<aside> 💼 Track every client's hours, tasks and renewal date — and never work unpaid overtime again.

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Start here — 4 steps

1. Rename this page to your business name
2. Fill in Services & Pricing — it feeds every quote you send
3. Add your current clients and open retainers
4. Put the weekly routine at the bottom in your calendar

What is inside

Five hubs, 19 connected databases. Everything a virtual assistance business needs to run, without the monthly subscription.

• Client & Retainer Hub — pipeline, clients, retainers, tasks, meetings, workflow
• Money Hub — quotes, invoices, expenses, time log, services & pricing
• Marketing Hub — testimonials, referrals, content, lead sources
• Business Hub — goals, SOPs, suppliers, resource library
• Retainer Hours — the virtual assistance-specific piece generic planners leave out

How this works

Everything in a virtual assistance business runs through the same loop: an enquiry arrives, it becomes a retainer, the retainer gets delivered, and the invoice gets paid. This tracks all four stages in one place so nothing quietly stalls between them.

Hours used vs hours contracted is the whole business. Scope creep in VA work is quiet and cumulative — it shows up as exhaustion long before it shows up in the numbers.

👥 Client & Retainer Hub