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Virtual Assistant Business Forms
A message from
Danielle Keister
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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 builds the solid business foundation that allows
you command professional fees, run profitably, and really serve clients
well; better than you could as an employee even.
Every
single form in our Virtual Assistant Business Forms store is geared toward
that deeper understanding and business profitability. The Virtual
Assistant Business Forms offered here are top-quality —
the result of over 11 years of tried and true success and profitable business
operation. Every concept you need to know and understand about Virtual
Assistance 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 over 19 Virtual Assistant business forms, contracts, agreements,
templates and guides to choose from with several package options. Each
form is created in MS Word, includes convenient form fields for quick
customization, and you can easily add your own logo and branding. All
purchases are instantly downloadable.
Proceeds from the sales of these forms support Gritty VA, the projects
arm of the VACOC that is busy working behind the scenes to bring resources
and research for FREE to the entire Virtual Assistant industry.
BUSINESS SET-UP
FRM-32 Virtual Assistant Business
Plan
GDE-34 Getting & Keeping Clients:
The Plan
FRM-36 Bookkeeping Account Set-Up
Form
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 7/1/08
BACK BY POPULAR DEMAND!
WBK-38
Understanding Your Value: How to Craft Your Own Unique Value Proposition
& Cash In on Value-Billing Methodologies 7/22/08
NEW!
WORKING WITH SUBCONTRACTORS
AGR-31 Subcontractor Non-Solicitation
& Non-Competition Agreement
PROMOTING YOUR BUSINESS
GDE-35 Press Release Writing Guide
& Style Template
FRM-05 Market Research Telepone Survey
Template
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
FORM SETS
SET-01 Virtual Assistant Business
Forms
SET-02 Design Forms
SET-03 The Full Shebang
SET-04 I Want'em All
VIRTUAL ASSISTANT INDUSTRY SURVEYS
2007 Virtual Assistant Industry
Survey
2006 Virtual Assistant Industry
Survey
| VIRTUAL
ASSISTANT BUSINESS FORMS |
| AGR-01
Virtual Assistant Retainer Agreement
This comprehensive retained services agreement template covers just
about every aspect of a business relationship with clients. Form
fields are provided for easy data customization, and you can easily
add your own logo and branding. (3 pages)
$4.99
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AGR-02
Virtual Assistant Per-Project Agreement
This terms and conditions agreement is perfect for clients you only
work with occasionally throughout the year. You simply have them sign
this form once annually (instead of a new contract with every project)
to cover all the aspects of working on a project-by-project basis.
(3 pages)
$4.99 |
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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 with
special space provided for testimonials and referrals. The information
this form collects is like gold to your business. (2 pages)
$4.99 |
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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 pages)
$4.99 |
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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 pages)
$4.99 |
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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 pages + 4 worksheets)
$14.99 |
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| VIRTUAL
ASSISTANT BUSINESS FORMS SET
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
$34.95 (BUY ALL 6 & GET 1 FREE!)
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| VIRTUAL
ASSISTANT GUIDES |
GDE-03
Virtual Assistant Client Consultation Process
Finally! A clear outline to help guide you through the critical consultation
process. This is where you can really show your stuff, make your business
shine and demonstrate your competence and smart systems. (10 pages)
$14.99 |

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| 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 pages)
$14.99
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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 pages + spreadsheet)
$9.99 |

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| ADDITIONAL
BUSINESS 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 pages)
$4.99
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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 pages)
$4.99 |
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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)
$4.99 |
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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 pages)
$9.99 |

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| SET-03
THE FULL SHEBANG VIRTUAL ASSISTANT BUSINESS FORMS
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
Questionnairet
$69.95 (BUY ALL 13 & SAVE OVER $30!)
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| WEB
& GRAPHIC DESIGN FORMS |
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 pages)
$4.99 |
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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 pages)
$4.99 |
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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
pages)
$14.99 |
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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 pages)
$4.99 |
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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 pages)
$4.99 |
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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 pages)
$4.99 |
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SET-02 DESIGN
FORMS SET 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 $34.95
(BUY ALL 6 & GET 1 FREE!) |
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SET-04
"I WANT'EM ALL" VIRTUAL ASSISTANT BUSINESS & DESIGN
FORMS SET
All Virtual Assistant Business Forms
All Additional Business Forms
All Virtual Assistant Business Guides
All Design Forms $99.95 (BUY ALL 19
& SAVE OVER $40.00!) |
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| VIRTUAL
ASSISTANT INDUSTRY SURVEY |
SURV-07
VACOC 2007 Virtual Assistant Industry Survey
With 430 participants and nearly 100 questions, the 2007 VACOC 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 pages)
$49.99 (All proceeds from survey sales go toward our InnoVAtive Award
program) |

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SURV-06
VACOC 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 pages)
$49.99 (All proceeds from survey sales go toward
our InnoVAtive Award program) |

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PREMIUM
TOOL (not included in any set) |
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 BACK
BY POPULAR DEMAND! 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
(Sign up for our mailing list first and get 20%
off)
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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
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PREMIUM
TOOL (not included in any set) |
|  WBK-38
Understanding Your Value: How to Craft 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. (21 pages)
$67
(Sign up for our mailing list first and get 20%
off)
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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
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