Virtual Assistant Business Forms, Contract Templates, Guides and Tools

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

INDIVIDUAL VIRTUAL ASSISTANT BUSINESS FORMS & CONTRACT TEMPLATES

PREMIUM VIRTUAL ASSISTANT BUSINESS GUIDES & TOOLS

VIRTUAL ASSISTANT INDUSTRY SURVEYS

 

VIRTUAL ASSISTANT BUSINESS PACK
	SET-01: Virtual Assistant Business Pack Everything you need to set up your Virtual Assistant business foundation. Includes: FRM-32 Virtual Assistant Business Plan AGR-01 Monthly Retainer Agreement AGR-02 Per-Project Annual Agreement FRM-06 Client Profile Sheet FRM-30 Credit Card Authorization Form FRM-04 Client Feedback Questionnaire AGR-31 Subcontractor Agreement AGR-33 Client Confidentiality Agreement FRM-05 Market Research Phone Survey Template FRM-36 Bookkeeping Account Set-Up Questionnaire BONUS! GDE-35 Press Release Writing Guide Agreement $67.00 (SAVE $50!)
VIRTUAL ASSISTANT BUSINESS INDIVIDUAL FORMS
(18 pages + 4 worksheets)	FRM-32: Virtual Assistant Business Plan Why did you start your business? What values are important to you? How much money do you want to make? Who are you in business to serve? 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 business details so that your success can become a reality. But many Virtual Assistants struggle with knowing where or how to even begin. The Virtual Assistant Business Plan helps you solve that 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 gets your juices flowing by showing you what things you need to think about and where you need to map out processes, establish policies and make decisions. Forget stiff, boring and traditional--this is a plan to help you envision what you want for your business--and your life! Also Includes: 4 Excel financial worksheets and service rate calculation worksheet.
(3 pages)	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 pages)	AGR-02: Virtual Assistant Per-Project Annual 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.
(1 page)	FRM-06: 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 page)	FRM-30: Automatic Credit Card Authorization Form Get paid on time every month! Have clients complete this form to authorize automatic payment processing of their retainer each month.
(2 pages)	FRM-04: Client Feedback Questionnaire 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!
(3 pages)	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 your intellectual capital and proprietary trade secrets.
(3 pages)	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 pages)	FRM-05: Market Research Phone 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.
(5 pages + spreadsheet)	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.
(3 pages)	FRM-36: Bookkeeping Account Set-Up Questionnaire If you provide bookkeeping in addition to your Virtual Assistant administrative support, 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 hand it off to your client to fill-in on their computer and return to you fully completed. You can even use it to get your own business accounts and bookkeeping set-up and organized.
PREMIUM VIRTUAL ASSISTANT GUIDES
Client Consultation Process
(34 pages + recording)	GDE-03: BREAKING THE ICE: A Step-by-Step System for Confidently Navigating the Consultation Conversation and Converting Prospects into Retained Clients Monthly retained clients are the holy grail for Virtual Assistants. Why? Because it's where the bigger, easier money is. With retained clients, there's less marketing, less administration and more consistent cash flow. Done right, your business and your work is easier, which means you then have more freedom to enjoy the fruits of your labor. Any project work you take on beyond that is gravy! But getting retained clients requires a deeper conversation. This guide gives you the perfect step-by-step system I developed in my own practice to help you confidently conduct consultations, make your business shine and successfully convert those prospects into retained clients! Covers: Understanding the consultation process. When and how to talk about fees. What to do before the consultation. How to conduct the actual consultation. Following up with finesse. What to do next when you get the client and what to do when you don't. Includes: Chock-full of sample language, lists, checklists, diagrams and more! No stone is left unturned--every single aspect of conducting consultations is covered in this guide... before, during and after. BONUS: Teleseminar recording included: "Is Your Consultation Converting Prospects into Clients?" $67
"This step-by-step system for navigating the consultation process with potential clients may be Danielle's master work. There is a wealth of helpful information in a concise, easy-to-read format. I particularly enjoyed the fact that she consistently shares the reason for her recommendations. Furthermore, if you really want expert/client (as opposed to boss/employee) relationships with your clients, these suggestions really do work to get things off on the right footing. I know, because I've used them. Danielle doesn't leave you high and dry after the consultation, either, but shares excellent "what comes next?" information in her "Follow-Up Finesse" chapter. I am convinced that both newbie and experienced VAs will find value in Breaking the Ice." —Nicole Paull, Mainspring Enterprises "I love this document, Danielle. It’s so valuable for VAs of any length of experience. I loved it right from the sub-title about converting prospects into retained clients, which really focuses the mind on the goal of the consultation. The formatting and layout is really easy on the eye. I recognise most of the content from the previous version, but you’ve gone further in explanation of some areas. The re-organisation of the content is brilliant. It’s well presented, articulate, logically organised, and structured in such a way as to promote real analysis of one’s own drivers. It walks the reader through the entire process, and the diagrams clearly illustrate the process of each stage. It will help VAs gain clarity, organise their thoughts, and engender confidence in their abilities to develop consultation skills, thereby growing their businesses. It’s given me a renewed enthusiasm to determine my packages, which I have been procrastinating on. It’s boosted my confidence so that I can’t wait to do a new consultation to use it (although it will be challenging to ask the earning question!)