Certa Via
Digital download

Virtual Assistant Business Owner Full System

All twenty-one documents across team leadership, client operations, and business ownership.

Buy this

Virtual assistant business owners scaling past themselves into a team with contractors and collections.

Includes 30 days of Certa Via Workspace, the app that holds your SOPs, tasks and client reminders. It starts the day you buy. This pack stays yours either way.

What's inside

Module 1: Team Leadership

  • First 30-Day Action Plan
  • New Team Lead Ramp-Up Plan
  • Team Daily Check-In Template
  • Team Communication SOP
  • Escalation Protocol Guide
  • Agent Performance Tracker
  • Glossary and FAQ

Module 2: Client Operations

  • Client Onboarding SOP
  • Virtual Assistant Service Agreement Template
  • Late Payment Follow-Up Sequence
  • Rate Increase Announcement Template
  • Monthly Client Report Template
  • Client Offboarding SOP
  • Glossary and FAQ

Module 3: Business Ownership

  • Hiring and Contractor Onboarding SOP
  • Contractor Agreement Template
  • AR Recovery Script Pack
  • Revenue Tracking Spreadsheet
  • Internal Process Audit Checklist
  • 90-Day Business Review Template
  • Tier 3 Glossary and FAQ

From the actual documents

Virtual Assistant Business Owner Full System sampleVirtual Assistant Business Owner Full System sample

Your license

Use across your virtual assistant business, all clients, and your contractors. No resale or sharing.

Questions

How do I download my purchase?
After you check out, your download is ready right away on the confirmation screen, and a copy is emailed to you. Open the PDF and it lists every document link.
Can I edit the documents?
Yes. Every document and sheet copies into your own Google account via File > Make a Copy. The copies are fully yours.
What is the refund policy?
Digital downloads cannot be returned, so all sales are final. If your file has a technical problem, message me and I will fix it or send a replacement. If you accidentally buy the same product twice, send me both order numbers and I will refund the duplicate.
Can I use these with all my clients and my contractors?
Yes. The license covers your own virtual assistant business, all of your clients, and the contractors you bring on. What it does not cover is sharing or reselling the templates to other virtual assistant business owners. If a colleague wants them, point them to the listing.

Read some of it first

These are free and come from the chapters in this pack.

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