About this course
Module 1: Virtual Platform Blueprint
The goal of this module is to enable you with the tech & tools and knowledge to launch your virtual business. You will be able to begin the transformation from your current business model to a virtual & mobile digital platform. 4 Steps To Launch:
You may already be familiar with many of the software/hardware suggestions (and others) in your current setup. If so, that is great. Once again, the Eazy VB course suggestions are what I use and what I will show you in this course.
If you do not have all the suggested software and hardware, you can still implement the majority of the techniques on any laptop or desktop. This system works on either PC or Mac or a combination of both.
You’ll also see many "TIPs" throughout the course.
TIP: Starting with the next lesson I will be using the various video software tools I actually use daily and recommend in this course. I do this to show you exactly what the sharing capabilities are, how they look to the end user and a glimpse of what you will be able to expect, create and incorporate into your virtual business.First, we’ll talk about the technology- the software and hardware you’ll need to make this happen. So let’s get started.
* Disclaimer : This course serves as an educational guide only. It is not a course on how to get rich or gain wealth and makes no guarantee of success. It is is not intended to provide any financial, compliance, security, privacy, health, tax, insurance or legal advice. Please consult any and all organizations, carriers and companies, HR and legal departments regarding their policies in these areas. All products and services are listed for reference only and use of such is the sole responsibility of the end user. Some products and services listed or mentioned in this course are affiliate partners.
By the end of Eazy VB Course, module 1, you will have all the virtual workplace technical and organization basics set up to begin using the system in your business.
Brief overview of Module 1 which covers a blueprint of the software, hardware, organizing your workplace and creating your first prospect/client profile. By the end of this module you will have learned the basics to get your virtual business up and running.
Detailed list of recommended software and service providers for creating your virtual workplace.
Detailed list of recommended hardware & accessory providers for creating your virtual workplace.
How to design, declutter and organize your workplace.
How to create and organize folders and files on your hard-drive and scan documents correctly for archiving and and easy reference.
Create a web browser profile, tabs, history, filing and bookmark system to sync with all your devices.
How to use OneNote. This software is the foundation of the tech & tool system.
How to create notebooks, sections and pages.
How to enter data/info into a page.
How to edit, insert, copy, duplicate and discover tips to use the software more effectively in your insurance business.
Learn the basics of an advanced PDF software and how to integrate its capabilities in your business.
The basics of to use the computer (desktop / laptop) version of Adobe Acrobat Pro
How to use the desktop / laptop top menu.
How to use the desktop / laptop main menu.
How to use the desktop / laptop top side menus.
Learn the basics of using PDF software on a iPad and how to integrate its capabilities in your business.
How to use the iPad with main page menu s & icons.
How to use the iPad open document menus.
How to use the iPad with Blue Icon options (bottom right).
How to easily capture and convert documents, forms, business cards, and whiteboards into high-quality PDFs.
Review of Module 1 and steps to start next Module,
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