Are you...


Wasting time?

Are you spending too much valuable time creating the forms and systems that you need for your business?


Wasting money?

Have you wasted your money on forms and templates, only to find out they don't meet your needs as a VA with a home-based business?


Wasting effort?

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?


Wasting opportunities?

Have you put off your marketing because you weren't prepared? Or worse, put off a client because you weren't organized?

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!"

Quit recreating the wheel!

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!

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.



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,



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,

Here's just a small sample of what's available in this Ginormous forms collection

Everything you need to use in your own business, use with your clients, and get super organized!

  • 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!
  • Checklists I include checklists for setting up a shopping cart, submitting a press release, managing client projects, setting up a mailing list, and more!
  • 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.
  • 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!
  • 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!
  • Sample New Client Welcome Kit I 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.
  • 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!

Peek Inside and See What's Included in Our Popular Mega Bundles

Organizing Your VA Business Bundle
Complete kit of 55+ forms, templates, checklists, etc. to help you get your business setup and keep you organized as you work with clients.

Business Kit * Company Profile Sheet * Login Information & Client Tracking * Client Information Sheet 2-up * Affiliate Programs I Belong To Form * Business Associates * Business Backup Details * Services Compilation Sheet * Sample Resume * Website Listing Form * Products and Services Listing Form * Affiliate Marketing Tracking Forms (2) * New Service Announcement * Invoices (2) * Credit Card Authorization Form * Emergency Exit Strategy * Sample SOP Flowchart Overview * Sample Organization Chart * Affiliate Programs Tracking Form * Basic Business Checklist * Business Plan Template * Goal Setting Worksheet * Organize Your Weekly List of Activities * Sample RFP Responses (5) * SWOT Analysis * Live Events and Conferences Checklist (9 pages)
Marketing Templates Mega Bundle
Complete kit of forms, templates, checklists, & graphics to help you with marketing your business, products, or services.

* Marketing Brochures (2) * E-book Templates (2) * Sample Resume * Business Report Templates (2) * Sales Page Graphics (lots!) JPGs & GIFs * CD Label Template * Press Release Templates (7) * Press Release for VA Certification * 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)
"Working With Clients" Bundle
Complete kit of 40+ done-for-you forms and checklists to make client organization in your virtual assistant business "fill-in-the-blank" simple!

* "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) * Partnership Checklist * Client Information Sheets * Standard Operating Procedures (2) (one with 15 pages and the other with 10 pages and both include sample sections of what to include) * List of Common SOPs (15 pages) * Client Assessment Form * Statement of Account Forms (2) * Sample Rate Increase Letters (2) * Work for Hire Agreements (5) * New Client Welcome Kit (12 pages includes examples of what to send your client after signing the contract) * Breaking Up With a Client (2 samples) * Payment Past Due Letter * Time Tracking Spreadsheets (2) * Client Questionnaire and Intake * Checklist for Client Projects
Business Finances Starter Kit
Business Basics Checklist - to ensure you have all of the documentation, systems and procedures in place to manage your business finances * Business Associates Information Form - to manage your clients' and contractors' contact and other information * Monthly Expense Checklist - to track your business expenses each month * Partnership Checklist - This doc will help you to protect yourself if you're considering a Joint Venture project. * Charitable Donations Workbook (Excel) * Expense Budget Workbook (Excel) * Income Snapshot Workbook (Excel) * Month-to-Month Trending Workbook (Excel) Travel Expense Workbook (Excel) * 2 Different Affiliate Income Tracking Workbooks (Excel) * Goal Setting Worksheet (short term and long term goals using SMART criteria) * Profitability Analysis Worksheet (Excel) * 2 Expense Estimate Worksheet (Word and Excel versions) * Business Plan Template (5 pages, 255 words)
Social Media Mega Bundle
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:

Pinning with Purpose - Beyond the Basics of Pinterest * Social Media Management Checklist * Social Media Management Brainstorming Sheet * Social Media Activity Tracking Spreadsheet * Sample Done-For-You Social Media Marketing Plan * 15-page "Best Tools to Measure Social Media ROI" workbook

Save Big When You Get Bundles!

Or Browse Individual Forms and Get Just What You Need

  • $4.00 and up
  • individual Forms
  • Forms & Templates
  • Training Guides
  • Kits and Plug Ins
  • Worksheets
  • Checklists and More!
  • text
  • $117.00
  • SUPER Mega Bundle
  • SAVE 55%
  • Includes ALL Mega Bundles
  • Easily Customizable
  • Over 300 sheets!
  • BONUS!
    33 "How To's" for your Virtual Assistant Business
  • text
  • $38.00 and up
  • KiTS & Bundles
  • Organizing Your VA Business
  • Business Finances Starter Kit
  • 'Working with Clients' Bundle
  • Marketing Templates
  • Social Media Mega Bundle
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