Tag Archives: Virtual Assistant

Six Easy Steps to Becoming a Virtual Assistant

First you might ask what a virtual assistant is. Well let me enlighten you, a virtual assistant provides services to individuals, organizations, or companies, but he or she works online and remotely instead of going into an office. It allows you to live life on your terms. May entrepreneurs have realized the growing demand for a virtual assistant. You are able to set your own hours, goals, and priorities. You have flexible hours which truly is great when “life happens.” You have no commute, well aside from getting your coffee and walking down the hall to your office. You determine who you work with, and you get to meet and interact with some incredible people as you develop their business and client base. I could go on and on about the incredible perks of being a virtual assistant. But how do you become one? Let me share our Six Easy Steps with you.

Plan Your Business

This is the basic first step to making yourself a legitimate business. You need to know if you are going to be a sole-proprietor or an LLC, or something else. Most virtual assistants run an LLC. You need to make sure you have all your ducks in a row for your accounting and banking and have the general setup for legal requirements in your area. Go do the research. Develop your business plan and model. Get your business license and start diving in.

Decide What to Charge

This is likely the first question anyone is going to ask you. This is a very personal step that you have to be confidant in and fair. You are running the business and you are in charge. Don’t be ashamed or apologetic about people paying you to provide your services. You can charge by the hour, by the project, or have retained rates or even a combination of them.

Define Your Services and Keep Learning

You have to know what you are going to sell. What are you good at and what do you have to offer people. Once you know what your business is there for, you can learn more and expand your services. I cannot tell you how important it is that you keep learning and stay on top of new developments not only in your industry but with new technology and ways to work. If you keep your skills up to date then you’ll have a more varied ad valuable skill set and will be worth more money. Plus, there is always something to learn and keep learning within the virtual assistant world.

Get a Website

This is a no-brainer. In a world that revolves around technology and as a virtual assistant people need to be able to find you. This allows you to display yourself in a professional appearance, and gives you a chance to highlight your skills and an opportunity to display yourself in a more professional appearance.

Get Involved in Social Media

Social media is a common task you will likely be asked to help with or a service you want to offer. Join the groups, get in the conversations. There are some great virtual assistant groups out there to get to know. You can check out mine as well- Hell Yes Biz. As a virtual assistant you should submerge yourself in the latest trends of Facebook, Twitter, Pinterest, Periscope, YouTube, Instagram, Blab, Google +, and so many more. Relationships are key, being involved in social media with your peers is one of the best ways to find clients and network.

Work for a VA Service

You need experience. If you are just getting started it can be tough trying to find clients, but consider working for a company that matches VA’s with clients. This is proven to be helpful again when you are just starting out and have not established your cliental base quiet yet. This can also go with working along with other VA’s. Checking out their website, seeing what they offer and get an idea of how it might work for you. Remember those groups you joined, make sure you connect with people in there. They may have some great recommendations for you.

Summary

Figure out what you are good at and what you enjoy. Notice how I said good, and not best at. The important thing is you have skills that your clients need and are willing to pay for, don’t doubt yourself. Becoming a VA allows you so much freedom and flexibility within your day to day life, who you work with, what you day looks like, when you are available when you are not. I love what I do. Make sure you do too! For more information or help getting started contact me today!

3 Tools for Virtual Assistant’s to Send a Contract

Isn’t it exciting?! Whether it is your first or 100^th client it always feels good to get that relationship started. You know you sealed the deal when that contract is signed.

Although a contract won’t always prevent a client from reneging on your agreement, it definitely helps to prevent any confusion as to what you have been hired to do. This not only helps cover you but it also protects them. This can be anything from timeframes, your payment agreements, what your fee does and does not include as well as defining confidentiality. Having a contract is a concrete way for you, or your client, to review the original agreements if there is ever a misunderstanding or need for clarification.

So how do you have someone sign something if they are thousand miles away? What if you need it in a timely manner? There are several great tools out there to send contracts. Here are a couple that we would recommend.

