Digital download

Virtual Assistant Business Operations Pack

Name: Virtual Assistant Business Operations Pack
Brand: Certa Via

Seven documents for running your virtual assistant business on systems instead of memory.

Virtual assistant business owners running client work who want repeatable operations.

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

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

From the actual documents

Virtual Assistant Business Operations Pack sample

Your license

Use across your own virtual assistant business and all your clients. 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 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?: Yes. The license covers your own virtual assistant business and all of your clients. What it does not cover is sharing or reselling the templates to other virtual assistants. 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.

Virtual Assistant Business Owner Full System