If You're a Virtual Assistant who would like to attract more clients, be
more effective with the clients you have, and be more organized in your
business, then keep reading!!
At Your Fingertips - Forms and Templates Toolbox for your Virtual Assistant
Dear Fellow Virtual Assistant,
Why recreate the wheel when you donít have to? In just a few minutes, you can
have customizable forms, templates, spreadsheets, user guides, training sheets, marketing pieces, and more at
Are you spending too much valuable time creating the forms and systems that
you need for your business?
Have you wasted your money on form templates, only to find out they don't meet
your needs as a VA with a home-based business?
Are you spending too much money on training programs when you don't need 90% of
the class content - you just need the nuts and bolts?
I've been there too! When I started my virtual assistant business I was
overwhelmed by the sheer volume of forms, agreements, worksheets, and proposals
that I needed to pull together for practically every new task for every new
With all the time it was taking to get my business organized, I felt like I had
little time left to make money. I scoured the web looking for forms and when (or
if) I did actually find something that I could use, I would still have to spend
hours tweaking each one to fit MY business.
What about you? How much do you spend creating your own press releases,
formatting spreadsheets, crafting rate increase letters or searching for e-book
templates? Or maybe you've been lucky enough to find some forms online, but how
long did it take you to customize them?
Quit knocking yourself out to try and make forms that fit your business! In just
a few minutes, you can have specialized virtual assistant forms, user guides,
training aides, templates,
spreadsheets, marketing pieces, and more, right "at your fingertips!"
Iím Lisa Wells, author and Certified eMarketing Associate, Certified Online Business
Manager, and an IVAA Certified Virtual Assistant. 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. Iíve 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.
Certified eMarketing Associate and author of
E-Marketing Essentials for Virtual Assistants
Here is a small sample of what is included:
Business Kit (Business Plan Workbook,
Business Setup Blueprint, Checklist, Sample
Contact E-mails, Sample Direct Mail Letter, &
Sample Direct Mail Marketing Pieces)
New Service Announcement - Use this letter
as a template to announce a new service offering
or build on it to use as a press release.
Standard Operating Procedures - One way to
WOW your clients is to have a working SOP guide.
This form includes a sample product launch
calendar and marketing plan.
Sample Rate Increase Letters - Thinking
about raising your rates? Included are TWO
Teleseminar/Webinar Checklist - I have
listed everything you need to do before, during,
and after a teleseminar or webinar. No more
forgetting a task during an important teleclass
call, training session, or product launch.
Responses to Request for Proposals (RFPs) -
Need help crafting a response to an RFP? I was
extremely successful using the IVAA RFP system,
landing multiple clients with my proposals.
Included are FOUR sample responses!
Article Submission Worksheet - Do you have
clients who want to submit articles but aren't
sure which article sites are worth it? Good
news! I did the heavy lifting, all you need to
do is send this form to your clients and they'll
love you! Or use it to submit your own articles
and attract traffic and clients to your website.
Not only do I list the top 7 sites to submit
articles to, I include easy fill-in fields for
the information required by each site.
Training Sheets and User Guides - I include
over 165 training sheets and comprehensive
training guides that you can use with your team
or for yourself. Add to your SOP guide or send
to your VA team - it's done for you!
More Getting Started Illustrated User Guides -
If you want to get the basics for HostGator,
Aweber, cPanel, Paypal, and today's popular
social media programs like Twitter, Skype, etc.,
you'll love these fully illustrated user guides.
I even give you a webinar comparison and
Sample New Client Welcome Kit - I will
provide you with sample kit plus
additional ideas of other items you can add. No
Breaking Up With a Client - If you
need to fire a client and want a little help, I
provide you with a few examples.
Checklists - I include checklists for
setting up a shopping cart, submitting a press
release, managing client projects, setting up a
mailing list, and more!
There is so much more!
