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
Resources
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 ... 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 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 change tasks that ... Read on
Email Templates: Guest Blogger Invitation and Offer
Blogs are a cool way to share info, connect with folks, and even show off what you know. Whether you're into personal stories or want to rock the business game, blogs are highly recommend for improving SEO and connecting with your target market. Having guest blog writers allows you to spice up your content with a range of subject experts, bring a burst of new ideas and tap into the audience ... Read on
Email Templates: Declining work from new leads and returning clients
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
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