Virtual Assistant Studio OS

Run every client, retainer and recurring task from a Notion workspace built for virtual assistants and online business managers. Notion template, $19. You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.

$19.00

Categories: Freelancers & Service Businesses, Notion Templates

Product Details

Run every client, retainer and recurring task from a single Notion workspace. Virtual Assistant Studio OS is built for virtual assistants and online business managers who look after several clients at once and need to know, at a glance, how many retainer hours each client has used, what is due today, and what to invoice at month end.

What’s inside

Front page dashboard: Today (due and overdue tasks, new client requests), This week (task calendar, time logged), Clients (portal gallery, status board), Hours and retainers (hours by client chart, retainer tracker, packages), Processes (SOP library, access register), Money (invoiced by month chart, open invoices), lead pipeline, weekly routine
5 hub pages: Clients & Portals, Tasks & Requests, Time & Retainers, SOPs & Access, Invoices
9 connected databases: Clients, Packages & Retainers, Tasks, Time Log, SOPs & Processes, Access Register, Invoices, Client Requests, Leads & Discovery Calls
Retainer maths on every client: package hours, hours this month, hours remaining, % used, overage hours, overage fee and the amount to invoice this month, with an On track / Nearly used / Over package flag
Effective hourly rate per package (monthly fee divided by monthly hours)
Recurring tasks per client (Daily, Weekly, Monthly) with a recurring schedule view
Task flag formula: Overdue, Today, This week, Later, Done
SOP library linked two-way to tasks, with tools used and a Review due flag after 90 days
Access Register: tool, client, access type (Delegate, Shared account, Team seat), login owner, 2FA owner, date granted, date revoked and an automatic status. There is no password field by design: keep passwords in a password manager
Client portal page layout: open any client to see their tasks, requests, time, access and invoices together
Time log that values each billable entry at the client’s package rate and links into the monthly invoice
Client request inbox by channel (Email, Slack, Voice note, Form) with a request form view
Sample data (5 fictional client businesses) so every view works the moment you open it
Start Here setup guide in Notion plus an 8-page Setup Guide PDF

Who it’s for

Virtual assistants
Online business managers (OBMs)
Freelancers who manage several clients on retainers

What you get

A link to duplicate the template into your own Notion workspace
The 8-page Setup Guide PDF (also attached inside the template)

How delivery works

You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.

Buy and download the PDF with your template link.
Open the link and click Duplicate (log in to Notion first; the free plan works).
Open the Start Here page and follow the setup steps.