business plan template for virtual assistant

Virtual Assistant Business Plan Template

Written by Dave Lavinsky

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their virtual assistant businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a virtual assistant business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Virtual Assistant Business Plan?

A business plan provides a snapshot of your virtual assistant business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Virtual Assistant Agency

If you’re looking to start a virtual assistant business, or grow your existing virtual assistant business, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your virtual assistant business in order to improve your chances of success. Your virtual assistant business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Virtual Assistant Businesses

With regards to funding, the main sources of funding for a virtual assistant business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for social media marketing businesses.

Finish Your Business Plan Today!

If you want to start a virtual assistant business or expand your current one, you need a business plan. Below are links to each section of your virtual assistant business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of virtual assistant business you are operating and the status. For example, are you a startup, do you have a virtual assistant business that you would like to grow, or are you operating virtual assistant businesses in multiple markets?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the virtual assistant industry. Discuss the type of virtual assistant business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of virtual assistant business you are operating.

For example, you might operate one of the following types of virtual assistant businesses:

• Administrative virtual assistant : this type of virtual assistant business focuses on a variety of tasks such as bookkeeping, email management, scheduling appointments, preparing expense reports, and filing paperwork.
• Bookkeeping virtual assistant: this type of business specializes in keeping accurate records for their employer’s company and supports the finance teams and small business owners.
• Social media virtual assistant: this type of virtual assistant is responsible for managing social media accounts on behalf of their employer. They keep track of all posts, schedule posts in advance, write posts, and manages comments.

In addition to explaining the type of virtual assistant business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of employers served, type of work completed, number of positive reviews , etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the virtual assistant industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the virtual assistant industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your virtual assistant business plan:

• How big is the virtual assistant industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your virtual assistant business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your virtual assistant business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: small businesses, social media content bloggers, finance and accounting firms, and real estate agents.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of virtual assistant business you operate. Clearly, prospective clients would respond to different virtual assistant skills than real estate agents, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most virtual assistant businesses primarily serve customers in larger cities or towns, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other virtual assistant businesses. 

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes temp agencies or staffing agencies. You need to mention such competition as well.

With regards to direct competition, you want to describe the other virtual assistant businesses with which you compete. Most likely, your direct competitors will be virtual assistant businesses with the same skill set as you.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

• What types of customers do they serve?
• What types of products and/or services do they provide?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide a better variety of  services and/or availability?
• Will you provide services that your competitors don’t offer?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a virtual assistant business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of virtual assistant company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to virtual assistant services, will you provide accounting, human resources, or any other services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Promotions : The final part of your virtual assistant marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

• Online advertising 
• Social media marketing 
• Reaching out to local businesses

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your virtual assistant business, including managing schedules, compiling expense reports,creating social media posts, and daily bookkeeping. 

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to obtain your 10th business client, or when you hope to reach $X in revenue. It could also be when you expect to expand your virtual assistant business to a new industry.  

Management Team

To demonstrate your virtual assistant business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in managing virtual assistant businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing and running small businesses .  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you obtain one new client per month or per quarter ? And will revenue grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your virtual assistant business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. 

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a virtual assistant business:

• Office Location lease (if necessary)
• Cost of computer equipment and supplies
• Payroll or salaries paid to staff (if necessary)
• Business insurance
• Taxes and permits
• Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include past examples of virtual assistant work you have completed in the past.  

Putting together a business plan for your virtual assistant business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will have an expert virtual assistant business plan; download it to PDF to show banks and investors. You will really understand the virtual assistant industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful virtual assistant business.  

Virtual Assistant Business Plan FAQs

What is the easiest way to complete my virtual assistant business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Virtual Assistant Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of virtual assistant business you are operating and the status; for example, are you a startup, do you have a virtual assistant business that you would like to grow, or are you operating a chain of virtual assistant businesses?

Don’t you wish there was a faster, easier way to finish your Virtual Assistant business plan?

