VIRTUAL ASSISTANT (VA) QUICK REFERENCE GUIDE VOLUME 2.0 – ARTICLE

 This Virtual Assistant Reference Guide will show you how to create a List Builder list of clients that HAVE UNSUBSCRIBED FROM HOME OFFICE EMAIL MARKETING. 

This is an important list for you to pull monthly to ensure you have the most updated client information as you reach out. Unsubscribed Clients should be the first segment of clients you reach out to. They are only receiving communication from you. Therefore, making these Clients, a priority will be lucrative for you. 

DOWNLOAD PDF: Virtual Assistant Quick Reference Guide – Volume 2.0

Virtual Assistant Quick Reference Guide – Volume 2.0 

 In creating this list, you will have a “call list” you can use as a hook to activate clients, sales, appointments, etc. Having this list gives you a great starting point each month to ensure your Unsubscribed Clients take priority and are being serviced along with generating revenue for you and your business.

 Please follow the steps below to create a list of your Unsubscribed Clients. Let’s dig in… 

1. Follow the image above and click Clients > List Builder. 

2. Click the drop-down > Filter by Purchase Behavior 

• A. You then look for “Show Clients Unsubscribed From Marketing Email.” Look to the right for the on/off toggle. 
• B. Hover over the toggle and click the button. The button should change to a green color. Once the button is green, that means you have turned on the function to “Show Clients Unsubscribed From JH Marketing Email.” 
• C. If the button is gray, this means you have not turned on the function correctly. Go back and make sure your button is green before you move forward. 

3. To finalize your list, select the method of how you would like to sort your list. 

Pro Tip: Sort your list to have the highest potential buyers at the top. In most cases, you will use this list as your client outreach list, in order, top to bottom. What data is more important for you? See below. 

4. Select your “Sort by” option by clicking on the left and right column drop-down selections. You can see these selections pictured below. 

5. You are now done and ready to view your list and begin your client outreach to all your Unsubscribed Clients. After you select your sort by method, click “Confirm and Search.” Remember, you can use the Virtual Assistant (call, email, text), Style Boards, etc., in reaching out to your clients. 

6. Review your list and make sure you are happy with the client data and how it is presented, i.e., sort by. 

7. Try it for yourself and create your list of Unsubscribed Clients. After reviewing your list, don’t forget to Save Your List and Name Your List to access whenever you would like.