Stay Organised, Stay Ahead: A Practical Tool for Managing Leads and Clients We get it. Your business isn’t at a stage where paying a monthly fee for a fancy CRM makes sense. That doesn’t mean that managing leads has to be complex or stressful. And let’s make this clear - following up is an essential part of converting leads into clients! With a simple, well-organised system, you can ... Read on
Email Template: Onboarding Call Summary
What’s Inside This resource gives you a complete email template designed to be sent within an hour of an onboarding call. It includes: Highly Customisable Built initially for teams onboarding new clients into Executive Assistant (EA) services, this email template is easily customised for any virtual support or freelance relationship. Whether you’re setting up systems, ... Read on
Client Onboarding – Agenda, Prep & Post-meeting Steps
When our sister business, Thought Penny, is engaged by a new client, the following happens BEFORE work commences: While an employer would facilitate an employee's onboarding, virtual assistants and managers should take ownership of their clients' onboarding. Your new client is looking to you. You need to communicate the next steps and manage the onboarding preparation, agreement, agenda, ... Read on
Invoice, Quote and Tracker Templates
Take the Stress Out of Invoicing and Quoting with Our Customisable Templates! Are you tired of fiddling with numbers and worrying if your invoices are up to ATO standards? Is your cash flow too low and slow to invest in bookkeeping software? Stress no more! We've got six golden templates to keep your finances looking sharp, accurate, and on point. Whether you’re GST registered or ... Read on
Client WIP Agenda
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SOPs Super-Charged with AI
GAME CHANGER!!! Regardless of whether you love or hate writing procedures... you are going to LOVE this tool. Tango brings the power of AI to standard operating procedures. Create step-by-step procedures in minutes while you work. Why We Love Tango ... Read on
Add Event Planning to Your Services
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WhoHasAccess
This tool is one of our favourites! WhoHasAccess allows you to instantly know who has access to something in your Google Drive. Why do you need it? This is when we use this tool for ourselves and our clients: This tool is super quick and easy to use: ... Read on
Legal Basics for VAs and OBMs
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