Virtual Assistant Bundle

$599.00

If you are a virtual assistant performing any services for a client-email marketing, personal assistant tasks, social media engagement, etc.-you absolutely need to protect yourself and your business with a detailed contract that outlines the scope of the services you’re providing. Just getting a client to agree to a proposal is not enough; a contract not only protects you legally (which a proposal does not), but it also can help protect your boundaries from scope creep and client overreach, and ensure you get paid. This bundle also comes with the agreement you need if you plan on hiring any subcontractors to work for you.

If you are providing virtual services for a client, you are at times acting as that client, whether it be engaging with ideal clients, posting on the client’s behalf, sending emails as the client, and more. As such, this role creates additional duties, responsibilities and legal obligations that most client proposals don’t address. In order to adequately protect yourself from liability, you need a contract that includes basic legal provisions like warranties and limitations of liability.

You also need a strong contract that is going to establish firm boundaries and level set your client’s expectations about the relationship. Your contract should clearly and concisely state when you’re available to clients, how you’re available, deliverables, benchmarks, and more.

Without clear terms governing the scope of your services, including what tasks you’ll be doing, when and for how long, or detailed payment terms, the dreaded scope creep, where you’re taking on more and more work you’re not getting paid for, can easily occur. Without clear boundaries of when you’re available to a client, a client may start expecting responses (and work!) from you after your normal business hours. And without crystal clear payment terms, including what happens if a client is late paying you or their payment method fails, you run into potential problems down the road where you’ve already done the work, and now can’t get paid. Or you could end up in an untenable situation where you want to terminate your relationship with a client, but you’re worried you’d have to forfeit the money they owe you, because you don’t have a formal document in place saying otherwise.

Our Virtual Assistant Client Services Agreement was drafted specifically for the unique needs of virtual assistants. Charging on a per-project basis? By the hour? At the end of every month? This template will allow you to customize every detail of your arrangement with your client. It provides detailed instructions at every step of the way, and includes sample sections to make sure you’re considering all aspects of your relationship with your client, and protecting yourself in the contract accordingly.

In addition, if you plan on subcontracting out any services, you will need an Independent Contractor Agreement for anyone you are hiring. This bundle includes both the Virtual Assistant Client Services Agreement and the Independent Contractor Agreement you need.

Both templates also come with a video tutorial to walk you through each section, step-by-step. Customization is easy, but we want to make sure you know exactly what your contracts say and what you’re having your client agree to.

If you provide any sort of virtual assistant services for a client, and plan on hiring a subcontractor, then yes, you do. A proposal will not adequately protect you. If you hire subcontractors to work for you, this bundle also comes with an independent contractor agreement for hiring subcontractors and other service providers. If you have a webpage, however, you really need to make sure your webpage is compliant with all laws and you’ve protected it legally. Check out our Virtual Assistant Deluxe Bundle which includes the Virtual Assistant Client Services Agreement you need for working with clients, the Independent Contractor Agreement for hiring, and the webpage policies you need for your webpage.

Important: While this template was created by an attorney, purchase and use of this template, or any other information, product or service on this website, does not form an attorney-client relationship between you and Solivagant Legal, LLC. We have made every effort to make our templates as comprehensive as possible. However, we advise you to use our templates in consultation with a lawyer familiar with your jurisdiction’s laws and regulations. Please consult our Terms and Conditions for more information.

If you are providing virtual services for a client, you are at times acting as that client, whether it be engaging with ideal clients, posting on the client’s behalf, sending emails as the client, and more. As such, this role creates additional duties, responsibilities and legal obligations that most client proposals don’t address. In order to adequately protect yourself from liability, you need a contract that includes basic legal provisions like warranties and limitations of liability.

You also need a strong contract that is going to establish firm boundaries and level set your client’s expectations about the relationship. Your contract should clearly and concisely state when you’re available to clients, how you’re available, deliverables, benchmarks, and more.

Without clear terms governing the scope of your services, including what tasks you’ll be doing, when and for how long, or detailed payment terms, the dreaded scope creep, where you’re taking on more and more work you’re not getting paid for, can easily occur. Without clear boundaries of when you’re available to a client, a client may start expecting responses (and work!) from you after your normal business hours. And without crystal clear payment terms, including what happens if a client is late paying you or their payment method fails, you run into potential problems down the road where you’ve already done the work, and now can’t get paid. Or you could end up in an untenable situation where you want to terminate your relationship with a client, but you’re worried you’d have to forfeit the money they owe you, because you don’t have a formal document in place saying otherwise.

Our Virtual Assistant Client Services Agreement was drafted specifically for the unique needs of virtual assistants. Charging on a per-project basis? By the hour? At the end of every month? This template will allow you to customize every detail of your arrangement with your client. It provides detailed instructions at every step of the way, and includes sample sections to make sure you’re considering all aspects of your relationship with your client, and protecting yourself in the contract accordingly.

In addition, if you plan on subcontracting out any services, you will need an Independent Contractor Agreement for anyone you are hiring. This bundle includes both the Virtual Assistant Client Services Agreement and the Independent Contractor Agreement you need.

Both templates also come with a video tutorial to walk you through each section, step-by-step. Customization is easy, but we want to make sure you know exactly what your contracts say and what you’re having your client agree to.

If you provide any sort of virtual assistant services for a client, and plan on hiring a subcontractor, then yes, you do. A proposal will not adequately protect you. If you hire subcontractors to work for you, this bundle also comes with an independent contractor agreement for hiring subcontractors and other service providers. If you have a webpage, however, you really need to make sure your webpage is compliant with all laws and you’ve protected it legally. Check out our Virtual Assistant Deluxe Bundle which includes the Virtual Assistant Client Services Agreement you need for working with clients, the Independent Contractor Agreement for hiring, and the webpage policies you need for your webpage.

All Templates

Important: While this template was created by an attorney, purchase and use of this template, or any other information, product or service on this website, does not form an attorney-client relationship between you and Solivagant Legal, LLC. We have made every effort to make our templates as comprehensive as possible. However, we advise you to use our templates in consultation with a lawyer familiar with your jurisdiction’s laws and regulations. Please consult our Terms and Conditions for more information.