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Your Degree Probably Doesn’t Matter

I got a few emails from people interested in joining my signature course the Anatomy of Automation – but they’re afraid. 

While I know it’s hard to step into the unknown sometimes, it’s not new for anyone. We’ve been trained to step into unknown situations for years.

 

Now before you trash me about my subject line, take a moment to finish reading and do so with an open mind because this may ruffle some feathers but I promise I’m truly elaborating my point of the unknown.

 

I created the course to help women and moms do better and make the most out of their lives with flexibility. 

 

Some have said they need me to show them before they sign up – ok – did you tell the school, college or university to assure you that you’ll pass math class (or whatever) before going or sending your kid?

 

Some said they need more information on what they’re signing up for – I sent a TON of emails, did videos, explained and explained some more. Did you tell the last hiring manager you need to see employee bonuses for the last few years, turnover rates, where you’ll be sitting and the break room or lactation room before signing that life drenching contract?

When you were doing your driving test did you tell them you need to make sure you got your license before you paid?

Did you ask any of them for the refund period or tell them you were going to dispute the charge if it didn’t go in your favor?

I bet it’s a big NO to all of them. You went in with confidence that YOU could do it. What’s different about doing it for YOUR OWN BUSINESS?

 

YES I have degrees.

 

NO I’m not saying you shouldn’t have one but ask successful entrepreneurs how many times they’re asked for it… (never).

And the truth is, many of you may be working in a company owned by someone who doesn’t even have a degree or never stepped foot in a university.

 

When it’s time to show up and make something happen for ourselves we question every last motive.

 

  • I can’t do this.
  • Maybe she does it because she got lucky.
  • My job is the safest thing.
  • My partner and my family will think I’m crazy.

 

They’re all valid – and I can tell you that my family and my partner did think I was crazy too because I was making a great salary when I quit – but it wasn’t for me. I wasn’t building my thing, and I wasn’t building my dreams. I was doing it for someone else. 

Someone who looked at me as just a number.

 

Someone who wouldn’t have given me a second look if I didn’t have a degree that had nothing to do with my job.

Someone who still told me NO when I wanted time off because it was “peak” season.

 

And guess what, they would never pay me what I make today. 

 

I wrote this not to belittle anyone or “throw shade” but to help you understand that you take risks every single day. 

 

And if you’re not a US citizen and you want to travel there (or any country you wish to visit rather)- you’ve spent a couple hundred dollars at the embassy trying to get a visa approved which you might have never gotten. 

 

All of this my friend is heading into the unknown for lots of things we do in our day to day lives. 

 

You wanted to do it so you went after it and this should be the same way.

 

Make a decision to Quit Corporate not because I prove myself and this course to you but because: 

 

  • you want to make a better life for yourself and your family, 
  • You crave more time with them
  • you want to travel the world, 
  • you’re sick of hearing when you can and can’t take vacation, 
  • you don’t know when last you had a raise, 
  • you’re mad every quarter when it’s time for assessments, 
  • you’re ready to be fully YOU and 
  • you just need my help to put the icing on the cake.

 

Click here to read more about Anatomy of Automation and enroll when YOU are ready to do this for YOU!

 

Over 100 members are waiting to welcome you inside and I am too.

xx

LaToya

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The Difference Between Online Business Manager vs. Virtual Assistant

As an online business owner, you’ll find that both virtual assistants and online business managers can be a critical part of your company’s success.  However, to make the best use of these positions, you have to understand the difference between the two.  They’re often confused, and while they are equally important, they serve very different roles.  Keep reading to learn what a virtual assistant and online business manager are and what differentiates the two. 

What is an Online Business Manager?

An online business manager, also known as OBM, does just what the name suggests.  Your OBM will manage the various parts of your online business.  They help to ensure that tasks are being completed correctly, independent contractors or employees are finishing tasks as assigned, projects are on the right track, and more so your business is running smoothly overall. This allows you to focus on other parts of your business.  On any given day, the duties can change based on your needs. 

What is a Virtual Assistant?

A virtual assistant, also known as a VA, provides various remote support services for your business. You can bring on a virtual assistant to handle any number of tasks, from general administrative support to more specialized social media management or graphic design. Since a VA can do so much, it’s essential  that you’re clear about how you want your virtual assistant to serve you in your business. 

