Are you a digital content creator finding the world of music copyright licensing a total screeched? No idea where you’d use a theme, a tune or a jingle, and where the murky legal waters for each start and end? You’re not alone - just about every content creator can sympathise with the feeling of putting together an incredible piece of digital content, spending countless hours editing to ... Read on
Resources
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
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’, and it is what we call the regular meetings we have with our clients. We’ve pulled together the agenda we use for clients who need EA level assistance 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. You can ... 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: 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
Client Onboarding – Agenda, Prep & Post-meeting Steps
Before our sister business, Thought Penny, starts working for a client, they always: They manage all meeting preparation, agenda, minutes and follow-up tasks in Asana. In this resource, you will get a peek at their Asana, a downloadable Asana template and a detailed overview of each step and discussion item. Thought Penny provides general VA, virtual executive assistant (EA), and other ... Read on