FEATURING
Executive
Virtual
Assistant
Services
{company name}
company address / phone
business website
This is a great place to tell your story and give people more insight into who you are, what you do, and why it’s all about you.
Client: {client name}
Attn: {client first /last}
{client title}
Delivered on:
Submitted by:
Dear {client_contact_first} {client_contact_last},
You're obviously an expert in your industry, with a proven model for client acquisition, having a need for a dedicated management system. But continued growth also presents challenges, and doesn't always amount to success without the proper systems in place. I have found that in my 15 years of experience, that truly savvy business people are the ones who know when to call in for back-up.
{company_name} is your solution for all things pertaining to your current and future administrative & project management needs - and more. I'll follow your current system closely, and also make suggestions for further development when necessary, if you'd like.
An effective administrative & project management system will surely save you time, and improve client loyalty and retention. {company_name} becomes part of your team; we're always there to offer creative solutions and ensure your people get best-in-class service.
It's clear that you require customized service that fully integrates with your current business model, offering your clients, team, and vendors the best possible experience.
This project scope outlines {company_name}.'s general range of administrative and project-based management services. I look forward to working with you soon.
Sincerely,
{user_assigned}, {user_title}
{company_name}
{company_name} | {client_name}
WHO WE ARE
We've been marketing, advertising, administrating, and managing projects online for a long time.
We consider ourselves an integral part of your business, supporting your brand, team, vendors, and clients, just as you would. We work in partnership with you or members of your team to meet your needs while maximizing your return.
Myself and my small team of professional virtual assistants at {company_name} provide full-service administrative, project management, client fulfillment, and marketing for your business.
I believe that a key component to developing and growing your business further is found in the development of a robust back-end administrative, management, and fulfillment system that will grow with you, ensuring you and your business achieves the level of success that you're capable of.
{company_name} | {client_name}
SERVICE SUMMARY
Successful administrative & project management is all about assessing a client's needs and choosing the right tools for the job. We work to understand all aspects of your ongoing projects and tasks, to keep things moving forward.
Tasks to Include
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ADMINISTRATIVE- agendas, calendar scheduling
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LINKEDIN - Manage connection requests and conversations
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GOOGLE DRIVE MANAGEMENT - Folder set-up, filing, and organization as needed
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DATABASE MANAGEMENT - Spreadsheets and CRMs
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SALES SUPPORT - Sales reports, prospecting (Sales Navigator, conference sites)
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EMAIL MANAGEMENT - Team and vendor correspondence, prospect follow-up
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CLIENT ONBOARDING- Templates, idea docs, proposals; client team set-up
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MARKETING SUPPORT - Outreach campaigns, mailing list maintenance
{company_name} | {client_name}
PRIMARY SERVICES
{company_name} offers a full complement of administrative & project services.
Administrative
Time management functions and planning services may include:
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Calendar scheduling
-
Editorial and sales meeting agendas
-
Event registration
-
Travel arrangement
Sales Support
Sales team support services may include:
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Sales report management
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Online sales canvassing
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Event research
-
First-touch prospecting
Marketing Support
Outreach programs may include:
-
Email subscriber initiatives
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Mailing list upkeep
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Networking campaigns
INVESTMENT PRICING
Custom Plus
60 hours/month of fully customized Premium service, plus team collaboration, team management, full-time support, custom scheduling, real-time daily communication (email, IM, app, text, and phone), weekly reporting, and one VA Associate.
Annual contract - payable monthly
LinkedIn Connect
Connect with up to 100 targeted prospects per service day on the LinkedIn platform, for the purpose of inspiring dialogue to procure leads.
Contract coincides with current terms.
FEES-HOURLY
Service
Rates
Standard per hour
$50.00
Premium per hour
$75.00
Premium Plus services are completely customizable. We'll use your software, and systems if required.
Ask about the "Pay-At-Once" one-time payment discount.
Social Media Management
Includes 1 post per service day on any major social platform of your choice.
Contract coincides with current terms.
{company_name} offers a full complement of administrative & project services.
FEES - PACKAGES
Service Rates
Custom Plus
60 hours/month of fully customized Premium service, plus team collaboration, team management, full-time support, custom scheduling, real-time daily communication (email, IM, app, text, and phone), weekly reporting, and one VA Associate.
Annual contract - payable monthly
$1,875
LinkedIn Connect
Connect with up to 100 targeted prospects per service day on the LinkedIn platform, for the purpose of inspiring dialogue to procure leads.
Contract coincides with current terms.
$995
FEES - HOURLY
Standard per hour $50.00
Service Rates
Premium per hour $75.00
Premium Plus services are completely customizable. We'll use your software, and systems if required.
