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VA (Virtual Assistant) Advance MCAT Training

Click Above for 5/30 Grid

IMPORTANT NOTE:  Please go through Phase 1 MCAT Training.  You DO NOT have to go through these training modules unless you are specializing in Area 1: Marketing.  Please verify with your mentor for any questions.  

GETTING STARTED
Phase 1 - Basics in Working with MCAT
MCAT - Admin Overview and Organization - 55 Min
Contact Record-Overview - 10 Min
Contact-Lead Info // KeyInfo1 // KeyInfo2 - 8 Min
Contact-Buckets // Notes 1 // Notes - 8 Min
MCAT - Overview and Basics - 60 Min
MCAT - Contact Search and Add - 8 Min
MCAT - Full System Overview - Technologies - 58 Min
Area 1: Marketing
Phase 2 - Importing
MCAT - 9 min Intro/Overview - 9 Min
MCAT - Download Import Template (Excel / CSV)
MCAT - Importing within System – Excel Databases - 43 Min
MCAT - Importing Session - 35 Min
MCAT - Matt Practices Importing with Diane - 29 Min
Area 1: Marketing - Advanced
Phase 3 - Mass Emailing
MCAT - Box 2 - Develop & Deliver A Message - 47 Min
MCAT - Box 2 - Develop & Deliver A Message - 39 Min
MCAT-Email Overview MCAT-Sending individual emails MCAT-Sending emails to groups of people MCAT-Tracking of emails
Area 2: Pre-Sales
Phase 4 - Groups - This is very useful!! MAKE SURE YOU GO THROUGH ALL OF THEM ASAP TO BE MOST EFFECTIVE!!!
MCAT – Groups – Big Picture - 14 Min
MCAT – Groups – People Tab - 15 Min
MCAT – Groups – Promotion Tab - 20 Min
MCAT – Groups – Marketing Tab - 22 Min
MCAT – Groups – Automated Processes Tab - 19 Min
MCAT - Strategic Strike Basics - 50 Min
.....Follow-up to this training - 110914 - 5 pm (28min) - 29 Min
.....Follow-up to this training - 110914 - 5 pm - 53 Min
MCAT-Follow upon DB import and phone calling - 66 Min
Export to Excel - Opens/Clicks to Google for clients to make phone calls on - 22 Min
Contact-AP's & Attached AP // History // Document Contact-Address // Email // Web Link // Product Contact-Group // Group Tree // Referral Contact-UP/OUT // MiniXray // Promotions Contact-AP's again // Personality Data // Support Data
Area 3: The Sale
Phase 5 - Buckets -
06. MCAT - My Buckets - 39 Min
MCAT - Advanced Buckets - assiging contacts - 12 Min
Using cold - warm - hot buckets / changing descriptions Post emailing/marketing, where do NEW contacts get assigned? Where does one go to get new contacts?
Area 4: Servicing
Phase 6 - Content Creation for Servicing
Developing Strategic Strikes for turning servicing into a profit center
Area 5: Client For Life
Phase 7 - Product Creation
Vision Development - Creating something from nothing
4 Steps To Great Leadership - The Plan
To Organize
MCAT-Follow through training with GingerAnne Collins and Allen Drews - 12 Min
MCAT-My Training
080919 - Welcome and introduction to My Training - 4 Min
080819 - Overview of Expectations for My Training - 52 Min
My Training - Admin Overview & Organization - 55 Min
Mike's training in detail on how to upload and organize info. - 27 Min
My Training - Training Session - Setting up Courses - 44 Min
My Training - Training Session - Creating a Username and Password for Others - 20 Min
My Training- Training Session - Merging Duplicate Records (9 Min)