Virtual Assistant Forms
$29
Start Up Forms - What You Get...
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 business 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.