E-Signature

E-Signature is an easy-to-use tool that brings a multitude of benefits to businesses and consumers. This software enables users to fill out and sign documents online, from your home, office, or using any web browser. This saves time, helps with the efficiency, limits the paper trail, saves your money and hassle on postage, and protects security and privacy, and so many other benefits. This can be anything from a contract, non-disclosure agreements, employment applications, forms, to dozens of other business documents. It is a simple upload and send to your new client.

Hello Sign

HelloSign allows you to sign documents, request signatures from up to 20 different people, and once the document is fully executed, everyone gets a copy delivered to their inbox. This is one of the best if you need multiple people in different locations to sign. You are able to see and track your document progress with status notifications that keep you in the loop. They have a team management tool that allows you to add professional touches such as branding, a logo, taglines and so much more. To keep documents safe, secure, and private, they use SSL encryption during the transit. So there is nothing to worry about except how to knock the socks off your new clients.

Right Signature

right-signature Right Signature enables you to close more deals in less time, reduce paper and in expenses, avoid fax (who faxes anymore!) hassles, cut cycle time from weeks to just a few hours. This allows you to create a robust digital professional document. With its easy-to-use design, it allows you to fill out the form and sign with a handwritten mouse signature, mobile signature, self-service documents, reusable templates and much more.

You can see that the main idea between all of these services really is the same. You can see which one fits your needs best. These are just a few of many tools you should implement to your business for your protection as well as your clients. Not only does it make you look professional, but the contract is a key to your safety as a new business owner. These resources allow you to send your contracts or terms and conditions to clients all around the world, so set your sights high. When you take your business seriously others will as well.

Onboarding your First Virtual Assistant Client

Congratulations on landing that first client! Now what do you do with her? Good question. It is smart for a virtual assistant to have a systematic approach to how he or she handles clients. Make sure you have everything set up in a way you feel comfortable and can explain the process to a new client who may be working with a virtual assistant for the first time.

Get to know your client. I have a profile sheet that I have all my clients fill out. It helps me get to know what they like, how they communicate, and all the details I need to do my job. I need to really know their business. This profile sheet helps me get to know clients business, how to access their account (passwords and login info sheet)

Assess the client’s assets. One of the most critical parts of your onboarding process is assessing your new clients existing campaigns. You’ll be able to get a good understating of what they do and do not have in place. The more prospects you work with, the more you’ll realize every client is different. Despite if they are in the same area of work, each one is at a different point in their maturity continuum, and they each have a wide range of assets to work with. You will want to make sure you have ALL access necessary to review their assets. This gives you a great chance to test those passwords and access. Organization is going to be key, but making a list of everything you find, both positive and negative will lead to opportunities for improvement (think upsells in the future). When you are able to review your findings, look for opportunities to position yourself as an expert.

Schedule a kick-off call. This could be a great platform for you to give a good first impression. It is important for you and your team to come across as experts and confident. You want your clients do feel confident not only with you but with the team as well. This call is a great time to review whatever package or service they have purchased now that you have had a chance to really dive in to their assets. Make sure you have any clarifying questions answered and information available. Tell the client what to expect from you and what you expect from her.

Get to work. Usually now is when you can really start to dive in and show your client how awesome you are. Here is where I will remind you to under promise and over deliver. Do not over extend yourself, and deliver on what you promise.

Check in call. Working remotely can make a relationship a little harder to develop. This just means you have to put effort in to making sure the client is happy and loving what you do. This call is designed to be a one-on-one conversation between you as the VA and the primary decision maker. You want to make sure you are able to talk too and are comfortable and have established with the person who is cutting the checks. Schedule this call with the purpose to gather feedback on the engagement and relationship thus far. Make sure you stay connected.

Business is human. People want to do business with people. Having a system in place will give you confidence, knowing you have a strong foundation supporting you; this will help put your clients at ease and make them more comfortable. Remember, by setting aside time to work on your business and create documented systems and processes, you are not only improving your business, but you are growing and importing as a service provider.

