VA Proposal Template | Virtueasy
VA Proposal Template  by Virtueasy  - Free to use
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How to use this template: Replace everything in [square brackets] with your own details. Delete any sections that don't apply to your engagement. To save: copy the content into Google Docs or Notion, or use your browser's Print → Save as PDF option.
[YOUR NAME]
[Your Business Name / "Virtual Assistant Services"]
Proposal Prepared for: [Client Name]
Date: [Month Day, Year]
Valid for: 14 days
01 - Context

Your Situation

Based on our conversation, [Client Name or "you are"] running [describe their business - e.g., "a growing e-commerce brand in the wellness space"] and currently spending significant time on [the specific tasks they mentioned - e.g., "inbox management, scheduling, and social media content"].

The goal is to [summarize what they told you they want - e.g., "free up 10+ hours per week so you can focus on client acquisition and product development"]. Right now, [name the specific bottleneck - e.g., "admin tasks are pulling you away from the revenue-generating work that actually moves the business forward"].

This proposal outlines exactly how I can step in, take those tasks off your plate, and give you back your time.

02 - Scope of Work

What I'll Do for You

Here is exactly what is included in this engagement:

Service Details Frequency
[Service 1 - e.g., Inbox Management] [Describe exactly what you'll do - e.g., Sort, label, and respond to emails using pre-approved templates. Escalate urgent items within 2 hours.] Daily
[Service 2 - e.g., Calendar Management] [Describe - e.g., Schedule and confirm all meetings, manage conflicts, send 24-hour reminders to attendees.] Weekly
[Service 3 - e.g., Social Media Content] [Describe - e.g., Draft and schedule 4 posts/week for Instagram and LinkedIn using your brand guidelines and approved content calendar.] Weekly
[Service 4 - optional] [Describe] Monthly
What's not included: [List anything that's explicitly out of scope - e.g., graphic design, video editing, ad management, or anything requiring specialized software you don't have access to.] Out-of-scope requests are handled at my hourly rate of $[X]/hour.

Revisions: Up to [2] rounds of revisions are included per deliverable. Additional revisions are billed at $[X]/hour.

Communication: I am available [your hours - e.g., Monday–Friday, 9am–5pm EST] via [Slack / email / Voxer]. Response time is within [2–4] business hours during those windows.

03 - Investment

Your Investment

[Package Name - e.g., "Growth Retainer"]
  • [Service 1 included in this package]
  • [Service 2 included]
  • [Service 3 included]
  • Priority scheduling and dedicated Slack channel
  • Monthly performance summary
$[XXX]
per month
Billed on the 1st of each month  ·  30-day cancellation notice required  ·  [Net 7 / Net 15] payment terms  ·  [PayPal / Stripe / bank transfer] accepted

If you would prefer a different structure - project-based, tiered, or hourly - I am happy to discuss that. The goal is a setup that works for both of us.

04 - About Me

Why I'm the Right Fit

[Keep this section brief - 2 to 3 sentences max. Include one specific result you have delivered for a past client, and one reason you are a particularly good fit for this client or industry. If you are just starting out, lead with your relevant skills and your commitment to reliability.]

Example: "I have been a VA for [X years / X months], working primarily with [type of clients - e.g., founders and small e-commerce brands]. In my last engagement, I helped [client type] reduce their response time to under 2 hours and free up 12 hours per week for revenue-generating work. I'm detail-oriented, proactive, and I will never leave you guessing about where things stand."

Optional - client testimonial: "[Insert a short quote from a past client or collaborator here, if you have one. Even one or two sentences goes a long way.]" - [Name, role/company]
05 - Next Steps

How to Move Forward

If this looks like the right fit, here is what happens next:

Reply to this proposal to let me know you'd like to move forward. I'll send over the contract and onboarding questionnaire within 24 hours.

Once the contract is signed and the first invoice is paid, I'll schedule your onboarding call for [30 / 45] minutes so we can align on tools, access, communication preferences, and priorities.

I have availability to start on [proposed start date]. If that date doesn't work, reply and we'll find a start date that does.

Questions before you decide? Reply to this email or reach me at [your email address]. I'm happy to jump on a quick call if that helps.