Call - Edward Isin

Affinity Steps
1 Feb 202410:15

Summary

TLDRIn the transcript, a potential client expresses the need for a virtual assistant (VA) to help manage their workload, particularly for a new podcast and outreach on LinkedIn. They require assistance in organizing tasks and ensuring there's enough work for the VA. The client discusses the VA's role in cold outreach, list management, and data entry using their software system, 'Go High Level'. The service provider offers a team-based approach, a 3-day free trial, and various subscription packages based on hours per month, with the assurance of quality and continuity of service.

Takeaways

  • 🔄 The meeting is about discussing virtual assistant services, initiated by the client's teammate reaching out to the service provider.
  • 🤔 The client is looking for a VA to assist with 15 to 20 hours of work per week and is seeking help in organizing tasks for the VA.
  • 🎙️ The client has started a podcast and requires assistance in connecting with potential guests, specifically through LinkedIn outreach.
  • 📝 The client is interested in the VA handling cold outreach to initiate conversations with interested individuals on LinkedIn.
  • 💼 The client has administrative tasks such as list creation, verification, and data entry that need to be managed by the VA.
  • 🛠️ The client uses a software called 'Go High Level' for their operations and requires the VA to be familiar with it for task management.
  • 📈 The client is a sales trainer and consultant, aiming to build social proof through the podcast by connecting with industry professionals.
  • 📋 The service provider suggests starting with list building and then having the VA reach out to individuals on LinkedIn, with the client taking over once interest is shown.
  • 💬 The VA will also handle sending templated messages and pinging the client when there is a response from a potential guest.
  • 💰 The service provider charges a flat fee of $7 per hour, offering a team management approach ensuring continuity and quality of work.
  • 📅 The service includes a 3-day free trial for the client to assess the quality and quantity of work before committing to a subscription plan.
  • 📦 The service provider offers standard packages of 50, 80, and 160 hours per month, with customization options based on the client's needs.
  • 📝 The client will receive an email with details and packages, and can respond with tasks or list-building requirements to proceed.

Q & A

  • What is the main purpose of the meeting discussed in the transcript?

    -The main purpose of the meeting is to discuss the client's need for a virtual assistant (VA) to help with various tasks, including organizing work and assisting with a new podcast initiative.

  • How many hours per week does the client estimate needing assistance from a VA?

    -The client estimates needing assistance from a VA for approximately 15 to 20 hours a week.

  • What specific tasks does the client want the VA to help with regarding their podcast?

    -The client wants the VA to help with cold outreach to potential guests on LinkedIn, initiating conversations, and scheduling podcast recordings.

  • What other types of tasks is the client considering for the VA to handle?

    -The client is considering tasks such as list creation, data entry, and organizing information within a software system called 'go high level'.

  • What is the name of the software or operating system the client uses for their business operations?

    -The client uses an operating system or software called 'go high level' for their business operations.

  • What is the client's profession or area of expertise?

    -The client is a sales trainer, motivator, and consultant who works with businesses to create sales strategies, recruit people, and run their teams.

  • How does the client plan to build their social proof and attract people from their industry?

    -The client plans to build their social proof and attract people from their industry by conducting a podcast and talking to the right kind of people.

  • What is the proposed solution for the client's need to manage the VA's tasks and outreach?

    -The proposed solution is for the VA to build and verify a list of potential podcast guests, reach out to them on LinkedIn, and then notify the client when someone shows interest for further communication.

  • What is the difference between hiring a VA from Fiverr or Upwork and the service offered by the company in the transcript?

    -The difference is that the company offers a team management approach, where there is a shadow person to perform tasks if the primary VA is on leave, and quality assurance and managers to oversee the work.

  • What are the standard packages offered by the VA service company, and how many hours do they include?

    -The standard packages offered are 50 hours, 80 hours, and 160 hours per month.

  • How does the payment process work for the VA service, and is there a trial period?

    -The client pays upfront for the chosen package, and there is a 3-day free trial period to assess the quality and quantity of the VA's work.

  • What is the next step for the client after the call to start the VA service?

    -The next step is for the client to receive an email with details including packages, and then respond with the tasks or list building they want to start with.

