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VA Playbook
Hey there IOS family. We have put together some more information to help you succeed with your VA journey. Hope this helps you better define job descriptions and the on-boarding process. Please make sure when you are ready to onboard a new VA that you let Sphere Rocket know we want to be notified when you bring someone new on.
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Welcome to Integration Ops!
Welcome to our new Skool account. We will be using this to provide ideas and support to our clients and their Virtual Assistants. Our goal is to make sure that you are successfully working as a team to get to your goals. Please introduce yourself as you come in here and keep a look out for our content.
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Pinned Post: Start Here - Required Tech Stack
Do not skip this! If your systems are not set up correctly, your VAs will struggle. This program is build on structure and consistency. Everyone must complete this setup before training begins.
IOS VA Support Zoom Schedule
Hi, IOS VAs! If you need assistance or have any questions regarding your role with your assigned Allstate agency, please join our Support Zoom meeting every Monday, Tuesday, Thursday, and Friday from 10:30 a.m. to 11:00 a.m. Please note that if no one joins by 10:45 a.m., we will end the meeting. Thank you!
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Live Training - The Retention Playbook: How to Keep Clients for the Long Haul
Most agencies think retention starts at renewal — or worse, when a cancellation notice shows up. It actually starts the day the customer says yes. I'm hosting a free 30-minute live session where I'll walk through the exact playbook I've refined over nearly three decades of keeping clients — not just to the first renewal, but to the second, the third, and beyond. Here's what we'll cover: - Why retention is a process, not a renewal-season scramble - The full customer journey — and the stages where most agencies quietly lose people - The four things that actually drive retention (and why retention itself is the byproduct) - How to turn any recurring problem into a repeatable system your team runs without you - The handful of numbers worth measuring Come with one process in your agency that frustrates you most — you'll leave with a concrete idea or two you can put to work that same week. 📅 When: Tuesday, July 21st, 4pm Eastern 📍 Where: Zoom — https://us02web.zoom.us/j/83087270353 Drop a comment below if you're in, and bring your questions. This one's built to be practical.
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Integration Ops VA Support
skool.com/integration-ops-va-support
This group was created to support our VA Clients and their VAs with onboarding and continuous support
Leaderboard (30-day)
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