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Other Helpful Business Plan Articles & Templates

Virtual Assistant Business Plan Template

Written by Dave Lavinsky

Virtual Assistant Business Plan

You’ve come to the right place to create your Virtual Assistant business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Virtual Assistant companies.

Below is a template to help you create each section of your Virtual Assistant business plan.

Executive Summary

Business overview.

Kayla For Hire is a new company based in Lexington, Kentucky that offers administrative virtual assistant services. Some of these services include scheduling appointments, responding to emails, and managing social media accounts. Kayla For Hire aims to provide high-quality services and great customer service in order to establish long-lasting relationships with clients and partner companies.   Kayla For Hire is run solely by Kayla Smith, who has been providing administrative assistant services for ten years. She operated as an administrative assistant for a variety of companies, juggling a large list of responsibilities that are essential for a business’s survival and growth. After mastering multiple skills and receiving many positive testimonials and reviews, Kayla Smith is ready to establish her own administrative virtual assistant business and help clients worldwide.

Product Offering

Kayla For Hire offers a variety of administrative virtual assistant services to help companies and solopreneurs. Some of these services include:

• Scheduling appointments and manage calendars
• Scheduling travel arrangements
• Making and taking phone calls
• Writing and responding to emails
• Researching leads
• Basic accounting tasks
• Social media management

Customer Focus

Kayla For Hire will work with any companies or solopreneurs in need of a temporary or permanent administrative virtual assistant. Though the company is based in Lexington, Kentucky, the company operates remotely, which makes it available to most companies in need of these services.

Management Team

Kayla For Hire is run solely by Kayla Smith, who has been providing administrative assistant services for ten years. She operated as an administrative assistant for a variety of companies, juggling a large list of responsibilities that are essential for a business’s survival and growth. After mastering multiple skills and receiving many positive testimonials and reviews, Kayla Smith is ready to establish her own administrative virtual assistant business and help clients worldwide.

Success Factors

Kayla For Hire will be able to achieve success by offering the following competitive advantages:

• Client-oriented service: Kayla For Hire will tailor its services to meet each client’s needs. Kayla Smith will work to establish trust and a relationship before starting work so that the company knows that she is the best assistant for their needs.
• Management: Kayla Smith has been extremely successful as an administrative assistant and has years of experience in most of the tasks that clients will request. Her knowledge and skills will provide a high-quality experience.
• Relationships: Having been an administrative assistant for ten years, Kayla Smith has established a great rapport with many of her previous employers. Therefore, she has many testimonials and recommendations that will help her build a strong client base.

Financial Highlights

Kayla For Hire is currently seeking $50,000 to launch. Specifically, these funds will be used as follows:

• Equipment: $15,000
• Three months of overhead expenses (payroll, rent, utilities): $20,000
• Marketing costs: $5,000
• Working capital: $10,000

The following graph below outlines the pro forma financial projections for Kayla For Hire.

Company Overview

Who is kayla for hire.

Kayla For Hire is a new company based in Lexington, Kentucky that offers administrative virtual assistant services. Some of these services include scheduling appointments, responding to emails, and managing social media accounts. Kayla For Hire aims to provide high-quality services and great customer service in order to establish long-lasting relationships with clients and partner companies.

Kayla For Hire History

Kayla Smith incorporated Kayla For Hire as an LLC on May 1st, 2023. The business is currently being run out of Kayla’s home office but will move to an office location once the lease is finalized.

Since incorporation, the company has achieved the following milestones:

• Found office space and signed Letter of Intent to lease it
• Developed the company’s name, logo, and website
• Hired an interior designer for the decor and furniture layout
• Determined equipment and fixture requirements

Kayla For Hire Services

Industry analysis.

Virtual assistants are the backbone of any business. No company can operate without the administrative tasks that a great virtual assistant can provide. Traditionally, companies would hire a receptionist or administrative assistant to take on these duties. However, with the growth of the freelance/gig economy and the popularity of remote work, virtual assistants are quickly taking over this position. Virtual assistants provide all the work of administrative assistants but save companies an enormous amount of money. Therefore, these essential employees are in greater demand than ever.

