Virtual Assistant Business Forms

The very best way to start a profitable, successful Virtual Assistant business is by gaining a deeper understanding of Virtual Assistance, and what it means to be a business owner and no longer an employee. Having that understanding—and the right tools—builds the solid business foundation that allows you to command professional fees, run profitably, and really serve clients well, even better than you could as an employee in many ways.

We don't sell quick fixes here. Every single product in our Virtual Assistant Business Store is geared toward that deeper understanding and business profitability. The Virtual Assistant business forms, tools and guides offered here are top-quality — the result of over 12 years of tried and true success and profitable business operation.

Every concept you need to know and understand about Virtual Assistance and setting up and running a profitable, self-sustaining Virtual Assistant business is contained in these comprehensive forms, templates, contracts, agreements, processes and study guides. You won't find anything close to their caliber anywhere else in the industry. And with the contract templates, you'll save tons of money by having your attorney approve them rather than drafting them from scratch.

There are 21 Virtual Assistant business forms, contracts, agreements, templates and guides to choose from with several package options. The templates are created in MS Word and include convenient form fields so that you can quickly customize them and easily add your own logo and branding. All purchases are instantly downloadable (upon completed payment, our shoppingcart will automatically email you the download links).

BEST VALUE
SET-01 Virtual Assistant Business Forms (Save $20!)
SET-02 Web & Graphic Design Forms (Save $20!)
SET-03 The Full Shebang (Save $42!)
SET-04 I Want'em All (Save $66!)

BUSINESS SET-UP
FRM-32 Virtual Assistant Business Plan
GDE-34 Getting & Keeping Clients: The Plan
FRM-36 Bookkeeping Account Set-Up Form

MARKETING
WBK-38 Understanding Your Value: How to Craft Your Own Unique Value Proposition & Cash In on Value-Billing Methodologies
GDE-35 Press Release Writing Guide & Style Template
FRM-05 Market Research Telephone Survey Template

WORKING WITH CLIENTS
GDE-03 Client Consultation Process
AGR-01 Virtual Assistant Retainer Agreement
AGR-02 Virtual Assistant Per-Project Agreement
FRM-06 Client Profile Sheet
FRM-30 Credit Card Payment Authorization Form
AGR-33 Client Confidentiality & Non-Disclosure Agreement
FRM-04 Client Feedback Questionnaire
GDE-37 Activity & Time Analysis Tool

WORKING WITH SUBCONTRACTORS
AGR-31 Subcontractor Non-Solicitation & Non-Competition Agreement

DESIGN FORMS
AGR-20 Web Design Agreement
AGR-21 Web & Graphic Design Per-Project Agreement
FRM-22 Web Site Planning Questionnaire
FRM-23 Web Design Client Feedback Questionnaire
FRM-24 Graphic Design & Desktop Publishing Client Feedback Questionnaire
AGR-25 Web Site Maintenance Retainer Agreement

VIRTUAL ASSISTANT INDUSTRY SURVEYS
2008 Virtual Assistant Industry Survey
2007 Virtual Assistant Industry Survey
2006 Virtual Assistant Industry Survey

 

VIRTUAL ASSISTANT BUSINESS FORMS

VIRTUAL ASSISTANT BUSINESS FORMS SET. Includes: AGR-01 Virtual Assistant Retainer Agreement AGR-02 Virtual Assistant Per-Project Annual Agreement FRM-04 Virtual Assistant Client Feedback Form FRM-05 Market Research Survey Template FRM-06 Virtual Assistant Client Profile Sheet FRM-32 Virtual Assistant Business Plan Set $42.00 (SAVE $20!)

or purchase individually at full price as needed

AGR-01 VIRTUAL ASSISTANT RETAINER AGREEMENT. This comprehensive retained services agreement template covers just about every aspect of an ongoing, continuous business relationship with clients. Form fields are provided for easy data customization, and you can easily add your own logo and branding. (3 pgs.) $7
AGR-02 VIRTUAL ASSISTANT PER-PROJECT AGREEMENT. This terms and conditions agreement is perfect for clients you only work with occasionally throughout the year on a project basis. You simply have them sign this contract template once annually to cover your standard operating policies and other aspects of working on a project-by-project basis. You can then work on multiple projects, changing specs between projects without having to go through the process of signing multiple, multi-page contracts for each. (3 pgs.) $7
FRM-04 VIRTUAL ASSISTANT FEEDBACK FORM. What are clients thinking about your Virtual Assistance services and skills? How well are you meeting their needs and expectations? This questionnaire gives you the tool to really find out with quantifiable measurements and free-form responses in several key categories. Space is provided for testimonials and referrals. The information this form collects is like gold to your business! (2 pgs.) $7
FRM-05 MARKET RESEARCH TELEPHONE SURVEY TEMPLATE. Stop the cold-calling! People don't like to be sold to these days. Instead, take an investigative, educational approach to contacting prospects. You'll gain valuable insight into the minds and needs of your target market in addition to making first contact with them. Also Includes: Informative instructional article on conducting surveys. (2 pgs.) $7
FRM-06 VIRTUAL ASSISTANT CLIENT PROFILE SHEET. Keep all your important client data in one place, collect valuable relationship building info and dates and remind yourself about sending key client forms. (1 pg.) $7
FRM-32 VIRTUAL ASSISTANT BUSINESS PLAN SET. How are you going to get where you want to go if you don't know how to get there? A business plan creates a roadmap to your success. It forces you to think through all the details of your business. But many people struggle with where to even begin. Our plan will give you an excellent starting point, with proper format and outline populated with example text, spreadsheets and figures so you can get an idea of what kind of information to develop for your own business. It's the one document your business should not be without. Also Includes: 4 Excel financial worksheets and service rate calculation worksheet. (18 pgs. + 4 worksheets.) $27

