VA Business Owner Full System
All twenty-one documents across team leadership, client operations, and business ownership.
$39
VA business owners scaling past themselves into a team with contractors and collections.
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
- VA 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
Your license
Use across your VA 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 VA business, all of your clients, and the contractors you bring on. What it does not cover is sharing or reselling the templates to other VA business owners. If a colleague wants them, point them to the listing.