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
Leads & Clients Tracker
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
Email Templates: Webinar Campaign Sequence
Email Templates That Turn Webinar Signups into Show-Ups Your webinar isn’t successful because people registered — it’s successful because they attended. And that takes more than a snappy title and a social post. This set of email templates gives you the strategic, ready-to-go copy you need to boost attendance, build trust, and drive real engagement — before, during and after your online ... 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
... 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 not, ... 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