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This Bundle Includes Client Care Email Scripts

If you’re spending 7-14 hours a week dealing with email that an assistant could easily manage – that’s 28-56 hours a month that you’re not creating programs + content or marketing your business. Imagine what you could do with all that extra time every month?

But because I know how much of hassle it can be to train your assistant to respond to your business emails in the right tone of voice, and in the right way – I’m giving you access to the same scripts + snippets that my own team uses to manage my email.

These pre-written scripts and snippets will answer the most common questions your clients, potential clients, fans and followers have, so you and your assistant will never again struggle to craft an email or add to your FAQ page.

Not only that, but you can turn these over to your assistant so she knows exactly what to say (and how to say it) in any situation. Your voice and brand is preserved, you’ll save lots of valuable time, and you don’t have to worry that something could be misconstrued.

Give these client care scripts to your assistant so she can use them to support your clients.

Use these client care scripts yourself to save a ton of time replying to the same questions over and over again.

Use these client care scripts to assist your own paying clients with their business emails.

In This File You’ll Get Scripts + Snippets to Help You and Your Assistant Respond to Emails Relating To:

Your assistant can print this off, put it in a binder, and have it on hand to work from as she manages your email. She can also use it to set up an FAQ page on your website or help desk.

Scripts to Assist With: (.pdf)

  • 3 Done-for-You Email Templates
  • Client Care Email Scripts:
    • Technical Troubleshooting
    • Gentle Reminders
    • Urgent Requests
    • Sincere Thanks
    • Catastrophic Failures
    • Graduating a Coaching Client
    • Firing a Client
    • Turning Down a Job/Project/Client
    • Responding to Criticism
    • Responding to Unjustified Criticism
    • Dealing With Angry/Frustrated Clients
    • Gently Requesting Payment
    • Strongly Requesting Payment
    • Requesting Feedback
    • Instilling Confidence
    • When You Don’t Know
    • Responding to PayPal Disputes/Chargebacks
    • Setting Boundaries
    • Refund Requests
    • JV & Interview Requests
    • Closing the Sale
Here’s a Peek at What You’ll Get:

Client Care Email Scripts

Get Instant Access to this and Everything Else on this Page for Only $97!

**Sorry, no substitutions or refunds for products you’ve already purchased**

This Bundle Includes Your Business Operations Manual

This is a key piece of documentation that is vital to your business!

You do NOT use this to teach “tasks” – but for explaining who you are, what your company is about, what you do, what your systems are, and so much more!

This information is key for any high level team member because they need to have a birds-eye view of your entire business if they’re going to be able to work with you successfully.

Just fill in all the sections and save!

The Sections Included in the Business Operations Manual are:

Comes in .docx format

  • Welcome Message 
  • About Me 
  • About [COMPANY NAME] 
  • Company Organization Chart 
  • Products and Services 
  • Product Funnels 
  • Traffic and Business Growth Plan 
  • Tools and Resources 
  • Top JV Partners 
  • [COMPANY NAME] Guidelines
  • Scheduling & Time Off 
  • Illnesses and Emergencies 
  • Communication 
  • Urgent Situations 
  • What Constitutes an Urgent Situation? 
  • Emergency Contacts 
  • Specialty Contractors 
  • File Structures & Naming Conventions 
  • Dropbox 
  • File Names 
  • Financial Information & Policies 
  • Accounts and Access 
  • Refund Policy 
  • Chargebacks 
  • Past Due Payments 
  • Breach of Contract 
All you have to do is go through each section, add/edit your information!
Here’s a Look at the Business Operations Manual:

business operations manual

Get Instant Access to this and Everything Else on this Page for Only $97!

**Sorry, no substitutions or refunds for products you’ve already purchased**

This Bundle Includes the Emergency Business Documentation Like a Boss Workbook

Do Your Loved Ones Have Everything They Need to Take Charge of Your Business Today?

Do they know how to notify your clients and reschedule projects?

Do they know how to withdraw funds from your PayPal account so you can pay your bills?

Do they even know what you want them to do?

The thing is, if you suddenly disappear for a few weeks and your clients and team have no idea what happened to you – you may not even have a business to go back to! 

Being unprepared could negatively impact your reputation if uninformed people start talking on social media.

