If you are looking for detailed insight on the Virtual Assistant CRM, you have come to the right place. Please bookmark or save the link to this News Room article. Below you will find multiple volumes of our Virtual Assistant Quick Reference Guides starting post-Basecamp 2022.
The downloadable Quick Reference Guides linked below give you quick and easy “how-to’s” that you can use to expand your knowledge and usage of the Virtual Assistant. The goal here is to develop your understanding and usage of the Virtual Assistant. By doing so, you will learn more elements of the Virtual Assistant, and in turn, you will…
- Increase sales
- Deepen Client relationships
- Be smarter about your clients
- Be proactive with Client outreach
1/26/22 – VA Quick Reference Guide – Volume 1.0
The goal of the Volume 1.0 Quick Reference Guide is to give you the information you need…to create a List Builder of Clients that HAVE PURCHASED SHIRTS from you from specific periods of time. You can then use that List Builder as your “call list” or outreach list for the month.
2/7/22 – VA Quick Reference Guide – Volume 2.0
This Virtual Assistant Reference Guide will show you how to create a List Builder list of clients that HAVE UNSUBSCRIBED FROM HOME OFFICE EMAIL MARKETING.
2/22/22 – Virtual Assistant Quick Reference Guide Volume 3.0
This Virtual Assistant Reference Guide will show you how to create a List Builder list of clients that LAST PURCHASED DURING THE SPRING 2021 SEASON. We also show you another way to see CLIENTS THAT LAST PURCHASED DURING THE SPRING 2021 SEASON by sorting your client list.
Do Not Have Access to the Virtual Assistant?
No worries, you can still get the same lists the Virtual Assistant can generate in the Green Room! There might be a few more steps but the results will be the same – MORE opportunities to sell to your Clients.
2/7/22 – Green Room Quick Reference Guide – Volume 2.0
This Green Room Reference Guide will show you how to pull a list of your clients and filter clients that HAVE UNSUBSCRIBED FROM HOME OFFICE EMAIL MARKETING.
2/22/22 – Green Room Quick Reference Guide Volume 3.0
This Green Room Reference Guide will show you the best way to see all the CLIENTS THAT PURCHASED FROM YOU IN THE SPRING 2021 SEASON.