Presented 9/7/2022 Learn how to leverage the power of virtual assistants in the Philippines and increase productivity and efficiency. This webinar will cover: 1. The types of roles Virtual Assistants (VAs) can handle 2. Why the Philippines is a great country to source from 3. Delegation tips to maximize productivity 4. How to make hiring easy 5. How to compensate fairly and in a way that boosts retention By the end of the presentation, you'll have met a few VAs and will understand the talent landscape that is available to help operate your business.

1. How to Leverage The
virtual Assistants
Power of

3. ENTREPRENEURSHIP PROFESSOR
ACCESS TO INTERNS
BRIGHT TALENT
INEXPENSIVE
BUT REVOLVING DOOR

4. VIRTUAL ASSISTANTS
WHAT COUNTRY
WHAT TO PAY
HOW TO PAY
LEGAL REQUIREMENTS
TAX LAWS
WHERE TO FIND
HOW TO VET
ENGLISH LEVELS
HOW COMPETENT
HOW TO TRAIN
WHAT THEY CAN DO
SO MANY UNKNOWNS:

5. BOOKS, PODCASTS, COURSES
STILL WAITED 1 YEAR TO TRY
1) THE COST OF LEARNING
2) THE COST OF MISTAKESES
I WENT INTO RESEARCH MODE
I WAS AFRAID OF

6. acquired by

7. WIN/WIN VA STAFFING MODEL

10. Ben Rollins
Co-founder, axon optics
Client Follow-up
Monitoring Refunds
Taking Customer Service
Calls/Emails
Customer Success
jonothan diperi
Founder, Myostorm
Customer Service Emails
General Admin
Customer Support
Customer Success
ERic Espinosa
CO-Founder, Coconut VA
Attend Sales Calls
Send Followup Email
Client Billing
Customer service
Hiring
Customer Success
Phil kirkeiner
CEO, baton leads
Customer Service
Take and Direct Calls
Adjust Company Profiles
in CRM
Customer Success
CUSTOMER SUCCESS

11. Kelby Gatrell
Co-founder, yatta golf
Tradeshow Research
List-Building
General Admin
Lead Generation
Dallin Preece
HEAd OF SMB SALES, Neighbor
Appointment Setting
Quality Control on Leads
Lead Generation
Cameron Stoker
co-founder, Speechcloud
Appointment Setting
Lead Qualifying
Prospect Research
List-Building
Lead Generation
Tanner Scott
CEO, Ranksey
SEO
Link-Building
Cold Emailing
SEO / Lead Gen
LEad GEneration

12. Spencer Walker
Summit vEnture studio
Manage Lead Gen
Accounts
Website Building
Newsletter Content and
Research
General Admin
Tanner beckstrand
Co-founder, baywatch
Data Entry
General Admin
Customer Support
General Admin
ERic Espinosa
CO-Founder, Coconut VA
Client success
Hiring Interviews
Human Resources
General Admin
General Admin

13. Abe BEdard
co-Founder, YAtta Golf
Social Media Management
Website Design
General VA
Graphic Designer
chris huntington
Founder, North slope industries
Graphic Design
Generating Infographics
SEO
Graphic Designer
Social Media Management
Website Design
General VA
Social Media Manager
Jaron ERickson
FOUNDER, Dojo
ERic Espinosa
CO-Founder, Coconut VA
Social Media Analytics
TikTok
Webdesign
Graphic Design
Email Campaigns
Social Media Manager
Graphic Design | Social Media

14. Philip Anderson
CEO, Parent playbook
Generate Story Boards
Team Facilitator
Scrum Master
Talyor Bench
summit venture studio
Analyze firms
Oversee interns
Venture Analyst
ERic Espinosa
CO-Founder, Coconut VA
Zoom Sales Call
Account Support
Account Executive
Custom Roles

15. Email Management
Calendar Management
Coordinating
Documents
Executive Assistant
Earl Foote
CEO, NExus IT
craig beirdneau
Founder, seeker talent
Workflow Design
Project Manager
Building Company Library
of Processes
Executive Assistant
Executive Assistants
ERic Espinosa
CO-Founder, Coconut VA
Email Management
Workflow Design
Project Management
Executive Assistant

16. Zoom Sales Call
Account Support
Account Executive
Client success
Hiring Interviews
Human Resources
Customer Success | Billing
Attend Sales Calls
Send Followup Email
Client Billing
Customer service
Hiring
Customer Success
Email Management
Workflow Design
Project Management
EA | Ops Manager
Social Media Analytics
TikTok
Webdesign
Graphic Design
Email Campaigns
Social Media Manager
Client success
Hiring Interviews
Human Resources
Human Resources
List Building
Cold Calling
Cold Emailing
Appointment Setter
List Building
Cold Calling
Cold Emailing
Appointment Setter
ERic Espinosa
CEO
Tyler Leber
COO

17. DEFINED ROLES
MORE DIFFICULT
EASIER
OPEN ROLES
SALES
MANAGEMENT
SOURCE ~ 200 APPLICANTS SOURCE ~ 1000 APPLICANTS

18. POST PMF
HAS >15 HRS OF TASKS
HAS BUDGET OF >$800
HAS TIME TO GET ROI
FOUNDER NOT READY
Founder Ready
PRE PMF
HAS <15 HOURS OF TASKS
HAS BUDGET OF <$800
MUST GET ROI MO 1

19. management tips

20. management tips
Management Tips
- YOU SHOULD NEVER BE BUSY WHEN YOUR VAS AREN'T

21. management tips
Management Tips
- YOU SHOULD NEVER BE BUSY WHEN YOUR VAS AREN'T
- ALWAYS HAVE A TASK BACKLOG AND AN UPSKILL LIST

22. management tips
Management Tips
- OPEN COMMUNICATION DECREASES GHOSTING
- YOU SHOULD NEVER BE BUSY WHEN YOUR VAS AREN'T
- ALWAYS HAVE A TASK BACKLOG AND AN UPSKILL LIST

23. management tips
Management Tips
- OPEN COMMUNICATION DECREASES GHOSTING
- YOU SHOULD NEVER BE BUSY WHEN YOUR VAS AREN'T
- GOLDEN RULE: YOU SHOULD NEVER FEEL FRUSTRATED
- ALWAYS HAVE A TASK BACKLOG AND AN UPSKILL LIST

24. management tips
Management Tips
- OPEN COMMUNICATION DECREASES GHOSTING
- YOU SHOULD NEVER BE BUSY WHEN YOUR VAS AREN'T
- GOLDEN RULE: YOU SHOULD NEVER FEEL FRUSTRATED
- ALWAYS HAVE A TASK BACKLOG AND AN UPSKILL LIST
- DON'T BE AFRAID TO CHANGE TYPICAL PROCESSES TO FIT REMOTE VAS

27. Mention Code: IPO for $100 off first full month
COCONUTVA.COM

28. Questions
&
Answers