Many markets and industries have responded positively to the availability of virtual assistants. According to PRNewswire, the virtual assistant industry is expected to grow at a rate of 11.79% over the next few years. This is substantial growth and just goes to show how essential virtual assistants are for companies. Therefore, there has never been a better time to start a virtual assistant business.

Customer Analysis

Demographic profile of target market.

Kayla For Hire will provide services to businesses and solopreneurs across the globe. Since Kayla For Hire is a remote virtual assistant business, Kayla Smith will be open to helping most companies or entrepreneurs who need administrative help.

Customer Segmentation

Heritage Farm will primarily target the following customer profiles:

• Small businesses
• Medium-sized businesses
• Solopreneurs

Competitive Analysis

Direct and indirect competitors.

Kayla For Hire will face competition from other companies with similar business profiles. A description of each competitor company is below.

Time etc. is a virtual assistant company that connects companies with a network of experienced virtual assistants. Each virtual assistant that works for the company has five to eight years of experience, meaning clients are ensured great quality work and professionalism.

Though Time etc. is full of quality virtual assistant companies, the company itself needs to make a profit, so its services are often more expensive than just hiring a virtual assistant directly. This keeps many companies from utilizing their services and finding a virtual assistant they can hire directly instead.

Upwork has been the most popular freelance platform in the world for years. Companies have instant access to millions of freelancers who provide a variety of services, from writing and translation to coding or legal services. Companies can post a job for freelancers to apply to our purchase service packages that freelancers offer.

Though Upwork has been the #1 freelancing platform for years, the platform is often flooded with freelancers that vary in their quality, and it can be hard to find the right virtual assistant for one’s needs. Furthermore, the platform can be confusing to navigate, making the hiring process much more difficult.

Fiverr is another freelancing platform that connects businesses with millions of freelancers located all around the globe. Businesses can find freelancers that offer all sorts of functions, from writing and marketing to data entry and coding. Whatever project or service is needed, a business can find a freelancer to help them out.

Despite Fiverr’s popularity, it is not a great service for companies looking to form long-term relationships with their virtual assistants. The primary form of connecting with a freelancer is by purchasing a one-time service. This makes it hard to find a virtual assistant to help out with ongoing tasks and responsibilities. Virtual assistant services are often ongoing, meaning it is not a great platform to find a long-term virtual assistant.

Competitive Advantage

Kayla For Hire will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

Kayla For Hire will offer the unique value proposition to its clientele:

• Client-focused virtual assistant services, where the company’s interests are aligned with the customer
• Service built on long-term relationships
• High-quality work across a variety of services

Promotions Strategy

The promotions strategy for Kayla For Hire is as follows:

Website/SEO

Kayla For Hire will develop a professional website that showcases Kayla Smith’s experience, portfolio, and professional services provided. It will also invest in SEO so that the company’s website will appear at the top of search engine results.

Social Media

Kayla Smith will create social media accounts and invest in ads on all social media platforms. The company will use targeted marketing to appeal to our target demographics.

Kayla For Hire understands that the best promotion comes from satisfied customers. The company will encourage its clients to refer other individuals by providing discounts on future services for every new client produced. This strategy will increase in effectiveness over time.

Special Offers

Offers and incentives are an excellent approach to bringing in new customers. The company will introduce special offers to attract new consumers and encourage repeat services, which will be quite advantageous in the long run.

Kayla Smith will charge her services on an hourly basis of $20/hr. This hourly rate will remain the same no matter what client she works with or which services she provides.

Operations Plan

The following will be the operations plan for Kayla For Hire. Operation Functions:

• Kayla Smith will be the sole employee for Kayla For Hire. She will manage all the contracts, bookkeeping, and marketing functions in addition to providing virtual assistance to her clients.

Milestones:

Kayla For Hire will have the following milestones completed in the next six months.

• 07/202X – Finalize lease agreement
• 08/202X – Design and build out Kayla For Hire
• 09/202X – Kickoff of promotional campaign
• 10/202X – Launch Kayla For Hire
• 11/202X – Reach break-even

Financial Plan

Key revenue & costs.

