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.
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.
Contract Templates / Work for Hire Agreements Mini Pack
$10.00
Six (6) sample contract templates / work for hire agreements: Sample Agreement for VA Services (4 pages, 942 words) Retainer Agreement (3 pages, 759 words) Project Service Agreement (3 pages, 805 words) General Work for Hire Agreement (1 page, 508 words) Work for Hire Agreement for VA Company (2 pages, 600 words) Sample Subcontractor Agreement for VA Services (4 pages,...
Customer Service Templates
$39.00
Complete bundle of templates, checklists, and systems to give better customer service, boost customer retention, and provide an excellent customer experience. Read more below about what is included in the bundle.
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Facebook Messenger Bots Templates
Bundle of strategy guide and templates to help you get started automating your communication with your visitors and customers and save you time. Read more below about what is included in the bundle.