And it could also lead to chargebacks and payment disputes because your clients think you just took off.

But it doesn’t have to be that way for you…

This Step-by-Step Workbook Covers:

Step-by-Step Workbook Covers:

  • Step 1: Decision Time
    • 3 Example Decision Making Scenarios
    • Exercise: In Case of Emergency Worksheet
  • Step 2: Who Needs to Know?
    • Exercise: Contact Notification Template 
    • Exercise: Logistics for Making Notifications Worksheet
  • Step 3: Notify Clients & Cancel Recurring Billing
    • Exercise: Handling Clients + Billing Worksheet
  • Step 4: Connect With Contractors
    • Exercise: Contractor Information Template
    • Exercise: Contractor Notification Worksheet
  • Step 5: Cancel Systems & Software
    • Exercise: Systems + Software Logins Templates
  • Step 6: Deal With Finances
    • Exercise: Financial Information + Email Account Logins Template
  • Step 7: Put Everything Together
    • Exercise: 4 Ways to Make Store Your Information
Here’s a Peek at the Fabulous Workbook You’ll Get:

How to Create Emergency Business Documentation for Your Business Like a Boss Workbook (25-Pages)

Get Instant Access to this and Everything Else on this Page for Only $97!

**Sorry, no substitutions or refunds for products you’ve already purchased**

This Bundle Includes Work Management Hacks for Creative Entrepreneurs Kit

Are You Losing Money and Clients Because Your Business Lacks Structure and Systems?

You’re an incredibly talented and creative entrepreneur, and people love your work.

But you have to admit…your business feels messy and chaotic, and you know that it’s negatively effecting how you show up for your clients.

  • You have trouble managing your time.
  • You tend to take on too many clients at once.
  • You don’t have an efficient system for doing consult calls and oboarding your clients.
  • You don’t have a time limit on your calls, so you always end up spending way to much time talking with clients on skype about their projects instead of working on them.
  • You frequently drop the ball on client communications because your schedule is so overburdened (and your clients wonder where you went).
  • You sometimes make promises to your clients that you can’t keep.
  • You allow your clients to control your time and you don’t really have any boundaries in place.
  • You have a tendency to hop from client project to client project…doing just enough on each one to keep your clients from complaining about the lack of progress.

And secretly, you sometimes get sick of your own drama.

The Work Management Hacks for Creative Entrepreneurs Project Kit Includes a Step-by-Step Marketing Plan + Templates + Checklists + More!

Now you AND your assistant can easily tackle your marketing to-do list using my done-for-you marketing plan + templates!

Many of the documents in this project kit come in .docx format so that you can customize them to your business needs, and add in any additional information you’d like to include.

But here’s the sweet part: All you have to do is customize the plan to your specific business goals and needs and hand it off to your assistant, confident she’ll know EXACTLY what to do the ENTIRE MONTH.

And then, you can let out a sweet sigh of relief, confident that stuff’s actually gonna get it done…and finally book that much-needed mani/pedi (without guilt).

This Step-by-Step Plan Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
  • Section One: Business & Lifestyle Goals

    • Step 1: Accurately Track My Current Time Management Routine
    • Step 2: Time Management Analysis and Summary
    • Step 3: Determine What I Actually Earn and What I need to Earn
  • Section Two: Get Clear on What You Do and Who You Work With

    • Step 4: Pre-qualifying My Ideal Client and Re-affirming My Boundaries
    • Step 5: Setting Boundaries and Amending Policies
    • Step 6: Outsourcing Tasks and Processes with a Negative ROI
  • Section Three: High Level Planning & Milestones

    • Step 7: Organizing My Year for Action and Implementation
    • Step 8: Reaching and Managing Milestones
  • Section Four: Daily Organization & Time Management

    • Step 9: Gatekeeping
    • Step 10: Time Blocking
    • Step 11: Anticipation, Prevention, and Synchronization
    • Step 12: Daily Maintenance
PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

Templates + Worksheets + Swipe Files + And More!

