Start using this proposal template and
explode your business
The market leading proposal software. See what it can do!
Start editing template
Edit

Introduction

Dear Terry,

Thank you for the opportunity to work with you. This looks like an exciting and stimulating project. 

To recap our recent meeting, the problems you're facing are:

  • General admin duties are bogging you down most days, taking up your time, thus holding you back and stopping you driving your business forward.
  • You’re feeling a certain level of stress and frustration from this which seems to be increasing week on week - hence you making the decision to seek assistance.
  • We agreed you’d like help in the following areas: blog post editing, posting to social media, inbox management, diary management and data cleansing.

Well relax, I'm here to take the strain

This proposal sets out a solution for you.

When we work together, you’ll experience the following changes in your work life…and some of these improvements will obviously spill over into your personal life. All are good!

Take a look: 

  • Less on your mind
  • Improved satisfaction
  • Decreased anxiety
  • Happier in general
  • More productive
  • Engage with more clients
  • Get more repeat business
  • Have the time to make more referrals requests
  • Spend more time promoting your business
  • Respond to new sales enquiries faster
  • Increase your conversion rates
  • Get more new clients
  • Increase your income
  • Ability to take more time off
  • Enjoy your holidays without checking emails every 2 hours and making 6 calls a day.

Interested? Keep on reading

Your Virtual Assistant Service

Wondering how I can save you time?

Blog Posts

Whether you write your own posts and want me to edit and post them,
or prefer me to write some for you, producing content is vital for a number of reasons; it gets you thinking, connects with prospects,
sells your services, demonstrates your expertise and gets new content onto the internet.

I’ll ensure you know when you should be posting and stick to your schedule. These posts will then be promoted by reposting elsewhere
to drive traffic back to your blog and engage suitable individuals.

Social media

Regardless of your current social media activity level, my aim is for you to become more prolific online so that you’re seen as a stand-out candidate in your field.

If you’re going to take part in social media, make it count and do it properly. This means I’ll ensure you’re posting new content each
and every day, replying to people commenting on your posts. Liking and Following back where relevant, replying to direct messages, finding new Followers, Unfollowing non-Followers and getting involved in conversations in order to meet people online.

Anyone can post on social media, it’s creating the content that’s the difficult part. That’s why, I believe, you see a lot of pointless and irrelevant Re-Tweeting and Sharing. It underlines that you have nothing to say.
You must have original and fresh content.

I can deliver this for you and offer you a service over 3 levels:

  1.  Having the idea and writing the words for a post
  2.  Creating a post by combining imagery, words your logo
  3.  Posting the content to your desired target platforms daily.

Email Inbox Management

This is a never-ending, thankless and demoralising task.
The amount of time wasted sorting through real email and spam seems to grow. Then the real emails have different priorities.
Everyone forgets to reply to some emails too.

I have developed a method of Email Inbox Management over 8-years and you can benefit from this.

If we go forward together, all you will have to do is answer the most vital of your emails once a day and the less important emails once every 3 days [I send them a standard reply that you’ll be getting back to them on a given date].  This means you would then only need to attend to your email inbox 8 times a week and only deal with the emails that come from me. Nothing will ever be forgotten or missed again.

Diary management

Time is money. Your time is your money. You never get time back and diary errors are not just embarrassing when another person is involved, they’re costly too. You’ll benefit from my extensive diary and calendar management practices. This will make you more time efficient.

After 2-3 months I’d hope we’d introduce some potent time-saving tools into your work week.

Data Cleansing

One of the most valuable assets a business possesses is the client list.

If this information is out of date, it’s underutilised, undervalued and takes longer to achieve your aim when using it.

Soon [and ongoing] you’ll have an up to date list of clients/contact details contact history and purchase history.

Plan of Action

Simple set-up, effective results

After you sign this proposal, there is a follow-up call where I gather certain vital information necessary for me to begin working for you.

Allow 3 days after this for me to put a tight-knit timeline of goals together.

