Templates

Skip the heavy lifting and wow your clients with professionally designed documents for your va business

Shop Templates

Grow your biz and
save yourself some time.

Done for you Templates

Easy breezy time saving goodness. Fully customisable templates ready for you to add your colours, fonts and special touches!

Every single document you'll ever need! Onboard clients, communicate and operate your business like a pro!

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Bundle & Save - $375

Get every single document you need for your Virtual Assistant business! The bundle includes:

  • Client Service Agreement
  • Base Hourly Rate Spreadsheet
  • Services & Pricing Guide
  • Client Proposal
  • Email Swipe Files
  • Discovery Call Guide
  • Professional Profile
  • Client Welcome Kit

Total bundle value - $429 (save $54)

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Client Service Agreement - $275

Available in word version, you can badge with your business logo and proceed with confidence to be sure your organisation is taking into account all remote working issues where a virtual assistant/ client arrangement is in place. Client Service Agreement template has been created by Australian Business Lawyer, Ready to Boss Legal.

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Base Rate Spreadsheet - $22

Work out exactly how much you need to charge to reach your income goals and capacity goals while taking into account business operating costs, tax, superannuation and other expenses!  Add in your own figures and calculate your base hourly rate so that you can have the confidence that you're not undercharging and that you're building a sustainable business.

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Services & Pricing Guide - $22

Your Services & Pricing Guide is usually the first document you will send to prospective clients, so it's super important to get this right! This Canva template is ready for you to customise fully to show your clients exactly what you do, takes them through the process of working with you and instills a level of confidence in them that you are the perfect solution to their needs.

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Client Proposal - $22

Time to seal the deal! This Canva proposal template will be the final step in getting your clients across the line to start working with you! This template gives you sections to summaries the scope of work you have discussed with the client, pricing either as a package proposal or a retainer and outlines the next steps needed to finalise onboarding.

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Email Swipe Files - $22

Email templates including, job lead response, reach-outs, onboarding, offboarding, pricing increase, referral and testimonial requests. These email templates are ready for you to customise to any situation and communicate with confidence in emails/DMs knowing that you haven't left any valuable information out to achieve your desired result.

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Discovery Call Guide - $22

The discovery call guide will have you 'walking' into your discovery call with your prospective client with confidence knowing that you have done the necessary preparations to nail this call! Print it off and complete the question prompts, preparation pages, tick off the checklist to make sure nothing has been missed and a record how you felt the call went

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Professional Profile - $22

The business version of a resume. This Canva template gives you the opportunity to display your credibility and experience through a timeline of professional development, values, highlights, testimonials, client results and your portfolio. You can customise this based on what content you have and build on this as you gain experience in your business.

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Client Welcome Kit - $22

Welcome your new client to your business and streamline the handover of tasks  and system access. This detailed welcome kit allows you to outline timelines, detail the systems you require access to, set up communication methods, shared file access and task management systems as well as link any instructional videos you may have for new clients!

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IT'S HONESTLY MADE ME THAT MUCH MORE EXCITED TO PUSH THROUGH THE NERVES AND GET STARTED

Ellie-Millar Lane

Love the key docs bundle, everything looks so good! The templates for everything are so handy as it's so hard to know where to start and what to include so having a jumping off point for all of those things is just invaluable. Thank you!

The layouts are so clear, simple and stylish, I can't wait to get myself organised so I can start putting all my details in and personalising it. It's honestly made me that much more excited to push through the nerves and get started.

DID YOU KNOW.. ALL OF THESE DOCUMENTS ARE INCLUDED IN VA LAUNCHPAD

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EVERYTHING YOU NEED TO BECOME A SUCCESSFUL VA

Signature self-paced course to launch your Virtual Assistant Business!

Access to our entire training course to launch your VA business, includes lessons, tutorials, templates and more!

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VA Launch Roadmap 

The VA Launch Checklist and Success Path is a comprehensive guide that provides a step-by-step roadmap for starting your Virtual Assistant business without wasting time trying to spend countless hours on Google.

Benefit from industry insights, bonus resources, and expert advice to help you confidently explore becoming a Virtual Assistant.