Private Personal Assistant Standard Operating Procedure (SOP) + Life Audit Spreadsheet

Trying to account for all of your Client's Life Admin? This bundle includes two documents:

✅ Comprehensive Personal Assistant Standard Operating Procedure (SOP)

✅ Detailed Life Audit Spreadsheet

Use these two documents to create an easy to use, centralised database to create a legacy of knowledge covering every element of your Principal’s lifestyle.

Perfect for Ultra High Net Worth Principals, Business Owners or just day to day Admin!

The Standard Operating Procedure has 19 pages of index titles and prompts to make sure you don't miss a thing.

Titles Include:

✨ Day to Day Operations, such as calendar management, routines and schedules, document management

✨ Detailed food and drink preferences from eating at home and around the world

✨ Comprehensive health and wellness to ensure you can manage the Principal’s wellbeing effectively

✨ Wardrobe management and preferences

✨ Household and asset management

✨ Thorough Travel titles to ensure you account for passport, visas, hotels and everything in between

..and many more!

The Life Audit spreadsheet can be linked to the SOP to make sure you have all vital information and dates in a single ‘at a glance’ document you can refer to on a daily basis, which saves time sifting through files, looking for relevant information.

Titles include:

✨ Vehicle information; road tax and MOT expiry dates, insurance policy information

✨ Medical such as prescriptions, insurers and doctors

✨ Household such as council tax information, TV licence, utility suppliers

✨ Toiletries section so Principals never run out of their favourite products ever again

✨ First Aid Kit list to ensure medical supplies are always well stocked

The indexed templates are suitable for Microsoft Word and Google Sheets.

Bundled for only £55 to get both documents, or buy individually - check out the store front for more.

If you're struggling to complete documents for your Principal, why not book a 90 minute mentoring session and I can walk you through how! Or if you're unable to find the time to make it happen, I offer a bespoke Document Service where I will tailor make your guide for you.

Contact me to learn more!