I’ll obviously require access to your CRM, social media accounts, email, Google Calendar/iCal and website/blog.

Week 1 is the setup week.

Week 2 we find our way into you and your systems and get comfortable.

Week 3 we’ll be ready to function wholly.

That's it! Easy Peasy.

Case Study | Meet Robert

He also wanted help managing tasks
leaving him to focus on his business.

The Problem

Bob runs a marketing business and found it impossible to carry out
paid work for existing clients, find new work and new clients whilst maintaining his business administration duties.

These are issues all business owners face.

Solution and Outcome

Bob and I agreed on a set of practices and he delegated ten hours a week of his admin and management tasks.

Which meant...

Bob is now able to concentrate on giving his existing clients the attention they deserve; building stronger and deeper relationships with them.
He is getting more out of his clients in terms of frequency of sale,
value-of-sale and this extra focus has opened up further referral opportunities. 

In short, more time, less stress, better income and a big smile!

A few words from bob 

"Initially, our goal was to reduce my workload by 10 hours per week, but by delegating the related tasks to ____, I actually ended up saving closer to 15 hours as well as strengthening the relationships with my existing clients and having the time to focus on additional revenue. Amazing!"

- Bob Smith | JC Web Design

Your Investment

No unclocked fees, just 'job done'

Why I'm Different

Many VA firms charge an hourly rate and many users find this open to abuse. I don't work that way.

I work by arranging a set fee per job and getting it done. It's that simple. 

“Working with Dana has changed our business and my life personally. Her knowledge got us from £5,000 a month to £20,000 a month within 8 months"

- John Brown | ABC Design

The Deal


BLOG POSTS

  • Blog writing [to include research] - £7 per 100 words
  • Proofreading and editing your blog posts - £5 per 100 words
  • Posting blog posts and promotion - £25 per post


SOCIAL MEDIA

This is based on 20 social media posts per calendar month:

  • Coming up with the idea and writing the words - £100/mo
  • Creating and designing the actual post - £100/mo
  • Posting the posts on two social media platforms - £100/mo
  • If you take all 3 services - £250/mo

EMAIL INBOX MANAGEMENT

The fee for this will be based on the volume of emails that need sorting through.

  • An average client with a business of your size will be looking at approximately - £75 a week.


DIARY MANAGEMENT

This integrates with your Email Inbox Management programme. Obviously, a lot of emails can be dealt with by arranging a meeting or scheduling a callback, both which will be added to your online calendar.

  • Up to 35 calendar visits - £45/mo


DATA CLEANSING

  • Looking after your CRM in terms of updating client contact detail changes (contact history/sales history) - £45-£85/mo

Add Your Needs Packages


Social Media Management
Spend 1 hour with me each month, spew gold at me and never think about social media again.
£195 /month
Inbox Management
Embrace inbox zero daily
£300 /month
Diary Management
Know what you're doing every minute of every day. Just focus on being your best and let me worry about where you need to be.
£45 /month
Blog Posts
In 2 hours every month, I'll have enough information to create 4 posts every month and have them published to your blog post.
£400 /month

As little or as much as you need

Your Guarantee

If I don't deliver, you don't pay

Yes. REally.

I'm experienced in what I do and I want you to have 100% trust in that.

So, provided you have supplied me with what I need to perform the task and upheld your end of the bargain, then if I don't deliver within one working day of the deadline, you don't pay for it. That's pretty much it

You can read the full details in the 'Terms and Conditions'.

Can't say fairer than that.

Next Steps

Ready to get things organised?

Sign below

It goes without saying that I’d love to get started and have you onboard as a client and you will be happy to know that, as with everything, I've tried to make it as simple as possible.

  1.  Simply type your name in the box below and click ‘Sign Proposal’.
  2.  We’ll then have a call to get the first set of changes decided.
  3.  I'll put a specific plan together for our monthly targets.

I can’t wait to start getting results for you as quick as possible to reiterate that you made the right decision.

