Thought Penny originally developed this guide for clients who engage us for business automation services. Now, we’re excited to share it with you! This guide provides an in-depth set of categories and naming conventions to help you manage automation software and quickly understand your level of engagement with any given contact in your database. We’ve also thrown in a few tips to help you avoid ... Read on
A Guide to Increasing your Rates (with Templates)
As the demands of your business grow, your skills sharpen, and inflation starts to impact your overheads and living expenses, it's only natural that your rates should rise too. This isn't just about making more money—it's about affirming the value you bring to the table and ensuring that your business will be sustainable long-term. We are in the business of helping you to stay in business! We ... Read on
Social Media Scheduler Comparison
Are you feeling overwhelmed by the sheer number of social media tools available? If you’re on a quest to find the ultimate tool to streamline your social media management, you’re not alone. As a virtual assistant, your role often involves finding the most effective tools to enhance productivity and deliver outstanding results for your clients. This can mean sifting through countless options to ... Read on
The Ultimate Address Change Checklist
Wave goodbye to the chaos of changing addresses! Whether you, or your clients, are relocating your home or transitioning your business, the Ultimate Address Change Checklist is your perfect guide to ensure no detail is too small to be overlooked. Your clients will thank you for thinking of everything! After assisting many clients with personal and business moves, we've flagged specific address ... Read on
Minute Taking 101 for VAs
... Read on
Debt Collection Templates
Looking for the right words to use when chasing a debt? When we're asked about bad payers, we generally recommend getting your clients on pre-paid retainers for ongoing VA work and paying deposits for project work. Either way, it is important to establish clear communication from the beginning and to ensure that you have a signed agreement in place before any work commences. Also, ... Read on
Proposal and Brochure Templates
This is EPIC! Say hello to one of our most powerful and, if we're honest, most exciting resources. Our value-packed proposal and brochure templates are the result of hundreds of hours of real-world trial and error by VAs and OBMs from various industries. Grab the templates that WE use to convert high-ticket leads into clients Don’t waste your precious time trying to build your ... Read on
Key Dates by Industry
Have you hit a creative roadblock? Looking for an efficient way to generate content ideas? This resource generates lists of key dates - all you need to do is pick an industry! Use it for easy inspiration when you need to come up with content for social media, blog posts, podcast topics and other marketing activities. Download your preferred file type (Google Sheet or Microsoft Excel), then ... 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