Virtual Assistant Templates

Part of running a business is having systems, which includes templates, checklists and more.

Why recreate the wheel?

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

I offer two different sets of templates.

The New Client Welcome Kit includes all the essential templates and forms needed to start working with a new client.

The VA Template Bundle includes only the necessary templates to run your business.

They are different – read the descriptions for each below and if you need help please contact us – we’re happy to help.

New Client Welcome Kit

This packet includes agreements, contracts and templates for Business Policies, Operations Manual, a Client Information Form and much more for on-boarding your new clients. It also includes step by step instructions for completing the templates and saves you time and frustration trying to figure it out on your own.

  • New Client Welcome Packet Checklist
  • VA Business Policies Template
  • VA Client Agreement
  • VA Client Information Form
  • VA Client Intake Checklist
  • VA List of Services
  • VA Proposal Template
  • VA Welcome Email

You can purchase the New Client Package for only $19.99.

Click the button below to purchase.

VA Biz Template Bundle

The VA Biz Template Bundle includes the 4 must have templates listed below all for under $15.00. These professional templates are a must have for any VA business.

Grab all 4 for only $14.99!

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
  • Invoicing
  • 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
  • Communication
  • Retainers
  • Invoicing
  • 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.

You can purchase all 4 of these templates for only $14.99.

Click the button below to grab all 4.

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