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Operations
Templates

Try our ready to use templates, tailored specifically for independent consultants and freelancers
AllCommunicationSales & MarketingFinanceOperations

Brand Strategy Template

Empower your independent business with our brand strategy template

Client Pricing Adjustment Template

Seamlessly communicate pricing updates with our client pricing update email template

Independent Business Plan Template

Fuel your independent venture with our comprehensive business plan template

Value Proposition Template

Craft compelling value propositions with our value proposition template

Client Onboarding Questionnaire Template

Streamline client onboarding with our comprehensive questionnaire template

Price Quote Email Template

Effortlessly generate quotes with our price quote email template

Statement of Work Template

Effortlessly define project scope with our comprehensive statement of work template

Personal Preferences for Virtual Assistants

Optimize your virtual assistant experience with our personal preference template

Client Testimonial Request Template

Boost your credibility with our client testimonial request template

Referral Outreach Template

Maximize your network with our effective referral outreach email template

Working Hours Policy

Establish a productive work environment with our working hours policy template

Vacation & Sick Day Policy

Manage consultant leave effectively with our vacation and sick day policy template

Virtual Assistant Job Listing Template

Find your ideal virtual assistant with our job listing template

Virtual Assistant Task Organization Template

Enhance task management with our virtual assistant task organization template

Virtual Assistant Onboarding Template

Optimize your virtual assistant onboarding with our comprehensive template

Virtual Assistant Rejection

Deliver rejections gracefully with our virtual assistant rejection email template

Share Updated Information with Clients

Effortlessly update clients with our information sharing email template

Pitching Script Template

Elevate your sales game with our high-impact sales pitch template

Long & Short Term Goals Discovery

Navigate your path to success with our long vs. short-term goals template

Long Pitch Script

Elevate your sales game with our comprehensive long sales pitch email template

Pitch Follow-Up Email

Enhance your sales success with our pitch follow-up email template

Follow Up Email to a Client Who Hasn’t Paid Template

Boost your cash flow with our professional follow-up email template for unpaid invoices

Invoice Template

Simplify your invoicing with our professional invoice template

Project Proposal Template

Unlock success with our project proposal template

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