For virtual assistants
Look like a business, not a person with a spare afternoon.
You are competing with agencies that have websites and contracts. This gives you both, today, without writing either — and it stops the handover happening in a chat thread.
No card. Two questions. Your first 2 clients are free.
Sound familiar
What this usually looks like.
- 01
Every new client means asking the same "what tools do you use, how many hours, what needs handing over" questions by email or DM, from scratch, again.
- 02
Logins and access details get pasted into a chat window because there has never been anywhere better to put them.
- 03
Everything the client sees belongs to somebody else — a shared drive folder, a board with your name nowhere on it — so none of it makes you look like a business.
Where to start
What you send them first.
In this order. Everything with a name below is a document that is already written — open it, change what does not fit, send it.
- 01
New client questionnaireFree plan
The six questions you ask everybody, asked once and kept where you can read them again.
- 02
Simple services agreementFree plan
What you do, what you do not, and what happens if either of you stops. Signed in a minute.
- 03
Monthly retainer agreementPaid plans
For ongoing hours every month — covers what rolls over and how much notice either side gives.
- 04
Your first bill
The first month up front, which is how a retainer is supposed to start.
Nothing to write
And everything else you might need.
19 documents come with your portal — contracts, forms, checklists and two short guides about money. 5 documents are on the free plan, the rest on any paid one. Every word in them is yours to change, and they are starting points rather than legal advice.
Getting started
- New client questionnaireFree
- How we work togetherFree
- Brand and audience questionnaire
- New client onboarding checklist
Agreements
- Simple services agreementFree
- Monthly retainer agreement
- Mutual non-disclosure agreement
- Statement of work
- Photo and video release
- Subcontractor agreement
Money
- Payment terms and late fees
- Chasing an unpaid invoice
- Pricing your services
Running the work
- Kickoff checklistFree
- Change request
- Approval and revisions
Ending well
- How did we do?Free
- Offboarding checklist
Straight answers
A couple of things worth asking.
I work on retainer, not projects. Does this still fit?
Yes. Nothing here forces a project shape. This is the front door to the relationship; however you track hours and tasks stays whatever you already use.
What about passwords a client has to give me?
Do not put them here. This holds files, not credentials — share access through a real password manager, and never as an uploaded file. That is the honest answer, not the convenient one.
Ready when you are
Set it up this afternoon, invite your next client tonight.
Free for your first 2 clients — the whole thing, no card — and $999 once if you would rather own it than rent it.
No card · Two questions · Your first 2 clients are free