What You’ll Get Inside the Toolkit

✅ Client Intake Form that auto-tracks new clients in Google Sheets

✅ All-in-one Admin Dashboard to manage projects, invoices, and deadlines

✅ Ready-to-send Email Templates for smooth client communication

✅ Clean Invoice Template (fully editable)

✅ Step-by-step Setup Guide (PDF walkthrough)

All built with Google Workspace — no tech skills required.

Templates

Admin Dashboard in Google Sheets

Email Templates sample

Toolkit Client Intake Form

Simple. Professional. Plug-and-Play.

• New Client Welcome

• Payment Reminder

• Deadline Check-In

• Scope Change Notice

• Offboarding / Project Completion

• Dashboard

• Data

• Lookuplist

• Paid

• Adjustable Client Intake form

Starter Version

Edition Price Description

Starter $15 Full Admin Toolkit — instant download

Frequently asked questions

Q: Do I need any paid software?
A: Nope. Everything runs on free Google Sheets, Docs, and Forms.

Q: Can I customize it?
A: Yes — all templates are fully editable.

Q: How do I receive my toolkit?
A: You’ll get instant access to a private Google Drive folder after payment.

Q: Can I use this for my clients?
A: Absolutely. Virtual assistants and freelancers love it.