Level 2: Specialists

Current Status

Pre-order

Price

Free

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Program Overview

Level 2 Specialist is the second stage of the VEVA Training Roadmap. Level 1 builds strong professional foundations, while Level 2 develops practical expertise in a specific area of client work.

As a Specialist, you’ll become confident using the tools clients and SMEs rely on every day, while learning how to use AI to work smarter, faster, and more efficiently, without compromising quality.

Training Goals

•     Build hands-on fluency in the everyday tools used for each category of VA work.

•     Identify the specific platforms Australian small/medium businesses rely on in that category.

•     Pair core tool directly with the AI tool that boosts output on that same task, so AI is built into the workflow from the start rather than bolted on.

Who This Is For

VEVAs who have completed Level 1 Associate – Road to Excellence Training and demonstrate equivalent baseline skills. All VEVAs must complete all eight Modules below to be certified as a Level 2 VEVA Specialist and proceed to Level 3 VEVA Premier.

Program Structure

Eight modules, one per category. Each module follows the same structure, so learning is predictable and comparable across categories:

•     Tool + AI Pairing outline — each core platform AU SMEs use, paired in the same row with the AI tool that boosts output on it

•     AI-Integrated Assessment and free tools to use — a hands-on task combining the core tool and its paired AI tool

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Course Content

TRAINING GUIDELINES
How to Take the Level 2: Specialist Training Program
Module 1: Core Operations & Admin Support
Lesson 1: Setting up and Managing a Client Workspace 3 Topics
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Lesson 2: Building Task Boards and Project Trackers 3 Topics
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Lesson 3: Writing SOPs from Messy Notes or Meeting Recordings 3 Topics
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Lesson 4: AI-assisted Meeting Transcription and Summarisation 3 Topics
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Lesson 5: Drafting Emails, Agendas, and Client updates 3 Topics
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Lesson 6: Appointment Scheduling Systems 3 Topics
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Lesson 7: AI-Optimised Calendar Management 3 Topics
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Lesson 8: Secure Credential Sharing Practices 3 Topics
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Lesson 9: Building a Searchable SOP / Knowledge Base 3 Topics
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Module 1 Assessment Guidelines
Module 2: Sales and Outbound Growth
Lesson 1: CRM Navigation and Deal-stage Management 3 Topics
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Lesson 2: Pulling and Reading Pipeline Reports 3 Topics
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Lesson 3: Prospecting and Lead-List Building 3 Topics
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Lesson 4: AI-Assisted Prospect Research and Enrichment 3 Topics
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Lesson 6: A/B Testing Cold Email and LinkedIn Messaging 3 Topics
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Lesson 8: AI-Assisted Call Summarisation and CRM Note Updates 3 Topics
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