Whether you are a new or seasoned virtual assistant, these forms are being offered to you to use in your business so that you can stay more organized when working your clients. These forms are vital to your business. Why re-invent the wheel when Kim Hughes has already created it and has proven these forms work for you in your everyday business.

The forms are not limited to real estate.
Here is what you will receive:

How to Create a Client Binder – Hot – Hot – Hot! This is highly in demand by the VA industry. Kim first announced it during a Tele-conference and the requests came pouring in. Now, you have the opportunity to set up your very own client binder with step by step instructions. Including TIPS!

New Client Procedure Form – In every business there are procedures to follow. Step by Step on everything you should do when taking on a new client.

Client List Template – Keep all your clients in front of you with this handy form. This template gives you a quick glimpse of who your clients are with financial information at your fingertips.

Client Information Template - This template allows you to keep all the important information on each client.

Client Programs Template – A record of your client’s programs in one place is the way to stay organized and again, have the information available when you need it.

Client Task List Template – Keep track of each client’s tasks organized so you do not miss a beat or an important date.

All the forms are designed to work with the Client Binder, but also can be used in your own organization method.

(All forms/templates will be delivered in WORD 97-2003 format)

WOW! Being new to the Virtual Assistant world after being a hands on assistant for a real estate agent for 10 years and a licensed real estate agent for 12 years, The Real Estate Virtual Assistant Handbook has instructed me on all the aspects of working with a real estate agent . The instructions gave me exactly what I needed to ensure I offer my clients exactly what they expect and more. This e-book even offered me ideas I have not even given any thought to with examples.

Kim, thank you for this very informative e-book. IT was exactly what I needed and I look forward to putting my new found knowledge to work in bettering my new business. It was well worth every penny invested and I believe that my new found knowledge will pay back ten-fold and then some.

Julie Leeson
Florida

Table of Contents:

How to Create a Client Binder
New Client Procedure Form
Client List Template
Client Information Template
Client Programs Template
Client Task List Template