At Thought Penny, we compile a Client Compendium as part of our onboarding process and keep adding to it as we work, so that it becomes a resource that covers every aspect of the work we do, to ensure our clients are questioned and disturbed as little as possible. These compendiums are used as the main source of information for each client and are updated every time we interact with them or learn ... Read on
The Great Rate Debate: Package deal or hourly?
How is a virtual assistant salary put together, and how is it structured? Well, the answer really depends on what kind of business set-up you have. As a starting point, though, remember that there are two main ways to charge a client – either an hourly rate or a package deal – and both have their place. Ready to settle the great rate debate once and for all? Let’s dive in. Explain hourly ... Read on
Legal Basics for VAs and OBMs
Let’s get all your legal ducks in a row, ASAP! Whether you’re a sole trader or a company, the legal know-how of running a business is the most important part to get right when starting up, or preparing for growth. Watch the recording of this member-exclusive webinar to see Riz, lawyer and founder of Foundd Legal, run through the ins and outs of the legal requirements for your VA or OBM ... Read on
Client Agreements & Other Legal Templates
Don’t learn about the importance of a client agreement the hard way! Client agreements and other legal documents (e.g., website T&Cs) protect your VA or OBM business. We can’t stress enough how important it is to refrain from working for a client before they’ve signed a client agreement designed to protect you and your business… …or how important it is to use an agreement written ... Read on
VA on a Jet Plane
Hello, wherever you may be! Let’s start by saying you are absolutely right - as an Australian virtual assistant contractor, you are not an employee, you are a small business owner providing your services to one or several clients on a contractual basis. Unless your service agreement states or confirms that you will work from a specific location, your clients are not able to restrict your ... Read on
Keap Pro
To access this beginner and intensive automation training, you will be asked for an Keap ID. Get a Keap ID by starting a free trial of Keap Pro here. ... Read on
Client Compendium
At Thought Penny, we compile a Client Compendium as part of our onboarding process and keep adding to it as we work, so that it becomes a resource that covers every aspect of the work we do, to ensure our clients are questioned and disturbed as little as possible. These compendiums are used as the main source of information for each client and are updated every time we interact with them or learn ... Read on
Email Template: Onboarding Call Summary
Once we've completed an onboarding video call with a client, we follow up with a summary email. We recommend you send this ASAP - same day at the latest - for three reasons: Remember - they’re getting a VA to take work OFF their plate, so make your email easy to digest quickly for your time-poor client! For clients who engage us for EA services, we use the template below: ... Read on
Email Templates: New Client Welcome Email
Once a client has decided to work with us, we book a time for their onboarding call and issue an invoice and service agreement. We then send a welcome email. For clients who engage us for EA services, we use the template below: ... Read on