Virtual Assistant Case Study: Tech VA
I enjoy helping coaches and course creators do the one thing they dislike, setting up their tech stack because they are great at helping so many people around the world to identify their passion and turn their dreams into reality. A bonus is I have a deep interest in the tech stack and the conversions that go along with it and I like to keep my finger on the pulse of a variety of platforms that support digital businesses, I know the best platforms to host a course, how to deliver the best student onboarding experience and all the elements needed for a successful funnel. I can assess my client’s needs quickly – which a VA who has a different specialisation may not be able to do.
The client
This virtual assistant case study is a consolidation of the work I do and have done with a number of coaches and course creators. Some of them have hundreds of students globally, some only focus on their local country, some train coaches, still some are clients of agencies I work with and others operate in a non-western environment.
For the purposes of this case study all of my clients will remain confidential.
What I Do For Them
Coaches and Course Creators need to create, launch and sell a program to their students in a variety of formats. They can do 1:1 coaching, group coaching, memberships, self-study or a self-liquidating offer.
They need their programs to be profitable, build it once and sell it again and again. There’s a lot that goes into getting students onboarded and consuming a program, especially when there are so many platforms available on the market.
So, my clients ask me to help them with all the moving parts like setting up the course, designing the onboarding process, implementing the best email services provider and integrating it with the course platform, sales funnel, onboarding process and weekly coaching system.
I also help them with finding the right people to hire for graphic design, client success and social media management because I have access to a large network of talented freelancers. In most cases, I will also assist with Facebook Ads as it allows the client to relax as their list grows on autopilot.
Sometimes I am asked for help with search engine optimisation (SEO), migrating a course from one platform to the next, creating a dashboard to track marketing analytics, advice on other tech platforms, etc., other times they would already have all this in place and they’ll want me to audit them.
How What I Do Helps Them
1) Having a 10,000-foot view of all the moving tech pieces as well as a mapping of the customer journey gives them a better understanding of their entire sales funnel. This view helps them to always see why something works or isn’t working anymore.
By having a customer journey map, they can now focus on getting the key messaging across at each stage of the customer journey as well as constantly thinking of ways to increase conversions, even if it’s only by 1%
2) By keeping my finger on the pulse about what’s happening in the world of tech platforms and program delivery, in most cases, I know what the latest technologies are before my client does.
For example, I learned that Facebook groups are no longer as effective as they were in years gone by due to the reach that each post receives. In fact, there are other community building platforms that gets better reach and engagement.
It means that my clients with Facebook groups need to consider their strategy for building a free group and potentially look at a low-cost group membership.
3) By working with clients long term, I know their branding, tech stack, audience, conversion rates and value ladder and how they like to generate income every quarter.
This means that they can give me a tiny brief, at short notice, and I am able to formulate a detailed tech set-up that will help them achieve their revenue goals
4) Because I work a lot with coaches and course creators as a service provider and a consumer of other people’s programs, my clients feel confident that I know what I’m doing
They know that my experience is solid and my suggestions are based on facts, not hearsay. They are relieved to know that they don’t need to become an expert in their tech stack because they hired me to handle this area of their business
5) I’m often asked to evaluate and compare one platform against another one, my clients value my opinion in this area
They will review my rigorous conclusion on their preferred platform, however, my objective analysis will save them hours of running around in circles as well as a lot of money
6) The more I implement tech stacks for clients, the more knowledge and experience I gain in this area. Because I know the key factors that make a successful sales funnel, I can spend more time focusing on getting the best set-up for my clients and their clients
I enjoy setting up and troubleshooting tech stacks for coaches and course creators, so if you are also one or you need help with your tech stack then feel free to book some time in my calendar here.
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