Benefits of Hiring an Online Business Manager

As an online business owner, you are often searching for the best support to help you run your business more efficiently.  Hiring an online business manager is the perfect way to do so. Here are some of the benefits of bringing on an OBM.

Offer a Strategic Skill Set

The role of an OBM is to support you in managing your business, so they will bring a strategic skillset to the position. When you choose the right OBM, you will gain access to their knowledge and skills related to developing strategies to improve systems, standard operating procedures, onboarding, offboarding, marketing, and more. Instead of focusing on executing the tasks, like a VA, your OBM will help you develop a strategic plan for different parts of your business. 

Work Independently

Working with an OBM doesn’t require you to guide them on what to do daily or to micromanage their actions.  An online business manager will have the knowledge of your business and what you’re striving to achieve and will work to do the things that need to be done. 

Since they will be so intertwined in your business, there won’t be a need to ask your permission and approval every step of the way.  Instead, you’ll develop a trusting relationship so you can focus on your zone of expertise or even take a break without worrying about how your OBM is handling things. 

In Tune With Your Business

Your online business manager isn’t a pop in and pop out person.  They will become a steady force in your company. Therefore, the time they spend working with you, learning what you want and how you prefer to operate will allow them to get in tune with your business and better learn how to support you. The more comfortable this person becomes with your business, the better they will be able to operate without your guidance. 

Benefits of Hiring a Virtual Assistant

When you hire a virtual assistant, you will be able to have many tasks checked off of your to do list. Here are some of the benefits of hiring a virtual assistant. 

Reduced Labor Costs

Instead of hiring a part time or full time employee to complete various tasks, you can delegate tasks to a virtual assistant to get the work done, which will reduce your labor costs. VAs also come with the necessary skills, so you don’t have to spend your time training them.

Save Time

Since virtual assistants are focused on completing various tasks, you can assign work to them, and they will complete it for you to review.  It gets taken off of your plate so you can focus on managing other things in your business. 

You Can Outsource Guidance

Many virtual assistants do require some level of guidance and approval systems to ensure work is being done correctly. You can choose to take on that job yourself or outsource it to your online business manager. OBMs can manage the other independent contractors and employees in your business; essentially, your OBM is the point of contact instead of you having to stay in constant communication with everyone completing company tasks. 

Flexible Working Requirements

You can hire a VA to fit any requirement you have related to working hours, time zone, pay, speciality, experience, and more. With this flexibility, you can hire a VA with the specifications that fit your needs. You can consider various options such as:

  • Pay per hour or per project
  • Work with a US based or overseas VA
  • Hire a generalist to handle multiple tasks or a specialist to focus on one area
  • Hire for a set number of hours per month or just when you need additional work

Online Business Manager or Virtual Assistant? Both Can Help Your Business Thrive

When deciding whether you want to bring on an OBM or VA, keep in mind that both can help your business improve efficiency, profitability, and productivity as long as you make the right choice with who you bring onboard.  While you might want to start with a VA, you’ll quickly discover that an OBM can also provide a level of support that you won’t soon want to do without. 

As an online business manager, I specialize in helping my clients with everything from strategic webinar strategies, to launches to lead generation along with managing operations and automating processes. If you want to turn your online business into an internet money machine, let’s talk. 

Schedule a free consultation to discuss how an OBM can provide your business with the support you need.  

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In Demand Virtual Assistant Service: 5 FAQ About Automation

As a virtual assistant, you have your pick of services to offer. 

Be a general VA, and you can complete a slew of services for clients or specialize, and you can become known for one or a few offers. Many virtual assistants choose to specialize in automation because it is one of the most in-demand virtual assistant services for clients in all industries with both online and in-person business offerings. 

What are automation services?

Automation allows you to put certain repetitive tasks on autopilot instead of completing them manually each time.

Think about making an online purchase and how you receive an email confirming your order after your purchase. That’s automation. 

Think about how you download a free resource from a business owner, and as soon as you opt-in, it gets delivered to your email inbox. That’s automation. 

Think about how companies have customer service bots that can answer simple questions without monitoring the conversation. That’s automation. 