3 Ways for a Virtual Assistant to Get Clients

Woohoo! Congratulations on deciding to take the first big leap in starting your business. Now that you are all set and ready to go, it is time to get to work. What wait? You don’t have a client? No worries. We all start at that scary place of I really want to do this, but how do I get started? Here are my three favorite tips for new virtual assistants to get clients to start rolling through the door.

Freelance Sites

You want work? Go to the places where works is listed. There are many places that allow people to publish jobs they need someone to help them with. It may not always been the ideal position, but it does get some income rolling through the door and helps you build a little bit of a reputation. The best part, when you land that first small project, you can build that relationship for when they need more work, they know they can contact you directly to see if you are available. Check out some places like Upwork, PeoplePerHour, or 99Designs. Each freelance site has a bit more of a specialty focus, so shop around for what you have to offer.

Subcontract

Look in to other VA groups or agencies. There are many virtual assistants out there. Connect with them and start talking. Find out who is busy and if you might be a good fit to help support their business for a while. If you can take some tasks off someone else’s plate it will help build a solid relationship while you have more time to get your name out there. Remember, this may mean you might be making less that what you would originally charge. Be open to the opportunities.

Advertise

I know this sees a little cliché, but if people don’t know what you have to sell or market, how do you really expect them to buy it? If you have a specific clientele you are looking for, go talk to them. Send them some material about what you can offer. Being a virtual assistant can be a low overhead business, but don’t make me say it…you got to spend a little money to…well you know!

Make sure you have a website so you have somewhere for people to do their research on you. It is your business foundation and a lot of times it is the first impression to potential clients-make it a good one!

There are many ways you can advertise. Start with Facebook and Google Adwords and see your results.

Bonus tip—Don’t be afraid to use your network. Letting family and friends know what you are doing and letting them help make connections is the way many people start out. Once you have established yourself a bit this network is also great to have word of mouth start. The best advertisement is a happy client, so don’t be discouraged if you make some sacrifices in your pricing or other aspects at first. When those referrals start rolling in and people are seeking you out, you can really start to shine as the professional you are.

If you’re ready to seek clients, but could use some guidance, we’re here for you! We can assist with any aspect of business building and strategy. Simply shoot us an email or give us a call today.

6 Best Practices When Working with a Virtual Assistant for the First Time

Have you been thinking about hiring a Virtual Assistant? Are you at the beginning stages of exploring the idea of expanding your team to help run your business online? In this week’s blog, Jessica Granish, leading expert in the Virtual Assistant industry offers some sage advice on this very topic. Jessica has 13 years of experience in creative, social and technical Virtual Assistant tasks. Jessica helps heart-center and conscious business owners put all the pieces together for their business to run like a well-oiled machine in an online environment. She also is a Virtual Assistant trainer, as well as thought leader that educate online business owners about the power of delegation and how to successfully and efficiently build a team that is in alignment with your core values and in turn creating authenticity and trust for a long lasting partnership. In a nutshell, Jessica, helps you gets sh*t done so you can focus and shine in your zone of genius.