Kayla For Hire’s revenue will primarily come from the fees charged for the virtual assistant services.

The major cost drivers include the purchase and maintenance of equipment and the lease costs.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and pay off the startup business loan.

• Number of contracts per year

Financial Projections

Income statement, balance sheet, cash flow statement, virtual assistant business plan faqs, what is a virtual assistant business plan.

A virtual assistant business plan is a plan to start and/or grow your virtual assistant business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Virtual Assistant business plan using our Virtual Assistant Business Plan Template here .

What are the Main Types of Virtual Assistant Businesses?

There are a number of different kinds of virtual assistant businesses , some examples include: Administrative virtual assistant, Bookkeeping virtual assistant, and Social media virtual assistant.

How Do You Get Funding for Your Virtual Assistant Business Plan?

Virtual Assistant businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Virtual Assistant Business?

Starting a virtual assistant business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Virtual Assistant Business Plan - The first step in starting a business is to create a detailed virtual assistant business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your virtual assistant business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your virtual assistant business is in compliance with local laws.

3. Register Your Virtual Assistant Business - Once you have chosen a legal structure, the next step is to register your virtual assistant business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your virtual assistant business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Virtual Assistant Equipment & Supplies - In order to start your virtual assistant business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your virtual assistant business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

Learn more about how to start a successful virtual assistant business:

• How to Start a Virtual Assistant Business

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Virtual Assistant Business Plan

If you enjoy helping people and are extremely organized, then you might want to start a virtual assistant business. For many entrepreneurs and small firms, it might be the ideal solution because you have the flexibility to work from anywhere you wish, and the companies you work with receive the assistance they require when they need it.

Whether you’re thinking about how to launch a virtual assistant business or grow an existing one you will need a plan for both.

Need help writing a business plan for your virtual assistant business? You’re at the right place. Our virtual assistant business plan template will help you get started.

Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

How to Write a Virtual Assistant Business Plan?

Writing a virtual assistant business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

Introduce your business:

Market opportunity:, virtual assistance services:.

• For instance, your services may include administrative tasks, content creation, marketing, bookkeeping, etc.

Marketing & sales strategies:

Financial highlights:, call to action:.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

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2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Business description:

Describe your business in this section by providing all the basic information:

• General virtual assistant
• Social media virtual assistant
• Technical virtual assistant
• Personal virtual assistant, etc
• Describe the legal structure of your virtual assistant company, whether it is a sole proprietorship, LLC, partnership, or others.
• Explain where your business is located and why you selected the place.

Mission statement:

Business history:.

• Additionally, If you have received any awards or recognition for excellent work, describe them.

Future goal:

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

Target market:

• For instance, small business owners and entrepreneurs would be an ideal target audience for a virtual assistant business.

Market size and growth potential:

Competitive analysis:, market trends:.

• For instance, the voice-activated assistant or AI has a booming market; explain how you plan on dealing with this potential growth opportunity.

Regulatory environment:

Here are a few tips for writing the market analysis section of your virtual assistant business plan:

• Conduct market research, industry reports, and surveys to gather data.
• Provide specific and detailed information whenever possible.
• Illustrate your points with charts and graphs.
• Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

Describe your virtual assistant services:

Mention the virtual assistant services your business will offer. This list may include services like,

• Administrative support
• Social media management
• Email management
• Bookkeeping, etc.

Describe each service:

Additional services:.

In short, this section of your virtual assistant plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Unique selling proposition (USP):

• For example, efficiency, multitasking, personalization, or 24*7 availability can be some of your USPs.

Pricing strategy:

Marketing strategies:, sales strategies:, customer retention:.

Overall, this section of your virtual assistant business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your virtual assistant business, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

Staffing & training:

Operational process:, equipment & machinery:.

• Explain how these technologies help you improve the efficiency of your business operations.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your virtual assistant business’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

Founder/CEO:

Key managers:.

• It should include, key executives(e.g. COO, CMO.), senior management, and other department managers including their education, professional background, and any relevant experience in the industry.

Organizational structure:

Compensation plan:, advisors/consultants:.

