Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
Essential Skills Every Virtual Assistant Needs to Succeed
Rating: 4.4 out of 5(10 ratings)
219 students

Essential Skills Every Virtual Assistant Needs to Succeed

Main skills for Virtual Assistants
Created byHillary Ongute
Last updated 7/2025
English

What you'll learn

  • Understand the most frequently requested tasks for virtual assistants
  • Hone your skills in research, calendar management and much more
  • How to standardize work and ensure quality
  • How to create a portfolio to showcase your skills

Course content

1 section10 lectures47m total length
  • Introduction1:08

    Learn essential virtual assistant skills through email management, calendar planning, meeting coordination, lead generation, research methods, travel planning, and portfolio creation for recruiters.

  • Meeting planning4:14

    Plan and schedule client meetings using Google Meet and Google Calendar, confirming date, time, and venue, and generate shareable meeting links for all attendees.

  • Screen sharing for beginners5:32

    Learn how to share your screen in Google Meet as a virtual assistant, including instant meeting, enabling microphone and camera, sharing a PowerPoint, and stopping the share.

  • Email management-Granting access3:26
  • Inbox management-labelling2:07

    Learn how to label and categorize emails for action, create agent and to-do labels, and assign tasks to the VA by dragging messages into labeled sections for verification and confirmation.

  • Inbox management-starring2:43

    Use the starring feature to move emails to a star folder, customize star colors in settings, and signal action taken for clients by marking emails as replied or completed orders.

  • Calendar management6:10

    Access Google calendar to manage a busy client's schedule, switch views and themes, create and edit events with dates and descriptions, set 30-minute reminders, invite others, and manage tasks.

  • Lead Generation7:46
  • Research8:24

    Learn how to conduct research as a virtual assistant using Google Docs and Google Search, mastering comparative, informative, and data-driven research, with templates and tables to summarize findings.

  • Travel Planning5:43

    Master travel planning by knowing your client, gathering travel documents, and capturing airlines, hotels, and food preferences to tailor flights, accommodations, and car rentals.

Requirements

  • PC or smartphone and internet

Description


Employers are eager to hire virtual assistants who bring a myriad variety of strong skills to the table. While clients (should) provide you some sense of how they like their tasks to be completed, they don't usually have the time or resources to train you on basic tasks.


That's where this course comes in. This course will train you on must-have skills and provide downloadable templates and scripts for you to use with your own clients.


This course has three main goals:

1. To give you training on the most common tasks/requests.

2. To give you basic training and tips on the common back-of-office things you'll need to do as a VA (think how to send clients an invoice, how to store client data securely, and even how fast you should aim to respond to client emails).

3. To help you "standardize" your work, enabling you to work smarter and not harder.


SKILLS YOU’LL GAIN

· Calendar Management: Learn to access client's calendars, schedule appointments/meetings, best online tools, and more.

· Inbox Management: Learn to request access to client's inboxes, send emails on client's behalf, create filters and priority systems.

· Expense Reporting: Learn the basics of expense reporting and about some of the most common corporate expense systems.

· Social Media Maintenance: Learn how to automate social media posts, including a mix of free and paid tools, and track metrics.

· Research: Learn how to provide easy-to-digest comparative, data, and informational research to your clients.

· Lead generation: Learn how to find any email and create lists of leads (or potential clients) for your own client's business.

· Event planning: Learn how to research and book vendors and manage guest lists and budgets.

· Travel booking: Learn to research the best flights, hotels, vacation rentals, car rentals, book with peace of mind, and check clients into travel ahead of time.

· Photo/Presentation Editing: Learn the basics of editing photos and presentations, including the best free online tools that go way beyond Canva.

· Making purchases: Learn the proper way to make a purchase on a client's behalf.


But wait! What if your client requests something that you're totally unfamiliar with? The double-edged sword of working as a freelance VA is that you are responsible for your own continuing education. You'll learn about strategies to help you manage tasks that are WAY above your head (without losing your clients).


We'll also cover basics about back-off-office training, like how to invoice clients, keep their data stored safely, and why you might consider end-of-week reports or weekly check-ins.


THIS COURSE INCLUDES

· Templates, templates, templates! Standardize your work and save yourself precious time by downloading or bookmarking my pre-made templates. Skip the "building" and start using these documents with your own clients, including but not limited to:

o travel

o research

o social media

o purchasing

o event planning

· Checklists to ensure you're not skipping any step for any task.

· Pre-made spreadsheets to help you track projects, like social media management.

· Scripts to use with your own clients.

· A free delegation eBook to give to your clients. Delegation is a skill and not all clients are innately great at delegating tasks. If you have a client who struggles to give you tasks, slip them this eBook to help get their creative juices flowing.


Who this course is for: New to beginner virtual assistants looking for some extra training on commonly requested tasks.


Who this course is not for: This course will not teach you how to find clients. Start with the course "How to Find Your FIRST Virtual Assistant Clients" instead.

Additionally, if you're a well established VA who already has a good handle on common tasks, you might not find more value from this content.


THIS COURSE IS BEST VIEWED ON THE WEB (AND NOT ON A MOBILE PHONE).


More about the teacher:

I'm Wills , I've been a Virtual Assistant since 2012. Nearly 10 years later, there is still no true standardization of work across the VA industry. You technically don't need any training to become a VA, which is both a good...and not-so-good thing. It can take years for independent VAs to learn these skills and develop systems that work for their business. My goal is to help VAs like yourself skip the hard part and start working with better, higher-paying clients, faster.

Join over 10,000 happy students online and start your VA journey with me today!


Who this course is for:

  • Beginners