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 Business

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 your fingertips!

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 client.

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.

lisa wells

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 sample letters!

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 checklist!

Sample New Client Welcome Kit - I will provide you with  sample kit plus additional ideas of other items you can add. No guesswork here!

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 life!


Phillis BensonI have followed Lisa for 5 years now and have had the pleasure of utilizing many of the forms that she has created for her 'Forms and Templates Toolbox'.

Having two successful online businesses - one in the Life Coaching world and the in the same 'Virtual Manager' world as Lisa's business, I am always looking for tools that will help me save time and money.

All I can say is that she's been a lifesaver! The library that she has created has helped me increase my productivity and allow me to do what I do best - and that is not creating forms!

The huge value is that Lisa understands what is needed and has created a massive library filled with easy to customize and use forms and templates. 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!)

Thank you from the bottom of my heart for bringing this to life! She really knows what is needed and understands both of my businesses.

Phillis Benson
Online Virtual Manager - Coach & Strategist


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.


LeeAnn HolmbergLisaís Virtual Assistant Forms are invaluable! Lisaís forms have helped me organize my back office, find more time and even brought clients through the door. As a VA, 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 Lisaís 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 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.

Thank you for your hard work in putting these together.

Deirdre Shockley
Fitness Biz VA and Associates

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

Thanks for all you do.

Susan Lucibello
Virtual Office On Call, LLC

logoLisa'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
Founder, Vickie Nickel & Associates



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 Associates
Business Backup Details
Annual Cash Journal Overview

Client Information Sheets (2)
Emergency Exit Strategy
Sample Standard Operating Procedures
Sample Standard Operating Procedures Kit
   (includes second sample SOP guide, list of
   common SOPs, and sample flowchart)
Client Assessment Form
Invoices (2) 
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
Income Snapshot
Partnership Checklist

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)


Add to Cart




Marketing Pieces template pack

Marketing Brochures (2)
E-book Templates (2)
Business Report Templates (2)
Sales Page Graphics (lots!) JPGs & GIFs
CD Label Template 
Press Release Template for Book Launch
Press Release Template for VA Certification
Press Release Template for Business Coach New
    Business Opening
Press Release Template for Business Coach
    Speaking at Event
Press Release Template for Online Business
    Opening New Product, Service, or Program
Press Release Template for Virtual Assistant
    Opening New Business
Press Release Template for VA Launching New
    Product, Service, or Program
Checklist for Press Release Submission
Kindle Book Template
Kindle Cover Templates (5)
Speaker Sheet (Adobe InDesign but also a PDF
    so you can see what it looks like)


Add to Cart



Organization, FINANCIALS, & Proposals template pack

Access Client Database
Basic Business Checklist
Sample Organization Chart
Article Submission Worksheet
Article Submission Checklist
Article Submission Tracking Sheet
Tasks Organization Spreadsheet
Sample Responses to RFPs (4)
Sample Website Development Proposal
Teleclass/Webinar Checklist
Accounting Worksheets (expenses and revenue)
SWOT Analysis
Annual Cash Journal Overview
Quarterly Tax Plan Info Sheet
Emergency Savings Fund Plan Info Sheet
Monthly Budget Plan
Monthly Income Plan
Affiliate Marketing Tracking (2)
Charitable Donations Tracking
Expense Checklist
Month to Month Trending
Travel Expenses Worksheet
Planning a Teleclass or Webinar Checklist
Live Events and Conferences Checklists Pack
   (set of 8 sheets)
Business Accounting Worksheets Pack (General
   Business Expenses and Income Sheets - 25 sheets
   in all!)
Goal Setting Worksheet
Profitability Analysis Worksheet
Expense Estimate Worksheets (2)
Business Plan Template (5 pages, 255 words)


Add to Cart


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.)


Add to Cart



eMarketing and tech VA "Getting started" user guides

AWeber User Guide
(23 pages and includes setting up a list, adding a form, creating messages)

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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 with Sitebuilder)
Skype (16 pages and covers Skype to Skype, screen sharing and instant messaging)
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 teleseminar/webinar)



This Mega Bundle has everything you need to get started with social media!  These "getting started" guides are best for those looking for step-by-step illustrated tutorials and include the following social media tools:


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Facebook Places
Facebook Social Plug-ins (eg., how to add an activity feed)
Advanced Facebook Social Plug-ins (eg., how to add livestream and create an app)
Google Plus
Facebook How To's and Twitter Applications
Pinning with Purpose - Beyond the Basics of Pinterest
Twitter Promotion
Twitter Widgets

Social Media Management Pack

(Social Media Management Checklist, Social Media Management Brainstorming Sheet, Social Media Activity Tracking Spreadsheet, Sample Done-For-You Social Media Marketing Plan, and
15-page ďBest Tools to Measure Social Media ROIĒ workbook)



Purchase ALL templates, forms, checklists, user guides, training sheets -- the whole enchilada --

Only $97

Add to Cart

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 templates package.

You'll Get Instant Access 24/7!

To your success,

Lisa Wells

P.S. - 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: VirtualAssistantTrainer.com Success Store)