• So, if you have any advisors or consultants, include them with their names and brief information consisting of roles and years of experience.

This section should describe the key personnel for your virtual assistant business, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:.

Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.

Financing needs:

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

• Add a table of contents for the appendix section to help readers easily find specific information or sections.
• In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
• Provide data derived from market research, including stats about the industry, user demographics, and industry trends.
• Include any legal documents such as permits, licenses, and contracts.
• Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your virtual assistant business plan should only include relevant and important information supporting your plan’s main content.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

This sample virtual assistant business plan will provide an idea for writing a successful virtual assistant plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our virtual assistant business plan pdf .

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Important Elements of Business Plan

Frequently asked questions, why do you need a virtual assistant business plan.

A business plan is an essential tool for anyone looking to start or run a successful virtual assistant business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your virtual assistant company.

How to get funding for your virtual assistant business?

There are several ways to get funding for your virtual assistant business, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your virtual assistant business?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your virtual assistant business plan and outline your vision as you have in your mind.

What is the easiest way to write your virtual assistant business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any virtual assistant business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Home » Sample Business Plans » Online Startups

How to Write a Virtual Assistant Business Plan [Sample Template]

Are you about starting a virtual assistance business? If YES, here is a complete sample virtual assistant business plan template & feasibility study you can use for FREE . If you are a content creator, a computer cum web utility person or a graphic designer, amongst others, there is no limit to the amount you can make as a professional especially if you know how to generate doable business ideas.

The truth is that many content creator, computer cum web utility person and talented graphic designers (graphic artist) et al gets stranded because they lack innovative ideas to transform their talents (skills) into a money making venture.

The bottom line is that if you want to make more money as a graphic designer, content creator, editor, computer cum web utility person, then you should be ready to go out of your way to develop innovative business ideas that is in sync with your skills; ideas that won’t take you too far from your core area of business. Ideas like starting a virtual assistant business is perhaps one of the ideas you should embrace.

A Sample Virtual Assistant Business Plan Template

1. industry overview.

Virtual assistant services falls under The Business Process Outsourcing (BPO) Services industry and virtual assistant line of business comprises of individuals as well as enterprises who work remotely as an independent professional, providing a wide range of products and services both to businesses as well as consumers.

Basically a virtual assistant is self-employed and provides professional administrative, technical, or creative (social) assistance to clients remotely from a home office. Since virtual assistants are independent contractors rather than employees, clients are not responsible for any employee – related benefits such as medical, taxes, insurance and other benefits. Although, some clients factor such benefits into the total contract package.

The Business Process Outsourcing (BPO) Services industry performed pretty well in the last decade. This is due to the improving US economy, coupled with rising revenue in the finance and accounting sectors, credit card services and the insurance and human resource industries et al.

In addition, employers have experienced ever-increasing expenses, due to wage increases and rising health insurance costs, which is why it is economical to contracted BPO service providers as a means of controlling all these expenditures.

Going forward, The Business Process Outsourcing (BPO) Services industry will continue to flourish, as revenue generated by organizations will be pressured by increasing wage and burgeoning employer healthcare costs and other expenses.

The Business Process Outsourcing (BPO) Services industry is indeed a growing industry and pretty much active in all the parts of the world. Statistics has it that in the united states of America alone, there are about 162,002 registered companies in this industry, employing about 905,485 and the industry rakes in a whooping sum of $136bn annually.

The industry is projected to continue to grow at a 4.0 percent rate. It is important to state that there is no company with a dominant market share in the industry. There are loads of players in this industry simply because the entry barriers for the Business Process Outsourcing Services industry are low.

As a matter of fact, the required startup costs for new organization can be as low as the cost of acquiring a computer / laptop and internet device and the can successfully swing into full – time operations without the need of employees, significant capital expenses or even an office.

Over and above, The Business Process Outsourcing (BPO) Services industry is very open to any aspiring entrepreneur who has the required skills to start his or her own virtual assistant business and of course make good money from the industry.

