• Set-up domain/subdomain, portal and plug-ins

• Add design and branding to the portal

• Set-up initial course, modules and lessons

• Integrate portal with CRM / email tool

• Set-up membership levels and automation

• Create new member automated nurture to register in online portal

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• Changes to current courses

• New courses launched

• Video editing

• Worksheet design

• Module/Course tile design

• Access/Membershipsupdates

• Troubleshooting access

• Set-up funnel building toolon a custom domain

• Integrate tool with Payment processor and CRM / email tool

• Build landing pages

• Apply brand colours and fonts to landing pages

• Apply copy, images and videos to landing pages

• Integrate landing pages with automated nurtures

• Add products to landing pages

• Test the funnel

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• Updates and edits

• Reporting on landing page conversion rates (e.g. how many emails/how many consults)

• Build and launch additional funnels

• Set up domain

• Hosting

• Theme set up

• Basic SEO

• Design blog and upload blogs

• Apply images/copy/content

• Set up contact/opt in forms

• Set up pop-ups

• Integrate calendars & CRMs

• Setting up a chatbot

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• Update copy and images

• Add new blogs

• Add new pages

• Updating saved chats, replies and SOPs (chatbot)

• Monitoring the chatbox

• Troubleshooting errors

(for sales consults and/or

coaching calls)

• Set up online calendar

• Integrate with CRM

• Integrate with client’s calendar

• Create email reminders

• Embed calendar (website/landing page)

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• Pre-appointment reminders (email/text)

• Meeting preparation for the client

• Rescheduling appointments

• Follow-up no shows

• Attending and taking minutes

• Post appointment email follow up (with relevant notes & action items)

• Set-up social profiles

• Design and upload banners / profile images

• Set-up automated social media posting tool

• Conduct a competitor analysis

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• Collating quotes

• Designing images

• Sourcing images

• Caption creation

• Hashtag research

• Reporting and making recommendations based on findings

• Content syndication (take videos from courses and content from blogs to create more social media content - teasers)

• Schedule content

• Moderate comments

• Set up paid and/or free FB group

• Design banner/graphics

• Add welcome post

• Housekeeping/description

• Set up membership questions

• Joining similar Facebook Groups for post inspiration(competitor research)

• Create a 90-Day Facebook Group Content Plan

• Create SOPs around members and the rules (managing rule-breakers)

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• Designing images

• Write posts

• Reporting and making recommendations based on findings

• Content syndication (take videos from courses and content from blogs to create more Facebook Group content - teasers)

• Schedule content

• Moderate posts and comments

• Approve/reject new members

• Set-up inbox management tool

• Create FAQs

• Write Saved Replies

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• Reply to 70-90% of incoming emails

• Update and add to saved replies

• Set up autoresponder

• Create automated nurture

• Upload contacts

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• Scheduling email broadcasts

• Adding/changing emails in nurtures (copy update)

• Segmenting contacts and creating lists

• Creating reports/ dashboards

Any other tasks that fall in this area of your business.