Are You Looking For A Simple Proven System That Will Help You Set Up Your VA Biz?
An action plan that walks you through the basic must-haves in an easy to follow step-by-step system?
The VA Biz Action Plan Bundle
A Step-By-Step Business Blueprint + Business Templates To Set Up Your Systems And Launch Your Virtual Assistant Biz With Confidence.
Learn Exactly What You Need To Do To Minimize Mistakes + Hit The Ground Running With Confidence!
Stop spending hours on pointless research that leads to analysis paralysis. Use a real roadmap + business templates that work instead!
Take the GUESS work out of starting your VA business.
Learn critical mistakes to AVOID at all costs.
Make Real Progress
Start making real PROGRESS in starting your VA business.
Stop Wasting Time
Stop wasting time on the wrong things + FOCUS on the right ones.
Get unstuck and MOVE forward with ease.
Remove The Confusion
Get a step-by-step roadmap of what to do when that REMOVES all the confusion.
Are You Ready To Finally Launch Your Virtual Assistant Business?
The Action Plan + Business Templates Will Help You Start Your Business So You Can Have The Lifestyle You Crave.
Here's How It Works
This is the EXACT system that I've taught for years to thousands of students + the Business Templates that I used in my own Virtual Assistant business.
You use the Do-It-Yourself Workbook + Business Templates to help you complete the necessary steps to set up your business systems and launch a successful + sustainable Virtual Assistant business.
You get a total of 22 documents including checklists, templates, how to guides and much more!! And, that doesn't include ALL the extra bonuses!
It Gets Results If You Do The Work + Take Action!
Here's What's Included
1. The Action Plan
Includes All Of This...
A 32-page workbook containing step-by-step action items to set up + launch your VA Business.
Business Strategy + Plan Template
This template will help you design the business you crave along with creating a plan to create it.
Sample Start Up Budget
This sample budget gives you an idea of start up costs so you can create your own budget.
Sample Work Schedule
Use this sample work schedule to help you manage your tasks and time.
Marketing Plan Checklist
This simple checklist helps you create a 90-day marketing plan to market your business.
Rate Calculation Sheet
Use this simple spreadsheet to help you determine how much you NEED + WANT to earn.
Skills + Expertise Worksheet
This template walks you through a skills assessment and helps you define your services.
Key Business Systems Infograph
A quick reference infograph of the 4 key business systems you need.
Day to Day Systems Infograph
A quick reference infograph of the every day systems used in your business.
VA Tools + Reference Guide
A reference for all the tools and resources I mention throughout the Action Plan.
2. The Business Templates
Includes all of this...
Client Contract / Agreement
This is a legal agreement that you can use to work with your clients. It's a must!
Work With Me Checklist
This checklist helps clients understand how you run your business. It summarizes the key points from your Business Policies document.
VA Business Policies Template
It spells out things like your work hours, how you invoice, etc. I've included sample text too.
Work Proposal Template
This template can be used for projects or when providing a quote for services.
Client Welcome Email Template
A sample email that you can send when welcoming a new client to your business.
Client Information Form
Use this form to collect client information such as contact info, etc.
List Of Services Form
You can use this to let your clients know all the services you offer in your business. They may not know everything that you can help them with.
Client Intake Checklist
This is a simple checklist to be sure you're following your Client Intake Process.
Kick-Off Call Agenda
Sample agenda that provides tips on what to cover in your initial call with a new client.
Start Here Guide
I've included this to give you a step by step guide to updating and using all the templates.
PLUS... These 2 Extra Bonuses!
3. BONUS - My Vision Board Guidebook + Checklist
Value of $99 - FREE
Use my Vision Board Guidebook + Checklist to help you VISUALIZE your dream business and lifestyle. Vision boards are a great tool to help you bring your dreams into reality!
Learn The Business Basics That Will Give You A SOLID Foundation For Future Growth – Even If You're A Beginner!
How It's Helped Others
"It was a great inexpensive tool to help someone get started if they are not sure what to do. That was the case for me and it was a wonderful resource to give me a starting place and some direction at a low cost."
~ Justine Walsh
"Susan's Action Plan helped me a lot. I highly recommend it."
~ Barklee Sawyer
"The templates are everything I needed and more! So glad I purchased. You are the best!"
"I'm in the middle of the Action Plan now and so far I feel so much more on track and productive."
~ Ashley Higgins Gardner
"The Action Plan is awesome and takes you step-by-step so you don’t get overwhelmed and helps you stay focused. It is easy to get sidetracked by all the information available, but the Action Plan empowers you from beginning to end."
~ Mattea Padilla
"The contract + business policies were the most helpful! So many things I had not thought of in my original drafts of those documents. Thanks for all your support to us budding VA's!"
~ Kimberly Rabel
"The Action Plan helped me to realize that you can get to the point of information overload at some point you just need to start. As you go through your first few clients you'll change so many things until you find what fits for you. And that's the beauty of having your own business... change can happen whenever you want it to."
~ Kellie Simmons
"I just wanted to say a big thank you to Susan, I purchased the VA Action Plan and am working through the workbook. It is fantastic. I am staying focused and finally feeling in control. The steps make sense and I can see myself building a good foundation for my business."
~ Fiona Scullion
"I am very impressed by the templates. They really give me a great starting point and Im so grateful because this is one of the areas that I had no idea where to start."
