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VA Business Template Bundle
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Don't Re-Create The Wheel!
Don't spend unnecessary time + energy creating your own business forms & templates when you can purchase professionally designed templates and hit the ground running.
Grab these 9 Microsoft Word Business Templates that every Virtual Assistant should use in their business. These are the exact same business templates that I use and were professionally created along with my attorney.
  • VA Client Agreement (Client Contract) - this is the legal contract between you and your clients.
  • How To Work With Me Checklist - this checklist helps clients understand how you run your business. It summarizes the key points from your Business Policies document.
  • VA Business Policies Template - this template is where you spell out your business policies, things like your work hours, what you charge, how you invoice, etc. I've included sample text to help you complete the document.
  • Client Welcome Email Template - a sample email that you can send when welcoming a new client to your business.
  • Proposal Template - this template can be used for projects or when providing a quote for services.
  • Client Information Form - use this form to collect the information you need from new clients such as log in details and passwords.
  • List of Services Form - you can use this to let client's know all the services you offer in your business. They may not know everything you offer!
  • Client Intake Checklist - this is simple checklist to be sure you're following your Client Intake Process.
  • Client Kick Off Agenda - this is a sample agenda that provides ideas of what to cover in your initial Kick Off call with a new client.
  • Start Here Document - I included this to give you a Getting Started Guide to updating and using the templates.
All 9 Professional Templates For Only
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