Course curriculum
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1
Lesson Calls
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Lesson #1: How to Work ON the Business Instead of IN the Business
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Lesson #2: Reimagining & Redesigning the Prospect Journey
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Lesson #3: Marketing Best Practices
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Lesson #4: Designing the Ideal Sales Process
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Lesson #5 Client Success Playbook
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Lesson #6: Designing Your Ideal Org. Chart & Defining Roles
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Lesson #7: Job Descriptions, Comp Plans, & Hiring Process
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Lesson #8: Onboarding Optimization & Training Design
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Lesson #9: KPIs, Reporting, & Analytics
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Lesson #10: Creating Your SOPs & Increasing Your Operational Efficiency
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Lesson #11: Designing Packages, Pricing, & Products.
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Lesson #12: P/L Statements, Financial Reports, & Modeling
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2
Q&A Calls
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Q&A Call #1: Setting Up Pipelines in a CRM, Driving Additional Revenue Via Marketing, Creating Filters & Delays in Zapier, and More!
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Q&A Call #2: Managing an inbox, How to structure an offer, Growth within BTR and VA services, and more!
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Q&A Call #3: Tips and Tricks of Standard Operating Procedures, Determining Your Scheduling Software, Enrolling Good Work, Getting Clarity
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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
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Q&A Call #5: Proper Onboarding Process (The Ideal Playbook), Getting Your VAs Involved, Reminder Sequence Mastery, Segmenting Your Contacts, & Managing Notifications
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Q&A Call#6: Auditing Website Communication using AI, Creating Domains for Different Services, Upgrading Client Follow-up System
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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
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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
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Q&A Call#9: Reprimanding Staff Member, Client Communication Review ,Meeting Protocol, SOP Document Setup
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Q&A Call#10: Thinkific & WhatsApp Onboarding, Process Compensation for Hiring Test Projects, Virtual Assistant for Personal Brand ,Logo or Graphic Design
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Q&A call #11: Maximizing Efficiency: Tips for Navigating Prospect Experience, Auditing Time, and Providing Clear Task Directions + Transformative Conversations
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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
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3
Bonus Sessions
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O2O Bonus Session #1: "Leadership Principles" with Mike & Andrew
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O2O - Bonus Session #2: "5 Keys to Building a Business System" with Cathy Christen
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020 Bonus Session #3: "Creating Passive Income Streams" with Kyle Reedstrom
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020 Bonus Session #4: "Building a Business to Sell" with John Green
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O2O Bonus Session #5: "How to Get Approved for Business Credit" with Elijah Cheeks
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O2O Bonus Session #6: "Leveling Up Your Business with AI & ChatGPT" with Isaiah Sparks McPeak
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4
Program Welcome, Orientation, & FAQs
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START HERE! - Welcome to Operator to Owner!
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Orientation: Operator to Owner (recorded May 2, 2023)
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Orientation: Operator to Owner (recorded Jan 4, 2023)
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FAQs - How to Take Advantage of Group Sessions
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FAQs - How to Take Advantage of Private Sessions
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FAQs - How to Take Advantage of Community Tools
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