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Free Resources

 

Resources for Business Owners & Assistants


 
 
Self care planner - free resource

Self Care Planner

Use this planner to dream up and schedule out self-care goals.

90 day review worksheet - free resource

90 Day Review Worksheet

This worksheet helps you assess how the business owner / assistant relationship is going.

 

Resources for Business Owners


 
 
Business owner delegation worksheet - free resource

Business Owner Delegation Worksheet

This worksheet helps you brainstorm why you love your business and how delegation could help your day-to-day.

Setting SMART Goals - free resource

Setting SMART Goals

Set specific, measurable, achievable, relevant, and time-bound goals.

Phone script & flowchart - free resource

Phone Script & Flowchart

Use this flowchart to create customized phone call scripts for your unique business.

 

Resources for Remote Assistants


 
 
2025 Remote Assistant Vision board - free resource

Vision Board for Remote Assistants

This worksheet helps you define (or redefine) your Remote Assistant goals throughout the year.

Work day organizer printable - free resource

Work Day Organizer

Feeling chaotic? Use this printable to visually organize your day and tasks.

Assistant documentation spreadsheet

Assistant Documentation

Use this spreadsheet to track your hourly work, making getting paid easy.

 

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