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    2020 Va Checklist Refresh

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    k4dane3147
    The document provides a checklist and starter guide for setting up a virtual assistant business. It covers essential topics such as choosing services to offer, setting rates, branding, processes, legal requirements, and next steps. The guide encourages the reader to take action and provides optimism about starting their business. Resources like Dubsado, Trello, Toggl, and Wave are recommended for tasks like project management, time tracking, and accounting.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    2020 Va Checklist Refresh

    Uploaded by

    k4dane3147
    189 views11 pages
    The document provides a checklist and starter guide for setting up a virtual assistant business. It covers essential topics such as choosing services to offer, setting rates, branding, processes, legal requirements, and next steps. The guide encourages the reader to take action and provides optimism about starting their business. Resources like Dubsado, Trello, Toggl, and Wave are recommended for tasks like project management, time tracking, and accounting.

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    The document provides a checklist and starter guide for setting up a virtual assistant business. It covers essential topics such as choosing services to offer, setting rates, branding, processes, legal requirements, and next steps. The guide encourages the reader to take action and provides optimism about starting their business. Resources like Dubsado, Trello, Toggl, and Wave are recommended for tasks like project management, time tracking, and accounting.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    189 views11 pages

    2020 Va Checklist Refresh

    Uploaded by

    k4dane3147
    The document provides a checklist and starter guide for setting up a virtual assistant business. It covers essential topics such as choosing services to offer, setting rates, branding, processes, legal requirements, and next steps. The guide encourages the reader to take action and provides optimism about starting their business. Resources like Dubsado, Trello, Toggl, and Wave are recommended for tasks like project management, time tracking, and accounting.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 11

    the VIRTUAL

    ASSISTANT
    CHECKLIST & STARTER GUIDE
    BE BOLD.
    We believe in action
    over perfection
    Before you begin, take a deep
    breath and give yourself a pat
    on the back. You took action!
    THIS IS A HUGE STEP!
    Something brought you to this
    moment and I could not be
    MORE EXCITED FOR YOU!

    Okay. That's done.


    Let's begin!
    -ABBEY ASHLEY,
    CEO & VA HEAD CHEERLEADER
    THE ESSENTIALS
    Choose the services that you will offer in your business.

    Decide on the hourly rate that you will charge for your services.

    Create packages to sell your services as a bundle.

    Choose a niche or specific skill set that you'll focus on.

    Decide on the amount of time you can devote to your business each week.

    Create a mission statement for your business. For example:


    My name is . I assist with so they
    can .

    Create a pricing sheet of your services

    Notes
    BRANDING
    Discover your own unique brand personality.

    Choose a name for your business.

    Make sure your business name is not already Trademarked.

    Register your business name with your state and/or local government.

    Purchase your business name domain.

    Claim your social media names / links.

    Choose the branding colors and fonts you will use for your business.

    Notes
    YOUR PROCESSES
    Decide on the tool you will use to track time.

    Decide on the invoicing / accounting software you will use.

    Create a contract to be used between you and your client.

    Decide on the project management tools you will use while working with clients.

    Create an intake questionnaire for your clients.

    Create a portfolio of your previous work.

    Create a Welcome Packet for new clients, outlining your processes.

    Open a business bank account for your VA earnings.

    Develop a weekly plan for keeping track of your money flow (earnings and expenses)

    Notes
    LEGALITIES
    Apply for an EIN number.

    Set reminders in your calendar for paying quarterly taxes.

    Choose if you will operate as a sole proprietor or LLC and register as such.

    Notes
    BUSINESS NAME

    WEBSITE DOMAIN

    STARTING HOURLY RATE $

    HOW MANY HOURS PER WEEK CAN I DEVOTE TO MY BUSINESS?


    TOP 5 VA SERVICES I WILL OFFER

    1.

    2.

    3.

    4.

    5.

    WILL I OPERATE AS AN LLC OR A SOLE PROPRIETOR?

    MY TARGET MARKET / IDEAL CLIENT:


    MY MISSION STATEMENT

    MY PACKAGES

    PACKAGE 1 PACKAGE 2 PACKAGE 3

    Name:

    Price:

    Includes:
    TOP
    RESOURCES

    DUBSADO TRELLO
    Dubsado is an amazing business- Trello is a free productivity and project
    management platform that helps you management tool. This is a great place
    save time by managing projects, to organize clients and projects in a
    fostering client relationships, scheduling visual board format. As an added bonus,
    appointments, and creating workflows you can add clients to boards
    and automations. Dubsado is FREE for individually, so that everyone stays
    your first 3 clients! on the same page!

    LEARN MORE LEARN MORE

    TOGGL WAVE
    Toggl is a free time tracking tool that I Wave is a FREE accounting software that
    recommend to all VAs just starting out. let you send unlimited invoices for free
    You can track time and categorize per to your clients. Their processing fee is
    client AND per project. This is a great standard, and you can easily accept
    tool to have in the back pocket. credit card payments. What more could

    LEARN MORE you ask for?

    LEARN MORE
    Congratulations!
    WOOHOO! YOU JUST COMPLETED A HUGE STEP!

    2
    NEXT STEPS:

    1
    CONNECT IN THE
    FREE VA SAVVIES
    Watch Abbey's free 1-hr masterclass: FB COMMUNITY
    BECOME A BOOKED OUT JOIN OTHER VA'S
    VIRTUAL ASSISTANT
    Connect with hundreds of thousands of VA's.
    WATCH NOW FOR FREE
    Exchange pricing tips and marketing tricks
    and see exclusive job opps not to be missed!
    Ready to Become a Booked Out Virtual
    Assistant? This on demand, free 60-minute "This group has changed my life. It's given
    me a community to go to for feedback,
    training will show you how to price your resources, inspiration, and job opps. Thank
    services, land clients, and grow your virtual you Abbey for creating this special corner of
    assistant business from scratch. the internet." - Nina K.

    3
    "I was so inspired by
    this webinar! I took GRAB THE VA
    action and got three TOOLBOX FOR $97
    clients! I've struggled
    DOWNLOAD NOW
    with marketing for
    years, so to have
    The VA Toolbox is your new BFF.
    immediate success is
    Created with VAs in mind, inside you will
    bananas!
    find a customizable contract template, a
    Abbey, I'm so happy I
    found your webinar!" customizable subcontractor template,

    -Megan C. and a mock portfolio template.

    "I want to give a HUGE shout out to Abbey's


    VA Toolbox! I just signed my first client and
    the message I got back was: "I just reviewed
    the contract and it looks good. One of the
    clearest and simplest I've seen!" Feels great
    to know that I made an awesome first
    impression with her!" - Amy L.

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