! Overall, an extremely helpful tool, and indispensible for a VA. Any VA who doesn’t buy this is insane!" —Lisa Humphries, Freelance PA "I would absolutely recommend Breaking the Ice. I would tell VAs that it is a virtual blueprint for successfully negotiating the client consultation process, which can feel awkward and strange to the unprepared. Breaking the Ice provides the best preparation… the kind in which all the hard work has already been done. You can review the processes and checklists in the book and easily customize them to reflect the unique needs of your own practice. If you’re a VA who dreads client consultations because they feel intimidating, then this is the book for you. Breaking the Ice will allow you to actually look forward to a client consultation and then conduct it in a relaxed and confident mode. —Kathy Watkins, Turnkey Virtual Assistance "I highly recommend Danielle Keister’s Client Consultation Process. I knew I had to design a better consultation process for my business, but I wasn’t sure how to go about it. Danielle’s guide, Breaking the Ice, demystified the process, breaking it down step-by-step. She also does it in such a way that you feel confident about taking the information and building on it so you can conduct consultations in accord with your own personality and style. I have no doubt the advice and instructions I’ve received by reading this book will help me as I continue to develop my business. Thanks Danielle!" —Sarah Greene, Greene Business Support Services "I would absolutely recommend this handbook to other Virtual Assistants! It is so in-depth that even if you are a seasoned VA, I think you could still take away some pointers. You have thought of absolutely everything! Even qualifying criteria for potential clients. I thought that was brilliant. I am looking forward to downloading your other forms as well. I know that if you wrote them, they must be spectacular. Thank you for what you do for us VAs!" —Marisa, Moleiro, VIP Assisting "Thank you very much for the awesome opportunity to receive your brand new version of your Client Consultation Guide. I thought the information you provided in your initial one was fantastic, but this one is exceptional! Very easy to read thru, very relevant and easy to implement, a great reference guide to have on hand as I develop my virtual administration business." —Charli Abihai, Island Admin Pro LLC "FABULOSO!!!!!!!! I have completely run out of words to describe the fabulous new product you’ve created. The “Breaking the Ice” step-by-step system for navigating the consultation process is absolutely unique and valuable! The way in which you clearly present each of the four chapters not only offers precise, to-the-point steps of the entire process, but also promotes an in-depth analysis of our actual situation. Your e-book provides us with a clear guide to ensure we have the necessary attitude, skills and tools to truly implement it successfully. All professional Virtual Assistants who aspire to have a profitable business should own and study this fantastic guide. Thank you very much! —Victoria Miles, Virtual Assistance Argentina "I'd like to add my appreciation to Danielle for writing a great reference tool. I have seen other tools on the same topic and didn't like using them because they were so difficult to comprehend. "Breaking the Ice" is the first one that is practical and user friendly! .—Marit Fox, Abundant Administrative Services
Crafting Your Unique Marketing Message
(21 pages)	GDE-38: UNDERSTANDING YOUR VALUE: How to Craft Your Unique Marketing Message and Make More Money with Alternative Billing Strategies Is your website copy and marketing message following the same old (ineffective) industry script that everyone else 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, laboring over timesheets, and make a ton more money than you're charging now? If so, then this guide 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. Covers: Getting clear about the business you're in (because if you don't know yourself, how can you make clients understand?). Identifying your target market. Profiling your ideal client. Defining your value and creating your unique marketing message. Understanding value-billing and value-billing methodologies. Practical applications and packaging it all up. BONUS: Understanding Your Value Exercise Workbook (in Word format). $67
"If you are ready to work smarter instead of harder, this book 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 book 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 "Whether you are just starting up or you are full to capacity, this book is a MUST HAVE.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 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." —Donna Cravotta, Virtual Management Concepts LLC "I thought that Understanding Your Value 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 Understanding Your Value 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 book 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
Giving Clients a Service Experience They'll Rave About
(10 pages)	GDE-34: PLUSH: Red-Carpet Strategies for Luxurious Client Care Ramp up with new clients and continue to wow them long after the relationship is off the ground. All other things being equal, including skills, it often boils down to the service that your clients experience with you that makes all the difference in the world between a ho-hum relationship and an extraordinary partnership that has them raving about you every chance they get. This guide guides you a ton of meaty ideas for creating your own unique "Red Carpet Treatment Plan." It will also help you implement a system for ramping up with new clients and establish an operational strategy that leads to profitability, managed expectations and--most importantly--stupendous client satisfaction. The service experience is what keeps clients loyal $17
Activity & Time Analysis Diagnostic
	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) and Client Worksheet (PDF).$67
"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
VIRTUAL ASSISTANT SURVEYS
(85 pages)	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. $37
(73 pages)	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. $37
(73 pages)	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. $37