Course Description

At class, she’ll be teaching you things like how to…

  • Automate scheduling your sales calls, client meetings, coffee chats, so you can spend more time on the calls than in your calendar
  • Systemize answering your emails so you can only answer the emails you NEED to answer
  • Organize scheduling your social media posts so you can look like you’re everywhere while sipping pina coladas on the beach (or couch)

Head Honcho

Jordan Gill

Operations Consultant, Founder and Host of the Systems Saved Me Podcast, Jordan Gill takes pride in saving hours (even days) around time-sucking technology decisions and an untrained team.She has been on the stages of She's Building Her Empire, Creative CEO Conference, Success Without Sacrifice, Blog Like a Boss Brunch, and Vision Casting while also being featured in Belong Magazine!Jordan is known for her buzzworthy client onboarding experience for service-based business owners that only takes 5 minutes!She also teaches her P.R.E. process for onboarding team members to set your team up for success in 30 minutes. No more bad hires!Jordan lives in Dallas and loves to indulge in some true southern bbq.Learn more about Jordan at www.systemssavedme.com

Course curriculum

  • 1

    GETTING STARTED

    • WORKBOOK

    • ANY QUESTIONS?
  • 2

    C.A.L.E.N.D.A.R.

    • INTRO

    • GET ACUITY

    • GET ZOOM

    • VIDEO 1: Choose calendar categories

    • VIDEO 2: Assign appointment types

    • VIDEO 3: List out + input questions for intake forms

    • VIDEO 4: Enter in availability for each appointment type

    • VIDEO 5: Notate emails necessary for reminders

    • VIDEO 6: Determine and place emails into Acuity

    • VIDEO 7: Automate link creation with Zoom

    • VIDEO 8: Redirect to necessary Gmail calendars
  • 3

    I.N.B.O.X.

    • INTRO

    • VIDEO 1: Identify emails + aliases that you need

    • VIDEO 2: Navigate setup of new emails + aliases

    • G Suite + Your Domain Host Connections

    • If you aren't starting a fresh inbox, here's the quickest way to clean it up!

    • Google Admin Tour (including alias setup)

    • VIDEO 3: Build all necessary labels + filters

    • Common Filters File

    • VIDEO 4: Organize all canned responses for automated emails

    • VIDEO 5: eXpress to all parties of updates
  • 4

    S.O.C.I.A.L.

    • INTRO

    • GET SMARTERQUEUE

    • VIDEO 1: Setup your content calendar

    • VIDEO 2: Optimize your post captions

    • VIDEO 3: Create or curate images for your posts

    • VIDEO 4: Insert necessary hashtags

    • VIDEO 5: Add any custom links for measuring

    • VIDEO 6: Leverage automation software
  • 5

    BONUS: Handoff Your Calendar to a VA

    • Instructions

    • WATCH THIS!
  • 6

    BONUS: Handoff Your Inbox to a VA

    • Instructions:

    • WATCH THIS!
  • 7

    BONUS: Batch Like a Boss

    • Batch Like a Boss Prep

    • Batch Like a Boss (Sneak Peek)

    • Template
  • 8

    BONUS: Hire Like a Boss

    • Prep + Upwork Tutorial

    • Template

    • Suggested Tasks for Upwork