Online Optimisers · Jackie / Global Edge Staffing
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OO · Confidential
Intel + Lead Ideas · 20 Moves

Content moats, earned media,
referral mechanics + wedge products.

Four categories of growth levers Jackie can activate across his own brand and his 27-client network. Each idea has a clear first move so nothing stays theoretical.

27
Active Clients (Warm Network)
2
LinkedIn Accounts (Underused)
70%
Trades Niche Concentration
0
YouTube Videos Today

Long-form content no competitor owns

Trades owners Google specific, painful questions. Nobody answers them well. These content pieces become reference points that AI systems (ChatGPT, Perplexity, Google AIO) pull from when asked about VA services for trades.

01 · CONTENT MOAT

The Trades Owner Back-Office Bible

A comprehensive guide - invoicing, reviews, follow-up, scheduling, and lead nurture - written specifically for plumbers, electricians, roofers, and HVAC owners. No agency has published this for this niche.

First MoveCommission Jackie's VA to draft outline using the 10-video series as source material. OO optimises for topical authority + schema markup.
02 · CONTENT MOAT

Virtual Employee ROI Calculator for Trades

An interactive tool where a plumber inputs their hourly rate, jobs-per-week, and hours lost to admin. The calculator outputs "what you could bill if your VA handled the back office." No staffing agency in this niche has built this.

First MoveOO builds a simple HTML calculator page, hosted on globaledgestaffing.com. Link from every pillar blog post. No code knowledge needed from Jackie.
03 · CONTENT MOAT

Go High Level Setup Guide for Tradespeople

Jackie already sets up GHL for every realtor client. A step-by-step GHL setup guide specific to trades (pipelines, automations, follow-up sequences for a plumbing business) fills a Google vacuum. Targets a niche that GHL's own docs ignore.

First MoveJackie screen-records one GHL setup walkthrough for a plumber client (5-part video). OO transcribes, formats as written guide, and adds schema. Becomes both YouTube content and a long-form SEO anchor.
04 · CONTENT MOAT

Global Edge Guarantee Deep-Dive

The guarantee is the most defensible differentiator GES has - nobody else covers the full replacement cost. A 2,000-word explainer on exactly what the guarantee covers, what it does not, and why GES can afford to offer it builds trust that no competitor can directly copy.

First MoveJackie writes 500 words in voice-note form. OO structures + publishes on /guarantee/ money page + a standalone pillar post linking to it.
05 · CONTENT MOAT

Annual Virtual Staffing Salary Report (Trades Edition)

Jackie has 27 clients, knows what VAs cost, and understands the market. An annual report on what trades businesses pay for back-office staff (VA vs local hire cost comparison) with real sourced data becomes a link magnet and a PR hook for trade publications.

First MoveSurvey 10 of Jackie's 27 clients with 5 anonymous questions about staffing cost and time. OO formats as a one-page PDF report. Publish on /resources/ and pitch to one trade publication.

Podcasts and publications where Jackie's story fits

Trades owners trust trade media and peer voices. A single podcast appearance in a well-followed trades show delivers more trust than 12 LinkedIn posts. These are specific targets, not generic suggestions.

06 · EARNED MEDIA

The Contractor Growth Network Podcast

Focused on small contractor business owners - growth, operations, hiring. Perfect ICP overlap with Jackie's trades client base. Jackie's angle: "the virtual employee model most contractors don't know exists."

First MoveOO drafts a 200-word pitch email to the host. Jackie sends from his own email. Angle: "I help 27 trades owners run their back office with virtual employees - here is what most contractors get wrong."
07 · EARNED MEDIA

Builder Magazine or Remodeling Magazine

Trade print and digital publications that write "business operations" features for contractors. A contributed article from Jackie on "what I learned setting up back-office systems for 27 trades businesses" is pitch-ready without needing a big name.

First MoveOO writes a 600-word article draft from Jackie's voice dump. Jackie reviews and submits as a contributed piece. No PR agency needed. Target: one placement in 90 days.
08 · EARNED MEDIA

Real Estate Today Podcast

Realtor-focused audio. Jackie's 30% realtor client base gives him real credibility here. Angle: "how realtors use virtual employees + Go High Level to stop losing leads between showings."

First MoveSame pitch approach as #06, different angle. OO drafts the pitch. Jackie sends. GHL framing resonates because Real Estate Today listeners already know GHL.
09 · EARNED MEDIA

PHCC (Plumbing-Heating-Cooling Contractors) Association

Industry association with a member newsletter, regional events, and a podcast. A guest slot at a PHCC chapter event or newsletter feature gives instant credibility with the core trades ICP. Jackie's guarantee story is a hook that fits their member-benefit framing.

First MoveFind the nearest active PHCC chapter (Jackie's state or closest metro). Apply as a speaker for their next business education event. OO prepares a 10-slide deck; Jackie presents 20 minutes.
10 · EARNED MEDIA

VA Industry Publications (Virtual Assistant Network)

Jackie is also a story for the staffing and VA industry - he has cracked the trades vertical, which most VA agencies ignore. A contributed article or interview from the supply side ("how we source and QA VAs for trades businesses") builds authority and backlinks from a trusted domain.

First MoveIdentify the Virtual Assistant Network or VA Networking groups with editorial arms. Pitch Jackie as "the agency founder who cracked the trades niche for virtual staffing." OO drafts the pitch in 30 minutes.

Referral mechanics from 27 warm clients + BNI

Jackie's 27 active clients and Eric's BNI chapter are distribution assets that most agencies would pay a fortune to own. These moves turn passive clients into active referrers without being transactional about it.

