Organize your VA business from proposal to monthly report with editable English-language files.

IN THE DOWNLOAD
• Excel workbook: 11 tabs covering setup, CRM, leads, pricing, tasks, time, invoices, expenses, capacity/profit, dashboard and instructions.
• 6 client documents: service menu, proposal, agreement draft, onboarding pack, portal setup guide and monthly report.
• 2 operations documents: communication scripts and SOP/delegation templates.
• PowerPoint proposal deck: 8 editable slides.
• 8 starter CSV tables, Start Here guide, license notes and text quick start.

21 files: 1 XLSX, 10 DOCX, 1 PPTX, 8 CSV, 1 TXT. Replace fictional examples and customize for your services.

BEFORE YOU BUY
Compatible desktop editing software required separately. No hosted app, Canva link, prebuilt Notion workspace or automatic integration. Portal item is a written guide. Time uses decimal hours; one currency, no conversion. Prepared ranges: 201 client/lead/invoice/expense/capacity rows, 501 tasks and 1001 time entries; expansion requires updating formulas/ranges. Agreement draft needs appropriate review. No coaching or done-for-you setup.

LICENSE
Use within one business. Share completed client-specific documents with your clients. No resale or redistribution of master files. See included license for full terms.