PhoneLite & PhoneSite VA training
Recordings
Aida
Last Update 6 months ago
Video#1
Video#2 Meeting Purpose:
Discuss digital business card design and required assets for client DJ Disco.
Key Takeaways
Client needs to provide profile photo, logo, social media links, videos, and short bio
Color scheme should use neon/funky colors to match client's brand
Team will split up tasks:
Aida will work on profile photo and editing
Francois will compile social media links
Janine will write short bio
Topics:
Client Digital Business Card Overview
Client has 5 pages currently but needs updated assets like logo, profile photo, and social media links
Current profile photo is not suitable
Need company logo if client doesn't have one already
Client goes by DJ Disco so we can use that for username
Researching Client Online Presence
Could not find client's social media pages by searching DJ Disco
Aida found client's Facebook page through other means but we don't want to link his personal page
Client likely has Instagram but we need him to provide links
Business Card Design Discussion
Use neon/funky colors for design
Profile photo should have fun background
Background color for pages should be neon
Menu setup needs to be mobile-friendly
Asset Requirements
Profile photo
Logo
Social media links/usernames
Short bio (can provide prompts for client to draft first pass)
Videos of past events if available
Locations for map
Task Delegation
Aida will work on profile photo editing
Francois will compile social media links
Janine will draft short bio
Next Steps:
Aida to send summary of required assets to client
Client to provide requested assets
Team to delegate tasks once assets received
Schedule follow-up to review initial draft of business card
This is the onboarding Smart Form Page that is automated from PhoneLite Entry shop purchase.
Obviously Gils PhoneSite was his wife's, so no onboarding was sent to Gil.
Now you have experienced just how tough it is without the clients data input. We will be going through this onboarding page in detail.
Video #3 Onboarding PhoneSite clients by creating Knowledge Base categories, in preparation for article creation, that is then replicated as navigation windows within PhoneSite navigation
Video#4 Creating the logic of a TAWK category back office using Sensus
that then feeds into the PhoneLite and PhoneSite onboarding documentation
plus a reminder of how to use the colour palette to create and add buttons to PhoneLite