👋 Hey there! During one of our team huddles, we realised that we had accumulated quite a swag of deals and discounts over our years of negotiating on behalf of our members. Most of these deals can be found throughout our Tools of the Trade, Resources and Training pages... but we decided to open up these deals to all of our members - because so many are just too good not to share! So, ... 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
Travel Preferences Card
When travel is being arranged for your client by someone outside of your organisation, that person couldn’t possibly know your client’s preferences. This document provides everything they need to know and will ensure they feel confident in making decisions to keep your client comfortable and productive while on the road. It also shows you to be the organised superstar VA that you are! Imagine ... Read on
Generic Meeting Agenda Template
While we use Asana projects to manage a live and shareable meeting agenda, in some situations, a document might still be needed. We’ve created this template to ensure you include the basics when you create your own agendas. If you swear by Asana (like we do!), use this Google Doc template as a guide for setting up your own Asana project to manage your agendas, take minutes and assign tasks ... Read on
Client WIP Agenda
WIP stands for ‘Work in Progress,’ which is what we call our regular meetings with our clients. We’ve pulled together the agenda we use for clients who need executive assistant support and included our hot tips for leveraging technology and facilitating a meeting to impress your client. You can cull the unnecessary agenda items and add your own to suit the type of service you offer. Download a ... 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
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 ensure that you have a signed agreement in place before any work commences. Also, don't underestimate the power of a phone call! Try these ... Read on