Outlines

00:00

🤝 Introduction and Discussion of Virtual Assistant Services

The speaker begins by apologizing for any confusion and acknowledges the reason for the meeting is to discuss virtual assistant services. They recall that a teammate had contacted the other party regarding this matter. The speaker expresses their need for a virtual assistant (VA) to help with tasks requiring 15 to 20 hours a week. They are seeking assistance not only in hiring a VA but also in organizing the tasks for the VA. The speaker mentions their new podcast and the need to connect with potential guests, indicating that a VA could help with cold outreach via LinkedIn. Additionally, they mention other tasks such as list management, data entry, and using a specific software called 'Go High Level'. The speaker's background as a sales trainer and consultant is highlighted, along with their need to build social proof through the podcast.

05:01

💬 Inquiry About Pricing and Service Structure

The speaker inquires about the pricing model of the virtual assistant services, comparing it with other platforms like Fiverr and Upwork, where VAs can be hired for as low as $5 an hour. The response explains that the company offers a flat fee of $7 an hour, with the added benefit of team management, ensuring continuity even when the primary VA is on leave. The company also emphasizes the quality assurance and management oversight that comes with their service, which differentiates them from individual freelancers. The conversation is interrupted by technical issues with the speaker's connection, but it is resolved, and the discussion continues.

10:01

📅 Starting the Virtual Assistant Service

The company offers a 3-day free trial for the speaker to test the virtual assistant services, allowing them to assign tasks and evaluate the performance. After the trial, they discuss the subscription packages available, which range from 50 to 160 hours per month. The speaker considers the options based on their requirement of approximately 20 hours per week. They agree to start with a package after the trial period and inquire about the onboarding process. The company representative promises to send an email with details, including packages and a questionnaire to help set up the tasks for the virtual assistant.

Mindmap

Keywords

💡Virtual Assistant (VA)

A Virtual Assistant (VA) is a remote professional who provides administrative, technical, or creative support to clients. In the script, the speaker is seeking a VA to assist with various tasks, highlighting the growing trend of outsourcing work to virtual assistants to streamline operations and manage workloads more effectively.

💡Cold Outreach

Cold Outreach refers to the process of initiating contact with potential clients, partners, or connections without any prior relationship. In the context of the video, the speaker wants the VA to help with cold outreach on LinkedIn to connect with people for podcast interviews, demonstrating a common use of VAs in business development and networking.

💡Podcast

A podcast is a digital audio program available for series consumption on the internet. The speaker mentions starting a podcast and needing assistance to schedule interviews with guests, which is a key activity in content creation and thought leadership within a specific industry or niche.

💡LinkedIn

LinkedIn is a professional networking platform used for connecting with other professionals, businesses, and potential clients. The script discusses using LinkedIn for finding and initiating contact with individuals for podcast interviews, showing its utility in professional networking and outreach.

💡Data Entry

Data Entry involves inputting information into a computer system or database. The speaker mentions needing assistance with data entry, which is a common administrative task that VAs can perform to help manage and organize digital records and information.

💡Task Management

Task Management refers to the process of planning, organizing, and tracking tasks to ensure they are completed efficiently. The speaker is looking for help in organizing what the VA will do, indicating the importance of task management in delegating and prioritizing work.

💡Go High Level

Go High Level appears to be a software or operating system mentioned in the script, which the speaker uses for their business operations. The VA is expected to log into this software to assist with organizational tasks, illustrating the role of VAs in integrating with and managing client-specific tools and platforms.

💡Sales Training

Sales Training involves educating and preparing individuals or teams to improve their sales techniques and performance. The speaker identifies as a sales trainer and motivator, which is part of the services they offer to businesses, and a reason for seeking a VA to support their growing business.

💡Social Proof

Social Proof is a psychological phenomenon where people conform to the actions of others under the assumption that those actions are reflective of correct behavior. The speaker aims to build social proof through the podcast by connecting with influential people, which is a strategy to establish credibility and attract an audience.

💡Flat Fee

A flat fee is a fixed amount charged for services, regardless of the time spent or work done. The script mentions a flat fee of $7 per hour for VA services, which provides a clear pricing structure for clients and contrasts with variable rates that might be found on platforms like Fiverr or Upwork.

💡Free Trial

A free trial is a period during which customers can use a product or service without charge to evaluate its suitability. The script offers a 3-day free trial for the VA services, allowing the speaker to test the quality and efficiency of the assistance before committing to a subscription.

Highlights

The meeting is about virtual assistant services to help the speaker with their overwhelming workload.

The speaker needs 15-20 hours of VA support per week and wants help organizing tasks for the assistant.

