Getting Started with Business Automation

    1. Welcome! 👋

    2. How to use this course

    3. Tell Us More About You 💚

    1. The importance of business operations

    1. Creating a simple map of process

    2. How to use Plan Your Process Template

    3. Submit your process mapping for expert feedback📝

    1. What is lead capture?

    2. Example of use - Lead Capture from Website

    1. What is an onboarding process?

    2. Example of use - Keap CRM Opt-In Download

    1. What is a project management tool?

    2. Example of use in ClickUp

About this course

  • $47.00
  • 18 lessons
  • 0.5 hours of video content

What students are saying...

5 star rating

Insight. Eye Opening. Easy to Understand.

Christin Webb

Introduction to Business Automation by Virtually Centered Solutions Academy was the perfect course to see what enhancements I need to incorporate into my daily operations. Having hands on engagement to bring the lesson concepts to life made it eve...

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Introduction to Business Automation by Virtually Centered Solutions Academy was the perfect course to see what enhancements I need to incorporate into my daily operations. Having hands on engagement to bring the lesson concepts to life made it even easier to follow and learn.

Read Less

Your CRM & Automation Consultant

Tanesha Halstead

CRM & Automation Strategy Coach

Tanesha Halstead is a CRM Automation Consultant & Keap Certified Partner for Small Business Owners. She specializes in helping entrepreneurs save time by automating repetitive tasks like lead capture and follow-up so they can spend time with family and friends, on their health, or things that matter the most. Through educational content and consulting services, she teaches her audience how business automation creates consistent people centric connections, less overwhelm in their day to day operations, and scalable business growth.

Get organized, get clear, get to work Automating your business today➡️

What Clients are saying....

“Working with Virtually Centered Solutions has given me confidence in investing in my business's growth. Before, I was nervous about outsourcing parts of my small business, but now I realize that using others' expertise is a great way to jump ahead of where I can go on my own. Virtually Centered Solutions brings a wealth of experience and, even better, really takes the time to develop a relationship. Having someone who knows and understands you as a person makes the process of outsourcing so much less stressful!”

Jim Young, Founder (The Centered Coach)

“The workflow Virtually Centered Solutions did for me reflected how I was working. The set up got me about 80% there and helped me realize what I wanted to change about my process. Getting over that final hump of actually trusting the system enough to change how I work took more hand-holding than I realized I needed.”

Sarah Carlsen, Owner (Carlsen Coaching Consulting)

“Virtually Centered Solutions created systems to make things more automatic, easier, and something that just happens on its own. I appreciate everything and recommend them to anyone that's looking to get more organized and efficient so they can be more profitable.”

Jason Martin, Managing Director (J Martin Productions)