Virtual Assistant Planner cover and sample pages

Download the free Virtual Assistant Planner

15 pages · choose the format you need

US or Canada → US Letter · Everywhere else → A4 · Tablet → Digital

A4

Europe, Asia, Africa, Australia and most of the world

15 pages · 0.6 MB

Download A4

US Letter

The United States, Canada and Mexico

15 pages · 0.6 MB

Download US Letter

Digital

Tablets with a stylus and any PDF annotation app

15 pages · 0.6 MB

Download Digital

If the PDF opens in your browser, use the download or share icon in the viewer to save it.

Add your name to the cover optional

We write your name in our Cormorant script on the cover, right here in your browser. Nothing is uploaded, and the plain downloads above stay one click.

FolarraStudio app icon

Get the free FolarraStudio app

Add FolarraStudio to your phone, tablet or computer. It opens full screen from your home screen in one tap, with your favorite planners saved, so the next planner is always close. Free, no app store and no sign-up.

A look inside

  • Virtual Assistant Planner page 2: This Planner Belongs To This Planner Belongs To
  • Virtual Assistant Planner page 4: Client Onboarding Client Onboarding
  • Virtual Assistant Planner page 6: Client Task List Client Task List
  • Virtual Assistant Planner page 8: Recurring Tasks Recurring Tasks
  • Virtual Assistant Planner page 10: Services & Packages Services & Packages
  • Virtual Assistant Planner page 12: Income & Expenses Income & Expenses

See all 15 pages on the planner page

What's inside

  • Client Onboarding
  • Client Profiles
  • Client Task List
  • Hours Log
  • Recurring Tasks
  • Weekly Plan
  • Services & Packages
  • Invoice Tracker
  • Income & Expenses
  • Yearly Overview
  • Notes

Getting started

Welcome each new client with the onboarding page, covering access, tools and communication preferences. Build a profile for each client and keep their task list current. Log hours daily for accurate billing.

Printing tips

  • Print at 100% or "Actual size" so nothing gets cut off.
  • Choose A4 in Europe, Asia and Australia, and US Letter in the US and Canada.
  • Slightly heavier paper (100–120 gsm or 28–32 lb) feels lovely and stops ink showing through.
  • Print only the pages you need, and reprint your favorites as often as you like.
  • Save the PDF in a folder on your computer, so a fresh copy is always ready for next month.
  • For the digital PDF, open it in your favorite PDF annotation app and tap the tabs to jump between sections.

Read our full guide to printing planner pages at home

← Back to the Virtual Assistant Planner

Questions

Which file should I download?

Choose A4 if your printer paper is A4 (most of the world) and US Letter if you are in the US or Canada. Choose the digital PDF to write on a tablet with clickable tabs.

The PDF opened in my browser. How do I save it?

Use the download or share icon in your browser's PDF viewer to save the file to your device, then print it or open it in your favorite app.

Can I put my own name on the cover?

Yes. Type your name in the Add your name to the cover box above and press Download with my name. It is written right in your browser and nothing is uploaded.