Everything You Need to Run Your VA Business: The Virtual Assistant Forms Bundle

Running a Virtual Assistant (VA) business means you’re the lifeblood behind your clients’ success. You’re handling everything from email management to social media scheduling and project coordination. But while you’re working hard to keep your clients happy, there’s one part of your business that can easily get lost in the shuffle—your business paperwork.

Managing contracts, client intake forms, pricing packages, and all the legal stuff might not be the most glamorous part of your job, but it’s necessary—and it doesn’t have to be a hassle. Enter: the Virtual Assistant Forms Bundle. This bundle includes all the essential templates you need to streamline your business, protect yourself legally, and keep your operations running smoothly—without spending hours on paperwork.

Ready to get organized? Let’s dive into the forms included in the bundle and how they’ll make your life a whole lot easier.

1. Virtual Assistant Contract

A solid contract is the foundation of every professional relationship. The Virtual Assistant Contract is a must-have. It lays out exactly what you and your client can expect from each other—terms of service, payment schedules, deadlines, and scope of work. Without this, you’re leaving room for misunderstandings or worse—disputes. When both parties know exactly what’s expected, it’s easier to build trust and avoid any uncomfortable situations down the line.

2. Client Intake Form

You can’t help your clients unless you understand their needs from the get-go. The Client Intake Form is the perfect tool to collect all the relevant details, such as:

• Their goals
• Contact information
• A description of the services they’re looking for
• Their preferred communication method Having everything organized upfront means you won’t have to go back and ask the same questions later. It’s like a blueprint for every client relationship!

3. Consent Form

When you’re handling sensitive tasks—whether it’s social media management or email marketing—you need permission to act on behalf of your client. The Consent Form ensures that you have written authorization to take the actions necessary to carry out the services you’re providing. This form covers everything from social media access to email list management, making it clear that you’re allowed to do your job without stepping into murky territory.

4. Pricing Packages

No one likes the “How much do you charge?” conversation to drag on. The Pricing Packages form helps you outline your rates and the services you offer in a straightforward, transparent way. Whether you’re offering hourly rates or fixed pricing for specific services, this document keeps everything organized so clients know exactly what to expect.

5. Invoice

Getting paid is one of the most satisfying parts of the job—but only if your clients have clear, easy-to-understand invoices. The Invoice template helps you issue professional, accurate invoices quickly and efficiently. It includes all the necessary details: your business name, client info, itemized services, due dates, and payment terms.

6. Disclaimer

Every business needs a Disclaimer to protect itself from liability. Whether it’s for services rendered, advice given, or other business activities, a well-crafted disclaimer ensures your clients are aware of what’s included (and what’s not) in your services. It sets clear boundaries and helps avoid misunderstandings that could lead to issues down the road.

7. Intellectual Property Policy

As a VA, you’ll likely create original content for your clients—be it social media posts, blog posts, or marketing materials. The Intellectual Property Policy outlines who owns the content created during your working relationship. Will your client own it outright? Or are they licensing it from you? This form makes sure everyone is on the same page and prevents legal headaches in the future.

8. Privacy Policy

If you handle any personal data—like client information or email lists—privacy is critical. The Privacy Policy lays out how you handle client data, what’s kept confidential, and how it’s protected. This is especially important if you’re working with clients in industries like healthcare or finance, where data privacy laws are strictly enforced.

9. Code of Conduct

Professionalism is key to building strong client relationships. The Code of Conduct is a set of guidelines for how you will interact with clients, handle communications, and carry yourself in a way that aligns with your values. It’s a good way to set the tone for your business and ensure you stay consistent in how you represent yourself.

10. Terms and Conditions

Having clear Terms and Conditions helps protect your business by outlining the rules for using your services. This document covers everything from payment terms to cancellation policies. It ensures your clients know what’s expected of them and helps avoid any confusion or conflict when it comes time to deliver services.

11. Non-Disclosure Agreement (NDA)

When you’re dealing with sensitive information, confidentiality is a must. The Non-Disclosure Agreement (NDA) ensures that both you and your client understand the importance of keeping proprietary or confidential information private. Whether it’s business strategies, marketing materials, or financial data, this document protects both parties.

12. Testimonial Release Form

Client testimonials are a powerful marketing tool, but before you use them, you need permission. The Testimonial Release Form allows your clients to grant you permission to use their feedback publicly—whether on your website, social media, or in promotional materials.

Why You Need This Bundle

Having these forms in place saves you time, protects your business, and ensures you’re always prepared for any situation. Whether you’re starting out or scaling your VA business, these templates give you the legal coverage and organizational tools you need to focus on what matters most—helping your clients thrive.

Imagine how much time you’ll save by not having to draft contracts or create client intake forms from scratch. With everything you need already laid out and ready to use, you’ll feel more professional, organized, and confident in your VA business.