Automation is popping up everywhere, thanks to technology. 

Businesses are using it at a growing rate because it delivers a consistently high-quality customer experience without requiring a person to get the job done each time. 

How do virtual assistants fit in?

Businesses hire virtual assistants to take tasks off of their to-do lists.  

While you might think technology, such as automation, reduces the need for a VA, the opposite is true.  General virtual assistants might be replaced by some automation services, but those who offer an in demand service like setting up automation will stay in demand.

That’s because many business owners don’t have the know-how or the time to set up or update their businesses’ automation system. 

So, when a business wants to set up an email sequence, they need to develop the content and triggers within the email platform to make it run correctly. If the sequence needs to be updated, someone has to go in there and update it for them. 

That’s when they call on a virtual assistant to get it done. 

Automation is not a skill that every virtual assistant is offering or can offer. It is a tech-based specialty and making it one of your service offerings can help you stand out and charge high prices for the value you bring to the table. 

Think about it. 

Which seems more valuable to a company – organizing a Google Drive or setting up a chatbot customers can automatically get answers to common questions instead of clogging up phone lines and email boxes?

Which task would a company likely pay more for a virtual assistant to complete? 

If you guessed the automation task, then you got it right. 

As a virtual assistant, you can make a lane for yourself by giving businesses the gift of automation, and they will gladly pay a premium price for this specialty service. 

What automation services can I offer?

There is a never ending list of the automation services you can offer clients.  Here are some of the most common:

  • Setting up calendar appointment software such as Acuity Scheduling and Calendly
  • Scheduling social media content to go out for various platforms like Later and Planoly
  • Setting up evergreen webinars
  • Setting up opt-in forms
  • Setting up email nurture sequences
  • Setting up digital product delivery
  • Setting up sales funnels
  • Setting up online payment systems
  • Setting up automated abandoned cart emails
  • Automating inventory management
  • Automating invoices
  • Automating customer support with chatbots
  • Automating text marketing
  • Automating Facebook messenger marketing
  • Assigning inbound leads to a sales representative
  • Automating your sales pipeline
  • Automating client onboarding for service-based businesses
  • Automating failed billing charge follow up
  • Automating appointment reminders

And this is just the tip of the iceberg when it comes to this in-demand virtual assistant service. 

How do I start offering automation services?

Now that you know the benefit of offering automation services, you might be wondering how you can break into this lucrative service. 

Thankfully, you can start offering automation services to clients even if you have zero experience doing so.

  • Understand your value: First, you want to make sure that you understand the value you are bringing to companies. You are setting up systems that will save them hours down the road, and as the saying goes, time is money. You are also helping to provide their customers and clients with a consistent quality experience through automation. 
  • Pick your niche: Within automation, think about the type of service you might want to offer. The good thing about automation is that you can work within any system once you understand the foundational principles behind the service. For example – once you know how to set up email sequences in ConvertKit, you can figure out how to do it in Mailchimp, Kajabi and Katra, other services that offer email marketing. 
  • Develop your portfolio: Clients will want to see the work you’ve completed, so put together a few examples of automation services you’ve set up. 
  • Set your rates: You can charge a minimum of $50/hr for your services or develop specific packages for your offer. 

Now, it’s time to start marketing your services and booking clients. 

How much do I charge for automation services?

When you offer automation services, you can break away from the idea of being a $20/hr virtual assistant. 

Now you are offering a specialty service and with that comes premium rates. 

You should charge a minimum of $50/hr for your automation services, and as you become more skilled in your offering, your rate can increase accordingly. 

Are you ready to get started?

There is amazing growth potential for virtual assistants who offer automation services. Whether you have zero experience or have some knowledge of automation, it’s easy to get started. 

The Anatomy of Automation is designed to help you become an automation pro, even if you’ve never touched tech before, so you can charge a premium rate making more money while working with fewer clients. 

Take the next step in offering automation services with The Anatomy of Automation. 

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The Most WELL- PAID Virtual Assistant Niche

The Most Well Paid Virtual Assistant Niche

Today, I’m gonna help you get out of your own way …

Virtual Assistants are tailspinning because they’re trying to figure out the most well-paid niche to jump into. Panic and worry step in when it seems like the VAs who are making it got lucky.

