Templates and systems · BPO team leads · Virtual assistant business owners
Tools that survived real shifts.
Finished documents and systems for leading a team and running a virtual assistant business, drawn from real frontline work. Buy once, use the same day.
The products
All productsNew Team Lead First 30 Days Action Plan
A specific task for every day of your first month as a team lead.
View packDigital download02New Team Lead Starter Pack
Seven documents for your first weeks leading a team, ready on day one.
View packDigital download03Virtual Assistant Business Operations Pack
Seven documents for running your virtual assistant business on systems instead of memory.
View packDigital download04Virtual Assistant Business Owner Full System
All twenty-one documents across team leadership, client operations, and business ownership.
View packDigital download05BPO Agent Handbook, Volume 1: The Work
Six documents on taking the call and learning the floor.
View packDigital download06BPO Agent Handbook, Volume 2: The Floor
Five documents on everything around the call.
View packDigital download07Technical Support Agent Playbook
Three documents. The wording for the hardest calls.
View packDigital download08Customer Service Agent Playbook
Three documents. The wording for the calls about money.
View packDigital download09BPO Agent Handbook, Both Volumes
Eleven documents. The call, and the floor around it.
View packWho this is for
New and busy BPO team leads who need the wording and the steps ready, and virtual assistant business owners who want to run on systems instead of memory.
How buying works
- 01Buy the pack. Your download is ready right away, with a copy emailed to you.
- 02Open your PDF. Inside are the links to every document, each a finished Google Doc or Sheet.
- 03Open a link, then File, Make a Copy. Your own editable version, ready the same day.
Latest articles
All articlesOne Big Client vs Several Small Ones: How Many a VA Business Should Have
One big client vs several small ones, and why the real question is what share of your income any single client controls. What concentration costs, and how to reduce it without losing money on the way.
Hourly vs Retainer for a Virtual Assistant: Which to Charge and When
The hourly vs retainer decision for a virtual assistant, and what each one actually protects. How to tell which fits the client in front of you, and what breaks each arrangement.
Managed VA vs Independent VA: Which One Should You Be?
The managed VA vs independent VA choice, written for the assistant making it rather than the client hiring. What the company's cut actually buys, and how to tell which side you are ready for.
From the author
These come from real frontline work in BPO, virtual assistant, and accounts receivable roles, and from working alongside many supervisors and clients who each ran things differently. The wording and the thresholds are the ones that held up on the floor.