VIRTUAL ASSISTANT BUSINESS GUIDES

GDE-03 VIRTUAL ASSISTANT CLIENT CONSULTATION PROCESS. Finally! A clear outline to help guide you through the critical consultation process needed when you are working with retained clients. This is where you can really show your stuff, make your business shine and demonstrate your competence and smart systems. (10 pgs.) $27
GDE-34 THE PLAN: GETTING & KEEPING CLIENTS. Getting and keeping clients is really all about knowing how to work with clients and manage expectations. This 10-page guide gives you the meaty information and ideas to create your "Red Carpet Treatment" plan, implement a system for ramping up with new clients, and establish your operational strategy that leads to profitability and client satisfaction. (10 pgs.) $17
GDE-35 PRESS RELEASE WRITING GUIDE & STYLE TEMPLATE. Writing not your strong suite? This template using our simple, effective, proven formula will make it a snap! Word; 5 pg. Includes: Press release template with editable form fields; press release guidelines and tips; list of the parts of a press release with descriptions and instructions for each; sample press release; press release writing resource list; and an Excel template to begin building your own customized media list. (5 pgs. + spreadsheet.) $17

ADDITIONAL BUSINESS FORM TEMPLATES

FRM-30 AUTOMATIC CREDIT CARD PAYMENT AUTHORIZATION FORM. Want to get paid on-time every month? Have clients complete this form to authorize automatic payment processing. (1 pg.) $7
AGR-31 SUBCONTRACTOR CONFIDENTIALITY, NON-SOLICITATION & NON-COMPETITION AGREEMENT. Have subcontractors work for you on occasion? Have them sign this form to help protect your business interests, maintain client confidentiality and protect trade secrets. (5 pgs.) $7
AGR-33 CLIENT CONFIDENTIALITY & NON-DISCLOSURE AGREEMENT. Have trade secrets and other proprietary information you want to keep confidential? Have clients sign this form agreeing to protect and not disclose your special systems and processes and other confidential information they may come to know through the course of your work together. (2 pgs.) $7
FRM-36 BOOKKEEPING ACCOUNT SET-UP QUESTIONNAIRE. If you provide bookkeeping in addition to your Virtual Assistant services, this form will make your life a whole lot easier! It collects all the necessary information you need to set up a company's bookkeeping account. It's especially helpful if you use Quickbooks Pro as it asks the exact questions in the same sequence. Comes with protected form fields so you can even simply hand it off to your client to fill-in on their computer and send back to you. (3 pgs.) $17

or purchase all the products above and save $42.00

SET-03 THE FULL SHEBANG VIRTUAL ASSISTANT BUSINESS FORMS. Includes: SET-01 All Virtual Assistant Business Forms GDE-3 Client Consultation Process GDE-34 Getting & Keeping Clients-The Plan GDE-35 Press Release Writing Guide & Style Template FRM-30 Automatic Credit Card Payment Authorization Form AGR-31 Subcontractor Agreement AGR-33 Client Confidentiality & Non-Disclosure Agreement FRM-36 Bookkeeping Account Set-Up Questionnaire $119 (BUY ALL 13 & SAVE $42!)