The biggest roadblock new and experienced Virtual Assistants always have revolves around the niche they should specialize in.

It’s pretty hard to get out of the ‘niche confusion mindset’ when:

  1. You feel as if you don’t have a transferable skill
  2. Every niche seems saturated 
  3. Clients are denying your proposals
  4. You think it’s impossible to replace your current income

So you get stuck in your comfort zone, you don’t know the right things to do to land the well paid VA gig and so you stay stuck in your low paying or soul-sucking corporate job…

It doesn’t have to be this way.

*Especially when you’re in the world of automations and tech*

Here’s why automation is the most LUCRATIVE and well-paid VA niche:

Optimization for Leads

I’ve met some clients who literally sat and sent individual welcome emails when someone signed up for their lead magnet. This happens when they did not know how to automate this process and are not interested in learning. When you present yourself as an expert in this area, and explain how much time they can get back if you automated certain processes so they don’t have to do it manually, clients will pay top dollar to get this off of their plate. The plus side, you do it once and it works for a very long time.

Smooth Client Process

There is nothing worst than sending a client an invoice, waiting for them to pay and then they do it in the middle of the night when you’re fast asleep. When people pay, they expect confirmation, a note, something to prove they gave up money.

The issue is that many online coaches have yet to automate this, they simply wait until they get a payment notification and just like with the lead magnet, they send the next steps for onboarding manually. By the time some of them get to it, hours passed and the client could be heading into the worry phase. When you can get together the strategy to fix this for your clients, you’ll become the go-to person for their automations. This one is a time saver and a life saver.

Launch Support

Typically, online entrepreneurs always have something to launch. A course, a membership, a group coaching program, maybe a summit or something else… being able to navigate quickly to set up the tech, systems and automations is very important at this level. 

Clients get stuck:

  • Integrating payment gateways correctly 
  • Setting up payment plans so that they work automatically rather than having to manually invoice or charge each month
  • Implementing systems and campaigns for abandon carts
  • Redirecting pages when the timer expires
  • Connecting webinars registration and replay pages to automations
  • Preparing launch and welcome sequences


Projects like these can run well into the 5 figure mark for Automation VAs and score them a ton of referrals.

Automations are by a long shot the niche that will allow you to crush the 6 figure mark as a Virtual Assistant. If you’re not sure what niche to specialize in, consider the tech side of this industry.

On the other hand, if you’ve been stuck in your niche and you’re dying to know how VAs break 5 figures a month, this is it… and you don’t have to be a tech wizard or geek to learn automations for online businesses.

To Quitting Corporate

LaToya

P.S: Anatomy of Automation is launching on September 23rd, 2020 and this blog post was written in relation to the training that will be coming when Anatomy of Automation launches. I hate watching aspiring VAs lose momentum because they are stuck in niches that don’t pay enough to fully support the lifestyle they want or to empower them to Quit Corporate. If we all know that it doesn’t take a techie to get technical in this niche, then the frustration can disappear.

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Virtual Assistant Services: Generalist vs. Specialist

Virtual Assistant Services: Generalist vs. Specialist

As a virtual assistant, your options for service offerings vary greatly.  

You can choose to be like many others and establish yourself as a general virtual assistant offering any service to any client who will pay you. Or, you can stand out from the crowd and brand yourself as a specialist. That’s where the money is.  That’s where the high ticket offers are. That’s how you can start making more money while working with fewer clients.

What is a virtual assistant generalist?

When you think about a generalist, a Jack of all trades comes to mind, like when you see a general care doctor.  He or she will see you for a sprained ankle, diabetes, a common cold, or a rash on your face.  

This is the same thing when it comes to being a virtual assistant.

As a generalist, you don’t establish a lane for yourself.  Instead, you’re available to do it all for everyone.  Being a generalist doesn’t mean you can’t have success in your business.  There are pros and cons to this strategy, which we will outline later.

What is a VA specialist?

If you choose not to be a generalist, you can become a specialized virtual assistant. As a virtual assistant specializing in a particular industry or service offering, you become an expert in your niche. The keyword here is expert. 

