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Page 1: YOUR WHY - Skillshare
Page 2: YOUR WHY - Skillshare

YOUR WHY  

I want to become a virtual assistant because:   

©Desire to Done LLC 1 

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YOUR NICHE  

Answer the questions on the next few pages, go through the Software Knowledge section, and then summarize your niche.  What do people ask you to do because you’re so good at it?  This can be anything personal or business-related.  

          

 

What do you enjoy doing in your free time?  Again, this can be anything personal or business-related.   

          

 

What do you like to study in your free time?  What do you enjoy learning? What types of books or online courses do you purchase?   

          

 

 

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What would you do if you didn’t have to work?  Let’s say you have all the money you’ll ever need. What would you do after you were bored with sitting on the beach every day for a month? How would you fill the time each day to feel fulfilled?   

          

 

 

What sort of things do people know less about than you?  You don’t necessarily need to know everything about a particular skill in order to help someone. What do you know more about than the average person? What sort of programs or software do you know how to use better than most people?   

          

 What do you enjoy talking about?  What gets you fired up in a good way when you talk about it?   

          

 

 

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What do you like to give advice about?  What kind of advice do people come to you for? What kind of advice do you like to give, whether people want to hear it or not?   

        

What type of skills would you like to learn?  If you could learn anything you wanted, what would you learn?   

        

Think about your current and past jobs. What skills did you learn at each one?   

        

 What did you enjoy about each job?   

        

 

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SOFTWARE KNOWLEDGE What type of software are you familiar with?   Web Design (WordPress, Squarespace, Wix, Divi, Beaver Builder, Elementor, Genesis)  

       

 DESIGN (Photoshop, Illustrator, InDesign, Procreate, Canva, Picmonkey)  

       

 VIDEO EDITING (Audacity, YouTube, iMovie, Final Cut, Adobe Premiere)  

       

 SOCIAL MEDIA (FB, FB Ads, Instagram, Instagram Ads, Pinterest, Promoted Pins, Tailwind, YouTube, Buffer, Later, Hootsuite)  

       

 

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NEWSLETTER SOFTWARE (ConvertKit, MailerLite, MailChimp, ActiveCampaign, Keap, Flodesk)  

       

 E-COMMERCE TOOLS (Woocommerce, Teachable, Thinkific, Gumroad, Send Owl, Etsy, Shopify, Kajabi, LeadPages, MemberPress)  

       

 

 OFFICE PRODUCTIVITY (Word, Excel, PowerPoint, Google Docs, Google Sheets, Google Slides, Apple Pages, Apple Keynote, Apple Numbers)   

       

 PROJECT MANAGEMENT (ClickUp, Asana, Trello, Teamwork Projects)  

       

 

   

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DOCUMENT STORAGE (Dropbox, Google Drive, Evernote, Box)  

       

 

 SURVEY FORMS (Typeform, Google Forms, Gravity Forms, Survey Monkey, Jot Forms) 

 

       

 

 ACCOUNTING/BOOKKEEPING (Quickbooks, Freshbooks)  

       

 ANALYTICS/ SEO TOOLS (Google Analytics, Yoast SEO, Keyword Tool)  

       

      

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WEBINAR SOFTWARE (Zoom, GoToWebinar, WebinarJam, EasyWebinar)  

       

 

 AUTOMATION TOOLS (Zapier, Dubsado, IFTTT)  

       

 ANY OTHERS? 

       

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NARROW IT DOWN Take a look at your answers. What do you notice? What skills are showing up repeatedly? What do you feel excited about? What doesn’t feel exciting to you? What would you like to offer clients as a service?   Jot down your findings below.   

               

 

 

YOUR MAGIC POTION  What makes you, you? What comes naturally to you that doesn’t normally to others? The things that are easy for you are your gifts. And these gifts will help you stand out. Ask a friend if you’re having a hard time with this question. 

               

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YOUR IDEAL CLIENT What type of professional(s) would you like to work with?    

Health Coaches Business Coaches Life Coaches Fitness Instructors Speakers Authors Publishers Event Planners Wedding Planners Graphic Designers Website Designers Photographers Artists Musicians Fashion Stylists Teachers  

Bloggers Podcasters YouTubers Marketers Psychics Celebrities Doctors Holistic Healers Realtors Accountants Lawyers Dog Groomers Massage Therapists Hair Stylists Nail Artists Online Magazines  

 

 

 Thinking about all the jobs you’ve had, who did you enjoy working with and why?   

             

 

   

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What kinds of traits do you love about your friends?  Think about your friends and why you love hanging out with them. What makes them special?   

          

 What does your ideal client like to do in his or her free time?   

          

  What brings joy to their lives? What do they like to do when they’re not working?  

          

        

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What’s their age?   

