Virtual assistants
VA Business Launch Planner
An interactive HTML planner with a pricing calculator, launch checklist, outreach tracker, finance dashboard and business notes.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Practical templates for the work your team has to do next.
Download a clear starting point, make it your own, and put it to work with the people responsible for the outcome.
Each resource is free. Share your email and we will send the download with practical guidance for using it.
01
The 3-Part SOP Template Pack
Three fill-in-the-blank standard operating procedure templates: recurring task SOP, client-facing process SOP, and handoff SOP. Use them to systematize your team's work and delegate without losing quality.
- Recurring task SOP for weekly and monthly processes
- Client-facing SOP with decision points and message templates
- Handoff SOP for VA and contractor delegation
Companion bookThe Documentation Standard (opens in a new tab)
Free download
The 3-Part SOP Template Pack
Enter your email and we will send the template plus practical tips for using it.
Free. Submitting also subscribes you to the Tanta Holdings newsletter. Unsubscribe anytime.
02
The Delegation Brief Template
A structured 5-question brief that eliminates ambiguity before you hand off any task. Works with your VA, contractor, manager, or direct report. Define scope, success criteria, authority level, resources, and check-in cadence up front.
- 5-question brief that prevents clarification emails
- 5-level delegation authority scale (Level 1-5)
- Works for recurring and one-off tasks
Companion bookThe Delegation Standard (opens in a new tab)
Free download
The Delegation Brief Template
Enter your email and we will send the template plus practical tips for using it.
Free. Submitting also subscribes you to the Tanta Holdings newsletter. Unsubscribe anytime.
03
Remote Work Policy Template
A complete fill-in-the-blank remote work policy for US businesses with remote or hybrid teams. It covers eligibility and approval, availability and hours, communication standards, equipment and security, performance expectations, and the right to revoke.
- Full policy with eight sections, ready to customize
- Communication matrix for choosing the right tool
- Employee acknowledgment form included
Companion bookThe Remote Work Standard (opens in a new tab)
Free download
Remote Work Policy Template
Enter your email and we will send the template plus practical tips for using it.
Free. Submitting also subscribes you to the Tanta Holdings newsletter. Unsubscribe anytime.
Templates and launch systems when you need the whole workflow.
These paid products are separate from the free downloads above. They are sold on the Tanta Global Academy shop, where the prices and checkout live.
VAs and owners
Client Communication Workbook
An interactive HTML workbook with email frameworks, an async and Slack reference, video-call preparation, difficult-conversation scripts and personal style notes.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
VAs and owners
First 90 Days Client Tracker
An interactive HTML tracker for the first 90 days with a new client: Week 1-2 onboarding, Month 1, 2 and 3 milestones and client notes.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Virtual assistants
Remote Work Setup Audit
An interactive HTML audit of your remote work setup across hardware, connectivity, software, security and professional presence, with a score and saved answers.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Virtual assistants
VA Certification Readiness Tracker
An interactive HTML self-assessment across five skill areas (Communication, Tech Tools, Client Management, Professionalism and Remote Work Setup) with weighted scoring and next steps.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Virtual assistants
VA Business Blueprint
A 7-page strategy guide in DOCX and PDF covering six phases: foundation, positioning, client acquisition, systems, scaling and recurring revenue. Projections are illustrative, not guarantees.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
VAs and owners
Client Onboarding System
A 7-page guide plus a discovery call script, outreach templates and a generic service agreement template, in DOCX and PDF.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Business owners
VA Delegation Toolkit
Thirteen documents in DOCX and PDF: delegation decision matrix, task audit worksheet, three job descriptions, 30-day onboarding checklist, escalation protocol, scorecard and more.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Virtual assistants
AI Tools Mastery
An 8-page guide to an AI-assisted VA workflow plus a library of 50 ready-to-use prompts, in DOCX and PDF.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Business owners
VA Screening Kit
Seven documents in DOCX and PDF for a four-stage VA screening process: resume filter with scoring rubric, written assessment, interview script, paid trial evaluation and reference check.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
Virtual assistants
VA Starter Kit
Seven documents in DOCX and PDF: a 7-day quick start, US client readiness checklist, resume template, LinkedIn guide, portfolio guide, outreach templates and a rate setting guide.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
VAs and owners
SOP Template Pack
An overview plus 20 standard operating procedures in editable DOCX and PDF, for VAs documenting client work and owners handing work to a VA.
Price on the Academy shopSee it on the Academy shop (opens in a new tab)
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Practical writing on documentation, professional readiness, and AI adoption from Tanta Holdings.
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