CREATED JUST FOR VIRTUAL ASSISTANTS AND FREELANCERS:
WANT FREE FORMS?
13 FREE Done-For-You Forms, Templates, & Checklists Sampler Pack
Hey VA! You’re in the right place and I’ve got something special for you.
Save time, get organized, and boost productivity in your virtual business.
You get instant access to 13 free ready-to-use swipe files from my custom collections! Read below to see what you get…
- WORKING WITH CLIENTS
- MARKETING PIECES
- FINANCIALS, & PROPOSALS
From my BUSINESS SETUP & WORKING WITH CLIENTS collections, you get:
- Checklist for Setting Up a Mailing List
- Client Intake Form
- Company Profile Sheet
- Social Media Tracking Spreadsheet
- Checklist for Press Release Submission
- Sample Work for Hire Agreement (partner contract)
From my MARKETING PIECES, INSTRUCTIONALS & TRAINING GUIDES collections, you get:
- '50 Things to Blog About' Checklist
- Sample RFP Response
- Kindle Template
- Business Backup Details
- BONUS: Sample Press Release to announce your VA business
From my ORGANIZATION, FINANCIALS, & PROPOSALS collections, you get:
- Sample Client Assessment / Questionnaire Form (use it as a phone script when interviewing prospects)
- Expense Checklist
- Monthly Sales and Revenue Worksheets
After you download your free forms, check out my shop with tons of Forms Packs for sale!
I have the largest collection of forms, templates, checklists, training guides, productivity planners, and action kits – over 300 – to help you in your virtual / freelance business!
New Client Welcome Kit
Project Management
Template Bundle
“First 30 Days with a Client” Collection
Showcase Your Expertise Planner
Why recreate the wheel when you don’t have to? In just a few minutes, you can have customizable forms, templates, spreadsheets, user guides, training sheets, marketing pieces, planners, and more at your fingertips! I have everything from content brainstorming to how to break up with a client. Click below to shop!
Lisa Wells
Lisa R. Wells is a marketing, operations and systems guide for virtual professionals. As a consultant and trainer since 2005, Lisa currently offers time-saving forms, planners, and ebooks, as well as practical courses to grow your business and simplify the marketing and technical side.
Lisa is also a military spouse and mom to sons, Eddie and Brett. Originally from Southern California, she feels at home now in North Carolina but loves working remotely with clients all over the country. In her free time, she loves true crime podcasts, reading Stephen King novels, and breakfasts at greasy diners. You might also find her enjoying fireflies and lightning storms because – forget sunny days – cold and rainy ones are always when the magic happens!
