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 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!

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!"

I’m 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. 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.

lisa wells

Certified eMarketing Associate and author of
E-Marketing Essentials for Virtual Assistants



Here is a small sample of what is included:
 

 NEW! 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. 

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!
 


 

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 are completely customizable – 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!
 

-1-

business setup & Working with Clients template pack

Company Profile Sheet
Website Listing Form
Products and Services Listing Form
Affiliate Programs Listing Forms
Services Compilation Sheet
Business Associates
Business Backup Details
Annual Cash Journal Overview
Client Information Sheet
Emergency Exit Strategy
Standard Operating Procedures
Client Assessment Form
Invoices (2) 
Statement of Account forms (2)
New Service Announcement
Sample Rate Increase Letters (2)
Work for Hire Agreements (3)
Resume
Credit Card Authorization
New Client Welcome Kit
Breaking Up With a Client / Firing a Client

NEW! Business Kit (Business Plan Workbook, Business Setup Blueprint, Checklist, Sample Contact E-mails, Sample Direct Mail Letter, & Sample Direct Mail Marketing Pieces)

$27

Add to Cart


 

-2-

Marketing Pieces template pack

Marketing Brochures (2)
E-book Templates (2)
Sales Page Graphics (lots!) JPGs & GIFs
CD Label Template 
Press Release Template 
Press Release for VA Certification

$19

Add to Cart

 

 

-3-

Organization & Proposals template pack

Access Client Database
Article Submission Worksheet
Article Submission Tracking Sheet
Tasks Organization Spreadsheet
Sample Responses to RFPs (4)
Sample Website Development Proposal
Teleclass/Webinar Checklist

$19

Add to Cart



-4-

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.)

$19

Add to Cart


 

-5-

eMarketing and tech VA "Getting started" user guides



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

$34
Add to Cart
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 Guide (13 pages and includes checklists for choosing a domain name, email marketing, target market research, website traffic, what to incude 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)
 

-6-

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:

$24

Add to Cart
 

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
LinkedIn
Twitter Promotion
Twitter Widgets

 

BEST BUY!

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


Only $97
 

Add to Cart



PLUS - not only do you get FREE updates for life, meaning that if I add to the existing collection, you will get updates at no cost, but if you buy the complete package today, 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%. That’s why I’ll give you a full month to try them out. If you’re not happy with the quality or professionalism of the forms, I don’t want to keep your money. I’ll refund your money on the spot; no questions asked, and no hard feelings! And did I mention that you get FREE UPDATES for life?