As a matter of fact, it was projected that over the next five years, new technology will continue to emerge that will make it easier for more players to come into the industry hence increasing the competition in the industry.

2. Executive Summary

Do It All® Virtual Support Services, LLC is a registered and standard virtual assistant services company that will be based in the United States of America, but operate all over the globe. We have been able to secure a standard and well – positioned office facility in a busy business district in Baltimore, the largest city in Maryland where we intend coordinating all our freelancers from all over the world.

We are a virtual assistant service company that is set to compete in the highly competitive Business Process Outsourcing (BPO) Services industry not only in the United States market, but also in the global market. Do It All® Virtual Support Services, LLC will be involved in virtual support services such as providing outsourcing services for work related to finance and accounting functions, providing outsourcing services for work related to:

• Human resource functions
• Providing outsourcing services for customer relations management
• Providing outsourcing services for sales fulfillment and order management
• Providing outsourcing services for document management
• Providing outsourcing services for supply chain management and engineering functions
• Freelance writing
• Copywriting
• Translation
• Freelance web design
• Graphic services
• Video editing and photo editing et al

Our business goal is to become one of the leading virtual assistant services company in the United States and we will make sure that every outsource jobs that we handle for our clients favorable compete with the best in the industry.

Our freelance team will be selected from a pool of talented and highly creative professionals with various skills as it relates to the services we offer in and around Baltimore and also from any part of the world. We will make sure that we take all our freelance workers through the required trainings that will position them to meet the expectation of the company and to compete with leading virtual assistant services companies in the United States and throughout the globe.

At Do It All® Virtual Support Services, LLC, our client’s best interest come first, and everything we do will be guided by our values and professional ethics. We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, freelance workers and for our clients.

Do It All® Virtual Support Services, LLC is founded by Larry Clinton and his friend and business partner for many years Ken Bradford. They have a combine experience in freelance writing, editing, accounting and bookkeeping support services, consulting, corporate branding and advertising, cartoon and animations, graphic and commercial art services and print media design.

3. Our Products and Services

Do It All® Virtual Support Services, LLC is established with the aim of maximizing profit in The Business Process Outsourcing (BPO) Services industry. We want to compete favorably with the leading virtual assistant services companies in the United States which is why we have but in place a competent quality assurance team that will ensure that all our services meet and even surpass our customers’ expectations.

We will work hard to ensure that Do It All® Virtual Support Services, LLC is not just accepted nationally in the United States of America, but also in other parts of the world. Our products and services are listed below;

• Providing outsourcing services for work related to finance and accounting functions
• Providing outsourcing services for work related to human resource functions
• Freelance writing, editing, copywriting, researching, data entry and translation et al
• Freelance web design, graphic design services, video editing and photo editing et al

4. Our Mission and Vision Statement

• Our vision is to establish a standard virtual assistant services company whose services and brand will not only be accepted in the United States of America, but also in other parts of the world.
• Our mission is to provide professional and highly creative freelance services that will assist businesses, individuals and non-profit organizations in achieving their business goals.
• We want to build a virtual assistant services company that can favorably compete with other leading brands in the industry.

Our Business Structure

Do It All® Virtual Support Services, LLC, is a virtual assistant services company will be launched in Baltimore, but hope to grow big and secure outsourced jobs from big corporations from all over the world. We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own.

This is why we are committed to only hire the best hands (freelancers and back office staff) within our area of operations. At Do It All® Virtual Support Services, LLC, we will ensure that we hire people that are qualified, hardworking, creative, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce (freelancers), and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;

• Chief Executive Officer
• Creative Director

Human Resources and Admin Manager

• Sales and Marketing Executive
• Graphic Artist
• Freelancers

Client Service Executive

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Responsible for providing direction for the business
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization

Creative Director:

• Serves as project manager of the organization; works directly with freelancers
• Responsible for designing concepts for advertisements and other promotional needs for client (s)
• In charge of copy writing and laying out chronological advertisement plans
• Develops strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives.
• Accomplishes subsidiary objectives by establishing plans, budgets, and results measurements; allocating resources; reviewing progress; making mid-course corrections.
• Coordinates efforts by establishing procurement, production, marketing, field, and technical services policies and practices; coordinating actions with corporate staff.
• Builds company image by collaborating with customers, government, community organizations, and employees; enforcing ethical business practices.
• Maintains quality service by establishing and enforcing organization standards.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
• Makes certain that production and development department perform efficiently, coordinate employee efforts, and facilitate communications between management and graphic designer
• Ensures that the organization work in line with international best practices.
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Oversee the smooth running of the daily office and factory activities.

