Are you transitioning your small business online short-term or long-term? View the slides to learn how to transition your team from offline to virtual operations step-by-step. Do you want to hear the March 2020 recorded training? Click below: http://bit.ly/virtual-blueprint-training Do you need help to take your business virtual? Click the link to Book a Call: https://bit.ly/digitalmakeoverservice

1. 4-STEPS TO VIRTUAL
A STEP-BY-STEP ROADMAP FOR
SMALL BUSINESS OWNERS TO TRANSITION
FROM BRICK AND MORTAR TO VIRTUAL
OPERATIONS

2. This Workshop Will Focus On the Following
4 Core Areas…
●Step 1: Operations
●Step 2: Online Advertising and Marketing
●Step 3: Team Management
●Step 4: Online Sales Process

3. Who Is This Workshop For:
●Business owners that want to pivot and
modify their services to survive
current/future Shutdowns.
●Business owners that want to bring what
they sell offline to sell online.
●Business owners that need guidance to
manage their new virtual team.

4. In this workshop, you'll focus on the 4 Core Areas of
Your Business Operations that you need to modify to
effectively transition your business to operate virtually.

5. Step #1: Operations

6. In this step, you need to:
Establish the systems your
business needs to operate
virtually.

7. Services and Products

8. Ask Yourself:
• What products or services will you bring online?
• Do you need to modify your products or services to
be sold virtually?
• What platform will you use?
• How will your customer receive the item they
purchased?
• What payment provider will you use?

9. Customer/Client Management

10. Ask Yourself:
• What is your process from inquiry to sale?
• How will client questions be handled?
• Do you have a quality assurance process to get client
feedback and avoid problems?

11. Client Problems

12. Ask Yourself:
• Are you and your team on the same page when it
comes to defining a customer problem?
• How will your team communicate problems?
• Who will handle the problems and what is the process?

13. Accounts Receivable - Invoices

14. Ask Yourself:
• Does your existing accounts receivable and invoice
system work for virtual operations?

15. Reconfiguration of Duties

16. Ask Yourself:
• Are you and your staff equipped to handle virtual
operations?
• What are the training needs for you and your team?
• Do you need to reconfigure job duties for your team?
• Do you need to outsource some of the online
functions?
• Do you need to hire a consultant to help you transition?

17. Hiring

18. Ask Yourself:
• Do you need to define your virtual interview and hiring
process?
• Do you have written job descriptions for everyone on
your team?
• Are you familiar with the online platforms to find
applicants?

19. Payroll

20. Ask Yourself:
• Do you have a system to track employee time and
receive timesheets?
• What electronic payment systems do you need to
set-up to safely and legally to pay employees?
• Should you outsource payroll or acquire additional
payroll software?

21. Paying the Bills

22. Ask Yourself:
• How does your budget change with the addition of
virtual expenses?
• Do you need to suspend or eliminate and service you
don’t use?
• Are you set up to pay all of your bills in the virtual
world?

23. Step #2: Advertising & Marketing

24. In this step, you need to:
Create an online advertising
and marketing strategy.

25. Target Audience

26. Ask Yourself:
• Who are your customers?
• Where does your target audience hangout online?
• How will you engage your clients online?
• How will you reach and acquire new clients?
• Why does your company appeal to new customers?
• Do you have a clear message regarding the
problem you solve for your clients?

27. Marketing and New Client Acquisition

28. Ask Yourself:
• Do you have a marketing strategy for your
business?
• What platforms will you use to engage existing
customers and acquire customers?

29. Online Presence

30. Ask Yourself:
Do you have a place online where customers can
find you, build trust, learn more about your products
and service, and complete a purchase?

31. Step #3: Team Management

32. In this step, you need to:
Set-up your plan to manage
your team virtually.

33. Orientation About
State Of Company

34. Ask Yourself:
• Have you established a meeting to orient your
team regarding how company is pivoting?
• Does your team know what is happening with
your business short-term and long-term?
• Do they know how their roles will change?

35. Rules and Policies

36. Ask Yourself:
What are the new procedures you need to
implement?
Is your team aware of any new policies they have to
follow?

37. Communication

38. Ask Yourself:
• How will your team receive information about
changes?
• How do you plan to regularly communicate with
your team and have regular meetings?

39. Team Management

40. Ask Yourself:
• Who will manage your team?
• How will team members access their manager for
support, information, ask questions, report
problems, request time off, etc...

41. Team Meetings

42. Ask Yourself:
• How often will you have team meetings?
• How will you communicate the meeting schedule
to the team?

43. Training

44. Ask Yourself:
• What is your process for understanding the
training needs of your team?
• How will your training new and existing
employees?

45. Step #4: Online Sales Process

46. In this step, you need to:
Implementing systems to
structure your online sales
process.

47. Client Acquisition

48. Ask Yourself:
• What is your process for customer lead
generation and acquisition?
• Do you have your customer journey defined?
• How does the customer journey change with
virtual services?
• How are you connecting with existing customers
to let them know your status?

49. Online Sales Process

50. Ask Yourself:
• What is your system from taking a someone
inquiring about a service to a paying customer?
• What sales training can you make available for
your team?

51. Online Payments

52. Ask Yourself:
• What payment process are you using?
• Is your customer payment process seamless
and/or automated?

53. Revenue Tracking

54. Ask Yourself:
• What is your plan to monitor your revenue?
• Have your revenue predictions changed for the
quarter/year?

55. Are You Ready To Make the Virtual Transition?

56. Invitation to Work With Us

57. Who Is Marketing Gem Solutions…
We are a business consulting agency helping
small business owners leverage social media
and create business systems to launch,
manage, and grow their business.
Visit Us Online: marketinggemsolutions.com
Follow Us:
@micheledavisnyc
@micheledavisnyc

58. Who Is Marketing Gem Solutions…
We are a business consulting agency helping small
business owners leverage social media and create
business systems to launch, manage, and grow their
business.
Visit: marketinggemsolutions.com
Follow Us @micheledavisnyc

59. There Are A Few Ways To
Work With Us!

60. Strategy Session
60-Minute Telephone Consultation Session and
Written Action Plan.

61. Targeted training to help your team make the
transition from in-person to virtual operations.
Team Training

62. Digital Makeover
Step-by-step assistance transitioning your
operations online.

63. Let’s Talk…
Book A Free Consultation
Book a Free 15 Minute Call by simply
clicking on the link:
http://bit.ly/digitalmakeoverservice