
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Data Gathering (4:56)
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How You Can Streamline Research For Your Executive
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Fact-Checking (4:43)
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How You Can Enhance Fact-Checking and Due Diligence For Your Executive
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Google Sheets (78:57)
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Airtable (90:32)
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Macros in MS Excel (12:42)
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ChatGPT (14:45)
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ElevenLabs (9:21)
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Bard (Gemini) (24:27)
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Pictory (17:11)
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AI Note-Taking Tools (5:37)
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Fireflies.ai vs. Fathom (21:25)
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Otter.ai (9:20)
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Google Chrome Extensions (5:18)
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How You Can Conduct Market Research and Analyze Industry Trends For Your Executive
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How You Can Keep Tabs on Industry Trends for Your Executive
Marketing
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Introduction
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How You Can Execute Strategic Marketing Support For Your Executive
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How You Can Implement Digital Marketing Strategies For Your Executive
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Social Media Management (Facebook) (35:43)
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Social Media Management (Instagram) (4:25)
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Social Media Management (LinkedIn) (12:17)
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How You Can Manage Social Media Marketing For Your Executive
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Email Marketing (7:15)
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How You Can Manage Email Newsletters For Your Executive
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How You Can Revolutionize Public Relations for Your Client
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Paid Ads Management (6:32)
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Brand Management (22:11)
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Canva (15:43)
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How You Can Incorporate Graphic Design For Your Client
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How to Make Outstanding Presentations (11:57)
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How You Can Craft Presentations and Slide Decks for Meetings or Conferences For Your Executive
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Figma (18:15)
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How You Can Perform Copywriting for Marketing for Your Executive
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How You Can Implement Content Writing for Marketing For Your Executive
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How You Can Implement Effective Marketing on Websites and Sales Pages for Your Client
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Website Management (24:21)
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How You Can Incorporate Web Design For Your Client
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How You Can Optimize Lead Generation for Marketing For Your Client
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How You Can Enhance Your Client's Success with Video Editing
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AI Tools: Image Generation (5:22)
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Substack (13:02)
Customer Support and HR
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Introduction
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Managing Communications (35:47)
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Zendesk (7:12)
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How You Can Nurture and Strengthen Client Relationships For Your Executive
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How You Can Address Customer Complaints For Your Client
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How You Can Enhance Client Care For Your Executive
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How You Can Streamline Recruitment Processes For Your Executive
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New Hire Onboarding - Company Swag (32:33)
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New Hire Onboarding - Paperwork (9:58)
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How You Can Conduct Onboarding Tasks For Your Executive Client
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How You Can Streamline Employee Onboarding For Your Client
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New Hire Onboarding - Granting Access to Systems (8:44)
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How You Can Develop an Employee Database For Your Executive
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How You Can Facilitate People Management For Your Executive
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How You Can Facilitate Effective Team Meetings For Your Client
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Payroll Management (6:45)
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How You Can Manage Payroll For Your Executive
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Account Management (13:25)
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Salesforce (19:02)
Finance & Accounting
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Introduction
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Invoicing (10:50)
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How You Can Efficiently File Invoices For Your Executive
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How You Can Streamline Bookkeeping For Your Executive
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How You Can Manage Receipt Uploading For Your Executive
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Company Finances (8:26)
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Personal Finances (7:37)
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How You Can Improve Budgeting and Financial Planning for Your Client
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Quickbooks (9:49)
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How You Can Manage and Utilize Credit Cards Effectively For Your Executive
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Cryptocurrency (8:33)
Sales
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Introduction
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Cold Emailing (4:51)
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Networking Events (10:55)
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Lead Generation using ZoomInfo (7:32)
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How You Can Ace Lead Management For Your Executive
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How You Can Master CRM Management For Your Executive
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Navigating Customer Onboarding for Your Executive
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Facilitating Sales Reports Generation For Your Executive
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How You Can Manage Sales Correspondence For Your Executive