Let’s again compare this to being a doctor. A doctor who is a specialist might focus only on treating children with heart conditions or geriatric patients or skin conditions. When you book an appointment with a specialist, you understand that you are seeing an expert and are willing to pay a premium rate to do so.   

That is why virtual assistants who offer specialized services are often more sought after and paid more for their work. 

Pros of being a general virtual assistant

  • You have a broader reach: As a general virtual assistant, you can market your services to more clients since you don’t have a specific client base that you target. 
  • You have more flexibility: Since you don’t have a specialty, you can easily change your service offerings without updating your business’ messaging. So, If you add graphic design to your current email management and cold calling services, it doesn’t matter because you don’t have a specialty anyway. 
  • You are a Jack of all trades: This might be a bonus to clients who don’t want to hire multiple virtual assistants or who want to be able to pay a lower rate.  They know they can pay generalists less than specialists. 

Cons of being a general virtual assistant

  • You charge lower rates: Generalists get paid less than specialists overall because there’s nothing special about the service you offer.  Your clients can easily turn to any virtual assistant to get the same work done, so it’s more difficult to charge a premium rate. 
  • Your process varies greatly: Since you offer so many different services, it’s more difficult to develop streamlined processes for your company.  Graphic design is very different from creating content which is very different from cold calling, so you’re constantly switching up your processes based on your service. 
  • You turn away quality clients:  The clients looking for expert quality work often won’t select a generalist. So, if those clients come across your business, they are less likely to trust you to do the job. 
  • You don’t have an ideal client: Since you don’t have a specific offering, you likely don’t have a perfect client, making it more challenging to market your services. 
  • You work more to make less: Your clients will pay you less as a generalist, so to achieve your income goals, you will have to work more hours compared to if you got paid a premium rate. 

Pros of being a specialist virtual assistant

  • You are an expert in your specialty: Everyone loves a specialist because there is an expectation of quality service that comes with your experience. When completing similar work repeatedly, you learn your service inside and out, and overtime can focus on improving that service to provide a better experience for your clients. 
  • You can charge more: As a specialist, your experience comes with higher rates.  You can charge more for your expertise and because there are fewer people available offering the same services at the level you offer them. 
  • You can streamline your processes:  When you complete similar work repeatedly, it’s easier for you to develop specific procedures and improve them over time. With streamlined processes, you can spend less time on this part of your business. 
  • You can sell your services easier: Once you identify your ideal clients, you can efficiently market yourself and pitch your services to said client.  
  • You can work fewer hours and still achieve your income goal: When you charge a higher rate, you can achieve your income goal quicker.  That gives you more time to spend with your husband and kids, explore your hobbies, or just take a nap. 

Cons of being a specialist virtual assistant

  • You might have to shift your specialty: If your service becomes obsolete over time, you might have to choose a new specialty if you can’t find enough work to make a consistent income.
  • You have to adjust your marketing if your specialty changes: If you find that your specialty has to change, so will your overall marketing and likely, your ideal client.  That means you’ll have to complete more of an overhaul of your business to reflect these changes. 

What virtual assistant services will you offer?

Ultimately, you can find success as a virtual assistant, whether you become a generalist or a specialist.  However, the choice you make will depend on the level of success and ease of success you desire.  As a specialist, especially if you go into a tech niche, you will find yourself able to charge a premium rate of $50+/hour from day 1, even if you don’t have experience. 

Learn how you can be a well-paid specialist virtual assistant with an in demand tech niche in my program, The Anatomy of Automations.

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In Demand Virtual Assistant Service: 5 FAQs About Automation

In Demand Virtual Assistant Service: 5 FAQs About Automation

As a virtual assistant, you have your pick of services to offer. 

Be a general VA, and you can complete a slew of services for clients or specialize, and you can become known for one or a few offers. Many virtual assistants choose to specialize in automation because it is one of the most in-demand virtual assistant services for clients in all industries with both online and in-person business offerings. 

What are automation services?

Automation allows you to put certain repetitive tasks on autopilot instead of completing them manually each time.

Think about making an online purchase and how you receive an email confirming your order after your purchase. That’s automation. 

Think about how you download a free resource from a business owner, and as soon as you opt-in, it gets delivered to your email inbox. That’s automation. 

Think about how companies have customer service bots that can answer simple questions without monitoring the conversation. That’s automation. 

