This set contains a “working with clients” collection of templates, forms, checklists to help you keep organized and work with your clients more efficiently. Included are 30+ done-for-you printables to make client organization in your virtual assistant business “fill-in-the-blank” simple! Many of the forms are in Microsoft Office format and are completely customizable.
The Included Templates, Forms, and Checklists Are:
* “First 30 Days Working With a Client” Kit (Client Information Form, Welcome Letter, Payment Arrangement Form, First 30 Days Business Goals Worksheet, Sample Client Invoice, Client Agreement, VA Success Guidelines, Client Call Notes)
* Partnership / Joint Venture Checklist
* Client Information Sheet
* 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)
* Sample Subcontractor Work for Hire Agreement
* New Client Welcome Kit (12 pages includes examples of what to send your client after signing the contract)
* Breaking Up With a Client (2 sample emails)
* When You Get Fired or a Client Wants to Cancel (2 sample email responses)
* Payment Past Due Letter
* Notification of Failed Payment
* Time Tracking Spreadsheets (2)
* Client Questionnaire and Intake Sheet
* Checklist for Client Projects
* “Hot Wash” Sheet to use after each event, project, launch, etc. to record what worked, what didn’t, etc.
Note: Even though some portions of this kit may be editable and contain .doc source files, this is not PLR so you cannot resell this package or pass along the rights to anyone else.