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