  • Business and Life Goals Template (.docx)
  • Ideal Project Worksheet (.docx)
  • Ideal Client Worksheet (.docx)
  • Passion Project and Hobby Tracker (.docx)
  • Client Criteria List Template (.docx)
  • Energy Tracker Template (.docx)
  • Ideal Client Avatar Template (.docx)
  • Non-Billable Tasks Template (.docx)
  • Life and Work Goals Contract (.docx)
  • 3-Client Response Email Series Templates (.docx)
  • Daily Calendar (.docx)
  • Weekly Calendar (.docx)
  • Monthly Calendar (.docx)
  • Annual Calendar (.docx)
  • Resources (.pdf)

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

2 Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Client Criteria Checklist
  • Maintenance Essentials Checklist
    • Set-up
    • Maintain

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.
Here are a Few Examples of Some of the Items You’ll Get:

Step-by-Step Marketing Plan

Monthly Results Report

 Task Tracking Calendar

Daily Task Tracking Calendar

Weekly Calendar

Monthly Calendar

Annual Task Tracking Calendar

Client Inquiry Response Email Templates

Client Criteria List

Business and Life Goals Worksheet

Life and Work Goals Contract

Ideal Client Worksheet

Ideal Client Project Worksheet

Ideal Client Profile

Passion Project and Hobby Tracker

Energy Tracker

Non-billable Tasks Template

Work Management Checklists

Get Instant Access to this and Everything Else on this Page for Only $97!

**Sorry, no substitutions or refunds for products you’ve already purchased**

This Bundle Includes Team Onboarding Template + 10 Letters

Get Your Fill-in-the-Blank Completely Customizable Team Onboarding Template + 10 Letters to Help You Communicate with Your Team!

Do you know how to welcome a new assistant to your team, and share important guidelines with them?

Do know what to say to an assistant who frequently misses deadlines?

Do you know how to handle and refuse a team member’s letter about their prices going up?

If not, you’ll LOVE the kit of 10 Letters + Onboarding Template that I’ve put together for you.

Just edit all the letters and template with your own info, save, and send!

Here are the 10 Letters You’ll Get:

Virtual Assistant Termination Letter

Send this letter to your assistant if things are not working out and you need to let her go.

Response to a Virtual Assistant Quitting Letter

Send this letter to your assistant if she informs you that she is quitting as your assistant.

Frequently Missed Deadlines Letter

Send this letter to your assistant or team member if deadlines are being frequently missed.

Cut in Hours/Fewer Responsibilities Letter

Send this letter to your assistant or team member if you need to cut back the number of hours that they are working for you.

Inattention to Detail/Frequent Mistakes Letter

Send this letter to your assistant or team member if they keep making mistakes, or if they are not paying attention to details.

Rate Increase Refusal Letter

Send this letter if an assistant or team member tells you that their rates are increasing, but you don’t not want to pay more.

Respecting Boundaries Letter

Send this letter if an assistant or team member is overstepping boundaries regarding communication and work hours.

Additional Responsibilities/More Hours Letter

Send this letter to an assistant or team member if you would like to ask them to take on more responsibility and increase their work hours.

Prepaid Project Refund Request Letter

Send this letter to an assistant or team member if you would like to request a refund for prepaid hours.

Constructive Criticism Letter

Send this letter to an assistant or team member if you need to offer them constructive criticism on their work.

PLUS, You Also Get the Team Onboarding Template:

The team onboarding template is completely customizable. Simply edit it with your information and business logo, turn it into a PDF, and send it to your brand new team member.

Welcome to the Team Letter

Send this letter to your new team member to welcome them to team. Along with a nice welcome, this letter covers 7 areas of important information, such as: payment, project management, shared files, password security, vacations and time off, birthdays, and team meetings.

Company Directory

Fill in this section so that your new team member will know who else is on the team, and what their responsibilities are.

Company Branding & Style Guide

This is important information that your new team member will need to know so that all of your branding stays consistent – whether posts are being added to your blog, or graphics are being created.

Announce a New Team Member Letter

Send this letter to your current assistant or team members letting them know about your new hire, and any details they need to know.

Policies & Expecations

This area of the template includes a few policies and expectations that your new team member will need to know, and you can easily add in your own.