[your name]
[your position]

I, Jane Doe, agree to the terms of this agreement and I agree that my typed name below can be used as a digital representation of my signature to that fact.
  • To accept, type your name below
  • To accept, draw and type your name below
    Type your name
Accept

Let's get started!

Terms and Conditions

USER DISCLAIMER (Please Delete): This agreement may not be suitable for your circumstances and we recommend you seek legal advice before using it. Better Proposals does not take any responsibility for any events that arise as a result of your use of this agreement.

This work for Hire Agreement (“Agreement”) is made [Date],
between [VA Company] and [Client Company].

In this Agreement, the party who is contracting to receive the services shall be
referred to as the “Client” and the party who will be providing the services
shall be referred to as the “Service Provider”.

1. DESCRIPTION OF SERVICES.
Beginning on «Start_Date», Service Provider will provide the services as laid out in this proposal (collectively, the “Services”).

2. SERVICE LOCATION.
The Service to be provided under this Agreement shall be performed at the Service Provider’s place of business. 

3. SCHEDULE AND DAYS OFF.
Service Provider Assistance is generally available to provide Services during normal business hours. Monday – Friday 8am – 5pm EST, excluding national holidays.
Note: For VAs in other time-zones, it makes sense to specify what the expected
working hours will be, and your policy for vacation, holidays, and sick days.

4. PAYMENT FOR SERVICES.
Client will pay compensation to Service Provider for the Services at a rate of «Fee_Amount» per month. This compensation shall be payable and due upon receipt of invoice.

5. TERM/TERMINATION.
Either party may terminate this agreement upon 14 days written notice to the other party. Provided, however, that each party may terminate the Agreement immediately without prior notice in the event of a breach of this Agreement by the other party. Upon Termination, Service Provider shall invoice Client for any payment due, and payment will be due immediately upon receipt.

6. NON-DISCLOSURE AND NON-SOLICITATION.
Service Provider shall not directly or indirectly disclose to any person other than a representative of Client at any time either during the term of this Agreement or following the termination or expiration thereof, any confidential or proprietary information pertaining to Client, including but not limited to customer lists, contacts, financial data, sales data, supply sources, business opportunities for new or developing business, plans and models, or trade secrets. Furthermore, Service Provider agrees that during the term of this Agreement, and for 2 years following the termination of this Agreement, Service Provider shall not directly or indirectly solicit or attempt to solicit any customers or suppliers of Client other than on behalf of client himself.

7. RELATIONSHIP OF PARTIES.
It is understood by the parties that Service Provider is an independent contractor with respect to the Client and not an employee of the Client. The Client will not provide fringe benefits, including health insurance benefits, paid vacation, or any other employee benefit, for the benefit of Service Provider.

8. WORK PRODUCT OWNERSHIP.
Any works copyrighted, ideas, discoveries, inventions, patents, products, or other information (collectively, the “Work Product”) developed in whole or in part in Service Provider in connection with the Services shall be the exclusive property of the Client. Upon request, Service Provider shall sign all documents necessary to confirm or perfect the exclusive ownership of the Client to the Work Product.

9. LIABILITY.
Service Provider will not be liable for loss, damage or delay of Client’s project due to circumstances beyond Contractor’s control. Such circumstances may include (but are not limited to) acts of God, public unrest, power outages, and inability to contact Client. In the event of such loss, damage or delay, Service Provider will make every effort to notify Client immediately.

10. CONFIDENTIALITY.
Service Provider will not at any time or in any manner, either directly or indirectly, use for the personal benefit of Service Provider, or divulge, disclose or communicate in any manner any information that is proprietary to the Client. Service Provider will protect such information and treat it as strictly confidential. This provision shall continue to be effective after the termination of this Agreement. Upon termination of this Agreement, Service Provider will return to Client all records, notes documentation and other items that were used, created, or controlled by Service Provider during the term of this Agreement with the exception of items purchased by Service Provider and not reimbursed by the Client.

11. SEVERABILITY.
If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If a court finds that any provision of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.

Questions?

Contact me | (+44) 12567 678 468