When you’re starting out as a virtual assistant, it can be difficult to navigate everything that needs to be done. There’s setting up a website, creating social media accounts for your business, marketing your services, signing on new clients, and more. One of the best ways to help yourself is to follow a tried-and-true strategy that has already worked for other virtual assistants.
This is where our business templates come in. We have created several forms and documents that you can download and use as a template for your own unique business. Not only are they very affordable, but also easy to use. Take a look at five of the most popular business and marketing forms we created specifically for you.
Client Questionnaire
Our Client Questionnaire is ideal for when you are welcoming a new client. It can be emailed or digitally delivered via Google Docs to your client. This allows your client to easily complete the form, save it, and email it or share it with you. Once completed, it will hold all the information you need to begin this new business relationship:
- Client’s contact information.
- Business operation methods.
- Client’s social media and website information.
- Business tools the clients use.
- Payment information.
Company Profile Sheet
A Company Profile Sheet is an all-inclusive document where you can store essential information about each of your clients. You can add such information as contact info, website URLs, social media accounts, payment methods, independent contractor or staff information, company mission statement and goals, and much more.
Job Proposal
The Job Proposal document explains in clear detail the type of job and/or services you will be performing for your clients. This is typically sent to the prospective client after you have had an initial meeting and learned more about the type of services they need. Along with a detailed explanation of the job you will be performing, you can also include the fees to be charged, the number of hours to be worked, and the exact tasks and responsibilities you will complete on your client’s behalf. Once received, your prospective client can then make an informed decision on whether or not they want to hire you as their virtual assistant.
Request for Referral
A Request for Referral letter is a letter template that can be used when asking current or former clients for referrals when you are looking for new clients. It’s an ideal way to find new clients by utilizing the connections you already have. As with all of our other business forms and templates, you can customize this professional letter according to your particular business needs.
Policies & Procedures
The Policies & Procedures document explains in clear detail the various policies and procedures of your virtual assistant or online business. Any items can be customized according to your specific methods of operation. This allows your clients to know exactly how you operate your business, how they can contact you, your billing procedure and accepted forms of payment, and any other policies you wish to convey.
Download These Forms Today
Take a moment to download these and any other business forms that you would find helpful for your business, such as our New Client Documents, Invoice Template, Description of Services, Virtual Assistant Contract, and many more. Our mission is to provide tools, tips, and resources to help you as you start or grow your virtual assistant or online business.