Automation is popping up everywhere, thanks to technology. 

Businesses are using it at a growing rate because it delivers a consistent high-quality customer experience without requiring a person to get the job done each time. 

How do virtual assistants fit in?

Businesses hire virtual assistants to take tasks off of their to-do lists.  

While you might think technology, such as automation, reduces the need for a VA, the opposite is true.  General virtual assistants might be replaced by some automation services, but those who offer an in demand service like setting up automation will stay in demand.

That’s because many business owners don’t have the know-how or the time to set up or update their businesses’ automation system. 

So, when a business wants to set up an email sequence, they need to develop the content and triggers within the email platform to make it run correctly. If the sequence needs to be updated, someone has to go in there and update it for them. 

That’s when they call on a virtual assistant to get it done. 

Automation is not a skill that every virtual assistant is offering or can offer. It is a tech-based specialty and making it one of your service offerings can help you stand out and charge high prices for the value you bring to the table. 

Think about it. 

Which seems more valuable to a company – organizing a Google Drive or setting up a chatbot customers can automatically get answers to common questions instead of clogging up phone lines and email boxes?

Which task would a company likely pay more for a virtual assistant to complete? 

If you guessed the automation task, then you got it right. 

As a virtual assistant, you can make a lane for yourself by giving businesses the gift of automation, and they will gladly pay a premium price for this specialty service. 

What automation services can I offer?

There is a never ending list of the automation services you can offer clients.  Here are some of the most common:

  • Setting up calendar appointment software such as Acuity Scheduling and Calendly
  • Scheduling social media content to go out for various platforms like Later and Planoly
  • Setting up evergreen webinars
  • Setting up opt-in forms
  • Setting up email nurture sequences
  • Setting up digital product delivery
  • Setting up sales funnels
  • Setting up online payment systems
  • Setting up automated abandoned cart emails
  • Automating inventory management
  • Automating invoices
  • Automating customer support with chatbots
  • Automating text marketing
  • Automating Facebook messenger marketing
  • Assigning inbound leads to a sales representative
  • Automating your sales pipeline
  • Automating client onboarding for service-based businesses
  • Automating failed billing charge follow up
  • Automating appointment reminders

And this is just the tip of the iceberg when it comes to this in-demand virtual assistant service. 

How do I start offering automation services?

Now that you know the benefit of offering automation services, you might be wondering how you can break into this lucrative service. 

Thankfully, you can start offering automation services to clients even if you have zero experience doing so.

  • Understand your value: First, you want to make sure that you understand the value you are bringing to companies. You are setting up systems that will save them hours down the road, and as the saying goes, time is money. You are also helping to provide their customers and clients with a consistent quality experience through automation. 
  • Pick your niche: Within automation, think about the type of service you might want to offer. The good thing about automation is that you can work within any system once you understand the foundational principles behind the service. For example – once you know how to set up email sequences in ConvertKit, you can figure out how to do it in Mailchimp, Kajabi and Katra, other services that offer email marketing. 
  • Develop your portfolio: Clients will want to see the work you’ve completed, so put together a few examples of automation services you’ve set up. 
  • Set your rates: You can charge a minimum of $50/hr for your services or develop specific packages for your offer. 

Now, it’s time to start marketing your services and booking clients. 

How much do I charge for automation services?

When you offer automation services, you can break away from the idea of being a $20/hr virtual assistant. 

Now you are offering a specialty service and with that comes premium rates. 

You should charge a minimum of $50/hr for your automation services, and as you become more skilled in your offering, your rate can increase accordingly. 

Are you ready to get started?

There is amazing growth potential for virtual assistants who offer automation services. Whether you have zero experience or have some knowledge of automation, it’s easy to get started. 

The Anatomy of Automation is designed to help you become an Automation Pro™, even if you’ve never touched tech before, so you can charge a premium rate, making more money while working with fewer clients. 

Take the next step in offering automation services with The Anatomy of Automation

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How to Write a Winning Virtual Assistant Proposal Template

How to Write a Winning Virtual Assistant Proposal Template

You have a potential client who is interested in your virtual assistant services. Congratulations!

Now what?

Either you’ve communicated via email or booked a discovery call, and it’s time to send a proposal based on the service in need. 