WEB & GRAPHIC DESIGN FORMS

SET-02 WEB & GRAPHIC DESIGN FORMS SET. Includes: AGR-20 Web Design Contracted Services Agreement AGR-21 Web & Graphic Design Per-Project Agreement FRM-22 Web Site Planning Client Questionnaire FRM-23 Web Design Feedback Form FRM-24 Graphic Design/Desktop Publishing Feedback Form AGR-25 Web Site Maintenance Retainer Agreement $42 (BUY ALL 6 & SAVE $20!)

or purchase individually at full price as needed

AGR-20 WEB DESIGN AGREEMENT. A comprehensive contracted services agreement covering all aspects of working on a single design project. Form fields are provided for easy data customization, and you can easily add your own logo and branding. (3 pgs.) $7
AGR-21 WEB & GRAPHIC DESIGN ONGOING PER-PROJECT AGREEMENT. This terms and conditions agreement is perfect when you do several web or other design projects for a client throughout the year. Simply have them sign this agreement once annually. (3 pgs.) $7
FRM-22 WEB SITE PLANNING CLIENT QUESTIONNAIRE. Web design is a complex job that incorporates a host of disciplines including design, marketing, research, technical implementation, copywriting and even psychology. Without proper planning, a proper job simply cannot be accomplished. This questionnaire gives you that tool. (8 pgs.) $27
FRM-23 WEB DESIGN FEEDBACK FORM. What are clients thinking about your Web Design and customer service skills? This questionnaire gives you the tool to really find out with quantifiable measurements and free-form responses in several key categories with special space provided for testimonials and referrals. (2 pgs.) $7
FRM-24 GRAPHIC DESIGN & DESKTOP PUBLISHING FEEDBACK FORM. What are clients thinking about your print media or graphic design work and customer services skills? This questionnaire gives you the tool to really find out with quantifiable measurements and free-form responses in several key categories with special space provided for testimonials and referrals. (2 pgs.) $7
AGR-25 WEB SITE MAINTENANCE RETAINER AGREEMENT. Don't miss out on additional revenue streams in your business. This agreement covers the terms and conditions for performing site maintenance work once you've designed the web site. (2 pgs.) $7

or purchase all the products above and save $76

SET-04 "I WANT'EM ALL" VIRTUAL ASSISTANT BUSINESS & DESIGN FORMS SET. Includes: All Virtual Assistant Business Forms All Additional Business Forms All Virtual Assistant Business Guides All Web & Graphic Design Forms $147 (BUY ALL 19 & SAVE $66)

VIRTUAL ASSISTANT INDUSTRY SURVEYS

SURV-08 2008 VIRTUAL ASSISTANT INDUSTRY SURVEY. With 604 participants and 101 questions, the 2008 Virtual Assistant Industry Survey is the most in-depth, representative cross-section of the industry today. Respondents answered questions on topic categories covering demographics, business and marketing practices, experience and training, hours and pricing, services and markets, success, profitability and entrepreneurship and professional standards and ethics. (85 pgs.) $37
SURV-07 2007 VIRTUAL ASSISTANT INDUSTRY SURVEY. With 430 participants and nearly 100 questions, the 2007 Virtual Assistant Industry Survey is the most in-depth, representative cross-section of the industry today. Respondents answered 99 questions on topic categories covering demographics, business and marketing practices, experience and training, hours and pricing, services and markets, success, profitability and entrepreneurship and professional standards and ethics. (73 pgs.) $37
SURV-06 2006 VIRTUAL ASSISTANT INDUSTRY SURVEY. Nearly 400 true Virtual Assistants (the best representative cross-section taken to date of the industry) participated in our 2006 Virtual Assistant Industry Survey. Respondents answered 99 questions on topic categories covering demographics, business and marketing practices, experience and training, hours and pricing, services and markets, success, profitability and entrepreneurship and professional standards and ethics. (71 pgs.) $37

ACTIVITY & TIME ANALYSIS TOOL (premium tool not included in any set)

GDE-37 ACTIVITY & TIME ANALYSIS TOOL. Take your consulting with clients to a whole new level! This tool is evolutions beyond simply asking clients to write their activities on a notepad, and puts YOU in the driver's seat of your business and the delegation process. The Activity & Time Assessment Tool is designed to help you more quickly and effectively get to know a new client's business, while giving clients a more "scientific" analysis and clearer visual picture of their business and activities. This tool helps you analyze a client's time and energy busters, see where their core strengths and weaknesses are, identify where key systems and processes can be developed, and allows you to make more informed recommendations about where your services can be best utilized as you begin working together. The Activity & Time Analysis tool will add value to your processes and systems, and clients will be "wowed" by the invaluable, eye-opening businesss data and charts you will be able to present to them. Includes: Activity & Time Analysis Tool (Excel), Instructions for Virtual Assistant (PDF), Worksheet for Clients (PDF) and Conversation Charts (PDF). $67
Here's what Virtual Assistants who have purchased the Activity & Time Analysis Tool have to say:
"ALL of my clients were highly impressed with the Activity & Time Analysis Tool that just came out and absolutely loved it!! They felt it was a great way to figure out what they did throughout the day! I think every Virtual Assistant should invest in this form!" -- Alicia Rittenhouse, MMR Business Solutions "This newest tool covers every base. It will be especially useful to clients who have no clue as to how to delegate. I just recently struggled with getting a new client to hand things over. Had I had this tool, the process would have gone much smoother. -- LaTanya Robinson, LaRobe Business Solutions "This tool is, in my opinion, absolutely essential to a Virtual Assistant's business. It is extremely well thought out and concise. The conversion chart at the end is also very invaluable." -- Cindy Clark, CCDesignz Business Services LLC

