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“Working With Clients” Bundle

Availability: In stock

$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.

 

This set contains a “working with clients” collection of forms, templates, and checklists to help you keep organized and work with your clients more efficiently. Included are 60+ done-for-you pages of 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.

The Included Forms, Templates, and Checklists Are:

* “First 30 Days Working With a Client” Kit (Intake Form, Welcome Letter, Payment Arrangement Form, First 30 Days Business Goals Worksheet, Sample Client Invoice, Client Agreement, VA Success Guidelines, Client Call Notes)

* Partnership Checklist
* Client Information Sheets
* Standard Operating Procedures (2) (one with 15 pages and the other with 10 pages and both include sample sections of what to include)
* List of Common SOPs (15 pages)
* Client Assessment Form
* Statement of Account Forms (2)
* Sample Rate Increase Letters (2)
* Work for Hire Agreements (5)
* Sample Subcontractor Work for Hire Agreement
* New Client Welcome Kit (12 pages includes examples of what to send your client after signing the contract)
* Breaking Up With a Client (2 samples)
* Payment Past Due Letter
* Notification of Failed Payment
* Time Tracking Spreadsheets (2)
* Client Questionnaire and Intake
* Checklist for Client Projects
* “Hot Wash” Sheet

Note: Even though some portions of this kit may be editable and contain .doc source files, this is not PLR so you cannot resell this package or pass along the rights to anyone else.

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