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

  • $27.00
  • 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, a Business Tech Strategist, Coach, and Course Creator, simplifies administrative tasks for small business owners using tech solutions. With 15+ years in business and tech, including four years refining systems for client retention and team productivity, Tanesha brings a wealth of expertise. She blends innovative automation with purpose and personal connections, helping small business owners operate more effectively to save time and money. As a Fairleigh Dickinson University alumna, Tanesha extends beyond consulting—holding a Women's Entrepreneurship Certificate from Cornell and is an alumna of Rutgers University CUEED - EPI program. Tanesha actively contributes through articles, speeches, workshops, and engagement in entrepreneurial communities like the New Jersey Association of Women Business Owners (NJAWBO). As a resilient single mother of two boys, Tanesha embodies dedication. Her guidance empowers businesses to thrive, leaving a lasting impact on their journey to success.

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)