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
Digital Products
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
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Xero Limits: Secrets to Bookkeeping Efficiency
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Success through Socials: How Social Media Management can lead to a profitable VA business
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Get Leads with LinkedIn: 7 Hacks to up your LinkedIn Strategy
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SHAKE up your Marketing
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Automation Organisation Guide
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