Start thinking about expanding and getting assistance now: One of the biggest frustrations I hear from business owners is that they wish they would have hired someone sooner…or at least started the process sooner. It is daunting and overwhelming when your to-do list becomes a mile long. Get ahead of the curve; don’t let the stacks of tasks pile up. Don’t fall victim to being a prisoner in your own business where it stops you dead in your tracks. You know that feeling of being so overwhelmed that you just take a nap!? Try not to get to that space. A Virtual Assistant is there to help create less stress and more time for you to focus on your passion, you know, the whole reason why you went into business for yourself to begin with. All seasoned and reliable Virtual Assistants have processes and procedures to bring you on board with ease. You should feel like the weight of the world has been lifted from your shoulders when you start with your perfect VA.
Don’t feel like you have to hand everything off all at once: It may feel like you are handing the keys to your empire over and for some that might be scary. You and your awesome new VA should work together to identify and prioritize the most important tasks. I suggest starting at a foundational level. This is so that your business is sturdy and strong. You don’t want to play a game of Jenga with your business. In many cases, people don’t even know where to start with delegation. If you are one of those business owners who have no idea where to even start, I suggest using a great tool that I built called the “Delegator”. It is a way to help identify where delegation could help with your sanity. You can access the form here >>> https://www.alpinesbsolutions.com/the-delegator/
Let go of the negative mindset: I realize delegation can seem hard at first. I teach this and can get in the same mindset that many have. You know that negative mindset of, “I want to save money, so I will do it myself”, or “if it is going to get done right, I should do it myself”, or “it is going to take too long to bring someone on board and teach them the ropes”. Don’t fall victim to these statements. Growth is all about letting go of those blocks. The art of delegation comes with great rewards that you will soon realize and will look back and wonder why you didn’t seek support sooner.
Focus on your zone of genius and let your Virtual Assistant focus on theirs: If you are just starting out with building your online presence you will find yourself inundated with new tools and terminology to help run your business in an online environment. This can seem daunting and can be extremely overwhelming and time consuming. You don’t need to know how to do everything to be successful. Being able to let go, release and trust in the ninja like skills of your Virtual Assistant, can change your entire business in a very positive and wonderful way.
Make sure that your Virtual Assistant matches your core values: This is one of the most important things that a successful and long term Virtual Assistant relationships can have in my opinion. If your core values are in alignment everything else just flows so much easier. You can usually tell on the initial conversation with a VA if the synergy is there or not. I suggest to all my clients that you don’t focus on all business in your initial conversations. It is super valuable to talk openly about what makes you both burn with passion inside as well. You can learn quite a bit from digging deeper and creating a more personal connection too. Now, don’t get me wrong, passion is important, but their credentials are extremely important too. A nice balance is a wonderful way of matching core values. Having this alignment with your Virtual Assistant will in turn create authenticity and trust. It is a beautiful thing.
Communication is key: Need I say more? All great relationships let it be professionally or personally start with great communication. Creating expectations and sharing your communication style is super important. When starting your business you will want to set those expectations with your clients, your vendors and your team. Communication is a foundational piece to building authenticity and trust as you grow and expand in your zone of genius.

I hope that this was helpful for someone reading this that may be on the fence. I also just released a new blog recently titled” 5 Reasons Why Hiring a Team Will Cost Less Than Doing Everything Yourself”

Check it out, if you want to continue to explore and educating yourself on building a team you can also check out https://www.alpinesbsolutions.com/hiring-a-team-biz/, another blog on the site that goes a little deeper into the topic.

If you are ready to take your business to the next level, for a limited time, Jessica has opened her calendar to discuss your exact needs. If you would like to take advantage of her 30-minute no cost, no obligation consultation, please fill out the intake form and schedule your call today. https://www.alpinesbsolutions.com/contact/questionnaire/

How Do I Structure My Virtual Assistant Business?

There are many steps when starting a business. It can be overwhelming and scary at first. But you know that you want to start out on the right, legal foot. Some new virtual assistants start out not taking their business serious. If you want to be looked at as reputable, you have to walk the walk.

Every business, big or small, home based or not needs some form of business license to be authentic. You will also want to make sure you set up a business bank account and keep your finances separate. Rules and regulations vary depending on individual state laws, so make sure you research your area. It is very important you are clean on the type of business you have, or the one you hope to build in the future. This will help determine a lot of the legal steps you’ll need to peruse, since there are different types of license and permits. The Small Business Administration is a great resource to help build your business plan. Then you can start to implement those business plans.

So let’s start with the basics. Most virtual assistants operate their business as a sole proprietor or and LLC.

What is the difference between an LLC and a Sole Proprietorship?

As a business owner you will need to determine which way you want to drive your business. In a sole proprietorship the owner is personally responsible for business debts. If the assets of the sole proprietorship or partnership cannot satisfy the debt, creditors can go after the owner’s personal bank account, house, etc., to make up the difference.

By contrast, if an LLC runs out of funds, or is in other legal trouble, the owners are usually held liable. As an LLC owner, you are mainly putting your financial contribution to your LLC, not your other personal assets, on the line. However, as an LLC owner, you may still be personally liable for your own conduct or LLC loans in some cases. You will want to make sure you fully research how these different set ups can impact your personal financial needs.

