Does this sound like you?

New entrepreneurs entering the virtual assistant field sometimes overlook the importance of treating client relationships as formal business transactions.

Without a Virtual Assistant Agreement, both virtual assistants and their clients may enter into agreements without clarifying critical details, such as:

• The specific scope of the VA’s work
• Ownership of intellectual property for completed tasks
• Payment arrangements

And these are just a few examples of potential oversights! 

Oversights that could cost you money (and clients)!

Elevate your virtual assistant business with our exclusive PLR For VAs templates!

Take the guesswork out of client agreements and onboard new clients with ease.

Don’t let crucial details slip through the cracks – sign up now to streamline your VA business and attract new customers effortlessly!

Whether you’re about to take on your first role as a virtual assistant or have been doing this for many years, you need to ensure that every business transaction is as straightforward and painless as possible.

If you’re ready to take your virtual assistant business to the next level, look no further than our Essential Virtual Assistant Forms Bundle.

• • Simplify your business transactions and protect your interests with our ready-to-use templates.

  • Don’t let important details slip through the cracks – sign up now to unlock efficiency and professionalism in your VA business!

What’s Included in the Bundle?

Our bundle includes 20 meticulously crafted forms that cover every aspect of your virtual assistant business. Each form is designed to save you time, ensure consistency, and enhance your professional image.

1. Client Intake Form for Virtual Assistants

Streamline the onboarding process and gather essential information about your clients effortlessly.

• • Purpose: Gather initial information about the client and their needs.
  • Details: Client name, contact information, business details, specific services required, and preferred communication methods.

2. Client Agreement

Establish clear terms and conditions to protect both you and your clients, ensuring a smooth working relationship.

• • Purpose: Outline the terms of service, expectations, and responsibilities.
  • Details: Scope of work, payment terms, confidentiality agreements, termination clauses, and any specific client requirements.

3. Non-Disclosure Agreement

Safeguard confidential information and build trust with your clients by guaranteeing their data remains secure.

• • Purpose: Protect sensitive information shared between you and your client.
  • Details: Confidentiality clauses, duration of confidentiality, and exceptions.

4. Service Agreement

Define the scope of your services, set expectations, and avoid misunderstandings with this comprehensive agreement.

• • Purpose: Specify the services you will provide and the terms of delivery.
  • Details: Detailed description of services, timelines, deliverables, and payment terms.

5. Invoice Template

Simplify your billing process with a professional, easy-to-use invoice template that ensures you get paid on time.

• • Purpose: Bill clients for services rendered.
  • Details: Your business information, client information, invoice number, date, description of services, amount due, payment terms, and methods of payment.

6. Expense Tracking Form

Keep your finances in order by meticulously tracking your business expenses.

• • Purpose: Keep track of business expenses for financial management and tax purposes.
  • Details: Date, description of expense, category, amount, and receipt/invoice number.

7. Time Tracking Sheet

Monitor your hours and manage your time effectively with this detailed time tracking sheet.

• • Purpose: Record the time spent on various tasks and projects.
  • Details: Date, client name, task description, start time, end time, and total hours worked.

8. Project Management Worksheet

Organize your tasks, set priorities, and keep your projects on track with this essential worksheet.

• • Purpose: Organize and track the progress of projects.
  • Details: Project name, client, tasks, deadlines, status updates, and notes.

9. Client Feedback Form

Gather valuable insights and improve your services with structured feedback from your clients.

• • Purpose: Collect feedback from clients to improve services.
  • Details: Client name, project/task, feedback questions, and overall rating.

10. Privacy Policy for Virtual Assistants

Provide your clients with peace of mind by outlining your commitment to protecting their privacy.

• • Purpose: Inform clients about how their data will be used and the terms of using your services.
  • Details: Data collection and usage policies, client rights, and legal disclaimers.

11. Consent Form

Ensure compliance and obtain necessary permissions from your clients with this straightforward consent form.

• • Purpose: Obtain permission for using client testimonials or case studies.
  • Details: Client name, consent details, and signature.

12. Client Onboarding Checklist for Virtual Assistants

Streamline the onboarding process and ensure nothing is overlooked with this comprehensive checklist.

• • Purpose: Ensure all necessary steps are taken when bringing on a new client.
  • Details: Initial meeting, signed agreements, setup of communication channels, and initial tasks.

13. Task Delegation Form

Delegate tasks efficiently and clearly define responsibilities with this essential form.

• • Purpose: Assign tasks to subcontractors or team members.
  • Details: Task description, assignee, deadlines, and any specific instructions.

14. Emergency Contact Form

Be prepared for any situation by having your clients’ emergency contact information readily available.

• • Purpose: Have emergency contact information for clients in case of urgent issues.
  • Details: Client’s primary and secondary contact information, and any special instructions for emergencies.

15. Termination Form

Handle the end of a client relationship professionally and ensure all loose ends are tied up.

• • Purpose: Formally document the end of a client relationship.
  • Details: Reason for termination, final deliverables, outstanding payments, and next steps.

16. Business Backup Details

Keep your critical business information secure and easily accessible with this backup details form.

17. Company Profile Sheet

Present a professional image and share your business details with potential clients or partners.

• • Purpose: To present a professional image and share your business details with potential clients or partners.
  • Details: Provides an overview of your business (Services, Experience, Testimonials, etc)

18. Request for Proposal (RFP) Response

Respond to RFPs effectively and increase your chances of winning new business with this detailed response template.

• • Purpose: Allows you to provide an effective response to proposals
  • Details: Company overview, Requirements Understanding, Proposed Solutions, Qualifications, Implementation Plan and Pricing

19. Credit Card Authorization

Process payments securely and conveniently with this credit card authorization form.

• • Purpose: To process payments securely and conveniently with this credit card authorization form
  • Details: Client Information and Authorization to perform payment processing.

20. Client Welcome Letter

Make a great first impression and welcome new clients warmly with a professional welcome letter.

• • Purpose: This form helps to create a professional and organized approach to client interactions, ensuring clarity, security, and a positive experience for your clients.
  • Details: Greeting/Introduction, Service Overview, Next Steps and Contact Information