Airtable For Virtual Assistants

From Virtual Assistant to Premium Operations Consultant with Airtable

What you'll learn

A comprehensive understanding of different Airtable field types and their respective functionalities

Proficiency in leveraging Airtable for strategic sales prospecting, including identifying, qualifying, and engaging potential leads

Mastery of Airtable's advanced functionalities, such as calendar and Kanban views, filters, and sorting options, customize their workflow

Competence in creating and managing dynamic content calendars using Airtable

Requirements

Familiarity with spreadsheets would be useful, but not required. Airtable is non-intimidating and has an intuitive user interface

Description

Are you a Virtual Assistant looking to position yourself as a premium Operations Consultant?As part of a boutique Virtual Assistant matchmaking startup, we interviewed 25 virtual assistants and prospective clients and uncovered some overlooked insights.Clients, in some cases, were looking for "problem solvers" to act as their right hand in their business. They appreciated Virtual Assistants who understood various aspects of their business and could help them not just with the completion of tasks, but with the attainment of business objectives.Approximately 40% of Virtual Assistants saw themselves as "Entrepreneurs-in-training" and planned to assist entrepreneurs while building their own businesses and income streams on the side. They saw themselves building their income streams online - be it content-based businesses, or building their own Virtual Assistant agencies (amongst other ideas).Digital Forte prides itself on developing courses that include projects that encourage Virtual Assistants like you to build your own business and income streams online and, in the process develop a knack for problem-solving and business instincts. This is so that you can not only contribute impactfully to the businesses you serve but to support and propel you towards your journey of creating income streams online. In this course "Airtable for Virtual Assistants" we bring you two projects that progressively introduce you to the functionalities available to you on the Airtable platform while introducing you to critical business functions like Prospecting and Documentation Maintenance systems. In the first section, we demonstrate the use of the single select field type and the Gallery View for visual asset management to build a captivating Social Media Content Calendar that doubles up as a collaborative powerhouse for you and your stakeholders. In the second section, we build a Prospecting system on Airtable where we qualify and profile a prospect. Next, we will learn about the rollup and lookup functionality and automation in Airtable. If you're a Virtual Assistant looking to charge higher rates, then adding Airtable to your "tech stack" will give you a formidable edge over other Virtual Assistants.Why Airtable?If you're wondering, why learn yet another platform, there seem to be so many, that's a valid question. Platform overwhelm is a real issue. However, while there are a range of other tools that provide some of the features of Airtable, Airtable's free tier offers a wide range of benefits spanning spreadsheet and database functionalities, tools for effective collaboration, simple automation, and document hosting all of which are hosted on one platform.Demonstrate your prowess over Airtable by completing the projects side by side as you complete the lessons in the course - don't forget to screenshot your progress, or document it with videos. You can share these content assets with prospective clients and pitch them on how you can build similar systems for their businesses.Founders and business owners use Airtable and they will be impressed with a Virtual Assistant who is not only familiar with the platform but knows how to adapt it for various use cases. At the end of this course, armed with this business insight, fluency with Airtable, and practice building your systems, you can position yourself as a "Premium" Virtual Assistant, or an Operations Consultant!

Overview

Section 1: Introduction

Lecture 1 Unlocking Your Potential: Getting the Most from This Course

Lecture 2 Welcome to this course!

Lecture 3 Airtable Account Tiers Explained: Choosing the Right Fit

Lecture 4 Welcome to Airtable Home: Your Command Center Demystified

Lecture 5 Inside Out: Exploring the Depths of an Airtable Base

Section 2: Simple Social Media Content Management System

Lecture 6 Unlocking Social Media Content Calendar Success: Why Airtable Reigns Supreme

Lecture 7 Mastering Choices: Leveraging the Single Select Field Type

Lecture 8 Visual Asset Management: Maximizing the Attachment Field Type for Images"

Lecture 9 Optimizing the Date Field Type for Planning

Lecture 10 Visual Delight: Navigating the Gallery View for Your Content Calendar

Lecture 11 Time Management Made Simple: Maximizing the Calendar View for Content Scheduling

Section 3: A Simple Project Management System in Airtable

Lecture 12 Standard Operating Procedures in Airtable

Lecture 13 What can the Base Guide tell us?

Lecture 14 Development of SOPs: A Comprehensive Project Management System

Lecture 15 Gantt and Timeline Views

Section 4: An easy to use Standard Operating Procedures Repository

Lecture 16 How Airtable can STORE your Documentation (not just link to it)

Lecture 17 Base Guide for the SOP Repository

Lecture 18 The Attachment Field Type (for pdfs)

Lecture 19 Kanban View to view the SOPs

Section 5: A Simple Prospecting System in Airtable

Lecture 20 Exploring the Prospecting System in Detail

Lecture 21 Construct Your Ideal Prospecting System with Field Types

Lecture 22 Optimizing the List View for Streamlined Prospecting and Task Management

Lecture 23 Effortless Communication: Simple Airtable Automation for Email Reminders

Lecture 24 Strategic Training Support: Enhancing Prospecting Efforts with Employee Lookup

Lecture 25 Simplifying Consultant Fee Calculations with Airtable Rollup

Lecture 26 Timely Reminders Made Easy: Streamlining Payments through Automation

Virtual Assistants (VAs) looking to position themselves as premium VAs.,Operational consultants in the virtual assistance and business management space.,Entrepreneurs and solopreneurs seeking to streamline their business processes and improve overall operational efficiency.,Professionals in sales and marketing roles who wish to strengthen systems around prospecting strategies and optimize client acquisition.