Personal Assistant Proposal Template

Visually attractive cover

As every personal assistant knows, the key to grabbing a clients' attention is to make a great first impression. That's why the first thing a client sees when this personal assistant client proposal lands in their inbox is a visually attractive cover.

Our team carefully designed it to have everything you need to wow them the second they open an email. You can change everything from the text, logo, and background image to make it more appealing to your targeted customers.

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Pre-written introduction section

Writing about what you do is never easy. How much is too much? Is it clear enough for your clients to understand it? Completely valid questions that you no longer have to worry about.

In this personal assistant pitch template, the page detailing the work you're going to do is done, with an introduction and structure already prepared. You just need to add a few client specifics, and that's it!

Like the rest of this proposal sample for personal assistants, it's all editable - the colors, the text, images, layout - everything.

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Processes and timelines

Creating a proposal template that explains to your clients exactly what your personal assistant business does can be tricky. You want to give enough detail, but not so much that it seems overwhelming.

Luckily, our Plan of action section is already made to fit the perfect amount of information. All you have to do is adjust it to achieve your sales goals.

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Case study example

To show your clients why exactly they should hire you as their personal assistant, you should include a successful client story in this proposal. It shows that you understood their wishes and you can come up with a practical solution.

In this personal assistant proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

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Pricing

Whether you charge for your personal assistant services per hour or have your clients subscribe to monthly packages, you can make it happen with our automatically calculated pricing tables.

All you have to do is put the numbers in, adjust the frequency, type a brief one-line description, and your quote template is done.

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Next steps with digital signing

One of the biggest reasons service businesses don't close enough deals is because they fail to offer the option of closing it right away. For that reason, this sample personal assistant service proposal comes with a 'Next Steps' page, which you barely have to alter at all. Just detail the next steps your client will go through and ask them to sign by typing their name and clicking Accept.

Our digital signatures are 100% legal and compliant. Once your client signs, you will see the digital signature certificate in your Better Proposals account.

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Pre-written contract

Ensuring your personal assistant services are covered with a contract is a great way to manage client expectations and prevent delayed payments. We included all the essentials in the Terms and Conditions chapter. Still, to ensure they are fully applicable to your business, we suggest reading them over with a legal professional.

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Get paid straight from the proposal

No more messing around with invoices, no more waiting for checks to clear. This proposal template lets you take payments directly from the proposal, using the integrations with PayPal, Stripe, and GoCardless.

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