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VA/PA Daily Tasks & Responsibilities

VA/PA Daily Tasks & Responsibilities

Managing customer engagement is the most critical role in any organisation. This course details the key tasks and responsibilities for the VA/PA responsible for taking new client enquiries, entering and managing these details in our systems, responding to and engaging with these customers during their sales cycle. It also includes daily administration tasks, scheduling and coordination to ensure the business operates as required in an efficient and productive manner.

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Responsible KomboGrass
Last Update 16/04/2025
Completion Time 3 hours
Members 3
Basic Understanding Artificial Grass Opportunities
  • Introduction
    10Lessons · 2 hrs 10 mins
    • Telephone Call Management
    • Installers Update
    • Online Sales (Website)
    • Email Management
    • Scheduling Appointments
    • Managing Opportunities Part 1
    • Managing Opportunities Part 2
    • How to Create and Manage Quotes – from SM to Invoice
    • Managing Client's Sign-off Sheets
    • Creating Email Campaigns in Odoo
  • Daily tasks
    7Lessons · 50 mins
    • Managing Voicemails
      Preview
    • Managing Emails
    • Managing and Sending SMS
    • Checking New Website Sales, Appointments, & Chats
    • Checking Appointments & Calling Clients
    • Managing and Updating the CRM
    • Checking Social Media Platforms and Google Ads