Checklists, Templates & Kits

Here you will find a variety of kits, templates and checklists to help you build your business, learn technology and more.

Click the appropriate tab below to see all the details and to purchase. Check back often as we are always adding new titles.

Checklists

Exit Strategy Checklist

VA Training by The Techie MentorThe Exit Strategy Checklist helps you plan your exit from being an employee.

This checklist gives you tips & tricks on:

  • Changing your mindset
  • Determining expenses
  • Marketing
  • And more….

Click here to purchase this guide for only $4.99.

Templates

VA Operations Manual Template

Operations ManualAre your systems & processes documented? Every business should have an Operations Manual that details how their business is run.

This template will help you document your process for:

  • Bringing on new clients
  • Conducting Kick Off Meetings
  • Invoicing
  • Tracking Time
  • Using Tools
  • And more…

It provides sections along with examples to help you complete your operations manual.

Click here to purchase this template for only $4.99.

VA Business Policies Template

Business PoliciesEvery VA business should document their business policies to share with their clients.

This template will help you document:

  • Average turnaround times
  • Rush fees
  • Communication
  • Retainers
  • Invoicing
  • And more…

It provides sections along with examples to help you complete your business policies.

Click here to purchase this template for only $4.99.

Contracts

VA Sub-Contractor Agreement Template

subcontractIf you are building a team or just outsourcing extra tasks you should have a contract in place with anyone doing work for you & your business. This is to protect both parties, just in case.

This is the Sub-Contractor Agreement that I used in my VA business. Please be sure to have this document reviewed by an attorney to be sure it covers your specific business needs and your home country regulations.

Click here to purchase this template for only $4.99.

VA Services Agreement Template

vaservicesagreeBefore working with a client, be sure you have a signed contract.  This is to protect you and your clients.

This is the VA Services Agreement (Contract) that I used in my VA business. Please be sure to have this document reviewed by an attorney to be sure it covers your specific business needs and your home country regulations.

Click here to purchase this template for only $4.99.

Kits

VA Starter Kit Marketing Packet

Virtual Assistant Training by The Techie MentorThe VA Starter Kit Marketing Packet includes instructions, questionnaires and templates to help you effectively market your VA business to people who need what you offer. If you need help creating a marketing plan, selecting your target market or defining your ideal client this packet is what you need. Stop struggling and start attracting clients!

  • Do you struggle getting clients?
  • Are you confused about how to market yourself or your services?
  • Do you need help defining your target market?
  • Do you know what services you want to offer?
  • What is your social media strategy?

Click here to purchase this packet for only $19.99.

To purchase all 3 packets for the low price of only $39.95, click here. 

VA Starter Kit Welcome Packet

VASK-Welcome1-285x300The VA Starter Kit Welcome Packet includes VA contracts and templates for Business Policies, Operations Manual, a Client Information Form and much more. This packet includes step by step instructions for completing the templates and saves you time and frustration trying to figure it out on your own.

  • Do you need client contracts?
  • Are you wasting time & money figuring out what documents you need for your business?
  • Do you have a checklist of what to do when you sign on a new client?
  • Have you documented your business policies?

Click here to purchase this packet for only $19.99.

To purchase all 3 packets for the low price of only $39.95, click here. 

VA Starter Kit Checklist

Virtual Assistant Training by The Techie MentorThe VA Starter Kit Checklist includes a checklist for starting a VA business, what technology is needed, and a spreadsheet to help you determine what to charge. This packet includes step by step instructions for completing each template. This kit saves you time and frustration trying to figure all these things out on your own. 

  • Not sure what to do first when starting your VA business?
  • Do you know what you need to charge for your services?
  • Curious about what technology you need?
  • Not sure about what you need in your home office?

Click here to purchase these checklists for only $9.99.

To purchase all 3 packets for the low price of only $39.95, click here. 

To purchase all 3 packets for the low price of only $39.95, click here. (Does not include VA Website in a Box)

The VA Welcome Packet is well worth the price. The information in it is invaluable. She saves the up and coming VA a lot of time and money. I highly encourage any VA to purchase this Welcome Packet. There is no way you can go wrong with the price and the information.

Before I started working with Susan, I spent months spinning my wheels and knowing all of the things I needed to have in place to start my business but having no idea what I needed first. I read through the Welcome Kit and was blown away at all of the documents that I no longer needed to create from scratch. Those documents alone saved me HOURS and a lot of frustration and overwhelm. Thank you Susan for making these available for new VAs.

Deb McGranaghanBeyond the Front Desk