Business services proposal
Virtual assistant proposal template
A complete proposal you can send after filling in the brackets. Copy the text or download the PDF, then make it yours.
Make it yours before sending
- Replace every [bracket] with the client's real details. Search for "[" to catch them all.
- Set real prices in the investment tiers, and cut to one option if tiers do not fit the job.
- Rewrite "Understanding your goals" in the client's own words from your call. It is the section they read closest.
- Delete anything that does not apply. A shorter, true proposal beats a longer, generic one.
Virtual assistant proposal
Virtual assistant proposal template
1. Overview
Prepared for [Client Company] by [Your Name], [Date].
Thank you for considering me to support [Client Company]. This proposal covers the tasks I will take off your plate, how we will work together, and the monthly investment, so you get reliable help and hours back in your week.
2. Understanding your goals
[Client Company] needs to hand off [describe: inbox, scheduling, data entry, customer replies] so you can focus on [higher-value work].
The goal is dependable support you do not have to manage closely: things get done, on time, the way you like them.
3. Proposed approach
- Phase 1, Onboard. We document your recurring tasks, tools, and preferences, and agree how and when we communicate.
- Phase 2, Systemize. I turn your tasks into simple checklists and SOPs, so the work is consistent and nothing slips.
- Phase 3, Run. I handle the agreed tasks within your allotted hours and flag anything that needs your decision.
- Phase 4, Review. We check in [weekly / monthly] to adjust priorities and add or remove tasks.
4. Scope and deliverables
- [X] hours of support per month
- Management of [inbox, calendar, scheduling] as agreed
- [Data entry, CRM updates, research, travel] as listed in scope
- Simple SOPs for recurring tasks
- A short weekly update on what was done and what is next
- Response within [X] business hours during agreed availability
5. What is not included
- Specialist work outside the agreed task list (quoted separately)
- Work requiring licenses I do not hold
- Availability outside agreed hours and days
6. Timeline
7. Investment
Light
[$X]/mo
A few hours a week.
- [10] hours per month
- Inbox and calendar
- Weekly update
- [X] hour response time
Standard
[$X]/mo
Day-to-day support.
- [20] hours per month
- Everything in Light
- Task SOPs
- CRM and data updates
Plus
[$X]/mo
Your right hand.
- [40] hours per month
- Everything in Standard
- Priority availability
- Project coordination
Prices are placeholders. Set your own before sending.
8. Why work with me
- Your tasks documented as SOPs, so the work is consistent
- A weekly update, so you always know what is handled
- Clear hours and response times, so expectations are never fuzzy
9. Terms
This proposal is valid for [30] days. A deposit of [amount or %] is due to begin, with the balance due [on delivery / per the schedule]. Work outside the scope above is quoted separately before it starts.
The monthly fee is due in advance. Unused hours [do not roll over / roll over for one month]. Either party may end the arrangement with [30] days notice.
10. Next steps
To move forward, approve this proposal in writing and I will send the agreement and the deposit invoice. We can begin as soon as the deposit is received.
Accepted by: ______________________________ Date: ____________
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