This [Free] Personal Assistant Proposal Template Won $16M of Business

Personal Assistant Proposal Template

In 2022 alone, this personal assistant proposal template took part in closing $17 million worth of new businesses. The best part is, the logo, text, colors, and images are all 100% editable, allowing you to get amazing results in just a few minutes.

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EVERYTHING YOU NEED IS INCLUDED

What's in this 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 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.

All 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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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Personal Assistant Proposal Template

What's in this personal assistant proposal template

Visually Attractive Cover

Pre-Written Introduction Section

Processes and Timelines

Case Study Example

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Get Paid Straight from the Proposal

Don't take just our word for it

150+ other free proposal templates just like these are also available inside Better Proposals

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Your questions, answered

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