Free for Virtual Assistants

Free templates
for Filipino Virtual Assistants.

The tools, templates, and workflows I wish I had when I started as an Executive Assistant. Click any card to download the file straight to your device, no account needed, and make it yours.

Yours free. No signup, no upsell.

For: Filipino Virtual Assistants
Format: Word & Excel downloads
Cost: Free, always

Executive Assistant

Executive Assistant

Nine working templates for client profiles, meeting agendas, travel planners, expense reports, and the systems top EAs run on. The same ones I use to support US executives.

Client Preferences & Profile Sheet

Capture every client preference, routine, and contact detail in one place so you never ask the same question twice.

Download · Excel · .xlsx

Content Calendar & Strategy Dashboard

Plan posts, track performance, and report wins to your client, all in one system.

Download · Excel · .xlsx

Event Planning Dashboard

Run events end-to-end: tasks, budget, guest RSVPs, vendors, and run of show.

Download · Excel · .xlsx

Expense Reimbursement Report

Log, categorize, and submit business expenses with totals that calculate themselves.

Download · Excel · .xlsx

Hotel Comparison Database

Score hotels by cost, location, and work setup to recommend the right stay every time.

Download · Excel · .xlsx

Meeting Agenda Template

Keep meetings focused, document decisions, and turn action items into real follow-through.

Download · Word · .docx

Out of Office Messages

Eight ready-to-use auto-replies for vacation, sick days, travel, and extended leave.

Download · Word · .docx

SOP Template

Document any recurring process so anyone on the team can run it the same way, every time.

Download · Word · .docx

Travel Itinerary Planner

Map out every flight, hotel, and activity in one place so the trip runs smoothly.

Download · Excel · .xlsx

General Virtual Assistant

General Virtual Assistant

The toolkit every Filipino Virtual Assistant should have on hand: contracts, resumes, trackers, and the templates that turn freelance work into a real business.

Virtual Assistant Email Templates and AI Prompts

Twelve copy-paste email templates plus the AI prompts that make ChatGPT actually useful for client communication.

Download · Word · .docx

Cover Letter Templates for Virtual Assistants

Three editable cover letters tuned for Virtual Assistant roles (admin, executive, and specialized), ready to customize and send.

Download · Word · .docx

Resume Template (With Experience)

A clean, ATS-friendly resume for experienced Virtual Assistants that highlights outcomes, not just duties.

Download · Word · .docx

Resume Template (Entry-Level)

A clean, ATS-friendly resume for Virtual Assistants with no formal experience yet, built around skills, not job titles.

Download · Word · .docx

Independent Contractor Agreement

A balanced contract template covering scope, payment, IP, confidentiality, and termination, without the legalese tax.

Download · Word · .docx

Freelance Invoice and Rate Toolkit

A working invoice plus a rate calculator so you can quote, bill, and get paid without second-guessing your price.

Download · Excel · .xlsx

Freelancer Tax Filing (PH)

A plain-English walkthrough of BIR registration, quarterly filing, and the forms every Filipino freelancer needs.

Download · Excel · .xlsx

Client Onboarding Checklist

Take a new client from yes to up-and-running without missing a single setup step.

Download · Excel · .xlsx

Lead Prospecting Tracker

Capture leads, log outreach, and move prospects through your pipeline without juggling tools.

Download · Excel · .xlsx

Job Application Tracker

Log every application, follow-up, and interview in one sheet so you never lose track of where you stand.

Download · Excel · .xlsx

Niche Validation Sprint (7-Day)

A one-week plan to test whether a freelance niche actually has demand, so you commit to one that pays.

Download · Excel · .xlsx

Personal Budget 50/30/20 Tracker

Split your income 50/30/20 (needs, wants, savings) and watch where every peso goes month over month.

Download · Excel · .xlsx

Weekly Progress Report Tracker

A Friday-ready report your client will actually read. Wins, blockers, hours, and next-week priorities, all on one page.

Download · Word · .docx

Certificate of Engagement

A clean, professional certificate to confirm a client engagement, contract end, or freelance milestone.

Download · Word · .docx

Leave Approval Letter for Travel

A short, polished request for time off. Copy, edit, send. Works for vacation, family, or visa appointments.

Download · Word · .docx

Real Estate Virtual Assistant

Real Estate Virtual Assistant

Tools for Virtual Assistants supporting real estate agents, from listing prep through showing follow-up.

Real Estate Lead Follow-Up Scripts

Voicemail, text, and email scripts for cold leads, warm leads, and past clients, written to actually get a reply.

Download · Word · .docx

Property Listing Checklist

Every step from listing agreement to MLS go-live, so nothing falls through between sign and sold.

Download · Excel · .xlsx

Agent Showing Feedback Tracker

Capture buyer feedback after every showing so your agent can pivot pricing, marketing, or the listing itself.

Download · Excel · .xlsx

Bookkeeping

Bookkeeping

Track money in, money out, and the receipts that keep your client's books clean.

AP Bills Tracker

Track every bill from receipt to payment, with due dates, vendor info, and clean records your client can audit.

Download · Excel · .xlsx

AR Outstanding Invoices Tracker

See who owes what, when it's due, and how long it's been unpaid, so collections never slip through the cracks.

Download · Excel · .xlsx

Resources & Hiring

Ready to get hired?

The templates get you ready. The next step is the work. Right now I'm sharing an Executive Partner referral to Athena, the company I work for. See what's open.

View open roles

Missing something?

If a tool would help you and it's not here yet, tell me about it. New templates land regularly, and most of them started as a question someone asked me first.

Request a template