Course curriculum

  • 1

    Lesson Calls

    • Lesson #1: How to Work ON the Business Instead of IN the Business

    • Lesson #2: Reimagining & Redesigning the Prospect Journey

    • Lesson #3: Marketing Best Practices

    • Lesson #4: Designing the Ideal Sales Process

    • Lesson #5 Client Success Playbook

    • Lesson #6: Designing Your Ideal Org. Chart & Defining Roles

    • Lesson #7: Job Descriptions, Comp Plans, & Hiring Process

    • Lesson #8: Onboarding Optimization & Training Design

    • Lesson #9: KPIs, Reporting, & Analytics

    • Lesson #10: Creating Your SOPs & Increasing Your Operational Efficiency

    • Lesson #11: Designing Packages, Pricing, & Products.

    • Lesson #12: P/L Statements, Financial Reports, & Modeling

  • 2

    Q&A Calls

    • Q&A Call #1: Setting Up Pipelines in a CRM, Driving Additional Revenue Via Marketing, Creating Filters & Delays in Zapier, and More!

    • Q&A Call #2: Managing an inbox, How to structure an offer, Growth within BTR and VA services, and more!

    • Q&A Call #3: Tips and Tricks of Standard Operating Procedures, Determining Your Scheduling Software, Enrolling Good Work, Getting Clarity

    • Q&A Call #4: Properly Delegating Under $25/hour Activities, Which tasks to take off my plate first, Creating a Flow Chart and Process for Hiring New Staff, Tracking Inventory and P&L, Adding Value to Avatar's Facebook

    • Q&A Call #5: Proper Onboarding Process (The Ideal Playbook), Getting Your VAs Involved, Reminder Sequence Mastery, Segmenting Your Contacts, & Managing Notifications

    • Q&A Call#6: Auditing Website Communication using AI, Creating Domains for Different Services, Upgrading Client Follow-up System

    • Q&A Call #7: Creating Proper Expectations During Hiring Process, Navigating Travel/Strategic Retreat with Quadrant 2 in Mind, Handling Last Minute Bookings for Clients, Creating Space for Getting "Caught Up" on Lessons

    • Q&A Call#8: Send Drip Emails to Prospects, Use Videos in Thinkific for Onboarding/Training, Work with Non-Zapier CRM, Guide Inside Sales to Fulfill Responsibilities

    • Q&A Call#9: Reprimanding Staff Member, Client Communication Review ,Meeting Protocol, SOP Document Setup

    • Q&A Call#10: Thinkific & WhatsApp Onboarding, Process Compensation for Hiring Test Projects, Virtual Assistant for Personal Brand ,Logo or Graphic Design

    • Q&A call #11: Maximizing Efficiency: Tips for Navigating Prospect Experience, Auditing Time, and Providing Clear Task Directions + Transformative Conversations

    • Q&A Call: Maximizing Efficiency and Customer Satisfaction: A Comprehensive Guide to Form Apps, Email Automation, Cancellations, Refunds, and the Advanced 3-2-1 Strategy

  • 3

    Bonus Sessions

    • O2O Bonus Session #1: "Leadership Principles" with Mike & Andrew

    • O2O - Bonus Session #2: "5 Keys to Building a Business System" with Cathy Christen

    • 020 Bonus Session #3: "Creating Passive Income Streams" with Kyle Reedstrom

    • 020 Bonus Session #4: "Building a Business to Sell" with John Green

    • O2O Bonus Session #5: "How to Get Approved for Business Credit" with Elijah Cheeks

    • O2O Bonus Session #6: "Leveling Up Your Business with AI & ChatGPT" with Isaiah Sparks McPeak

  • 4

    Program Welcome, Orientation, & FAQs

    • START HERE! - Welcome to Operator to Owner!

    • Orientation: Operator to Owner (recorded May 2, 2023)

    • Orientation: Operator to Owner (recorded Jan 4, 2023)

    • FAQs - How to Take Advantage of Group Sessions

    • FAQs - How to Take Advantage of Private Sessions

    • FAQs - How to Take Advantage of Community Tools