Get organized with my Access client
contact database. Or try my simple yet effective
"Weekly Organization Spreadsheet" - you will NOT
believe how this one tool can simplify your
At last! Everything you need to work with clients,
market your business, organize your office, and train your team is here, condensed
into easy-to-use and well-organized files.
There are over 200 Virtual Assistant business forms, marketing pieces, client
agreements, templates, worksheets, checklists, user guides, training aides,
how-to illustrations, and sample letters to choose
from included in this collection.
The templates are created in MS Office (and Adobe if noted) and are completely customizable Ė you can
quickly and easily add your own logo and branding for personal use. The user
guides are in PDF format, ready for quick downloading and usability.
At Your Fingertips - Forms and Templates Toolbox
for your Virtual Assistant Business
Buy only what you need or buy them all -
it's your choice!
business setup & Working with Clients template pack
Company Profile Sheet
Website Listing Form
Products and Services Listing Form
Affiliate Programs I Belong To Form
My Products and Affiliate Programs Form
Services Compilation Sheet
Business Backup Details
Annual Cash Journal Overview
Client Information Sheets (2)
Emergency Exit Strategy
Standard Operating Procedures
Standard Operating Procedures Kit
(includes second sample SOP guide, list of
common SOPs, and sample flowchart)
Client Assessment Form
Statement of Account forms (2)
New Service Announcement
Sample Rate Increase Letters (2)
Work for Hire Agreements (5)
Credit Card Authorization
New Client Welcome Kit
Breaking Up With a Client / Firing a Client
Payment Past Due Letter
Login Information & Client Tracking
Client Questionnaire and Intake
Time Tracking Spreadsheets (2)
Checklist for Setting up a Shopping Cart
Checklist for Setting up a Mailing List
Checklist for Client Projects
Sample Organization Chart
Business Kit (Business Plan Workbook,
Business Setup Blueprint, Checklist, Sample Contact
E-mails, Sample Direct Mail Letter, & Sample Direct
Mail Marketing Pieces)
"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)
Marketing Pieces template pack
Organization, FINANCIALS, & Proposals template pack
How To's, Instructionals & Training Aides
164 Ready-to-Use Training Sheets! A huge collection of fully-illustrated
training sheets you can use, customize, or give directly to your helpers
including common business tasks like using different web development tools,
blogging formats, 1ShoppingCart, Aweber, cPanel, Outlook, Gmail, etc. (View complete file list here.)
eMarketing and tech VA "Getting started" user guides
AWeber User Guide (23 pages and includes setting up a list, adding a form,
1ShoppingCart User Guide (44
pages and covers setting up 1SC, creating a product, affiliate
programs and tools, autoresponders, and broadcasts)
HostGator User Guide (35 pages and includes instructions for
signing up for or upgrading your account, working with cPanel, building a site
Skype (16 pages and covers Skype to Skype, screen sharing and
Using PayPal for Business (26 pages and shows how to create
PayPal Buy buttons, creating and managing invoices, making a mass
payment, PayPal reports)
Website Startup Checklists (includes checklists for
choosing a domain name, email marketing, target market research,
website traffic, what to include in your website)
Webinar Comparison and
User Guide (37 pages and covers InstantTeleseminar, FreeConference, GotoMeeting,
Adobe Connect plus a handy Checklist for planning your next
SOCIAL MEDIA MEGA BUNDLE
Purchase ALL templates, forms, checklists, user guides, training sheets -- the whole
PLUS - I'll give you access to my other
collection - 33 "How To's" for your Virtual Assistant Business.
Including everything from how to use Google Alerts to monitor your online
presence, how to create a redirect page,
how to use Feedburner... a perfect complement for your complete forms and
You'll Get Instant Access 24/7!
To your success,
- I stand behind my product 100%. Thatís why Iíll give you a full month to try
them out. If youíre not happy with the quality or professionalism of the forms,
I donít want to keep your money. Iíll refund your money on the spot; no
questions asked, and no hard feelings!
(Looking for individual forms? Go here: