Client Success Manager (CSM) Position

General CSM Education

Communication Expectations

Understanding the Client’s Lead Tracker

Understanding the VA Master Tracker

Days & Hours of Operation

Know Your Team’s Responsibilities

Launch Coordinator Training

LinkedIn Leads Virtual Assistant Training (LLVA)

LinkedIn Leads Appointment Maximizer Virtual Assistant Training (AMVA)

Lead Qualifier VA Training (LQ VA)

Generosity Consultant (GC) Training

Complete the Client Portal Course

Know your Products & Client Process for each product

LinkedIn Authority

Business Outsourced Services Specialist

Check In Calls

Pre Check In Call

Recording of a Check In Call

Sample Check In Call Form

Sample Follow up emails - After Check in Calls

LL VA Weekly Review

Guide to VA Review

Contractor Evaluations

Rules of Engagement

The 3 Strikes Rule

JotForm

JotForm Login – Click the bookmark on your Chrome Profile.

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