Bard (Gemini) | Persona Training Resources

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Persona Training Program

Introduction

Overview & Objectives
Training Outline

Day 1: Persona and the Remote Work Industry

Introduction: Persona and the Remote Work Industry
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)
Quiz

Day 2: Client Management and Personal Tasks

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

Day 3: Client Management (Part 2)

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

Day 4: Email & Calendar Management

Introduction: Email & Calendar Management
Gmail Platform Walkthrough (8:38)
Gmail Email Etiquette (19:21)
Google Calendar (29:05)
Microsoft Outlook - Email (13:21)
Microsoft Outlook - Calendar (18:12)
Calendly (5:04)
Time Zone Websites (7:40)
Quiz

Day 5: Communication Tools and File Organization

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

Day 6: Task and Project Management

Introduction: Task and Project Management
Project Management Basics (13:19)
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)
Quiz

Day 7: Research & Data Management

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

Day 8: Marketing

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

Day 9: Customer Support and HR & Finance and Accounting

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

Day 10: Sales

Introduction: Sales
Cold Emailing (4:51)
Lead Generation using ZoomInfo (7:32)
Networking Events (10:55)
Quiz

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