The training program behind every KeyPlayers assistant

Tech & Automation · KeyPlayers Academy

School of Executive and Operations Support

Opens October 7

Tech & Automation

GoHighLevel, Zapier and Make, CRM setup and the automations clients run their business on.

This program opens on Wednesday, October 7. Applications open the same day.

Take the skills quiz Apply to KeyPlayers

Course: 1
Modules: 8
Lessons: 23
Practice drills: 1

Who it's for

Assistants who hold the KeyPlayers AI-Trained VA and want to do this work for clients.

By application, after KeyPlayers Foundations. The admissions team reviews every application.

What a graduate can do

Every graduate has already done this work once, under grading. The final asks them to produce:

The build brief Ben signed off (goal, trigger, steps, data, messages, edge cases, off switch)
The form, calendar and speed-to-lead workflow in the test sub-account
One Zapier or Make integration with error alerts
Test matrix with results, including consent, duplicate, after-hours and STOP cases
The system map, the ClickUp automation record and a Loom walkthrough
The launch checklist and your note to Ben

Curriculum

What's taught, course by course

Modules pair lessons with quizzes. Modules marked Drill include hands-on practice on a realistic task. Downloads are available to trainees once they sign in.

KP-TA-101

Tech & Automation VA: CRMs, Workflows and Integrations

Building and running the systems a small business runs on: CRM setup in GoHighLevel and HubSpot, workflows and automations, Zapier and Make integrations, forms and calendars, testing and monitoring, documentation and access control, and AI automations with guardrails. Builds on Virtual Assistant Foundations.

1
The automation VA seat
2
CRM setup
3
Workflows and automations
4
Integrations with Zapier and Make
5
Forms, calendars and funnels
6

Assessment

The graded final

A realistic case, worked the way a client would expect. A KeyPlayers trainer grades it against the rubric below. AI may prepare first-draft scores backed by exact quotes from the work, and the trainer decides every result.

Graded practicalPass mark 80%2 attempts

Final Assessment: Build, test and launch for Bright Smile Dental

Scope, build, test, document and hand over the speed-to-lead system for Bright Smile Dental in a GoHighLevel test sub-account, plus one Zapier or Make integration.

Automatic fails

Messaging a contact without consent, storing credentials outside the vault, or putting customer data or API keys into an AI prompt fails the assessment regardless of score.

The rubric

Scoping
Brief is complete, clear and signed off before building.
Build quality
Works as briefed; clean fields, tags and naming; business-hours logic right.

Review and sign-off

A program opens to trainees only once each review below is signed off. Every sign-off records exactly which version of the content was reviewed, and lasts 12 months, so the program is reviewed again every year.

Content review
Reviewed by: Training Manager

Status: Opens October 7

How the credential is verified

Graduates earn the KeyPlayers AI-Trained Automation VA, with its own credential ID.
Anyone can enter that ID on the verification page to see whether it's valid, expired, suspended or revoked.
It's valid for 12 months. After that it shows as expired until it's renewed through the yearly update.

Verify a credential

How to get in

By application, after KeyPlayers Foundations. The admissions team reviews every application. New to KeyPlayers? Take the skills quiz, then apply. Already training with us? Open the program from your Academy account.

Apply to KeyPlayers Already a trainee? Open it

School of Executive and Operations Support

More from this school

Running a founder's day and a business's back office.

View the school

For assistants

See where you stand, then apply.

Nine real workplace situations, with your score and what each answer means. Training is free for KeyPlayers candidates.

Take the skills quiz

Foundation Year

KeyPlayers Foundations