How to Become a Virtual Assistant-Booking Terms

Virtual Assistant Booking Form and Sample Wording

Having had many requests for information regarding booking forms etc, I have put the following together. I hope that you find it useful but have to remind you that you need to 'fly' it past a 'Legal Eagle' before you use wording such as this in your business documentation.

I have a complete Booking Form which I use for each large project and each new client. I also ask for a deposit from new clients and for new large projects. I find the clients have no objection to this and if they are new clients and do have a problem, then perhaps it is better to know before the work starts than after the work has been completed. For urgent jobs, payment via PayPal can ensure that the money is transferred immediately.

When you become a Virtual Assistant you become a legal business and you must act and run your business with this in mind.

The wording in my Portfolio is as follows as I do not create a full booking form until the project is agreed.
A booking form or proposal will be produced for each order and must be agreed and signed by the client before work can begin. Each and every amendment will be agreed with the client and added to the booking form as an addendum.
The booking form will detail the terms and conditions of payment.

All work originating from the client will be returned to the client. All work produced by Iceni-it will be retained on our system for 60 days or as agreed.

Final proofreading is the responsibility of the client. Time scales for correcting work are detailed in the booking form.

Any extra work will be charged at the agreed hourly rate.

Any extra charges such as postage, telephone calls, non-standard materials etc will be charged at cost.

Three layers of incoming e-mail Virus protection are currently employed by our company but we will not open any attachments that we are not expecting. All out-going mails are virus checked and this is detailed within the e-mail. The scanning of all materials received from us is the responsibility of the client.
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I hope the above is helpful. I also hope that the weather in your part of the world is better than ours. It is cold and wet in this normally hot part of France - far worse than the UK - never mind, when the sun shines and the temperature rises up to the high 30's we will be moaning that it is too hot - are we ever happy :).

Di Chapman - the Award Winning Virtual Assistant

How to Become a Virtual Assistant-Finding Clients - Their Needs

"Testimonial for this process - just in case you were wondering if you really should be bothered...

I think the 'Clients - who needs them?' fact sheet is an excellent tool for focusing on and finding your target market. I have to confess this has been a particular thorn in my side whilst setting up partly because my skill base is so diverse that it worries me that I have looked more like a dabbler than a skilled professional.

After quite long and, at times, arduous trial and error sessions I believe I have finally found my niche(s) :) but if I had had a document like your fact sheet from the outset it would definitely have saved me time and money. As I am currently reviewing my business plans and marketing strategies I will use your fabulous document for a final assessment because it has raised questions that I have not taken into consideration.
Maggie Baldry" http://www.virtual-e-perfection.com

Using the "Clients - who needs them?" factsheet is a great start for finding that niche that will allow you to stand out from the rest of the 'crowd'. Once you know your niche it is much easier to find clients who can work with you. Your Virtual Assistant advertising budget can be spent specifically on attracting them and not in a generalised way.

Di Chapman - the Award Winning Virtual Assistant.