Having a quality proposal is crucial for booking gigs, so you don’t want to throw one together at the last minute. With a virtual assistant proposal template on hand, you can ensure that you’re putting your best foot forward to increase your client conversion rate. 

What is a virtual assistant proposal template?

Once a client is interested in your services, you will often send out a proposal that further outlines the details of the project being discussed. The proposal will provide a general overview of what the client needs to know to make an informed decision about whether to move forward with the project or not. 

The template is the outline of what you need to include each time you craft a new proposal. So, instead of starting from scratch and wasting time continually researching how to write a proposal, all you have to do is follow your template. 

Why you need a proposal template

You need a proposal because not only does it provide an overview of what the client can expect from working with you, but it helps to instill confidence in the client when determining whether you are a good fit for the service they need moving forward.

Also, having a proposal will save you time from having to start from scratch with each proposal you create. 

What to include in your virtual assistant proposal template

It’s up to you the specifics of what you include in your proposal, but in general, it’s a good idea to touch on the following elements. While this is the general outline that you should incorporate, keep in mind that you can and should cater your proposal to the business owner reading it and the specific services you offer.

Introduction

You want to start by thanking the potential client for expressing interest in your services. This should be a brief statement that seamlessly movies to the next part of your proposal in which you share something that gets the reader’s attention. You can choose to include a personal connection or a brief highlight of why you think you’re an excellent fit for the project. 

Benefits

Next, you want to discuss the benefits that the service will offer to your client. This should be straightforward. 

This section is especially beneficial if you reference the specific pain points that the client expressed to you via email or on your discovery call. 

Also, incorporate your strengths into this section. This is an excellent time for you to showcase how you’re different from other virtual assistants who might be vying for the same job. What specific experience or abilities do you have that will pique the clients’ interest based on what he or she needs.

Services

When listing the services you will offer, be sure to keep it concise and list only what you will offer – not how you will do it. Your proposal should give them enough information to know what they agree to. 

Depending on the type of service you offer, you can incorporate links to your work samples within your proposal. This is a great way to drive home the quality of work you can provide and serve as a reminder to the client that you have the skillset to get the task done. 

Plan

Now is the time to include your specific plan for the services. You want to include

  • The rate: Your potential client should know either your hourly rate and the estimated number of hours or the project-based rate. Being clear about this upfront will help your client decide whether or not it fits within their budget. If they can or can’t afford the service, now is the time to find out. 
  • The timeline: When should the client expect work to be completed? What will you need from the client to complete the project according to the deadline?
Proposal Expiration Date

Your proposal should not be available to the client indefinitely. 

Instead, list a proposal deadline, so they know when a decision needs to be made. Make it clear that if the proposal is not accepted with the necessary payment and contract signed by the set deadline, then the proposal will expire, and the terms are no longer valid. 

Setting this boundary requires that they decide within a reasonable time instead of waiting until they’re ready to give you a yes or no. 

Additional VA Proposal Tips

Here are some final general tips to remember when crafting your virtual assistant proposal template. 

Keep it professional

The level of visual detail you incorporate into your proposal is up to you. You can create a branded proposal in Canva with your logo and brand colors, keep it simpler using Google Docs or add it to your CRM like Dubsado or Honeybook.  

However you choose to produce your proposal, the key is to ensure that it looks professional and incorporates all elements that will best help you showcase the type of work you can create for the client. 

Don’t make it too long

Your proposal should incorporate all relevant elements without being too long. You want to get straight to the point and provide the information needed to help your potential client decide without overloading them with too much information.  

Remember, a confused mind will struggle to make a decision. 

Re-create your previous proposal or utilize a ready-made template

Modifying an old proposal saves a ton of time; you don’t need to start the process from the beginning for each new prospect. If you don’t feel confident in your ability to craft a quality proposal, consider using a pre-made template. There are various virtual assistant proposal templates available online that you can edit to include your specific project details.

The Quitting Corporate Toolkit should be one of your go to resources.  I created this for virtual assistants, and  included a proposal template, proposal email scripts, discovery call scripts, client onboarding Trello/Asana Board (and much more) that you can use whether you’re launching or growing your virtual assistant business.