~ Paige Ortiz
"The Action Plan Workbook has been a very useful tool for me. It was very helpful as I was navigating business start-up. If I hadn't used it, I am certain I would have overlooked some significant steps! I would certainly recommend it to others!"
~ Melinda Thornton
"The templates are easy to use and edit and I think will be a great addition to my business."
~ Hayley Smith
"I actually really appreciate the workbook. I've had a setback with my personal computer and need to get new one because all I have is my work laptop now, however, the handbook is helping me to stay on task and working on other areas of building my business until i get a replacement. It really is clearly laid out so I don't feel too overwhelmed. As a newbie, I especially appreciate the budget so I can plan for what need now and in the future. It really helps to put things into perspective."
~ Anika Reynolds
"Your contract templates and checklists are super useful! I love how you set things out step by step to make it so straight forward and simplistic. Thank you for checking in."
~ Kellie Gonzalez
"Hey Susan! First I want to say thanks for putting together the VA Action Plan workbook! I love lists and this has been so helpful in making sure I take a structured logical path into getting set up."
~ Laurie Klataske
"I have read, watched and listened to a lot of the wonderful free content that Susan provides for beginner and experienced VAs. As a beginner in the VA industry, it was easy for me to get overwhelmed with all that is out there and to get lost as to what to do next. When I learned that there was a package that put all of the steps to starting your VA business in one place, I knew I needed it! The Getting Started System Action Plan has been a lifesaver! This step-by-step plan keeps me on track and all of the information, including links to other documents and templates, is in one place. This action plan has been well worth it!"
~ Shar Smith
"The Templates are Amazing, very helpful."
~ Annabelle Morgan
"I just bought her action plan guide and seriously... it is AMAZING. I'm terrified of the amount of work it is but I've spent the last week looking at just brand colors and trying to find a hosting site that I need simple steps and direction and a PLAN. This is everything you need to start a business for less than one course on one section other people are offering. I'm blown away by what she made. I'd honestly have paid like $200 for this information. It's seriously such a deal and I am SO thankful for it. I'm working through it now because I can't help it and I'm so glad I invested in this before anything else. I'm trying to be wise with the money I'm spending on starting and I think this is the best thing I could've bought!"
~ Danielle Sprunger
Here's Everything You Get In My VA Biz Action Plan Bundle
VA Action Plan Workbook
This one of a kind action plan includes 10 documents that will walk you through setting up all your business systems and then launching your VA biz. All you have to do is follow the steps!
BONUS Vision Plan Guidebook + Checklist
The Vision Board Guidebook bonus is a great compliment to the Action Plan... it walks you through creating a visual reminder of the goals you'll be setting for yourself as part of the Action Plan.
VA Biz Template Bundle
You get my done-for-you New Client Welcome Kit that includes 10 professionally designed documents to help you make a great first impression with new clients.
BONUS Productivity Planner Workbook
The Productivity Planner Workbook also compliments the Action Plan as it walks you through how to identify your Productivity Type + Peak Work hours so you can be more efficient with your time.
Frequently Asked Questions
New Virtual Assistants that aren't ready to invest hundreds or even thousands of dollars in training and want to see the big picture of everything involved in setting up + launching a successful VA business. This VA Biz Action Plan Bundle is a DIY guide that walks you through a step by step system that's easy to follow and understand.
It's an actual Action Plan to set up and launch a VA business. It gives you the step by step tasks you need with NO fluff or hype. There is nothing else like it on the market! The Business Templates are documents you need to run your business. They are professionally designed templates, so you don't have to create your own business forms.
After you purchase the VA Biz Action Plan Bundle, you will be automatically redirected to a page where you can download it. Please note, it's a large file so it will take time to complete the download.
Simply click the "Need Help" button in the lower corner of the screen and we will happily answer all your questions.
All sales are final; there are no refunds for this digital product.
The VA Biz Action Plan Bundle is a do it yourself workbook. After purchase, you download the VA Biz Action Plan Bundle, which are all templates or fillable forms for you to use to track your progress as you work through the action items. If you prefer you can print it out and track your progress with pen + paper!
You get out what you put in... if you do the work and implement the systems taught in this workbook, you could launch your business in as little as 30 days (not a guarantee). This is a true action plan that takes all the guesswork out of what to do when. Just follow the steps and take action.
The entire VA Biz Action Plan Bundle is a one-time payment of ONLY $97. You won't find anything else like this on the market at this affordable price. It's a reference guide of everything you need to set up and launch your business that you can refer back to over and over again. It's yours for just 1 payment.
The VA Biz Action Plan Bundle is a do-it-yourself plan and does not include any ongoing support or in-depth how-to video training. The VA Success System is hands-on video training + ongoing support. Many people start with the Action Plan and then move onto the VA Success System.
The Free VA Training Vault is a library full of free training but it does NOT provide you with a list of tasks for starting + launching a VA business like the VA Biz Action Plan Bundle does.
A Little About Me
I'm Susan Mershon and I started The Techie Mentor™ in 2013 to teach my no-fluff approach to the strategies and skills that Virtual Assistants need to create, build and grow profitable, sustainable businesses.
I’ve taught thousands of Virtual Assistants just like you proven strategies and systems for getting started, getting clients, and charging premium rates that can earn more than 4x that of typical admin skills.
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