Price:$9.55

Original Price: $11.93

Loading

20% off

Limited time sale

Virtual Assistant Task Tracker Google Sheets, VA Client Management Template, Workflow System for Virtual Assistants P4

HattyBirdCreates  

You can only make an offer when buying a single item

Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

  • Designed by HattyBirdCreates
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 3 PDF

Stay organized and streamline your virtual assistant workflow with this task tracker and client management template bundle. Perfect for optimizing productivity, this Google Sheets solution helps you manage tasks, clients, and workflows effortlessly.

📦 What’s Included:
You will receive a PDF file with access to the editable Google Sheets template and bonus files.

✔️ Fully Formatted Google Sheets Template
✔️ Automated Fields and Linked Tabs
✔️ Detailed VA Workflow System
✔️ PDF with Instant Access Instructions
✔️ Designed for Google Sheets – Free to use

📁 Google Sheets Tabs Included:
✔️ Projects Tracker
✔️ Projects by Client
✔️ Invoices Tracker
✔️ Automated Invoice Generator
✔️ VA Tasks Tracker
✔️ Tasks Calendar View
✔️ Tasks Completed
✔️ Tasks Cancelled
✔️ Set Up Overview
✔️ Clients List
✔️ Pricing List
✔️ Completed Projects Archive

🎁 Bonus Freebies Included:
🎁 Virtual Assistant Email Bundle – Pre-written email templates for onboarding, communication & follow-ups
🎁 Video Tutorial – A full walkthrough showing how to use and get the most out of your spreadsheet

📥 Format: Instant Digital Download – No physical product will be shipped

💙 Why You’ll Love It:
💙 Built specifically for virtual assistants and freelancers
💙 Easily track projects, clients, pricing, and task progress in one place
💙 Includes automation for invoices and calendar-style task views
💙 Bonus email bundle helps you communicate professionally with clients
💙 Video tutorial makes setup and navigation simple
💙 Perfect for streamlining services, scaling systems, and staying organized

🌱 Who It’s For:
🌱 Virtual Assistants & Freelancers
🌱 Social Media Managers & Online Service Providers
🌱 New and Growing VA Businesses
🌱 Online Business Managers (OBMs)
🌱 Admin Support Professionals
🌱 Entrepreneurs Building Client Systems

🛒 How to Order:
🧺 Add to basket
💳 Choose your preferred payment method
✔️ Select “Proceed to checkout”

📥 How to Download:
1️⃣ Sign in to Etsy.com and go to Your Account
2️⃣ Click Purchases and Reviews
3️⃣ Select Download Files next to your order
📧 If you checked out as a guest, check your email for the download link

💻 Coordinating Items You’ll Love:
💻Virtual Assistant Instagram Posts - https://www.etsy.com/listing/1744993202/virtual-assistant-instagram-templates
💻 Virtual Assistant Service Guide - https://www.etsy.com/listing/1745061038/virtual-assistant-services-guide
💻 Virtual Assistant Welcome Guide - https://www.etsy.com/listing/1745005594/client-welcome-guide-template-for-canva

📱 Stay Connected:
📸 Instagram: @hattybirdcreates
✨ Facebook: HattyBirdCreates

🔒 Terms & Disclaimer:
• Due to the digital nature of this product, refunds or cancellations are not accepted.
• For personal use only – not for resale or redistribution.
• Please note: Editing the formulas or changing spreadsheet structure may affect functionality. Use as designed for best results.

Show full description

Delivery

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Did you know?

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

View additional shop policies

Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(1 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
Loading
5 out of 5 stars 5 This item

Louisa Mar 4, 2025

Having bought and tried other spreadsheets, this one is the most comprehensive and user friendly by far! Love it!

Louisa Mar 4, 2025

Response from Rachel

thank you so much!!

HattyBirdCreates
HattyBirdCreates ·

Manchester, United Kingdom

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.9
·
12.4k sales
·
3 years on Etsy

Typically responds within a few hours

Typically responds within a few hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

You may also like

Listed on Mar 17, 2026