Free Virtual Assistant Planner Printable PDF

The Virtual Assistant Planner is a free 15-page printable PDF for virtual assistants. It includes client onboarding, client profiles, client task list, hours log and recurring tasks, in A4, US Letter and a hyperlinked digital version. Every page is undated, so you can start on any day and print as many copies as you need.

Support your clients smoothly with this virtual assistant planner. The VA business pages cover onboarding, client profiles, task lists, an hours log, recurring tasks, weekly plans, packages, invoices and income.

What's inside the virtual assistant planner

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

See every page

All 15 pages of the US Letter version, exactly as they print. Tap a page to see it larger.

1. Cover
2. This Planner Belongs To
3. Contents
4. Client Onboarding
5. Client Profiles
6. Client Task List
7. Hours Log
8. Recurring Tasks
9. Weekly Plan
10. Services & Packages
11. Invoice Tracker
12. Income & Expenses
13. Yearly Overview
14. Notes
15. Thank you page

Who this virtual assistant planner is for

This planner is for virtual assistants and online business managers supporting several clients at once. It suits new VAs landing their first retainers and experienced assistants juggling different tools, deadlines and time zones. Clients value reliability above all, and this planner helps you keep track of every task, every hour and every invoice without anything falling through the cracks.

How to use your virtual assistant planner

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. List recurring tasks, such as weekly emails or monthly reports, so they are never missed. Plan your week across all clients. Define services and packages, track invoices until paid, record income and expenses and review your year.

Formats included

A4 PDF

For printing in most of the world (210 × 297 mm).

US Letter PDF

For printing in the US and Canada (8.5 × 11 in).

Digital PDF

Hyperlinked tabs for tablets and PDF annotation apps.

Ready to start?

Free download

Virtual Assistant Planner questions

Can I track hours for each client?

Yes. Use the hours log. Look for the "Client Onboarding" and "Client Profiles" pages in the 15-page virtual assistant planner. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.

Is there a list for recurring tasks?

Yes. It keeps weekly and monthly tasks from being missed. Look for the "Client Task List" and "Recurring Tasks" pages in the 15-page virtual assistant planner. Download it free, print only the pages you need and add more copies of any page later.

Can I offer packages?

Yes. There is a services and packages page. Look for the "Services & Packages" page in the 15-page virtual assistant planner. Every page is undated, so you can start any day and reprint a page whenever it fills up. Download it free, print only the pages you need and add more copies of any page later.

Is the Virtual Assistant Planner really free?

Yes, the Virtual Assistant Planner is completely free for personal use. Download the 15-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. Matching bundles on our Etsy shop are optional and paid; this single planner stays free.

What size is the Virtual Assistant Planner?

The Virtual Assistant Planner comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 15 pages.