🔒
1. Account Boundary
Keep business information inside organisation-issued Google Workspace accounts. Set clear role permissions and stopping points.
Explore Module 01 →INDEPENDENT OPERATOR TRAINING / FOUR WEEKS
Train your VA to run a Google AI business desk.
Your assistant can do more than chase emails. Give them a repeatable way to organise enquiries, prepare useful drafts and put clear weekly numbers in front of you.
◈ HARBOUR WORKS FICTIONAL PRACTICE CASE
The AI + VA Business Desk
From the first enquiry sweep to the Monday executive report. Practical Google Workspace workflows with a mandatory human approval gate.
✓ Account Boundary: Organisation-issued Workspace & 2FA
✓ Inbox Triage: Response times based on actual human reply sent
✓ Monday Numbers: Reconcile spend, enquiries, CPE & conversion
PRACTICAL SKILLS
What your assistant leaves with
Teach your VA the workflow. Keep the decisions with your owner. Four core business outcomes delivered over 18 taught hours.
📬
2. Inbox & CRM Desk
Perform disciplined enquiry triage in Gmail. Maintain a clean Sheets pipeline and track response time from actual human reply sent.
Explore Module 03 →📚
3. Knowledge & Citations
Build source-grounded assistant instructions in NotebookLM/Gemini. Verify claims line-by-line and resolve policy version conflicts.
Explore Module 05 →📊
4. Monday Numbers
Compile five core operating metrics into an executive report. Present three proposed decisions with explicit owner sign-off gates.
Explore Module 09 →CURRICULUM STRUCTURE
The four-week practical pathway
Twelve 90-minute modules combining written lessons, hands-on assignments with synthetic Harbour Works data, and 3-question knowledge checks.
WEEK 1
Boundary & Enquiries
Modules 01 - 03
Establish account security, standard folder structures, grounded prompt briefs, claim logs, and disciplined Gmail triage.
View Week 1 Modules →
WEEK 2
CRM & Knowledge Desk
Modules 04 - 06
Clean Sheets CRM data, calculate Cost Per Enquiry, manage policy version conflicts, and run 5-case regression testing on custom Gems.
View Week 2 Modules →
WEEK 3
Content & Monday Numbers
Modules 07 - 09
Batch multi-format marketing content, convert meeting transcripts into assigned actions, and compile the Monday executive report.
View Week 3 Modules →
WEEK 4
Automation & Handoff
Modules 10 - 12
Design draft-only Google Apps Script workflows, mobile intake forms, field snag lists, and assemble the 7-deliverable capstone.
View Week 4 Modules →SPECIALIST GOOGLE TOOL TRAINING
Learn each tool. Practise the business task.
Five supplementary lessons: Calendar management, Meet hosting, transcription setup, Looker Studio reporting and Google Flow filmmaking. Six taught hours plus practice, five workbooks and fifteen knowledge-check questions.
Each lesson includes a short narrated and captioned explainer made in Google Vids. Full screen-by-screen recordings remain pending.
Open specialist tool training →INTERACTIVE PREVIEW
Try a sample lesson
Experience how lessons combine clear business principles, step-by-step practical guides, working prompt blocks, and knowledge checks inside the app.
The Business Boundary
Learn to set up organisation-issued Workspace accounts, configure 2FA, build a 00-07 folder taxonomy, and enforce owner approval stopping points.
Inbox and Speed to Lead
Implement disciplined triage in Gmail, assign Lead IDs, calculate response time from when the actual human reply is sent, and draft under 90-word replies.
TARGET AUDIENCE
Who this training is built for
Owners and virtual assistants in property, trades, and service businesses using Google Workspace.
- Business Owners: Want a reliable weekly desk, clear reports, and clear boundaries for AI-assisted work.
- Virtual Assistants: Want a structured operational workflow to manage inbox, CRM, content, and reporting.
PREREQUISITES
What learners need before starting
Basic familiarity with Gmail, Google Docs, and Google Sheets. No coding background required.
- Issued Account: Organisation-issued Google Workspace login with 2FA enabled.
- Practice Data: Synthetic Harbour Works case brief provided inside the app—no live client data used.
ASSESSMENT & EVIDENCE
Trainer-reviewed, evidence-based learning
Automated quizzes check theoretical understanding inside the browser. Practical evidence files—such as cleaned CRM Sheets, checked reply drafts, and Monday reports—are submitted through your business’s approved external trainer channel for review using module rubrics and a 20-point capstone rubric.
QUESTIONS & ANSWERS
Frequently asked questions
Clear answers regarding accreditation, product scope, human gates, and readiness requirements.
Is this an official Google qualification?
No. This is independent practical operator training created by Caldr. It is not Google accreditation or professional certification.
Do I need every paid Google Workspace product?
No. All 12 modules provide manual fallbacks for standard Workspace tiers. Check your current plan and administrator settings.
Will AI contact customers or send emails automatically?
No. The core pathway is strictly draft-only with a mandatory human review gate. An assistant drafts and checks evidence; the owner authorises external actions.
Can a complete beginner join?
Basic familiarity with Gmail, Google Docs, and Google Sheets is required. A readiness check is included before enrollment.
Does this guarantee lead growth or specific time savings?
No. Outcome metrics depend on actual business execution. Measure pilot results in your own business environment.
CALDR PROFESSIONAL AI
Training that leads into a working Knowledge Desk.
The Business Academy remains the operator pathway. Legal and Accountancy add sector-specific training plus private Knowledge Desk implementations inside the client's approved environment.
AI Business Academy
Google Workspace, inbox, CRM, reporting, source-grounded knowledge and operator workflows.
Open Business Academy →Legal AI + Ask Your Firm
NotebookLM for law firms, matter intelligence, verification and a practice-area Knowledge Desk.
Explore Legal AI →Accountancy AI + Ask Your Practice
NotebookLM for accounting firms, technical research, client-file intelligence and source-led review.
Explore Accountancy AI →