Level 9 Virtual
    AI Playbooks

    Supercharge Your VA with AI Workflows

    Proven playbooks that show your VA exactly how to leverage AI tools for 10x productivity. Interactive checklists, progress tracking, and step-by-step guidance.

    Featured Resource

    The Complete VA + AI Integration Guide

    A comprehensive playbook covering everything you need to transform your VA into an AI-powered productivity machine.

    Get Free Access

    What's Included:

    • 50+ ready-to-use AI prompts for common VA tasks
    • Step-by-step setup guides for 10+ AI tools
    • Templates for creating custom AI workflows
    • Best practices for VA + AI collaboration
    • Troubleshooting guide and FAQ

    How to Use These Playbooks

    Three simple steps to AI-powered productivity

    1

    Choose Your Playbook

    Select the workflow that matches your biggest time drain or opportunity.

    2

    Follow the Checklist

    Work through each step with interactive checkboxes. Your progress is saved automatically.

    3

    Deploy & Iterate

    Launch the workflow and refine based on results. Most see ROI within a week.

    AI Workflow Playbooks

    Each playbook includes interactive checklists, progress tracking, tool recommendations, and ready-to-use templates.

    BeginnerCommunication & Admin

    Email Triage & Response System

    Train your VA to use AI for sorting, prioritizing, and drafting responses to 90% of your inbox.

    2-3 hours
    10+ hrs/week

    Tools Used:

    ChatGPTGmail/OutlookZapier
    BeginnerCommunication & Admin

    Smart Scheduling Automation

    Let AI handle meeting requests, time zone conversions, and buffer time management automatically.

    1-2 hours
    5+ hrs/week

    Tools Used:

    CalendlyChatGPTGoogle Calendar
    IntermediateSales & Marketing

    Content Creation Pipeline

    Build a repeatable system for generating blogs, social posts, and newsletters with AI assistance.

    4-5 hours
    15+ hrs/week

    Tools Used:

    ChatGPTClaudeNotion+1 more
    IntermediateStrategy & Growth

    Research & Market Intelligence

    Leverage AI to monitor competitors, track industry trends, and compile actionable insights.

    3-4 hours
    8+ hrs/week

    Tools Used:

    PerplexityChatGPTGoogle Alerts+1 more
    AdvancedSales & Marketing

    Lead Qualification & Follow-up

    Automate initial lead outreach, qualification questions, and nurture sequences with AI personalization.

    6-8 hours
    20+ hrs/week

    Tools Used:

    ChatGPTHubSpot/SalesforceZapier+1 more
    IntermediateCommunication & Admin

    Customer Support Enhancement

    Train your VA to use AI for faster, more consistent customer support responses.

    4-5 hours
    12+ hrs/week

    Tools Used:

    ChatGPTIntercom/ZendeskNotion
    IntermediateOperations & Finance

    Invoice & Expense Management

    Automate invoice processing, expense categorization, and financial reporting with AI assistance.

    3-4 hours
    8+ hrs/week

    Tools Used:

    ChatGPTQuickBooks/XeroZapier+1 more
    IntermediateOperations & Finance

    Project Coordination Hub

    Create a command center for managing multiple projects, deadlines, and team updates using AI.

    4-5 hours
    12+ hrs/week

    Tools Used:

    ChatGPTAsana/MondaySlack+1 more
    AdvancedOperations & Finance

    Hiring & Onboarding Automation

    Streamline candidate screening, interview scheduling, and new hire onboarding with AI assistance.

    6-8 hours
    15+ hrs/week

    Tools Used:

    ChatGPTLever/GreenhouseCalendly+1 more
    IntermediateSales & Marketing

    Proposal & Quote Generator

    Create professional proposals and quotes in minutes using AI-powered templates and pricing logic.

    4-5 hours
    10+ hrs/week

    Tools Used:

    ChatGPTPandaDoc/ProposifyGoogle Docs+1 more
    AdvancedStrategy & Growth

    Data Analysis & Reporting

    Transform raw data into actionable insights with AI-powered analysis and visualization.

    5-6 hours
    12+ hrs/week

    Tools Used:

    ChatGPTGoogle SheetsLooker Studio+1 more
    BeginnerSales & Marketing

    Social Media Management

    Maintain an active social presence across platforms with AI-assisted content and engagement.