Sales and Marketing Manager

• Manages external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
• Models demographic information and analyze the volumes of transactional data generated by customer
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
• Writes winning proposal documents, negotiate fees and rates in line with organizations’ policy
• Responsible for handling business research, market surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Creates new markets cum businesses for the organization
• Empowers and motivates the sales team to meet and surpass agreed targets

Accountant / Cashier:

• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for Do It All® Virtual Support Services, LLC
• Serves as internal auditor for Do It All® Virtual Support Services, LLC.

Freelance Graphic Designers

• Liaises with clients to determine their requirement and budget
• Responsible for developing concepts, graphics and layouts for product illustrations, company logos, and websites
• Responsible for managing client proposals from typesetting through to design, print and production
• Responsible for reviewing final layout and suggesting improvement if necessary
• Responsible for working with clients, briefing and advising them with regards to design style, format, print production and timescales et al
• Determines size and arrangement of illustrative material and copy, and font style and size
• Responsible for liaising with external printers on a regular basis to ensure deadlines are met and material is printed to the highest quality
• Responsible for preparing drafts or material based on an agreement brief.
• Researches and advices the organization on style, genre and other trendy info as it relates to graphic design.
• Responsible for designing models, background, sets, characters, objects and the animation environment
• Works creatively to produce original and aesthetically pleasing designs and solutions
• Using specialist computer software applications such as Maya, Lightwave, Softimage, Cinema 4D, Flash and After Effects
• Presents designs to customers for evaluation

Freelance Workers (Work from any part of the world)

• Provider outsourcing services for work related to finance and accounting functions
• Provides outsourcing services for work related to human resource functions
• Provides outsourcing services for customer relations management
• Provides outsourcing services for sales fulfillment and order management
• Provides outsourcing services for document management
• Provides outsourcing services for supply chain management and engineering functions
• Welcomes clients by greeting them in person or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the chief executive office in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries

6. SWOT Analysis

Do It All® Virtual Support Services, LLC engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured virtual assistant services business that can favorably compete in the highly competitive Business Process Outsourcing (BPO) Services industry in the United States and the world at large.

Part of what the team of business consultants did was to work with the management of our organization in conducting a SWOT analysis for Do It All® Virtual Support Services, LLC. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Do It All® Virtual Support Services, LLC;

Our core strength lies in the power of our team; our back office workforce. We have a team of creative and highly proficient team with excellent qualifications and experience in various niche areas in the Business Process Outsourcing (BPO) Services industry. Aside from the synergy that exists in our carefully selected back office staff, our services will be guided by best practices in the industry.

As a new virtual assistant services company, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the already saturated and highly competitive Business Process Outsourcing (BPO) Services industry; that is perhaps our major weakness. Another weakness is that we may not have the required cash to promote our business the way we would want to.

• Opportunities:

No doubt, the opportunities in the Business Process Outsourcing (BPO) Services industry is massive considering the number of individuals and corporate organizations whose businesses depends on the services of freelancers and those who would want to cut cost. As a virtual assistant services company, we are ready to take advantage of any opportunity that is available in the industry.

Just like any other business, one of the major threats that we are likely going to face is economic downturn. It is a fact that economic downturn affects purchasing / spending power.

7. MARKET ANALYSIS

• Market Trends

The internet has truly opened up loads of business opportunities and virtual assistant services industry is one of them. It is a fact that the common means of communication and data delivery in the virtual assistant industry include the Internet, e-mail and phone-call conferences, online work spaces, and fax machine et al.

