Document Templates
Do you need comprehensive contracts, T&C’s and agreements you can use in your VA business immediately?
Do you lack effective systems and processes and forget things you need to do or follow up?
Don’t want to spend time and money getting it wrong?
Having systems and processes in place is essential for running a successful business. Once you have clients on board, you need to be able to concentrate on completing their work, not worrying about what you might have forgotten or how to keep track of everything.
That’s why we have created these fully customisable high quality document templates that allow you to insert your details and start using immediately.
Provided in Word format, documents include all the text you need, all you need to do is your personal information and branding to create a unique and professional document.
We have spent the time creating these templates so you don’t have to!
All our document templates have been grouped into handy packs so that you have a range of templates to use in each category.
_______________________________________
Legal Templates Pack – only £49.00
Contracts and terms and conditions are a must for any VA business if you want to avoid lengthy and costly legal disputes. Set everything out fairly and properly at the start and you’ll be very glad you did.
1. Pay As You Go contract* – for work carried out on an ad-hoc basis or as a one off project
2. Retainer contract* – regular support for ongoing clients with payment in advance
3. Terms and conditions* – general but vital information regarding payment, confidentiality, omissions, etc.
Please note the above documents also form part of our ‘New Client Templates Pack’ below.
_______________________________________
New Client Templates Pack – only £79.00
This pack helps guide you through the consultation stage from prospective clients to signed up VA clients. This is our best seller as it includes a lot of really useful forms and processes that help you to really stand out from the crowd and win those all important clients.
This is super value for money as it also contains all of the documents from the Legal Templates Pack above.
1. Information pack – An outline of your working practices, services and rates that you send to prospective clients interested in your services
2. Prospective client questionnaire – This document collects all the information you need to know about your prospect. Use it as a guide to define what support the prospective client needs
3. Client consultation – Your process and more detailed fact finding questions to help you ‘interview’ prospective clients
4. Welcome pack – A pack of detailed information to send once prospective clients become your client
5. Pay As You Go contract* – for work carried out on an ad-hoc basis or as a one off project
6. Retainer contract* – regular support for ongoing clients with payment in advance
7. Terms and conditions* – general but vital information regarding payment, confidentiality, omissions, etc
8. New client questionnaire – For your new clients to complete so that you can get to know them and their preferences
9. New customer checklist – Use this to make sure so you don’t miss anything
10. Proposal – detailed proposal to send if a formal proposal is requested or for use with larger companies
_______________________________________
Client Management Templates Pack – only £49.00
Once you have signed up your clients, this document pack will help you manage the relationships successfully and to help you appear super organised.
1. Satisfaction survey – If you provide an ad-hoc or one off service, ask your client to complete this to monitor what clients thought about your service. A great tool for gathering testimonials and improving your service
2. Review form – Send this out regularly to ongoing clients to monitor what clients think about your service and how you both can work to continually improve your relationship
3. Weekly activity report – Client will want to know how you’ve spent the time you’ve billed them for so use this to detail work completed for retainer clients
_______________________________________
Finance Templates Pack – only £49.00
The documents will help with the financial aspects of running your VA business to make sure you track everything and most importantly, get paid on time!
1. Time sheets – A spreadsheet with all formulas included to help you with time tracking and billing
2. Invoice – An invoice template to customise and use
3. Statement – Statement to send out for any due or overdue invoices
4. Invoice tracking – This is a simple tracking system for all your incoming and outgoing invoices
5. First payment collection letter – To send when payment is a few days overdue
6. Second payment collection letter – To send as a follow up to first letter is payment is not forthcoming
7. Standing Order Mandate – Set up a regular monthly payment direct from your clients bank to yours for use with retainer clients
_______________________________________
Associate Working Templates Pack – only £79.00
These valuable documents are a must have for anyone wanting to take on associates so you can expand your business without taking on employees.
1. Information pack – Information about your business to send to those who express an interest in joining you
2. Application form – What do you need to know about them? This document helps in the screening process
3. Interview form – It’s imperative to interview your associates as these are the people that will be in direct contact with your clients. Use this form to ask the right questions and record your notes
4. Associate VA contract* – A formal agreement of the working relationship. Another must if you are not to fall foul of IR35 rules and to protect you and your business
5. Policy manual – This document details how you operate and how associates will work in your team
6. Reference Request form - To send to request references for successful associate candidates
_______________________________________
* Documents do not constitute legal advice and users should instruct their solicitor to review these documents before using them