11 · RELATIONSHIP

Client Anniversary Touchpoint

Every client has a start date. A simple automated message at the 12-month mark - "a year since we placed your first VA, here is what changed in your business" - keeps Jackie top of mind and invites a referral conversation at the natural renewal moment.

First MoveJackie's VA maps all 27 client start dates into a GHL task sequence. OO writes three message templates (email + SMS options). Takes one afternoon to set up, runs forever.
12 · RELATIONSHIP

BNI Referral Scorecard (Eric's Weekly Prep)

Eric attends BNI weekly. A one-page "referral scorecard" pre-filled before each meeting - which clients had notable results this week, what to mention, which BNI members have relevant contacts - sharpens Eric's 60-second slot into a precision instrument instead of a generic pitch.

First MoveOO builds a Google Sheet template with auto-pulling GHL activity data. Jackie's VA updates it every Friday morning before Eric's Monday meeting. OO sets up the sheet in one session.
13 · RELATIONSHIP

Warm Intro Request (Structured)

Jackie has 27 clients who trust him. A structured warm-intro ask - "do you know any other trades owners or realtors who are struggling with admin overload?" - sent at the right moment (90 days after onboarding, when results are fresh) generates referrals without feeling like a cold ask.

First MoveOO writes a 3-sentence SMS template Jackie sends personally to 10 clients at the 90-day mark. Start with the 3 most vocal clients. Target: 3-5 warm intros in 30 days.
14 · RELATIONSHIP

Trades Owner Micro-Event (Jackie Hosts)

A 90-minute informal lunch or dinner for 8-10 trades owners from Jackie's client base plus 3-4 prospects Eric identifies from BNI. Not a pitch event - a peer conversation. Jackie facilitates. Topics: "what is working in your business right now?" The social proof happens organically when clients talk about their VA in front of prospects.

First MoveJackie picks a date and venue for the next 30-45 days. OO writes the invite copy and a facilitation guide (5 discussion questions). Eric handles the list. Jackie hosts.
15 · RELATIONSHIP

White-Label Testimonial Harvest (AI Product Pilot)

Once the 3-client AI pilot launches (sub-plan 02), a structured testimonial process at Day 25 captures specific, quotable results before enthusiasm cools. "The agent captured a 2am emergency job I would have missed" is worth more in sales than any copy OO can write.

First MoveOO builds a one-page results summary per pilot client at Day 25. Jackie presents it on a 20-minute call and asks one question: "Would you say that on camera or in writing?" OO edits the raw response into a usable quote or 90-second clip.

Productisations Jackie can sell to his clients today or in 30-90 days

These are not consulting ideas - they are packageable, priceable products that sit on top of Jackie's existing VA offer. Each one reduces the "custom work" burden and increases Jackie's recurring margin per client.

16 · WEDGE PRODUCT

AI Sales Desk (Starter Tier)

The entry product from sub-plan 02. One sales agent that answers missed calls, qualifies leads, and books onto the client's calendar. 24/7. No VA needed for overnight coverage. Deployed in 48 hours after onboarding call. Jackie sells, OO deploys.

First MovePick 3 trades clients (2 plumbers or electricians, 1 realtor). Offer 30-day pilot at no cost. OO deploys the agent. Jackie documents the result at Day 25. That result becomes the BNI story.
17 · WEDGE PRODUCT

Review Acceleration Package

A standalone add-on: automated post-job review request via SMS, 4/5-star routing to Google Maps, negative sentiment flagged to Jackie's VA. Not a new product category - but packaged separately from the VA retainer so Jackie can sell it to clients who are not ready for a full VA.

First MoveOO configures the review flow in GHL for 5 of Jackie's existing clients in one sprint. Jackie charges a small flat monthly fee. Expands the product surface without Jackie's time.
18 · WEDGE PRODUCT

Trades Back-Office Starter Kit

A productised onboarding package for new trades clients: Monday.com setup, GHL pipeline configuration, VA onboarding checklist, and a 90-day plan template. Charges a one-time setup fee above the monthly retainer. Jackie's VA delivers it. Jackie's time drops from 5-10h to 1-2h per new client.

First MoveOO builds the template kit once (4-8h build). Jackie's VA reuses it for every new client. Price the one-time setup as a separate line item on the engagement letter.
19 · WEDGE PRODUCT

LinkedIn Outbound-as-a-Service for Trade Clients

Jackie's plumber and electrician clients could benefit from LinkedIn outreach targeting commercial construction managers and property managers. Jackie already knows this market. An outbound service where Jackie's VA manages LinkedIn outreach for 3-5 client accounts simultaneously creates a new recurring revenue stream from the same relationship.

First MoveOO writes the connection request + follow-up sequence for the B2B construction targeting angle. Jackie tests on his own LinkedIn account first. If it books calls, productise for 3 electrician clients at a flat monthly fee.
20 · WEDGE PRODUCT

GHL CRM Quick-Start for Realtors

Jackie already sets up GHL for every realtor client. A productised "GHL Quick-Start" for realtors - standardised pipeline, contact tags, automated follow-up sequences for Zillow + web leads, and a 60-minute onboarding call - could be sold as a one-time setup + monthly management. Targets the 30% of Jackie's base that is realtor-focused.

First MoveOO documents Jackie's current best-practice GHL setup as a repeatable template. Jackie's VA runs the setup from the template. Price as a $X one-time fee + $Y/mo management. Reduce Jackie's custom setup time from 5h to under 2h per realtor client.
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