Mini packs, bundles, financial forms, checklists, starter kits, and full done-for-you template packs – all at your fingertips!
Forms & Templates
“Breaking Up With a Client” Mini Pack
$10.00
"Breaking Up With a Client" Four-Pack Includes the following: Two email template “break up” letters / emails that you can send to your client when it's time to let them go. Includes examples of "reasons" that you can include. Two email templates that you can send when the client wants to cancel your services, not renew a package, or otherwise...
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“First 30 Days with a Client” Template Pack
"First 30 Days with a Client" Template Pack * Intake Form * Welcome Letter * Payment Arrangement Form * First 30 Days Business Goals Worksheet * Sample Client Invoice * Client Agreement * VA Success Guidelines * Client Call Notes Read more in the description below...
New!
“Organizing Your Business” Bundle
$57.00
Complete kit of over 40 forms, templates, checklists, etc. to help you get your business set up and keep you organized as you work with clients. Read more below about what is included in the bundle.
“Planning Your Profitable Webinar” Checklists
$6.00
These checklists cover each area of planning your profitable webinar! I walk you through each step of the planning process plus what to do when. You won't ever miss a step or a to-do won't be left undone. Put Together Your Plan (This section focuses on the goal of your event and what items you will need to do) Event...
New!
“Working With Clients” Bundle
$57.00
Included are 40+ done-for-you forms and checklists to make client organization in your virtual assistant business “fill-in-the-blank” simple! All of the forms are in MS Office format and are completely customizable. Read more below about what is included in the bundle.
120 Things Every Business Must Do to Succeed Online
$10.00
Complete kit of 12 Checklists with 120 Things Every Business Must Do to Succeed Online. Read more below about what is included in the bundle.
New!
Affiliate Management Templates
$29.00
A complete bundle of templates, worksheets, and checklists that will help you leverage the power of affiliate marketing in your business. Read more below about what is included in the bundle.
Business Accounting Sheets
$10.00
This accounting pack includes 25 sheets to record and track your expenses and income. I've added two versions that you can use: Word format (for customizing and printing) and PDF format (to fill-in online and print). Read more below for a full list of what's included.
Business Finances Starter Kit
$35.00
This set contains 4 planning sheets to help you learn how to plan for and manage your business finances, and 15+ done-for-you forms, templates, and checklists to make tracking the finances in your business “fill-in-the-blank” simple! All of the forms are in MS Office format and are completely customizable. Read more below about what is included in the kit.
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Client Acquisition Templates
Complete bundle of lists and email templates to help you get more clients, get more work from existing ones, and to get referrals. Read more below about what is included in the bundle.
Content Management Templates
$29.00
A complete bundle of journal spreadsheets and planner pack plus an Insider's Guide with quick tips on content management for traffic and monetization, organizing content on your website, and general content organization for maximum return on investment. Read more below about what is included in the bundle.
New!
Content Research and Brainstorming Templates
$24.00
A complete bundle of templates and worksheets plus an Insider's Guide with tips on brainstorming and content research so you can effectively sell more products and make more money. Read more below about what is included in the bundle.