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VA Client Ops Toolkit: Contracts, Onboarding & Invoicing Templates

Ready-to-use contract, onboarding, and invoicing templates that cut client admin time by hours per week.

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One-time payment · Instant download · Lifetime access

The problem

A complete template kit for freelance virtual assistants and small VA agencies who want to stop losing billable hours to contracts, onboarding, and invoicing. Includes plug-and-play legal templates, a step-by-step onboarding checklist, and invoice trackers — all editable in Google Docs, Word, and Sheets. No monthly subscription, no software lock-in; just download and customize once.

What's included

Inside the product

  1. 1Welcome & How to Use This Kit
  2. 2Client Contract Template (Editable, with plain-language annotations)
  3. 3Scope of Work & Service Agreement Addendum
  4. 4New Client Onboarding Checklist (30+ items, from welcome email to first deliverable)
  5. 5Client Intake Form (Google Form + printable PDF)
  6. 6Invoice Template (Google Sheets + Excel, auto-calculating totals and taxes)
  7. 7Payment Tracker & Overdue Reminder Email Scripts
  8. 8Offboarding Checklist & Testimonial Request Template
  9. 9Bonus: 5 Email Scripts for Late Payments, Scope Creep, and Rate Increases

FAQ

Is this a subscription?
No. You pay once and own the templates forever. No recurring fees.
Can I use these templates legally in my country?
The contract template is a general business framework and includes a disclaimer to have it reviewed by a local legal professional. It is not a substitute for legal advice.
What software do I need?
Google Docs, Google Sheets, Microsoft Word, or Excel. All files are provided in editable .docx, .xlsx, and Google Drive links.
Will this work for a small VA agency?
Yes. The templates include options for subcontractor agreements and multi-client tracking, making them suitable for teams of 2-5 VAs.
How is this different from HoneyBook or Dubsado?
Those are full CRM platforms with monthly fees. This kit is a lightweight, one-time purchase for VAs who want essential documents without the software overhead or lock-in.
One-time price
$19 USD

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