TECH TURTLE — VIRTUAL ASSISTANT WEBSITE PLANNING

Free owner worksheet. No private customer information or passwords.

1. A focused list of included and excluded services
Your notes: __________________________

2. Actual working hours and communication process
Your notes: __________________________

3. Approved sample work without client-confidential details
Your notes: __________________________

4. Your engagement and access-sharing procedure
Your notes: __________________________

5. Any existing scheduling or client-portal tools
Your notes: __________________________

Questions for your builder:
Which pages are included?
Which integrations require a separate quote?
Who confirms customer requests?
What are the renewal and ownership terms?

Review current plans: https://www.justtechturtleit.com/pricing/websites