Business Name

Virtual Assistant Proposal

An overview of goals, pricing, and how we will work together.

What I’m Here to Do

I help business coaches improve their client experience, stay organized, and run their business more smoothly behind the scenes. Whether it’s managing launches, streamlining systems, or handling day-to-day communication and tasks, I’m here to create more ease in your operations so you can focus on coaching and growth.

My Goals for Working with You

Values

  • Honest Communication

    I believe in open, honest conversations that build trust. I value transparency and always strive to keep you in the loop— whether it’s sharing updates, asking questions, or offering feedback that supports your goals.

  • Adaptability

    Every coach and every business is unique. I stay flexible and proactive so I can support you through changes, new ideas, or evolving needs.


  • Dependable Support

    Dependability is key to progress. It is important for me to deliver consistent, high-value support that helps you feel confident and less overwhelmed behind the scenes.


  • Long-term Relationships

    I love working with clients long-term because it lets me become truly invested in your growth, goals, and day-to-day success. That’s why I work in 4-month auto-renewing contracts—to provide consistent, high-level support and build a partnership that grows with your business.


Services

  • I manage the full client journey—from onboarding and welcome emails to follow-ups, check-ins, and reminders—ensuring every client feels supported, heard, and well taken care of.

    Solves: missed messages, poor client retention, and disorganized communication.

  • I bring structure & efficiency to your operations by organizing files, managing and building CRM workflows, and maintaining your project tools—so you have clean systems in place to operate with clarity and ease.

    Solves: chaos in your backend, duplicated work, and wasted time searching for info.

  • I help business coaches execute smooth, stress-free launches by managing all the moving parts behind the scenes. From building detailed launch timelines and organizing deliverables to coordinating your team and overseeing every task, I ensure nothing slips through the cracks. I handle the tech setup—like course platforms, checkout pages, and email automations—and make sure everything is connected, tested, and ready to go. With regular updates, deadline tracking, and strategic support, I take the pressure off so you can focus on showing up confidently for your clients without being buried in details.

    Solves: launch overwhelm, tech confusion, missed deadlines, and the stress of doing it all alone.

Packages

How we will work together

I work on a four-month auto-renewing retainer, with packages based on monthly hours. This structure provides consistency while allowing flexibility to accommodate the natural flow of busier and slower weeks.

Based on our conversation, the 20-hour monthly package would be a great fit for the support you’re looking for.

20 hours = $600 per month

My recommendation

Let’s Book!

Step 01

Let me know what start date works best for you and I will send you my contract and invoice to reserve your spot!

Available start dates:

Date here

Date here

Step 02

Next, we will set up our kickoff call on our start date! During this call I will cover a couple of important notes about working with me and we will have time to talk about where we would like to get started in your business.

Step 03

As we work together, we will use a project management system, ___, and biweekly calls to keep in touch about projects, clients, and tasks for me to take care of.

Good communication is absolutely key!