For virtual assistants
A client portal for virtual assistants and freelancers — pay once.
A new retainer client means re-asking the same setup questions over email or DM, and passwords ending up pasted into whichever app is open. This gives the relationship an actual front door.
Sound familiar
What this usually looks like.
- 01
Onboarding a new client means asking the same "what tools do you use, how many hours, what needs handing over" questions by email or DM, every single time.
- 02
Logins and access details end up pasted into a chat thread or a shared doc, because there has never been anywhere better to put them.
- 03
Everything client-facing runs through someone else’s tool — a shared drive folder, a board with your client’s name nowhere on it — so none of it looks like your business.
What replaces it
The modules that cover this.
Real pieces of the product, not a promise of what could be built.
Welcome
Sets the tone before the first task even starts.
Steps
Intake, then files, then say hello — the exact order a retainer relationship actually starts in.
Intake
What tasks come first, how many hours a week, and which tools they already use.
Documents
Brand assets and documents in one place — with a standing reminder not to upload passwords as files.
Messages
A quick, private thread for the back-and-forth a retainer relationship runs on.
Where to start
Your starting template.
Every template builds a complete set of pages, already written — rewrite any of it, nothing is locked.
Virtual Assistant
5 pagesFor VAs and freelancers onboarding a new client quickly — a form, files, and a place to chat.
The Virtual Assistant template is built to get a retainer client moving fast — three steps, no kickoff call required, because that matches how a VA engagement actually starts.
- Welcome
- Getting started
- Client intake
- Documents
- Messages
Straight answers
A couple of things worth asking.
I work on retainer, not fixed projects — does this still make sense?
Yes — nothing here forces a project structure. The portal is the front door to the relationship; how you track hours and tasks stays whatever you already use.
What about passwords a client needs to hand me?
The documents module is for files, not credentials — the honest answer is to share access through a real password manager’s secure sharing, never as an uploaded file.
Ready when you are
Set it up this afternoon, invite your next client tonight.
One payment, the whole product, no monthly bill for anything on this page.
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