Team Member Information Form

This form collects important information from your new team member so that you can have it on file. But it also has a few fun questions too, so that it makes it easy for you to send them a birthday or thank you gift.
All you have to do is go through each section, add/edit your information!
Here’s an Example of the Items You’ll Get:

10 Team Letters/Emails

Team Onboarding Template

Get Instant Access to this and Everything Else on this Page for Only $97!

**Sorry, no substitutions or refunds for products you’ve already purchased**

This Bundle Includes Project Management for Business Leaders Kit

The Project Management for Business Leaders Kit Includes a Step-by-Step Marketing Plan + Templates + Checklists + More!

You’ll get this in .doc format so that you can customize it to your business needs, and add in any additional information you’d like to include.

But here’s the sweet part: All you have to do is customize the plan to your specific business goals and needs and hand it off to your assistant, confident she’ll know EXACTLY what to do the ENTIRE MONTH.

And then, you can let out a sweet sigh of relief, confident that stuff’s actually gonna get it done…and finally book that much-needed mani/pedi (without guilt).

The Project Management for Business Leaders Kit Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
    • Business & Lifestyle Goals
  • Section One: Preparing for Success

    • Step 1: Choosing a Project Management Tool
    • Step 2: Creating File Sharing Systems
    • Step 3: Add Our SOP and Other Documents to the PM System
  • Section Two: Systems Development

    • Step 4: Company Organizational Chart
    • Step 5: Types of Tasks and Potential Assignments
  • Section Three: Project Assignments

    • Step 6: Projects Into Tasks
    • Step 7: Develop Recurring Projects
  • Section Four: Follow-Up Systems & Quality Control

    • Step 8: Scheduling Follow-Ups
    • Step 9: Quality Control
    • Step 10: Project Completion
  • Section Five: Ongoing Maintenance & Future Planning

    • Step 11: Testing, Tracking, and Tweaking
    • Step 12: Future Planning
PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

 

Templates + Worksheets + Swipe Files + And More!

  • Monthly Projects Planner for One Time Tasks (.docx)
  • Sample Business Organization Chart (.pdf)
  • Project Flowchart (.pdf)
  • Project Assignment Template (.docx)
  • Recurring Monthly Tasks Planner (.docx)
  • Task Training Template (.pdf)
  • Login and Passwords Template (.pdf)

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

5 Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Project Management System Checklist
  • File Sharing System Checklist
  • Project Assignment Checklist
  • Project Completion Checklist
  • Monthly Review Checklist
  • Weekly Review Checklist
  • Daily Review Checklist

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.
Here are a Few Examples of Some of the Items You’ll Get:

Step-by-Step Project Management Marketing Plan

project management action plan

Task Tracking Calendar

project management task tracking calendar

Monthly Results Report

project management monthly results

 7 Project Management Checklists

project management checklists

Task Training Template

project management task training template

Monthly Projects Planner for One Time Tasks

project management one off monthly planner

Recurring Monthly Projects Planner

project management recurring monthly projects planner

Sample Business Organization Chart

project management sample business organization chart

Project Flowchart

Project management project flow chart

Project Assignment Template

project management project assignment template

Logins and Passwords Template

project management logins and passwords

Resources

resources

Get Instant Access to this and Everything Else on this Page for Only $97!

**Sorry, no substitutions or refunds for products you’ve already purchased**

I’ve loved Melissa since 2009 and everything she puts out is golden. These project kits are complete time savers. If you are a business owner, it has everything you need, a turnkey solution to hand over to your assistant. If you are a VA, you will WOW your client by anticipating their needs and having an organized system ready to go. Love these kits!

Lisa Wells, LisaRWells.com

Melissa Ingold is a genius! She’s taken all the work out of delegating tasks to your team with her Freedom Finder toolkits.  It’s so easy. You just open it up, answer a few questions and hand off the rest to your virtual assistant. Now an entire part of your business is handled and you’re getting reports and status updates from your team without you having to beg for them. You don’t have to understand how the entire process works and you don’t have to build out the entire process. It’s as turn-key as you can get. You’ll get more accomplished in your business, without working harder, and your assistant will be happier because you’re giving her everything she needs to be successful. It can’t get better than that. 

Deanna Maio, DelegatedtoDone.com

Get Instant Access to this and Everything Else on this Page for Only $97!

**Sorry, no substitutions or refunds for products you’ve already purchased**

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