Note It! Workbook Journal for Virtual Assistants [PDF]

A workshop-in-a-workbook-style guided companion for new and growing Virtual Assistants who want clarity, confidence, and a business they can be proud of—from a longtime VA business owner.

If you’re starting or strengthening your Virtual Assistant business, this workbook is your step-by-step roadmap. Designed as the hands-on partner to Noted! Business Lessons Learned from Twenty-Two Years of Virtual Assistance (but can be used alone) this practical, encouraging, and insight-packed guide helps you take action—not someday, but today.

Inside, you’ll find 21 business-building lessons and exercises crafted to help you jump-start your VA career with focus and intention. From defining your why, identifying your ideal client, and mapping out your business-development routine to improving communication, refining your pitch, and strengthening your professional presence, every page leads you closer to a thriving VA practice.

Each lesson is designed for real growth and real results. No fluff. No corporate jargon. Just clear guidance, reflection prompts, and space to map out your strategy as you build the business you imagine.

What You’ll Learn Inside

• Clarify your purpose and build a foundation you can stay motivated by (Lesson 1)
• Identify your ideal clients early so you can market with intention, not guesswork (Lesson 2)
• Shift into a coaching mindset to grow as a professional even before you invest in mentorship (Lesson 3)
• Develop a consistent business-development routine that works for YOU (Lesson 4)
• Evaluate your online presence and strengthen how potential clients perceive you (Lesson 5)
• Communicate with clarity and confidence to attract and retain clients (Lesson 6)

…and 15 more lessons to guide, sharpen, and strengthen your VA journey—plus dedicated journaling pages for reflection and planning.

Perfect For

• New and aspiring Virtual Assistants
• VAs relaunching or realigning their services
• Freelancers seeking structure and clarity
• Anyone using Noted! as their business roadmap
• Career changers seeking a guided, confidence-building entry into the VA profession

What Makes This Workbook Different

This is not a passive read. It is a hands-on implementation tool packed with prompts, guided exercises, and real-world wisdom developed by the author throughout more than twenty years of VA experience. Whether or not you’ve read Noted! yet, each lesson stands on its own and meets you exactly where you are.

Most importantly?

This workbook keeps you moving—out of your head and into action.

Author’s Message

“I truly want to see your Virtual Assistant practice grow into everything you want it to be. This workbook is designed to help you take the steps to get there.” —Chela Hardy

Build With Purpose. Plan With Clarity. Grow With Confidence.

Get the guided support you need to launch or elevate your VA business—one thoughtful lesson at a time.