    3-4 hours
    10+ hrs/week

    Tools Used:

    ChatGPTBuffer/HootsuiteCanva+1 more
    IntermediateOperations & Finance

    E-Commerce Operations

    Streamline order processing, inventory management, and customer communications for online stores.

    5-6 hours
    15+ hrs/week

    Tools Used:

    ChatGPTShopify/WooCommerceGorgias+1 more
    BeginnerCommunication & Admin

    Document Management System

    Organize, find, and manage documents with AI-powered filing and search capabilities.

    2-3 hours
    6+ hrs/week

    Tools Used:

    ChatGPTGoogle DriveNotion+1 more
    BeginnerCommunication & Admin

    Meeting Notes & Action Items

    Capture meeting insights and ensure follow-through with AI-powered note-taking and task tracking.

    2-3 hours
    5+ hrs/week

    Tools Used:

    ChatGPTOtter.ai/FathomNotion+1 more
    IntermediateOperations & Finance

    Travel & Logistics Coordination

    Plan and manage business travel, events, and logistics with AI-powered research and booking.

    3-4 hours
    8+ hrs/week

    Tools Used:

    ChatGPTTripItGoogle Flights+1 more
    IntermediateSales & Marketing

    CRM Data Hygiene & Enrichment

    Keep your CRM clean, updated, and enriched with AI-powered data validation and enhancement.

    4-5 hours
    8+ hrs/week

    Tools Used:

    ChatGPTClayHubSpot/Salesforce+1 more
    IntermediateSales & Marketing

    Podcast & Video Repurposing

    Transform long-form audio/video content into dozens of social posts, blogs, and snippets using AI.

    3-4 hours
    12+ hrs/week

    Tools Used:

    ChatGPTDescriptOpus Clip+1 more
    IntermediateOperations & Finance

    Vendor & Contractor Management

    Streamline vendor communications, contract tracking, and payment processing with AI assistance.

    4-5 hours
    8+ hrs/week

    Tools Used:

    ChatGPTNotionDocuSign+1 more
    IntermediateStrategy & Growth

    Customer Feedback & Review Management

    Systematically collect, analyze, and act on customer feedback using AI-powered insights.

    4-5 hours
    10+ hrs/week

    Tools Used:

    ChatGPTTypeformG2/Trustpilot+1 more
    BeginnerOperations & Finance

    SOP Documentation & Training

    Build comprehensive standard operating procedures with AI-assisted writing and video creation.

    3-4 hours
    15+ hrs/week

    Tools Used:

    ChatGPTLoomNotion+1 more
    AdvancedSales & Marketing

    Webinar & Event Automation

    Streamline the entire event lifecycle from promotion to follow-up with AI-enhanced workflows.

    6-8 hours
    20+ hrs/week

    Tools Used:

    ChatGPTZoomEventbrite+2 more
    BeginnerSales & Marketing

    Sales Call Prep & Follow-Up

    Never walk into a sales call unprepared with AI-powered research and personalized follow-up.

    2-3 hours
    8+ hrs/week

    Tools Used:

    ChatGPTLinkedInPerplexity+1 more
    IntermediateStrategy & Growth

    Competitive Battle Cards

    Create and maintain up-to-date competitive intelligence that helps your team win deals.

    5-6 hours
    10+ hrs/week

    Tools Used:

    ChatGPTPerplexityNotion+1 more
    AdvancedOperations & Finance

    Budget Planning & Forecasting

    Build reliable financial forecasts and budget tracking with AI-powered analysis and scenarios.

    6-8 hours
    15+ hrs/week

    Tools Used:

    ChatGPTGoogle SheetsQuickBooks+1 more
    IntermediateCommunication & Admin

    Crisis & Issue Management

    Be prepared for any crisis with pre-built communication templates and response protocols.

    4-5 hours
    Invaluable when needed

    Tools Used:

    ChatGPTNotionSlack+1 more
    BeginnerStrategy & Growth

    Custom AI Prompt Library

    Build a personalized library of AI prompts optimized for your business and voice.

    3-4 hours
    10+ hrs/week

    Tools Used:

    ChatGPTClaudeNotion+1 more
    IntermediateStrategy & Growth

    Workflow Automation Audit

    Identify automation opportunities and implement no-code workflows that save hours every week.

    5-6 hours
    20+ hrs/week

    Tools Used:

    ZapierMakeChatGPT+1 more

    Want Custom AI Workflows for Your Business?

    Our team can build personalized AI playbooks tailored to your specific processes and tech stack.

    Book a Strategy Call