Agreement, Invoices, Credit Card Authorization Form, W9, Delegation eBook + Bonus
Download your Virtual Assistant Business Forms starter pack and get started with the right paperwork for your business - today!
With this purchase, you will instantly receive:
1. Standardized Freelance Contract (Word Doc): Never start work without a signed agreement with your clients. This contract covers everything from scope of work, to fees and payment schedule, to termination details.
2. Credit Card Authorization Form (Word Doc): Have your client sign an authorization form so that there are no miscommunications when you run charges on their credit cards.
3. Client Welcome Letter and Operations Intro (Word Doc): This simple but effective welcome letter reiterates your business practices (hours of operation, how to best reach you, and what your client owes you before you can get started).
4. Invoice Templates for Hourly and Flat Rates (Word Doc): Your client will likely want a copy of your invoice for their tax records. These templates cover both hourly and flat fees.
5. Delegation eBook (PDF): This eBook is A HIDDEN GEM. Not all clients know how to delegate, so send them this unbranded eBook full of best practices, tips, and suggested tasks to get started.
****BONUS: Access to my Client Info Capture Google Sheet for free! Capturing your client's data like their DOB, address, work and travel preferences, etc. Click the link and save the Sheet to your own Google Drive and edit as needed. https://bit.ly/3fraXp6
FIELDS HIGHLIGHTED IN YELLOW ARE EDITABLE. Make the changes as necessary for your business and remove the highlight before sending to your clients.
I've been a Virtual Assistant for over a decade and while it sounds nice to have a downloadable planner, to-do list, printable calendar...those are first things to be placed aside and never touched again. Why? Because you're a business owner, and as a business owner, you will rely heavily on the documents that move your business forward and make you money.
Enter - this starter pack. I've used these essential documents with my own clients for years.
No returns are accepted based on the nature of this product. However, if you have trouble with the download please do let me know.
*****I do not offer forms with official legal terms. By purchasing from my shop, you are acknowledging that you understand and agree with these terms and statements.
Thank you for supporting a small business owner and fellow VA!