Free forms

13 FREE and Done-For-You Forms, Templates, and Checklists

Yes, they are free! Save time, get organized, & boost productivity in your virtual business with these ready-to-use swipe files. Sign up below!


Here is what you get inside the FREE forms sampler pack:


Business Setup and Working With Clients Plus Marketing Pieces

* Company Profile Sheet * Client Intake Form * Checklist for Setting Up a Mailing List * Social Media Tracking Spreadsheet * Checklist for Press Release Submission * Kindle Template


How To's, Instructionals & Training Guides

* Set up an Email Account in Cpanel * Set up a New Email Account in Outlook * How to Add Affiliate Tools to 1ShoppingCart * How to Set up an Autoresponder Series in AWeber * Google+ User Guide: How to setup your account and begin using Circles & Hangouts


Organization, Financials, & Proposals

* Sample Client Assessment / Questionnaire Form (use it as a phone script when interviewing new prospective clients) * Monthly Sales and Revenue Worksheets (what I use to track income from clients, products, affiliate programs - it's sweet!)



I love your forms :) You've made my life much easier. When I need to explain something to my Associate Virtual Assistants, I just search the folder where I've stored your forms. I can usually find the exact form I need.- Deirdre Shockley,

Lee Ann


Invaluable! Lisa's forms have helped me organize my back office, find more time and even brought clients through the door. As VAs, we are often working so hard to help our clients succeed that we run out of time for creating the tools necessary for our own business. It is awesome to know I can rely on Lisa's done-for-you forms for absolutely everything. It is the first place I look when I need a new form or business tool!- LeeAnn C. Holmberg,



I just wanted to let you know that I LOVE all of your forms. I have used quite a few of them over and over.- Susan Lucibello,



Lisa's templates and forms literally saved me years of work! In doing so, she has enabled me to spend my time helping my clients grow their businesses rather than on creating the forms I need to grow my own. Every successful business needs the systems and processes in place to keep it running effectively. Lisa helps you do that! My only regret....I should have made this investment in my business sooner!- Vickie Nickel,



These forms have been a lifesaver! The forms have helped me increase my productivity and allow me to do what I do best - and that is not creating forms! Another great value for me has been that when new forms & templates are developed or updated - I get an email with the opportunity to download and update my own library (I love that!) - Phillis Benson,


Why am I giving away free forms? Because whenever I talk to other virtual assistants about getting the help they need, whether it's not having to reinvent the wheel, getting training themselves, or outsourcing (i.e. hiring sub-contractors to help with various tasks in their business), they often say things like:

"I can't afford it."
"I can't find forms that FIT my business."
"I don't have time."
"The forms I do find on the internet are such low quality - why bother?"

...but these ready-to-use forms and training sheets is about to change all that. I know you're busy and I want to make it easy on you by giving you a free taste of how I can help you. These are just a small sample of my "Virtual Assistant Forms and Templates Toolbox" (and I want you to see how my forms can BOOST your productivity immediately!)

About Lisa Wells

I'm Lisa Wells, Certified eMarketing Associate, Infusionsoft Certified Partner, Certified Online Business Manager, IVAA Certified Virtual Assistant, and virtual assistant coach/trainer.

I've been running my own virtual business since 2005, providing e-marketing expertise and productivity solutions to dozens of clients and other virtual assistants. I've spent a lot of time and money perfecting forms and templates that work in a virtual assistant business - I've customized and fine-tuned each one so you don't have to.


Don't Want to Wait? Buy Form Packs Now!

I have the largest collection of virtual assistant forms, templates, checklists, training guides and how to's on the internet - over 300!  

Why recreate the wheel when you don't have to? In just a few minutes, you can have customizable forms, templates, spreadsheets, user guides, training sheets, marketing pieces, and more at your fingertips!


Did you know...

I also have individual forms for sale!

Just need a press release template or a work for hire agreement? I got you covered! Buy one for or buy multiple forms, I have what you need.

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