A podcast has been started by the speaker and they need help connecting with guests to schedule recordings.

The VA will assist with cold outreach on LinkedIn to find interested podcast guests.

The speaker also requires help with busy work like list creation, data entry, and software organization.

The speaker uses a software called 'Go High Level' and needs a VA familiar with the platform.

The speaker's background is in sales training, motivation, and consulting.

Building social proof through the podcast is a key strategy for attracting industry professionals.

The VA will build a list, verify it, and reach out to people on LinkedIn.

The VA will send templated messages and notify the speaker when someone shows interest.

The speaker inquired about the pricing model and compared it to $5/hour VAs on platforms like Fiverr and Upwork.

The company offers a flat fee of $7/hour with the benefit of team management and quality assurance.

The speaker experienced technical difficulties with their video and audio during the call.

A 3-day free trial is offered to test the VA services before committing to a subscription.

There are three standard packages of 50, 80, and 160 hours per month, with customization options.

The speaker plans to start with the 50-hour package after the free trial.

An onboarding process with a questionnaire will be provided post-call to gather task details.

The speaker expressed satisfaction with the service offerings and looks forward to getting started.

Transcripts

play00:02

so I I apologize

play00:05

um I recognize your name what were we

play00:09

meeting about uh so the meeting is about

play00:12

because one of my teammates has reached

play00:15

out to you regarding our virtual

play00:17

assistant Services that's why you have

play00:18

scheduled this call ah yes I remember

play00:22

now I remember now how come I can't see

play00:27

myself that's and never had this happen

play00:32

before nobody about

play00:37

that okay whatever I don't know so uh

play00:41

yeah so I'm I'm looking for a VA to help

play00:44

me uh I need like 15 to 20 hours a week

play00:48

um and I need to figure out a way to

play00:50

kind of structure this to start the

play00:52

process because I'm uh I'm overwhelmed

play00:55

in my mind and I start thinking about it

play00:57

and I'm like I don't want to just hire

play00:59

some somebody and not have 15 to 20

play01:02

hours worth of work for them right so I

play01:04

need a little help not just getting a VA

play01:07

but maybe in just organizing what

play01:09

they're going to do for me so some of

play01:11

the things I'm interested in is this is

play01:16

uh I I need to I I have a podcast that I

play01:21

just started and so I need to connect

play01:24

with people to get them to schedule a

play01:28

time to actually record a podcast with

play01:30

me so I have a list of people that's the

play01:34

kind of person I'm interested in and

play01:37

then I would like to just

play01:39

start uh going through Linkedin to try

play01:41

to find them and get them to start a

play01:44

conversation to to then I don't mind

play01:48

talking to people but I want to talk to

play01:49

people who are interested in what I have

play01:51

to say so if the VA could just help me

play01:54

do some of that cold Outreach that would

play01:56

really be helpful to me so that that's

play01:59

one thing the second thing is there's a

play02:01

group of

play02:03

people

play02:05

um you know there's a bunch of other

play02:07

crap that I have that I'm doing and some

play02:09

of it you know it's just busy work that

play02:12

needs to be done create a list clean a

play02:15

list verify list uh maybe some data

play02:19

entry um I have software that runs

play02:22

everything so somebody to log into that

play02:25

software and help me you know organize

play02:27

some of that that would be that would be

play02:30

good too

play02:32

um the software I use is the uh the

play02:36

operating system that I use is called go

play02:38

high level mhm are you guys familiar

play02:40

with that yep

play02:42

definitely okay

play02:47

good so I have an agency account with

play02:51

them and uh I have three accounts that I

play02:55

run through it for different things so

play02:59

I'm a say sales trainer um and a and a

play03:02

sales motivator um and I and I consult

play03:06

with businesses to create sales

play03:08

strategies uh and uh recruit people and

play03:11

run their teams so that's that's where

play03:13

I'm going and that's all I want to do um

play03:16

I have a lot of experience with that but

play03:19

just getting things started here uh and

play03:22

needing to build social proof and all

play03:23

that kind of stuff so my first my first

play03:26

way to start building up my credentials

play03:28

is to start doing the podcast talking to

play03:30

the right kind of people so that people

play03:32

are attracted to me from that

play03:35

industry yep so definitely so what I'll

play03:38

suggest you is we can start with the

play03:40

