What's included? A LOT!  The most comprehensive group of documents available for the price ANYWHERE for your Virtual Business. 

Having been in business SUCCESSFULLY for 25+ years, I firmly believe in being organized and SMART about the way I do business. I have many tried and true methods that work for me and have been sharing with colleagues and Virtual Assistants for over 15 years now.  Most templates are in MS Word or MS Excel format*, for the widest audience possible. Thousands of virtual assistants worldwide have been using my business forms and templates since 2002 with great success, allowing them to build their business instead of reinventing the wheel!

Most others sell many of these separately, but I've decided to continue to make mine a bundle of the most COMPREHENSIVE AND AMAZING VALUE for your money!


Business Planning Documents

  1. Comprehensive Marketing Analysis and Instructions
  2. Comprehensive Business Plan and Instructions
  3. Income Projection (for biz plan)
  4. Profit & Loss Projection (for biz plan)
  5. Cash Flow Projection (for biz plan)
  6. SALARY CALCULATOR! - I have been asked REPEATEDLY to share this. For years it has been in use in my e-courses ONLY. NOW INCLUDED AT NO ADDITIONAL CHARGE!

Accounting

  1. Client Expense Sheet
  2. Client Time Tracker
  3. Invoice
  4. Travel Expense Worksheet]

Calendars

  1. 2015 Calendar (GREAT for client relations - personalize it for the holidays each year,giving each client their own calendar with due dates for various projects and/or tasks). Clients LOVE the personalization.
  2. 2015 Calendar - 1 page

Client Relations

  1. Customer Referral Coupon
  2. Newsletter Template (MS Word) with instructions.

Credit & Collections

  1. Business Credit Application
  2. Collection Letter - Basic
  3. Collection Letter - Detailed
  4. Credit Card Authorization Form

 Events

  1. Guest Book Cover
  2. Guest Book Pages

Letters

  1. New Business Announcement Sample Letter
  2. Quotation Letter (to accompany quotation)
  3. Terms of Contract Letter (to accompany contract)
  4. Contract Termination Letter

Letterhead & Coordinates

  1. Letterhead (2)
  2. Fax (2)
  3. Envelopes
  4. Business Card (coming - updating)

Marketing!

  1. Advertisement
  2. Advertising Flyer & Insrtructions
  3. Brochure (tri-fold) - Green (more colors to come)
  4. Business card template & instructions
  5. Discount cards
  6. Gift Certificate
  7. Postcard
  8. Press Release
  9. Social Profiles and Submission Schedule

New Client / Contracts & Agreements

  1. New Client Intake Form
  2. New Client Checklist
  3. Confidentiality Agreement
  4. Terms of Service Letter
  5. Independent Contractor Agreement
  6. Retainer Agreement 

Organization

  1. To Do List with calendar
  2. Daily Planner - 30 minute increments
  3. Daily Planner - 15 minute increments
  4. Telephone Log - Simple
  5. Telephone Log - Detailed
  6. Hardware / Software Tracking
  7. Business Membership Tracking
  8. Quick Client Reference Sheet
  9. Supplier Reference Sheet

 

 

 *Some templates now available in Open Office format.

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  • - free access to resources to help build your VA business!

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