Ask about the "Pay-At-Once" one-time payment discount.
Social Media Management
Includes 1 post per service day on any major social platform of your choice.
Contract coincides with current terms.
$495
Total $75.00
{company_name} offers a full complement of administrative & project services.
INVESTMENT PRICING
NEXT STEPS
READ AND SIGN
In the next section is your service agreement, which in some cases can be modified to match specific requirements. Of course, we won't be able to make any such customization if you don't actually read it, so please take the time to review and understand the scope of our offering as well as our limitations.
If you have any questions about the service agreement, please reach out and ask. We'll be happy to go over anything you need clarification about. If all looks good, sign off on the agreement indicating that you agree to the terms and are ready to get started.
CHECKOUT
After we receive your signed Project Scope Outline, we'll create a custom check-out page for you, which you will receive a link to in the body of a follow-up email, which should arrive within 72 hours of your completed Project Scope Outline.
{company_name} | {client_name}
SERVICE AGREEMENT
THIS IS AN INDEPENDENT REPRESENTATIVE CONTRACTUAL SERVICE AGREEMENT
DEFINITIONS
The following constitutes an agreement between BETTER WAY SYSTEMS LLC, herein known as MANAGER and Meghan M. Biro, herein known as CLIENT.
All vendors, suppliers of software and technologies, contractors, subcontractors and others are collectively known as CONTRACTORS.
The purpose of this service agreement is to provide Virtual Assistant project management and/or administrative related services, which may include software management, appointment scheduling, database management, email and messaging, and ongoing optimization and maintenance of all systems and processes and the like, herein known as SERVICE, to CLIENT for the purposes of effective business administrative management.
1. CLIENT shall provide MANAGER with the planning, budgeting, expediting, coordinating necessary for the timely execution of the Project by all CONTRACTORS.
2. CLIENT and MANAGER have discussed and agreed upon initial project specifications, the details of which are set forth in PROJECT SUMMARY, included with this document. Both parties understand and agree that should additional services be required in the future, a separate service agreement will be required, and this agreement will not be affected.
3. CLIENT and MANAGER have discussed and agreed to work together for a period of 12 months starting from the first day of service. CLIENT understands that should CLIENT desire to terminate the obligation of the agreed upon terms, an early termination fee will apply at the rate of two full months of service. CLIENT understands that service will remain active and billing will continue automatically as scheduled until the early termination fee is received by MANAGER and all remaining paid time is used.
{company_name} offers a full complement of administrative & project services.
SERVICE AGREEMENT2
4. MANAGER shall take all reasonable steps on behalf of CLIENT to ensure the project shall be completed in a good and professional manner in accordance with the specifications and cost estimate, subject to any later changes, agreed upon by both parties.
5. The services to be provided by MANAGER for CLIENT are as set forth in this document, section Project Summary.
6. In performing the duties under this Agreement, MANAGER shall be the limited agent of CLIENT for the purpose of controlling interactions between MANAGER and PROSPECTS. Software and email accounts shall be in the name of CLIENT and may be logged-in by MANAGER on behalf of CLIENT and used to exchange dialogue with PROSPECTS, consistent with the agreement.
7. Nothing in this Agreement shall prevent or restrict MANAGER from acting as a CONTRACTOR for the purpose of performing work or service to the Project, provided such shall be fully disclosed to CLIENT.
8. CLIENT hereby indemnifies and holds harmless MANAGER from all debts, claims and liabilities incurred by MANAGER in the performance of the functions under the Agreement, provided that such functions are carried out by MANAGER within the scope of its authority.
9. MANAGER'S fees are outlined within the PROPOSAL, included with this document.
10. New contracts are subject to a $500 training and set-up fee in addition to the standard fee structure but in this case, both parties acknowledge that such fee has been waived and is not applicable for the sake of this agreement.
11. CLIENT will provide all resources applicable to MANAGER'S duties and responsibilities as set forth within this agreement, which may include software, login credentials, training, authority to act on behalf of CLIENT, messaging and email templates, answers to relevant questions as they arise, and any other thing that MANAGER requires to fulfill the duties outlined within the scope of this project.
12. CLIENT recognizes and accepts that MANAGER does not always work alone and may delegate some project duties and tasks to MANAGER ASSISTANT whom MANAGER has a trusted working relationship with. In the event of such an occurrence, the entirety of this agreement is likewise applicable.
{company_name} offers a full complement of administrative & project services.
SIGN HERE
Ready to get started? This is where it begins. Just sign below.
If you have questions, please contact me at 407.494.3720 or {user_email}, and I'll get back to you soon.
{company_name} offers a full complement of administrative & project services.