Taxes

This is a huge portion of what you need to remember if being a virtual assistant or contractor is new to you. Taxes and business expenses are some of the “perks” that come with being the boss. Make sure you are saving and planning on a percentage of your earnings going to taxes. You will also want to make sure you look at all your business expenses, such as printer ink, website hosting, business cards, telephone cost, internet cost, etc., and keep records of them all. You may want to consult with your accountant on any procedures you are unsure of.

There are other business structures that may be a better fit, but these are the typical two that new virtual assistants start out with. Remember to reach out to your community, mentors, and support people to ask any questions.

There are several monotonous and tedious steps you will need to complete before starting your business that are important for the growth and wellbeing of your business, but revel and enjoy this planning time. Following your dreams and chasing a goal are exciting and rewarding ventures. You get to make your business what you want it to be. Enjoy the ride.

9 Brain Foods That Will Improve Your Productivity at Work

Did you know that the foods you eat could have a significant impact on your brain and motivation? Eating the right foods throughout the day can increase brainpower, motivation and overall productivity by 20%. I know it may not seem like much, but it is a significant increase! If you’ve noticed you’ve been a little more sluggish at work lately, consider adding these superfoods to your daily diet. I’ve also included a couple simple recipes that combines these super foods together!

Eggs

Eggs are one of the best nutritional foods you can eat. Eggs are high in choline, which is a nutrient that studies have shown to improve memory. Eggs sell a variety of vitamins but most notably B5 and B12. These vitamins release energy from food and assist with brain nervous system function. Eggs also have vitamin A which plays a critical role in maintaining healthy vision, neurological function, healthy skin, and more.

As if eggs couldn’t seem more nutritionally rich, they are an excellent source of protein that can help sustain energy levels and stave off hunger throughout the day.

Greek Yogurt

All yogurts are excellent sources of calcium, potassium, protein, zinc, and vitamins B6 and B12. However Greek yogurt contains probiotic cultures and is lower in lactose and has twice the protein content of regular yogurts. Additionally, in a small study, researchers at UCLA found that eating probiotic yogurt twice a day can reduce activity in the part of your brain that registers pain and emotion. Scientists have also begun to draw links between consuming probiotics and thinking fewer sad thoughts

Salmon

Fatty fishes are excellent for promoting productivity! Salmon, however, is the best of them all. Salmon has high omega-3 fatty acids content, which is useful for improving memory and mental performance. These fatty acids can help depression and fatigue, which can both inhibit productivity immensely. Fish has also been proven to improve concentration and your overall mood. Other fatty fish include trout, mackerel, herring, sardines, pilchards, and kipper. Although eating freshly prepared fish is the best method, a fish oil supplement can be taken to achieve a similar result.

Raw Almonds

Raw almonds are among the healthiest of tree nuts. Almonds rank highest in protein, fiber, calcium, vitamin E, riboflavin and niacin content. The fiber, protein and fat content of almonds means it only takes a handful to keep you feeling full and satisfied to hold you over until lunch time! Why raw almonds? Both raw and roasted almonds pack a high dose of nutrients and minerals. However, raw almonds have more naturally occurring beneficial fats—which are lost in the roasting process.

Avocado

Avocados are a natural stimulant for promoting blood flow. Consistent blood flow through your heart and brain fires up your brain cells. This is another healthy, fiber packed fat that improves your overall focus. The best part? There’s so many delicious ways to prepare an avocado but their buttery flavor is amazing on their own!

Blueberries

Antioxidant-rich foods are exceptional for increasing memory. Not only will blueberries help your brain function in the workplace today, it will help to prevent Alzheimer’s and Parkinson’s in the future. The antioxidants in blueberries stimulate the flow of blood and oxygen to the brain – and keeps the mind fresh. Generally, the darker the berry is, the higher antioxidant property it contains, which means more productivity-boosting ingredients.

