Run the back office behind great client work.
The Virtual Assistant Operations Kit is for virtual assistants, freelance VAs, and small VA agencies who need one calm, repeatable way to onboard clients, organize tasks across accounts, log time, and keep invoices and retainers visible.
$79 one-time purchase
Buy the Operations Kit →Also included with The Vault membership. Already a member? Sign in to access your library. This is a separate $79 one-time checkout. No hosted Notion duplicate or Canva share link is claimed — the included files are real, downloadable, and editable.
Best for
Virtual assistants managing onboarding, tasks, time, invoices, and retainers. Give multi-client work a consistent operating rhythm from signed agreement through tasks, time entries, and billing follow-up.
What you receive
client-onboarding-tracker.csv is previewed below; the complete buyer delivery remains the existing contents/download area on this page. The page's real previews and download cards are the source of truth; this panel does not add files or change delivery.
First use & compatibility
Import the four CSVs, set types and views, add one real or redacted test client, upload the three SVGs to Canva, and log one task and time entry.
Notion's free plan supports the CSV import structure and Canva's free plan can import the SVGs. You provide client agreements, payment processes, and account access.
Choose your path
The Vault is separate at $12/mo and its page describes full library access, monthly drops, and community. A separate PLR/MRR license is available for this product; read its terms before choosing the reseller tier.
Commercial-use boundary: Packd's terms allow finished work made with these resources in your business or client work; they do not transfer Packd's underlying files or allow you to redistribute them. Read the Terms.
Buy Virtual Assistant Operations Kit · $79 →How it works in your first five minutes
A real look at Virtual Assistant Operations Kit: the preview below is sourced from the files delivered with this product, and the setup path starts with your own Notion, Canva, or AI account.
Preview of the actual downloadable source file. It is editable; it is not a hosted workspace.
- 1
Import the four CSVs into Notion and name the page VA Operations.
- 2
Set property types and add one real client or a redacted test row; create views for onboarding, tasks, time, and retainers.
- 3
Upload client-onboarding-packet.svg to Canva and replace the bracketed practice, contact, and next-step fields.
- 4
Log one task and one time entry, then compare actual minutes with the estimate before invoicing.
Instructional sample, not client data: Client / company = [EXAMPLE CLIENT] · Package = [WEEKLY SUPPORT] · Agreement status = Sent · Next action = Confirm kickoff.
This is a teaching example built from the file structure. It is not a customer result, testimonial, or populated buyer workspace.Know this is the right workflow? Start with the real files and use them in your own tools.
Get Virtual Assistant Operations Kit · $79 →Or compare The Vault →Every deliverable, clearly scoped
Client onboarding tracker
Track contact, timezone, package, agreement/payment status, intake, access, kickoff, first deliverable, owner, and next action for every new client.
Multi-client task tracker
Keep tasks tied to the right client and project or retainer, with priority, due date, estimate vs actual minutes, dependencies, review links, and next action.
Time tracking log
Log work by client, task, start/end or minutes, billable status, rate, amount, service period, and invoice reconciliation instead of guessing at month-end.
Invoice & retainer tracker
See scope or hours included, amount, sent/due/paid dates, hours used and remaining, renewal, and follow-up in one place.
Three editable Canva-compatible assets
Customize a client onboarding packet, service menu/rate card, and simple branded invoice template. Upload the SVG source files to Canva and replace the bracketed fields.
VA prompt document + setup guide
Use practical prompts for outreach, SOP writing, task-summary reports, follow-ups, scope checks, and responsible editing — with inputs and quality checks.
Download the actual files
The CSVs are intentionally blank where real client records would go. The headers are the operating system; there are no fake clients, hours, invoices, results, or testimonials.
Make it yours in the first week
- Import the four CSV workflows into Notion and set the recommended property types and views.
- Customize the onboarding packet, rate card, and invoice with your real service details, rates, terms, and brand.
- Add your actual clients, projects, tasks, and invoice status; create a next action for every open item.
- Start logging time as you work and reconcile it with scope before sending any invoice or report.
- Use the prompts only with approved, de-identified inputs. Review every outreach email, SOP, and task summary before sending.
Transparent scope
You bring your own Notion and Canva accounts, client agreements, payment process, tools, and approved AI workflow. This kit does not run AI for you, promise business results, or provide legal, tax, accounting, privacy, or compliance advice.
PLR/MRR License — rebrand & resell
Need to sell your own version? This separate license includes the editable source package for Virtual Assistant Operations Kit. Rebrand it first, then sell it under your own name.
$316.00 one-time license
Read the plain-language PLR/MRR license terms and Copyright & DMCA policy before checkout.
Buy the PLR/MRR license →Editable source files are delivered by email after payment. This tier is not the ordinary buyer download. See refund eligibility.
New: embedded copy-paste AI prompt sequences
VA operations workflows now includes ready-to-use fields, exact prompts, and practical follow-ups inside this toolkit page. Fill in the brackets and paste the prompt into your own ChatGPT or Claude account. These are static drafts: Packd does not run them automatically or connect to an AI service. Review every output against your real facts before using it.
VIRTUAL ASSISTANT OPERATIONS KIT — FOLLOW-UP SEQUENCES
1. ONBOARDING CHECKLIST FROM A YES
Fields: [CLIENT], [SERVICE], [START], [AGREEMENT], [PAYMENT], [ACCESS REQUESTS], [KICKOFF], [FIRST DELIVERABLE].
Prompt: “Create a client onboarding checklist for [CLIENT] starting [SERVICE] on [START]. Include agreement [AGREEMENT], payment [PAYMENT], access requests [ACCESS REQUESTS], kickoff [KICKOFF], first deliverable [FIRST DELIVERABLE], owner, dependency, and status. Never ask for passwords; say to use the client’s approved secure access method. Flag missing facts.”
Follow-up: “Map each checklist item to the Client Onboarding Tracker columns and flag any item that lacks a due date or owner.”
🔒 2 more workflow prompts are included with purchase.
Unlock the full set with Virtual Assistant Operations Kit or a Vault membership.
Already bought? Open the access link in your receipt email. Vault member? Sign in.
Read Packd's disclaimer · What these resources can—and cannot—do