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.
Exit Strategy Checklist
The document helps you plan your exit from being an employee.
This checklist gives you tips & tricks on:
- Changing your mindset
- Determining expenses
- And more..
VA Operations Manual Template
Are 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
- Tracking Time
- Using Tools
- And more…
It provides sections along with examples to help you complete your operations manual.
VA Business Policies Template
Every VA business should document their business policies to share with their clients.
This template will help you document:
- Average turnaround times
- Rush fees
- And more…
It provides sections along with examples to help you complete your business policies.
VA Sub-Contractor Agreement Template
If 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.
VA Services Agreement Template
Before 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.
VA Marketing Packet
This packet includes instructions, questionnaires and templates to help you effectively market your Virtual Assistant 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?
VA New Client Welcome Packet
This packet includes agreements, 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?
VA Starter Packet
This packet 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?
If you have any questions about our Virtual Assistant Templates, please click here to contact us.