  

 What’s their gender or pronoun?   

  

 Where do they live?  

  

 Are they married? Do they have kids? Pets?  

  

What’s their yearly income?  

  

 What type of music do they listen to?   

          

   

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What types of T.V. shows and movies do they enjoy?   

         

 What types of blogs or magazines do they read?   

         

 What do they Google (personal and business)?  

         

 

What do they struggle with in life and business?   

         

 

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Where do they hang out online?   

         

 Do they prefer a certain social media site? Are they in any Facebook groups? Are they in any forums?   

         

 Where do they hang out offline?   

         

 Are there any events they like to go to? Are they a part of any clubs or activities?  

          

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What are they overwhelmed with within their business?   

          

How can you help them reduce this overwhelm?   

          

  List 5 reasons why they want to work with you.  What do you have that they desperately need from you? What do they love about your personality? Why might they pick you over another VA?   1.  2.  3.  4.  5.      

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Take a look at your answers & sum up your ideal client in one paragraph:   

                 

 YOUR NOT-SO-IDEAL CLIENT   By now you should have a pretty clear vision of who you want to work with. Now, let’s take it a step further and figure out your not-so-ideal clients.   Thinking back again at all the jobs you’ve had, who did you NOT like working with and why?   

                 

 

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What sort of traits will you not put up with when working with a client?  Negative attitude? Always in a rush? Doesn’t answer emails? List ‘em here.   

               

 Sum up your not-so-ideal client in one paragraph:   

               

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YOUR SERVICES On the following pages, you’ll find some service ideas to inspire you. Jot down any notes in the boxes.  

ADMIN  

 

● Creating and updating databases ● Data entry ● Forum and Facebook group monitoring ● Managing email inboxes (setting up labels, folders, filters, and handling responses) ● Customer service through chat, phone or email ● Gathering testimonials ● Creating slides for webinars, courses, or events ● Creating spreadsheets ● Ordering supplies ● Answering phone calls ● Purchasing, packaging, and sending gifts to clients ● Writing and sending thank you’s ● Setting up, formatting, and sending newsletters ● Writing job listings and managing resumes 

 

                       

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TECHNICAL  

● Website backup and security ● Formatting blog articles ● Editing and uploading videos ● Setting up and managing webinars and podcasts ● Editing and formatting audio ● Installing and updating plugins on WordPress sites ● Setting up shopping carts ● Troubleshooting, IT support ● Setting up digital product delivery systems using Gumroad, SendOwl, or other 

software ● Updating websites ● Setting up affiliate programs ● Google Analytics, social media analytics ● Setting up membership sites on WordPress or Kajabi ● Setting up online courses on Teachable or Thinkific 

 

                       

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BOOKKEEPING 

● Basic accounting ● Handling invoices ● Collection calls 

 

         

CALENDAR MANAGEMENT 

● Event coordination such as finding venues and vendors, handling logistics, etc. ● Managing calendars and scheduling ● Setting appointments ● Making travel arrangements 

 

         

COACHING 

● Business strategy ● Brainstorming ● Accountability 

 

         

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TRANSCRIPTION 

● Typing up notes ● Transcribing videos, phone calls, interviews, and audios ● Minute taking in meetings ● Gathering testimonials ● Translations 

 

          

CREATIVE

● Creating graphics for websites and social media ● Ebook editing and formatting ● Creating logos and banners ● Web design ● Photography for websites and social media ● Gathering stock images for promotional materials ● Creating slides for webinars and presentations ● Design business cards, flyers, brochures, menus 

 

                   

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RESEARCH 

● Online research for things like affiliate programs, ways to solve a problem, joint ventures, ideas, etc. 

● Researching PR opportunities ● Researching suppliers and products ● Market research 

 

       

MARKETING 

● Creating and scheduling social media content ● Managing social media accounts ● Creating social media content from existing content like videos, articles, and 

interviews ● Creating Pins for Pinterest ● Pinterest strategy and management ● Creating and managing ads on Facebook, Twitter, Google, Pinterest, Instagram ● Promoting webinars and podcasts ● Promoting live events ● Creating sales pages, squeeze pages, pop-ups, etc. ● SEO and keyword research ● Preparing and distributing press releases ● Arranging interviews with the media ● Researching PR opportunities like guest blogging, interviews, speaking events, etc. 