UNDERSTANDING YOUR VALUE: HOW TO CRAFT YOUR OWN UNIQUE VALUE PROPOSITION AND CASH IN ON VALUE-BILLING METHODOLOGIES (premium tool not included in any set)
WBK-38 UNDERSTANDING YOUR VALUE: HOW TO CRAFIT YOUR OWN UNIQUE VALUE PROPOSITION & CASH IN ON VALUE-BILLING METHODOLOGIES. Is your Web site copy and marketing message following the same old (ineffective) script that everyone else in the industry uses? Are you tired of having to work like a dog to make any money and still not having clients appreciate what you do for them? Wouldn't you love to stop watching the clock and make a ton more money than you're charging now? If so, then this workbook is for you! With this tutorial, you will gain a deeper understanding of what it is you really offer to clients and your value to them. Exercises included in the workbook walk you through the process of crafting your own unique value statement, one that will have more attractive, tangible meaning to your prospective clients and have you standing heads and tails above the crowd. Also included are practical how-tos for implementing value-billing methods and strategies that allow you to work less while making more money. Includes: Understanding Your Value e-book and Exercise Workbook. (21 pgs.) $67
Here's what Virtual Assistants who have purchased "Understanding Your Value: How to Craft Your Own Unique Value Proposition and Cash In on Value-Billing Methodologies" have to say:
If you are ready to work smarter instead of harder, this workbook is a must have! Danielle has outdone herself with a wonderful, thought-provoking tutorial designed to make us really look closely at our business model and what we actually provide our customers. In "Understanding Your Value: How to Craft Your Own Unique Value Proposition and Cash In on Value-Billing Methodologies," she encourages us to look beyond the current industry script, take the focus off of hours and dollars, and put it on what we really offer: value and results. Among other things, she teaches us the 3-step process of Fit, Focus, and Value – knowing who our clients are, the market they are in and then providing value-added services uniquely suited to these clients. This amazing guide is helping me to hone my own message and speak to my clients about the value I provide without having to account for every second. There isn’t a Virtual Assistant out there who enjoys tracking time, and this workbook teaches us how to get out of that nasty habit! I know I will use this tool over and over as my business grows and evolves! —Cheryl Harless, CH Enterprises This book is awesome! It so totally changed the way I thought about what I do and how I present it that I went right to my website and reworded my entire payment page! I can't say enough about this book. I am printing it out and going to go through the steps she suggests to get my mind, and business, in the right place to grow exponentially. I recommend this book for each and every Virtual Assistant out there, whether your business is just beginning or you're a seasoned veteran. You can't go wrong with it, and who knows, you may just learn a thing or two! :-) —Denise Shears, Shears Virtual Advantage I have purchased various forms and guides from the VACOC which have all been instrumental in helping me build a successful VA practice. The recently released workbook “Understanding Your Value” will not only give you tips and tools for building and maintaining your business – but it will challenge you to find the holes and fix them. Whether you are just starting up or you are full to capacity, this workbook is a MUST HAVE. —Donna Cravotta, Virtual Management Concepts LLC I thought that the "Understanding Your Value" workbook was incredibly insightful and truly put a new spin on pricing my services and being unafraid to state my rates with confidence. I now know that my clients are truly getting their money's worth and that I am able to focus my attention on their needs as well as my strengths. —Meredith Marr, Integrity Virtual Assisting I just purchased the "Understanding Your Value" workbook and absolutely loved it! As I was reading, I’m certain that I looked like a bobble-head, because I couldn’t stop shaking my head in agreement with so many of the comments. The information was practical, easy to understand, and immediately implementable. The content was very energizing and motivating and got me thinking about new marketing techniques and changes that need to be made to my website, pricing, and overall client approach. In 2009, I’ll be going into my third year in business and definitely plan to increase prices. Being able to clearly demonstrate value-added services provided to clients will help in getting past the currently challenging money discussion. —Rosalind Harris, Instant Assistant Virtual Office Support WOW, WOW, WOW!!!! I feel like someone just threw water in my face to wake me up. It's like I'm finally waking up to the challenge. I cannot wait to finish this. —Colleen Johnson, CMJ Office   This workbook has answered so many questions that I have lost valuable time and effort trying to figure out. I have purchased most everything VACOC has to offer; however,  Danielle, you have out done your self again! —Danielle Gambrell, DG Services and More