VIRTUAL ASSISTANT PROPOSAL

Virtual Assistant Proposal

A proposal from Northwind Studio outlining an ongoing virtual assistant engagement to offload admin, calendar, and executive support work.

Engagement Overview

This proposal outlines the virtual assistant engagement Northwind Studio will run for Acme Co. It covers the task categories in scope, the response time you can expect, and the monthly hours model.

Objectives

• Reduce the admin load on you and your team so more time is spent on high-leverage work.
• Hit response SLAs consistently so requests never sit unattended for long.
• Document workflows so the support is durable and easy to hand off.
• Establish a positive weekly rhythm with clear recaps and priorities.

Scope of Work

The engagement runs across three phases. Each closes with a written deliverable and a review before the next begins.

What is included

• Workflow documentation for the recurring tasks in scope
• Monthly hours across email triage, calendar, travel, and research
• Weekly recap of tasks handled and priorities for the week ahead
• Monthly review call to adjust scope and workflows

Not included: proprietary software licenses, physical mail handling, work on sensitive PII (requires NDA and separate scope), and out-of-hours work (billed at 1.5× the standard rate). New scope can be added in writing at any time.

Investment

The engagement is a fixed monthly retainer, plus a one-time onboarding fee and quarterly review sessions. Line items below map to the phases in the scope of work.

Payment Schedule

Invoices are due within 15 days. Onboarding is scheduled within 2 weeks of signature, subject to the start date you provide on the acceptance page.

Acceptance

To proceed, complete the fields below and sign. This proposal is valid for 30 days from the date on the cover.

PURCHASE ORDER NUMBER

PREFERRED START DATE