Get Fully Client-Ready in Under an Hour

Perfect for VAs, freelancers, and service providers who want to skip the messy setup and onboard new clients like a pro — fast.

2-Part VA Onboarding Checklist
Set yourself — and your clients — up for success.
Includes setup steps for:

Editable Welcome Email Template
Includes:

Simple Proposal Template
Just fill in the blanks — polished and client-ready in minutes.

Weekly Client Check-In Email
Keep communication clear and consistent with a professional format you can reuse.

Google Doc Time Tracker + Invoice Template
Track hours and invoice like a pro — includes PDF and Google Sheets versions.

Look like a total pro — even if it’s your first client.

First Name

Last Name

Email Address

Phone Number

Card & More

Subtotal:

[[checkoutContext.order.invoice.subtotal | currency]]

Tax:

[[checkoutContext.order.invoice.tax | currency]]

Shipping:

[[checkoutContext.order.invoice.shipping | currency]]

Discounts:

-[[checkoutContext.order.invoice.discount | currency]]

Total:

[[checkoutContext.order.invoice.total | currency]]

[[subscriptionsByProductId[checkoutContext.order.invoice.items[0].product_id].plan_description]]