Executive Virtual Assistant Training

Check out this list of the most common questions asked by other Udemy students.

In this lecture, we will explore the importance of password security and how password managers can help you protect your sensitive information. Learn about the characteristics of strong passwords, common threats to password safety, and the role of password managers in enhancing your security posture. We'll cover how password managers work, their key features, and how to choose the right one for your needs.

In this foundational module, you’ll dive into the essential skills and strategies needed to manage the complex and dynamic schedules of top executives. We’ll guide you through setting up and organizing an executive calendar, establishing effective scheduling protocols, and implementing systems for reminders and follow-ups.

You’ll learn how to gather crucial information, set up the calendar system to suit the executive’s preferences and develop streamlined processes for handling appointment requests and conflicts. We’ll also cover communication strategies to ensure smooth coordination and collaboration with the executive and their team.

Learn how to access a client's calendar. Note, this requires some light work on your client's part.

Let's learn how to manage our client's calendars by creating, editing, and deleting events.

Check out the downloadable photo of our calendar template to help you create future events, faster.

It's time to arrange a call (or meeting, zoom, etc.) on your client's behalf.

Check out the downloadable photo for reference to the script that we'll use.

Is it appropriate to keep your client on an email chain? How do you let them know you're working on calendar arrangements? Meet Bcc - blind carbon copy. It's about to become your best friend.

Buffer time, blocks, color coding, and group meetings, oh my! Let's cover some tips and tools to help make calendar management a little easier.

Learn how to access a client's inbox as a delegate, and start organizing in just 4-steps.

Bulk deleting emails is perhaps to the most underrated trick of the century (er...however old "email" is). If a client asks you to clear out hundreds of thousands of emails from their inbox, this tip will save you hours.

What is inbox zero, and how might the concept help both you and your clients?

While we're on the subject of inboxes, let's learn how to add multiple email signatures to your emails automatically.

Let's cover 4 steps to create an expense reporting system that keeps both you and your client on the same page.

Comparative research is exactly what it sounds like: comparing the best options. For example, you may be asked to find a deli near your client's office that delivers sandwiches for a team lunch or research the best house painters in their city.

Be sure to download the Comparative research template.

Informational research is for when you just want to know more about something. Interested in Elvis? Want to know more about the benefits of hot yoga? Wonder what the history of sneakers is? Or need some information on a particular product or industry?

The information on any topic imaginable is out there, the trick is finding it, and sifting through what is true and false, what is relevant, and what is the most up-to-date information available.

Data research is especially useful for putting together contact lists. Data in this sense doesn’t need to mean numbers only. For example, your client might ask for a list of book publishing agents in their state.

My YouTube tutorial walks you through 4 methods to find virtually any email address. We'll use these skills to help us generate leads for clients in the next lecture.

Lead generation is essentially when clients need your help finding qualified leads that may lead to future business. For example, let’s say your client is starting their own consulting business and they need clients. With a few details, we can build lists of leads - or people who are a good fit for your client’s consulting business.

Learn about what CRM stands for and how you might be asked to help input details.

Should you ever book vacation homes, flights, etc. using your own accounts and credentials?

Travel planning goes way beyond just booking flights from point a to point b. Travel can be quite stressful for clients, and it’s our job to help ensure that their trip from door to door is as painless and stress-free as possible. A refreshed client is a happy client!

Let's learn the basics of booking, building itineraries, and inputting details into calendars.

Researching and booking flights requires attention to details, but luckily, there are free tools that can help make the process a little easier.

Some of my favorite tools for searching for flights are Kayak (for their price indicator) and Skyscanner (best for flexibility).

When it comes to booking flights, I prefer to book directly through the airline for three reasons: there is a federally mandated 24-hour cancellation policy (in the US), no change fees, and generally better customer service.

Let's dive in!

We'll cover my favorite rental agency, as well as some hot tips to secure memberships with perks for clients.

What are your options if you absolutely cannot find a car?

There are many websites available to book hotels, but I have a particular website that I prefer over others. In this conversation, I will share with you the reasons why I favor this website. Additionally, I will provide some helpful tips to make the booking process on websites such as Airbnb and VRBO even more convenient.

Now that you've found travel options, it's time to run them by your client.

Save these scripts and templates! They'll make copying and pasting travel details into an email much faster.

Like one of our first lessons on calendar management, we want to be as details as possible when inputting travel details. A few things to keep in mind:

• Include relevant details like confirmation numbers, facility phone numbers in the calendar details.

• Add buffer time before and after travel to allow for time to get to the airport, or the train station, etc.

• Be sure to reschedule any appointments or meetings that overlap with travel plans.

Learn a quick tip to help make purchases easier on both you and your client. Download your Purchase Authorization form now.