Matcha Green Tea

Green tea is a natural energy enhancer and it comes without the negative side effects of other energy sources, such as the caffeine crash you get from coffee or energy drinks. However, the best (and more delicious) way to consume green tea is Matcha. Matcha is unique because it’s the entire leaf ground into a fine powder then made into a creamy tea, whereas other teas the leaves are steeped in hot water. By consuming the leaf as a whole, it provides fiber and polyphenols, a family of powerful antioxidants. It’s also a lot tastier—green tea ice cream is made from Matcha and if you haven’t tried it, I highly recommend it.

Bananas

Glucose turns into energy, and bananas are some of the best resources for that energy-inducing ingredient. A single banana holds the daily amount of glucose your body needs, and it’s a much healthier way to get it than excessive carbs and cane sugars. Bananas are also filling, which means that you’ll be able to focus better between meals if you snack on this rather than something else. Bananas are also a great source of potassium which helps blood pressure, anxiety and stress and helps to enhance muscle strength, metabolism, water balance, electrolytic functions, and nervous system.

Water

Finally, water. Now I know this isn’t a food, but it is important to mention that the amount of water intake significantly influences your health and productivity. Our body is made up of over 70% water and throughout the day, the water in our body slowly depletes. If you don’t drink enough water to replenish the lost liquid, your brain and other functions suffer the consequences. By devoting the energy to ensure you are drinking at least 8 glasses of water per day will give your brain the fuel it needs to be more focused and think more clearly.

Give these foods a go and see if you have noticed an improvement in your productivity. I certainly have! Below are links to a couple of my favorite recipes that combine several of these foods and are super easy to make!

Greek yogurt with honey, almonds, blueberries, and granola (I prefer sliced or slivered almonds)

Avocado toast with sunny side up egg

A Virtual Assistant Guide to Writing a Great Client Proposal

There is nothing more exciting than having that first phone call or email from a potential client. Someone out there has heard what you offer and they want to seek your expertise. Now you have to seal the deal and make them want to sign a contract for you. Every virtual assistant has a slightly different way of doing business. Personally, once I have a short introductory conversation with my new potential client, I tell them I will follow up with a proposal. If you remember to include all of these elements in your next proposal, you will rock their socks off!

Make sure you get all the pertinent information you need from the client to really know how you can best help them. Use the proposal to show your understanding of their needs. Below is a breakdown of what a proposal should include:

Introduction

Every good virtual assistant should have a great proposal. This is your way of saying, “This is why I am amazing, and you should work with me.” Your first statement should be the hook; a statement introducing yourself and referring back to any previous conversations.

Connect

Next you should connect with them by referencing something special about their company without making it too cheesy. Talk about something that excites you about what they offer and why you look forward to supporting their business.

Body

Now let’s get down to the fundamentals of the proposal. This is where you will outline exactly what they are going to receive in a way that makes it irresistible to them. As a virtual assistant a lot of what you are doing for them is taking their stress away. You are clearing their plate and giving them the confidence to hand this off to you, which is going to be the best thing for their business. This is the perfect opportunity for you to truly show them what you have that will benefit them and why they should choose you. Most businesses will look at several other virtual assistants, so you will want to be professional and confidant in your proposal. Make this part easy on them. Tell them exactly what they are going to get and let them see the benefit of it and what they can expect from you.

Make sure you clearly state your goals and why someone would want to work with you. Don’t forget the details that they want to know. You will want to include your hours, payment rates, terms and termination, and confidentiality.

Sell Yourself

This is a chance for you to describe what you and your business are about, stand for, offer, and can contribute. Make sure you weave in full information about your business so they get a great picture of you as well.

Some people like to include bits of their portfolio. If you feel this is something you would like to do, make sure you sell your strengths to the client around the particular job. Learning how to highlight your most attractive abilities for the specific needs of an individual client is an invaluable skill.

Upsell Your Package

Personally, I always like to think to the future. I will add an “upsell” plan in the proposal, showing my client a complimentary service I provide that matches the one they have asked about. I give them the price and ideas of what it would look like, saying that it would be a great add-on down the road. Who knows, maybe they will want to add it from the start!

