Virtual Assistant Training 

ASANA

Frequency: check 1-3x per day, as needed, and update and mark tasks complete as needed
  • The places you will focus are “Inbox” and your personal space. That’s where you can see everything assigned and relevant to you!????
  • You will be on the Brooke Snow Team and the Customer Service Team
  • You will be a part of “projects” or sections that have tasks you will be a part of
  • You will do tasks that are assigned to you, marking them as done/completed
    • You can comment on or ask questions within a task as needed to get clarification!
 
 
BLOG POSTS
 
frequency: Usually 2 blogs a week 
  • Post a blog post on WordPress
    • podcast
      • grab the embed code from transistor
      • paste it into the html tab of the post
      • copy the episode notes
      • paste into the design tab of the post
      • add “podcast” tag from the tag options
      • add the podcast thumbnail to the thumbnail options
      • preview the post to check formatting
      • publish post
    • blog
      • copy and paste text into the html tab
      • find a photo on unsplash that feels relevant but a little abstract (landscape only)
      • in the design tab add media
      • upload the photo
      • tag “blog”
      • add the same photo as the thumbnail
      • preview the post to check formatting
      • publish post
CO CREATE
frequency: as needed
 
ACTIVE CAMPAIGN/SENDING EMAILS TO BROOKE’S LISTS  *Please Note Active Campaign has updates since video*
frequency: this will be assigned out 3-4 times a month; you will use the features of looking people up as needed.
  • Schedule and send an email on Active Campaign
    • This is just for emails that Brittany or Aubrey have written for lists, not for individual emails to people. Sending individual emails is just done like a regular email.
    • Find a similar email and duplicate it. This creates a “template” rather than having to create a brand new from scratch email. (i.e. Brooke Snow header for podcast emails, Co Create header for co create emails)
    • Put new title in
    • Paste content  in relevant places
    • Update links if needed
    • Make sure correct lists are selected
    • Preview and send a test email to hello@brookesnow.com to make sure it looks good
    • Note that most of the time you will have to format the text a second time
    • Schedule the email for the appropriate time
    • Save and exit
  • See if someone received an email, what lists they are a part of, etc.
    • Open Active Campaign
    • search for them by name or email. Note that some people have multiple emails so you might have to check more than one
    • You can see the lists they are on and any automations they are a part of
    • On the right side you can scroll through emails they’ve received and see if they’ve opened them
 
Kathleen’s Video Updates 10/2024:

STRIPE

Frequency: as needed 

  1. From Stripe Home page select ” Product Catalog”
  2. Select “Coupons”
  3. Select ” + Create Coupon”
  4. Name the coupon code
  5. Select “Fixed amount discount”
  6. Enter $11.11 if for Co Create app
  7. Select apply to specific products
  8. Select Products- if for Co Create app select ” Annual Membership” then ” add another product” then  “Monthly Membership”
  9. Duration- ” once”
  10. Check off “Limit date range when customers can redeem this coupon” and date to redeem by
  11. Toggle on ” use customer- facing coupon codes”
  12. Enter code you would like customers to use
  13. Check off “add an expiration date” and put in same date as used above
  14. “Create Coupon”
  • Refunds
  1. If a customer is unable to cancel on their own or specifically ask us to cancel for them, follow these steps. 
  2. From Stipe Home page, paste customer’s email into search bar at the top
  3. Click on customer name under “Customers”
  4. Under “Subscriptions” click three dots to the right of their subscription info. This will give you the option to update or cancel the subscription. Choose cancel. 
  5. After clicking “Cancel subscription” a pop up will allow you to cancel immediately, cancel at end of current period, or on a custom date. Choose which is best for each situation. If applicable, you can also choose to refund the subscription amount and send an email receipt of the refund. 

FIREBASE:

Frequency: usually weekly 

  1. https://firebase.google.com/?authuser=1 go to website and make sure you are signed in under the Brooke Snow team gmail google account.  You can check this in the far right side top circle.
  2. Select “Go to console” also on the far right top side.
  3. Select ” Co Create” under your projects
  4. Select ” messaging” from the left hand column
  5. Select ” New Campaign” -> ” Notifications”
  6. Type in Notification Title and Notification Text then ” Next”
  7. From the drop down arrow select ” co create android”, select ” Target another app” from arrow drop down menu select ” co create ios” then, “Next”
  8. For Scheduling you can select ” next” if you are sending now and if you want to schedule for a future date and time just select “now” -> “scheduled” and proceed to pick date and time, then “next” .
  9. Select “next”
  10. Select “Review”
  11. Select ” Publish”

 

MIGHTY NETWORK: 

  •  CoCreate Community and CoCreate Coaches  
  • Check Mighty Network once a week for comments or for admitting new people into the network.