Templates for virtual assistants

Onboard clients smoothly, send proposals that look the part and run your whole business from one place. Made for VAs and freelancers.

What VAs get

Client intake and onboarding checklist

Contracts, proposals and rate cards

20 ready-to-edit SOPs

Clients, hours and invoices in Notion

A joined-up onboarding system instead of a pile of single files.

SOPs for inbox, calendar, social scheduling, invoicing, CRM updates and reporting.

Turn your income goal and billable hours into an hourly rate and package prices.

VA templates

Intake form, onboarding checklist, kick-off agenda, access log, client tracker and emails.

$2Google Sheets

Service agreement, proposal, scope-of-work sheet, rate card and retainer terms.

$2Docs + Word

20 ready-to-edit SOPs for the tasks clients hand you most.

$2Notion + Docs

Notion dashboard for clients, tasks, hours, invoices and monthly income.

$3Notion

Put in your income goal and billable hours to get an hourly rate and package pricing.

FreeGoogle Sheets

Bundle and save

Client onboarding kit, contract and proposal pack, SOP library and business hub.

Stop guessing your rate. Work out what to charge per hour and per package. We’ll email it straight to you.

Contract templates are general and not legal advice.