Conclusion

Tie it all together. Create a sincere conclusion saying how excited you are that they have come to you and why you would be such a great fit. A good closing paragraph might look something like this: “I believe we are a good match and if you feel the same, let’s move on to the next steps.”

Obviously make sure this is the best representation of yourself. Use a visually appealing structured layout. First impression is everything: your proposal should be pleasing, crisp, and well-organized.

Make sure you send any relevant welcome information you have along with your proposal.

Most important, make sure you are being true to yourself and the type of business you want to create. What makes your proposal different from every other freelancer or virtual assistant? You need to make yours standout in a professional but charismatic way. Don’t take a client that is not a good match for you. And remember, you are the boss now.

If you’re ready to create a great proposal for new clients, but could use some guidance, we’re here for you! We can assist with any aspect of business building and strategy. Simply shoot us an email or give us a call today.

The Dirty Truths Nobody Told You About Hosting a Virtual Summit

All this talk about hosting a virtual summit has you excited. What you don’t know are the dirty truths most people fail to mention. If you dive into a virtual summit without being prepared, you will end up in over your head. Virtual Summits take months of planning and organizing to successfully execute. I can’t stress enough that you won’t be able to complete a virtual summit by yourself. You will drive yourself crazy without some additional support!

Here are a few areas that we know from experience it is great to bring in another set of eyes on.

#1 Test Equipment in Advance

This seems like a no-brainer but as a small business owner, it’s easy to put the equipment aside, forget about it and worry about all the other things on your to-do list. Then when push comes to shove, you set up last minute only to find out– %$#@! Technical difficulties! Please get your video, microphone, and programs all set-up well in advance and practice using them with friends and coworkers! That way if you come across any issues you can call over your techie friends to help you set it up and you’ll know how everything works before the big day comes. It is best to make sure you are super confident in the technology. You don’t want technology to be a stressor when you are trying to rock it!

#2 Customer Support

Summits aren’t an evening task. They take time. You will be out of office for a good period of time so who is going to hold down the fort and answer to those emails while you’re away? What all the offers or details you are selling? The people trying to connect but are having trouble? Someone needs to be on call for customer support. Your people want answers! Have help with your customer service, and make sure that person is in the loop of the product/service so they can best help your audience. Your customer support team is the first touch to the business. Make it great! Be sure to plan for this well in advance so you can relax during your summit and not worry whether your business will still be there when you get back!

#3 Design/Marketing Campaign & Promotion

Let’s face it, you’re not a jack of all trades, and you are definitely not a designer! Designing and digital marketing are really in-depth processes, and when they are done right, it is very successful! Leave this to the pros to help promote your virtual summit. This will be the face of your summit and you want to look professional and have eye-catching branding and design.

#4 Website & eCommerce

You will be busy planning content for your upcoming interviews and you’re not about to dive into all that code jumble! It is important that your summit/membership website and ecommerce for both are all set up and running correctly well in advance. Find a developer who can support you and execute this correctly. The last thing you need is frustrated customers who can’t buy your All-Access Pass which means lost revenue for you!

#5 Schedule Planning and Organizer

Different States, Countries, and Time zones – Oh my! The number of guests you will be interviewing during your summit may be shocking. Four to Five speakers will not suffice. Expect to be interviewing around 25-30 people in your industry. Trying to schedule and plan interviews with this number of people from all around the world is no task for you! Let someone else take this lead and set up these meetings for you.

#6 The Aftermath

Congrats you successfully made it through your summit, which means you get to jump right back into your normal routine. WRONG! You still need to consider sending out thank you notes to all the speakers and make sure your all-access pass members have sufficient customer support. Did they get their log-in information? Can they log-in? Can they access the content? This is where a customer support specialist will aid you otherwise you will lose your mind trying to answer all the tickets. Not to mention the thank-you letters…that’s 30 letters you need to write! Maybe that is best handed off to an assistant who can help execute those letters.