 

            

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CONTENT WRITING ● Social media content creating and scheduling ● Creating social media content from existing content like videos, articles, and 

interviews ● Creating, editing, and formatting templates or guides ● Formatting and editing transcriptions to create articles, blog posts, course content, 

ebook content, etc. ● Content writing ● Proofreading ● Ghostwriting ● Preparing and distributing press releases ● Writing job listings ● Copywriting ● Creating surveys ● Webinar management ● Creating slides ● Automating emails ● Writing descriptions for Etsy listings or online shops 

 

                           

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ONLINE BUSINESS MANAGER 

● Managing day-to-day projects ● Hiring and training teams ● Writing SOP’s (Standard Operating Procedures) ● Metrics ● Streamlining systems and processes ● Organizing projects, Google Drive, etc. ● Automating systems and processes 

 

          

PROJECT MANAGEMENT

● Managing product launches ● Managing day-to-day tasks ● Training and overseeing a team ● Automating systems and processes ● Streamlining systems and processes ● Assigning tasks to team members ● Creating an editorial calendar and blog post ideas 

 

          

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ANY OTHER SERVICES YOU CAN THINK OF?  

          

Now, look through the offerings you chose and jot down your ideas.   You can mix and match these services in any way you like! You can pick one type of service to offer or combine a bunch of them into a unique package that your ideal client will love. Or, you can even just list the type of services you offer and let your clients choose which ones fit their business needs.  Stumped? Check out the following package ideas (pick and choose what you want to offer within each section).   

 Social Media Manager focuses on creating and scheduling content for social media 

● Sharing blog posts, services/products ● Curating content to share ● Scheduling Facebook, Twitter, Instagram ● Pinterest Management ● Setting up social media accounts ● Setting up social media management accounts like Buffer, Tailwind, Later, 

Hootsuite ● Managing Facebook groups ● Creating graphics for posts ● Running ads on Facebook, Pinterest, Instagram ● Social media strategy ● Analytics 

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Blogger’s Assistant formats blog posts and shares them in newsletters and on social media 

● Proofreading and editing blog posts ● Uploading and formatting blog posts on websites ● SEO’ing blog posts ● Sourcing or creating graphics for blogs and social media ● Updating website plugins ● Formatting and sending newsletters ● Sharing blog posts on social media ● Finding guest posting and PR opportunities  

Creative Writer helps entrepreneurs proof, edit, and write content 

● Writing content for blog posts, ebooks, books, courses, social media ● Repurposing content in new ways (turning a video into a blog post, etc.) ● Proofreading and editing blog posts, ebooks, books, courses, documents ● Writing, formatting, and sending newsletters ● Writing copy for sales and website pages ● Researching topics 

 

Email Marketing Guru creates email opt-in forms, newsletters, and email funnels 

● Creating newsletter opt-in forms ● Setting up email accounts, like ConvertKit or MailChimp ● Creating newsletter templates ● Formatting and sending newsletters ● Setting up email funnels and automation

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Creative Genius designs graphics for blogs, websites, social media, etc. 

● Creating blog post graphics  ● Creating Pinterest pins ● Creating Facebook and Instagram graphics ● Creating website graphics ● Designing ebooks, workbooks, email freebies ● Designing digital magazines 

 Affiliate Manager helps bloggers make money through affiliate programs 

● Finding and signing up for affiliate programs ● Keeping track of and organizing affiliate details ● Creating pretty links for affiliate links ● Adding links to blog posts ● Creating gift guides ● Gathering monthly analytics 

 Your Ideas  

                     

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PRICE YOUR SERVICES In the next few pages, you’ll find the four different pricing strategies. Brainstorm some ways you could use each system to price your offerings.    

HOURLY RATE  What would you like your hourly rate to be?   

 

 What types of services could you offer at this rate?   

          

How many hours would you like to offer in a pack? (You can offer a variety. For instance, a pack of 5, 10 or 15).   

 

 How much will you need to charge for each pack of hours? (Your hourly rate multiplied by the number of hours in a package).  

 

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PROJECT RATE  

What would you like your hourly rate to be?   

 

 Which services could you offer at this rate?   

 

About how long would each of those services take to complete?   

 

How much do you need to charge for each service? (Your hourly rate multiplied by the number of hours to complete the service.) Consider adding a little extra too.  

 

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PACKAGE RATE  

What would you like your hourly rate to be?   

 

 Which services could you offer at this rate?   

         

About how long would each of those services take to complete?   

         

How much do you need to charge for each package? (Your hourly rate multiplied by the number of hours to complete each of the services). Consider adding a little extra too.  

        

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RETAINER RATE  

What would you like your hourly rate to be?   

 

 Which services could you offer at this rate?   

          

How many hours would you like to offer each client in a month?   

 

How much will your monthly rate need to be? (Your hourly rate multiplied by the number of hours in a month).  

        

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SUMMARY 

Sum up your ideal client, your services, and how much your services cost. Then share this page in the project section of the Skillshare class. You can upload a picture, screenshot, or write your summary out.   

MY IDEAL CLIENT IS  

 

 MY SERVICES AND HOW MUCH I’LL CHARGE FOR THEM  

 

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