Saying 'no' can be hard to do. Especially when you want to grow your business, please clients, and earn money! But we also need to learn our limits and how much we can take on. Declining work whilst still maintaining a relationship and keeping the potential for future work alive can be a delicate process. We have outlined multiple email templates below for different scenarios, helping you to ... Read on
Email Template: Meeting Action Points and Follow-up
Sending a follow-up email post-call/meeting Subject: [CALL/ZOOM] Summary and Actions ... 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
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 Templates: Addressing out-of-scope work
When it comes to tackling out-of-scope work, let's keep it easy-breezy. Whether you have ideas to add to the scope or your client has requested more from you, it is best to talk it out and get everything in writing. If changes are made to your scope, ensure that your project terms are aligned to reflect this before completing additional work. Of course, ensuring you have a client ... Read on
Offboarding Checklist
Offboarding a client as a virtual assistant involves a series of steps to ensure a smooth transition, reduce risk and maintain a positive professional relationship. Impress to the very end to increase your chances of word-of-mouth referrals and glowing testimonials. Use this checklist to guide you through building your own client offboarding process. We have ours set up in an Asana template ... Read on
Email Templates: Testimonial Request
Who doesn't love feedback or even constructive criticism?!? It's a great way to grow as VA and OBM business owners. Plus, the great feedback always makes us feel warm and fuzzy! Testimonials will play a pivotal role in the success of your business. Use them as social proof on your brochures, proposals, social profiles and website to establish trust, build a positive reputation, and convert ... Read on
Email Templates: Webinar Campaign Sequence
Email invitations, confirmations and strategic reminders are the secret sauce to a successful webinar, virtual forum or other online event. We've designed these templates to help you foster interest, maximise attendance (registrations are not enough!), and present your brand as professional and trustworthy. Engage your audience emotionally and intellectually - capture their interest and ... Read on
Email Templates: Out-of-Office
Having an out-of-office email message is a simple but effective way to maintain professionalism, manage expectations, and ensure efficient communication with your clients and colleagues. It can ultimately contribute to better customer relations and the overall success of your business. Below you will find multiple out-of-office email templates for you to use in different ... Read on