ServiceStack AI for Virtual Assistants: The Discovery-to-Retainer Kit

The Discovery-to-Retainer Kit for Virtual Assistants: fill-in AI prompts, checklists and a step-by-step routine for freelance virtual assistants and small VA agencies, from the discovery call to the retainer renewal.

Fill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your retainer. You review it and send it yourself.

What's inside

• 12 fill-in prompts, one per page, each with when to use it, what you get back and a tip:
  • Inquiry Reply and Discovery Call Booking
  • Discovery Call Notes to Scope
  • Proposal Email
  • Onboarding Welcome and Access Checklist
  • SOP Writer From a Client Walkthrough
  • Inbox Triage Rules
  • Weekly Report to Client
  • Scope Creep Reply
  • Hours Running Low or Overage Notice
  • Retainer Renewal and Rate Increase
  • Testimonial Request
  • Offboarding and Handover
• 2 fill-in checklists: New Client Onboarding Checklist and Weekly VA Checklist.
• A step-by-step routine and a workflow map.
• 3 follow-up emails: welcome, check-in, review.
• Retainer Hours & Effective Rate Calculator + Price & Profit Calculator (.xlsx with working formulas: compares hourly billing with a monthly retainer, tracks rollover and over-hours, and shows your effective rate across clients, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).

Details

• Digital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.
• Works with ChatGPT, Claude or Gemini, free or paid.

AI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. Use a written contract reviewed by a lawyer, a password manager for client logins, and follow privacy rules for client data. Never paste client passwords or private data into chat tools. The kit gives no legal or tax advice.

Want help with the rest of your business? The ServiceStack AI Toolkit ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.

Questions before you buy? Email support@getservicestackai.com.