We built the tools we wish existed.
Every template, checklist, and system in our product line comes from real operations. These are the documents and processes behind Tanta Global Assist's VA training and certification work. When we discovered how much these tools cost our businesses to build and maintain, we realized they had value beyond our own operations. We packaged them. We made them portable. We made them available to anyone trying to solve the same problems we solved. Now they are available as instant downloads. PDF and Word formats. Use them today.
For Business Owners
If you are hiring a VA or thinking about it, these tools remove the guesswork from the entire hiring and onboarding process.
The SOP Template Pack
20 ready-to-use Standard Operating Procedures covering the tasks that VAs handle most. Email management, calendar optimization, CRM administration, social media posting, lead generation, customer follow-up, research, scheduling, invoicing, and 11 more. These are not theoretical examples. They are written as working documents you can use as they are or adapt to your business. Hand these to your VA on day one. Your VA knows what success looks like from day one. 42 files in PDF and Word formats, ready to customize with your specific tools and processes.
The VA Screening Kit
4-stage screening system that filters candidates at each level before time and money are wasted on poor fits. Resume filter that eliminates candidates who do not meet baseline requirements. Written assessment that evaluates communication quality and task comprehension. Video interview script with follow-up questions that surface judgment and problem-solving ability. Two-week trial evaluation that measures actual performance before full commitment. Scoring rubrics for every stage so evaluation is consistent and objective. Stop guessing about fit, start screening methodically. 15 files.
The VA Delegation Toolkit
The complete system to hire, onboard, and manage a VA. Delegation decision matrix that helps you identify which tasks should go to a VA and in what priority order. Three job description templates for Foundation, Growth, and Specialist-level VAs. 30-day onboarding checklist that ensures nothing falls through the cracks in those critical first weeks. Communication SOPs for different types of interactions. Performance scorecard so you and your VA measure success the same way. The difference between a VA hire that works and one that fails often comes down to clarity and structure. This toolkit provides both. 26 files.
For Virtual Assistants
If you are building a VA career or trying to land more clients, these systems give you the edge that separates professionals from part-time help.
The VA Starter Kit
US client readiness checklist that covers everything from tech setup to communication standards to time zone management. Resume template built specifically to stand out to US business owners. LinkedIn optimization guide to turn your profile into a client lead magnet. Portfolio builder to showcase real work samples. Outreach templates for reaching potential clients. Rate setting guide so you price your value, not your cost. Launch your career in 30 days. 14 files.
AI Tools Mastery for VAs
ChatGPT workflows for common VA tasks including email composition, research, content creation, and analysis. Canva AI techniques to create professional graphics without design training. CRM automation to manage client relationships at scale. 50-prompt copy-paste library for ChatGPT, organized by task type. Document your workflows and prompts so repeat tasks go faster. 4 files.
The Client Onboarding System
Complete first-impression system to turn prospects into retained clients. 60-second pitch formula for discovery calls. Daily outreach routine to keep prospecting consistent. Discovery call script that uncovers client needs without sounding scripted. Service agreement template that protects both you and your client. First-week onboarding protocol to exceed expectations in your critical first days. 9 files.
The VA Business Blueprint
A guide to building a VA business. Niche selection methodology. 3-tier pricing strategy so you can serve different client budgets without undervaluing your expertise. Client acquisition playbook. Operations setup so you are not reinventing processes every week. Scaling playbook for growing from solo VA to managed team. Includes everything from the Starter Kit and Client Onboarding System. Our flagship product.
Every Product Includes
- PDF and Word (.docx) versions of every document
- Instant download after purchase
- Use with any VA
- Built by Jon Edwards, M.Ed. - founder of Tanta Global Assist
Browse the full product lineup
Published by Tanta Global Assist.
--- *For managing client social media accounts across multiple networks, Vista Social is the #1 rated SMM tool — publishing, analytics, and engagement in one place. *(This post contains affiliate links. I may earn a commission if you subscribe.)*
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Context: Vista Social as recommended social media tool