Whew! Exhausted yet? This is what I am saying, you need to enlist help to make sure the overall summit is outstanding and you look amazing. Make sure you have the right team in place to manage that-you can always contact us at Alpine Small Business Solutions.

7 Essential Tools You Need to Launch a Virtual Summit

Now that you are convinced why a virtual summit is a great idea for your business, here is a rundown of the tools you will need. Running a virtual summit doesn’t need to be expensive, but keep in mind the outcome will be equal to what you put into it. You don’t need to buy a professional several-thousand-dollar video and microphone set-up, but you don’t want to buy a $20 one either. Let’s meet somewhere in the middle and here’s a few of our favorites:

#1 Webcam

Unlike podcasts, a virtual summit requires a webcam. High quality helps to engage and keep your viewers interested. While most laptops, desktops and phones do have a webcam built in, they are usually not the best quality. Some smart phones do have a great camera, but lack in microphone quality. Besides, it’s much easier to manage broadcasting when you have a set-up at your computer station. Trying to do it all mobile proves to be a challenge.

You do not want to purchase a webcam that is less than 1080P since most services like YouTube often compress your videos. You can combat this by starting out by recording at higher quality.

The Logitech HD Pro Webcam C920 is a great middle-of-the-road USB option! It has a 73% 5-star rating on Amazon with a substantial amount of written customer reviews, which make this camera a very promising one. It offers widescreen video calling, automatic low-light correction, and works on all computers.

#2 Microphone

Webcams almost always come with a built-in microphone, but again the quality will never be as good than if you invest in a separate USB microphone. A microphone is just as important as your video; what good is a virtual summit if nobody can understand a word you are saying? You do not need to dive into professional recording equipment for this. Just look for a microphone that is recommended for podcasts and gaming with noise cancellation.

The CAD GXL2400 US Microphone is a great option that won’t break the bank. It promises to produce studio-quality output and a shock mount that will allow for it to sit at a comfortable height at your desk. It has 4/5-star review with great customer reviews and the best part is it’s only $30!

#3 Video Recording Software

You need software that allows you to see, hear and interview your guest speakers. You have two ways you can approach a virtual seminar:

If you want to do live broadcasting, I recommend using YouTube.

If you want to record the interview so you can broadcast at a later time, we highly recommend Zoom. It’s a web-based webinar program that’s free for up to 2 attendees.

#4 Video Editing Software

It doesn’t matter what video editing software you use. It is up to you to use whatever tool you feel most comfortable working in. There are complex video editing software costs hundreds of dollars, but there are many free options as well. If you have a Mac computer your computer already comes with iMovie which is simple and easy to edit your videos. Another great option is Camtasia where you can create a screencast, add callouts, and more. You can even edit your videos inside of YouTube for free!

#5 Video Host

YouTube is the largest video hosting platform out there. It’s great if you want to broadcast live or later date. Vimeo is another good choice. Both work great and both can embed the video on your own website or create an easily shareable link.

#6 eCommerce & Membership Site

Shopify is hands-down the best ecommerce plugin for your website. Eventbrite is another option to sell tickets for your event if you don’t sell or plan to sell products from your website. Both are secure and easy to use.

You might have to get creative in how you sell your all-access pass because your customers will need a way to log-in to the membership site. An example could include adding these customers to a separate mailing list and giving them a log-in and password to the membership site. This same mailing list could be used to market a new product/service as mentioned in the last article.

Shopify is good if you want to do implement order add-ons or physical products supporting your virtual summit and brand like t-shirts, hats, pens, etc.

However, Eventbrite is free and extremely user friendly. You can link it to social media and has several different customization options such as making it a public or private, set a limited quantity of tickets available, reserved seating, free/paid/donation ticket, and more!

#7 Backdrop

This is optional, but you want to consider a backdrop for your recording area so you look professional. This could be something as simple as a plain sheet or blanket pinned up on your wall. If you opt-out of a backdrop be aware of potential distractions or items in the background of your video.

There you have it…all the basics without breaking the bank. If you need more help in setting all this up or tips from our pro, contact us at Alpine Small Business Solutions today!