list building so uh your VA will build a

play03:43

list you verify the list and then they

play03:46

start uh reaching out to these people on

play03:48

LinkedIn so on your LinkedIn and yeah

play03:51

exactly yes so and whenever somebody

play03:54

says I'm interested in knowing more or

play03:56

talking more then you can take it

play03:58

forward from there

play04:00

that's one thing we can do for you and

play04:02

second thing we can do is uh this person

play04:04

can also send in messages to the like

play04:08

after the cold cold connection they can

play04:10

send a templated message and once they

play04:13

have any response they can just ping you

play04:15

hey please look into this

play04:18

person you're breaking up you're

play04:21

breaking up Sir apologies so uh so uh

play04:25

they can start just emailing these

play04:26

people sending them on the LinkedIn

play04:28

connections

play04:30

once they are Comfort once they once any

play04:33

person has shown any interest then uh

play04:35

you can take it forward from

play04:40

there am I still

play04:43

breaking you're you're not breaking up

play04:45

right now hold on one second I'm sorry

play04:50

Nick can you uh I'm I'm in a call right

play04:54

now on on Zoom can you give me like uh

play04:57

10

play04:58

minutes I call call you

play05:00

back all right thank you all

play05:05

right

play05:07

yep okay that that's that's probably

play05:10

better without the video so you don't

play05:11

skip yep you could turn the video off

play05:14

yep so yeah so let me ask you a question

play05:17

because I've been looking at different

play05:19

people and looking like through Fiverr

play05:22

and up workk and different places and

play05:24

there so I mean there's people out there

play05:27

to do VA work for $5 an hour how do you

play05:29

guys work so we have a flat fee uh that

play05:33

we keep at $7 an hour and the difference

play05:36

between fiber and we run as an company

play05:40

is uh there you just get a

play05:44

person and with us not you just not get

play05:47

a person you get an entire Team

play05:50

Management so if the person is on leave

play05:53

there will be in shadow person that can

play05:55

perform without any break and apart from

play05:59

that that there are qas and managers

play06:01

that look after the quality and

play06:04

quantity so you never have to lose about

play06:07

the the quality of

play06:12

work hey I'm going to I don't know what

play06:15

the problem is but you're still breaking

play06:19

up um let me just check my my network

play06:25

let me do this let me let me do this let

play06:26

me do this I'm going to end the call and

play06:28

just come back in and see if that helps

play06:30

okay yep

play06:58

sure

play07:28

for

play07:49

uh is my voice better now yes it is Sir

play07:52

let's hopefully it stays that way and I

play07:54

figured out why I couldn't see

play07:57

myself that's good so uh and so so yeah

play08:01

so you're going to manage it and you

play08:02

know you guys have some experience

play08:04

that's good so basically I would be able

play08:06

to set things up and you'll make sure

play08:09

that they run yes

play08:12

definitely okay

play08:15

perfect and how do we start yes please

play08:18

go ahead how do we start so we offer you

play08:23

a 3 days of free

play08:27

trial great so you can just drop bunch

play08:30

of task to the VA and they will be able

play08:33

to handle that and once you are

play08:35

comfortable with the numbers quality

play08:38

quantity then we can move to the

play08:41

subscription and we have three standard

play08:44

packages you can also customize the

play08:45

package uh first one is 50 hours of

play08:48

package for the entire

play08:51

month I'm sorry how many hours 50 hours

play08:54

for the

play08:55

month okay and second one is 80 hours

play08:58

for a month

play08:59

month and third one is 160 hours for in

play09:06

month good so if you require like 40

play09:10

hours each week or like you said 20

play09:13

hours each week so it will be around 80

play09:15

hours for a

play09:18

month and then so let's just say um

play09:22

after the 3

play09:24

days um I want to do 50 hours a month 6

play09:29

hour a month whatever do I pay that up

play09:31

front is that how you do it yes

play09:35

okay very

play09:37

good all right uh I would like to start

play09:40

this uh what do you think I need to do

play09:43

do you have some onboarding information

play09:46

a questionnaire or something yes so

play09:48

after this call I'll send you an email

play09:50

with all the basic details including

play09:52

packages and other things and you can

play09:54

just respond back on the same email with

play09:56

the task or the list building that you

play09:58

want to do and then we can take it

play10:01

forward from

play10:02

there fantastic thank you so much H okay

play10:07

thank you nice talking to you have a

play10:09

good day same

play10:13

here

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