Virtual Assistant Forms

The Virtual Assistant Store

As an aspiring Virtual Assistant or just someone who wants to learn more, I've assembled some helpful ebooks to help you on your way.

Virtual Assistant Forms

Virtual Assistant Forms $30

our own needs. In this package, you wid:

As a successful VA for over 7 years now, I have gathered resources, links and information that have helped me on my way and I am happy to share this information with you.

Inside you will find various forms and files that you can customize to suit your own needs. In this package, you will find:

Start Up Forms
- Services, Software and Hardware checklist – If you’re just starting out, this checklist will help you determine the skills you have that you should offer to clients.
- List of Services - Sample list of services that you can offer
- Helpful Links/Resources - Various links and resources from tax information to business resources.
Marketing Pieces
- Marketing Brochure - a brochure sample in Publisher that you can customize for your own needs.
- Business Card Layout - a business card layout in Publisher that you can customize for your own needs.
Letters
- Client/Lead Follow-Up Letter - use this letter to follow-up with leads or potential clients.
- Newspaper Ad Response - use this letter when responding to newspaper classifieds
- Bio Page - include a short bio page with your letters that tell about your skills, background and experience.
- Resume - use a resume to show potential clients your employment background history.
- Proposal Rate Sheet - always send your rate sheet showing all services and pricing for each when submitting a package to potential clients.
- Proposal Savings Spreadsheet - change the "in-house secretary" annual salary and the VA services hourly rate to show potential clients how much they can save.
- Press Release - send press releases announcing the opening of your busines and any significant awards or achievements. Tips for writing press releases are also included.
Client Forms
- Client Data Form - collect contact details from leads and use this form for client files.
- Sample Invoice - use this excel form for invoicing clients.
- W-9 form - provide a W-9 form to new clients
- Contract (Retainer Agreement) - use a retainer agreement with clients who commit to a certain number of hours a month.
- Contract (Work For Hire Agreement) - use a Work for Hire agreement for all new clients.
Marketing Efforts
- 20 marketing tips that work - 20 tips on marketing your business.
- About Marketing - good information about marketing.
- Networking - tips on networking.

These 20 forms will help you in starting your business and assist you with your marketing efforts.

Start Up Forms

Services, Software and Hardware checklist – If you’re just starting out, this checklist will help you determine the skills you have that you should offer to clients.
List of Services - Sample list of services that you can offer
Helpful Links/Resources - Various links and resources from tax information to business resources.

Marketing Pieces

Marketing Brochure - a brochure sample in Publisher that you can customize for your own needs.
Business Card Layout - a business card layout in Publisher that you can customize for your own needs.

Letters

Client/Lead Follow-Up Letter - use this letter to follow-up with leads or potential clients.
Newspaper Ad Response - use this letter when responding to newspaper classifieds
Bio Page - include a short bio page with your letters that tell about your skills, background and experience.
Resume - use a resume to show potential clients your employment background history.
Proposal Rate Sheet - always send your rate sheet showing all services and pricing for each when submitting a package to potential clients.
Proposal Savings Spreadsheet - change the "in-house secretary" annual salary and the VA services hourly rate to show potential clients how much they can save.
Press Release - send press releases announcing the opening of your busines and any significant awards or achievements. Tips for writing press releases are also included.

Client Forms

Client Data Form - collect contact details from leads and use this form for client files.
Sample Invoice - use this excel form for invoicing clients.
W-9 form - provide a W-9 form to new clients
Contract (Retainer Agreement) - use a retainer agreement with clients who commit to a certain number of hours a month.
Contract (Work For Hire Agreement) - use a Work for Hire agreement for all new clients.