More and more Virtual Assistants are leveraging on technology platforms such as Skype as well as Google Voice to carry out their services. Professionals in this line of business work on a contractual basis or a retainer – ship basis.

The trend is that, in recent years Virtual Assistants Service Providers have also worked their ways  into many mainstream businesses and with the advent of VOIP services such as Skype it has been possible to have a Virtual Assistant who can answer your phone remotely without the end user’s knowledge. As a result if this, it is now easier for organizations to add a personal touch in the form of a receptionist without the additional cost of hiring someone.

Another common trend in the virtual line of business is that, most virtual assistant services companies no longer settle for clients within the location where there physical office is located but also from any part of the world. The truth is that with the advent of the internet, it is now easier for virtual assistant service providers to work for clients in any part of the world.

A virtual assistant services company can be located in the United States of America and have their biggest client in United Arab Emirates or Australia; many thanks to the power of the internet. Lastly, the Business Process Outsourcing (BPO) Services industry will continue to evolve due to the advancement of computer technology and software applications et al.

Before starting our virtual assistant services company, we were certain that there was a wide range of both corporate and individual clients who cannot successfully run their businesses without outsourcing some of their operations to a third party service provider.

As a matter of fact, without virtual assistants like content writers cum freelance journalists, online publications and web industry would be a  struggle. In view of that, we have created strategies that will enable us reach out to various corporate organizations and individual who we know can’t afford to do without our services.

We have conducted our market research and survey and we will ensure that the services we offer well accepted in the market place. Below is a list of the people and organizations that we have specifically market our products and services to;

• Bloggers and website owners
• Banks, Insurance Companies and other related Financial Institutions
• Blue Chips Companies
• Corporate Organizations
• Manufacturers and Distributors
• Real Estate Owners, Developers, and Contractors
• Research and Development Companies
• The Government (Public Sector)
• Religious Organizations
• Political Parties
• Television Stations
• Printing Press (Publishing Houses) and Authors
• Branding and Advertising agencies
• Entrepreneurs and Start – Ups

8. Our Target Market

Our Competitive Advantage

No doubt the competition in the Business Process Outsourcing (BPO) Services industry is getting stiffer by the day, you have to be highly creative and come up with detailed services, graphic designs and concepts in order to survive in the industry.

The Business Process Outsourcing (BPO) Services industry is indeed a very prolific and at the same time, a highly competitive industry. Clients will only hire your services if they know that they can get nothing but the best from you.

We are quite aware that to be highly competitive in the Business Process Outsourcing (BPO) Services industry means that you are not only expected to be able to deliver consistent and highly creative jobs, but you must be able to meet set targets. No one would want to continue to hire your services if don’t always meet up with the target date of completion of projects.

Our competitive advantage lies in the power of our team and management; our workforce (Freelancers all over the world). We have a team of creative and highly proficient freelancers in various niche areas in the Business Process Outsourcing (BPO) Services industry, a team with excellent qualifications and experience. Aside from the synergy that exists in our carefully selected freelancers, our fees and services will be guided by best practices in the industry.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category (startups virtual assistants businesses in the United States) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Do It All® Virtual Support Services, LLC is established with the aim of maximizing profits in the Business Process Outsourcing (BPO) Services industry and we are going to go all the way to ensure that we do all it takes to meet and surpass the expectations of all our clients.

Do It All® Virtual Support Services, LLC will generate income by offering the following graphic design related services;

10. Sales Forecast

One thing is certain; there would always be corporate organization and individual who would need the services of virtual assistant companies.

We are well positioned to take on the available market in the Business Process Outsourcing (BPO) Services industry and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow our virtual assistant company to enviable heights.

We have been able to critically examine the virtual assistant market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to similar startups.

Below is the sales projection for Do It All® Virtual Support Services, LLC, it is based on the location of our business and of course the wide range of our services and target market;

• First Year-: $10 0,000
• Second Year-: $200,000
• Third Year-: $ 450,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there is stiffer competition in the Business Process Outsourcing (BPO) Services industry; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.

Our sales and marketing team will be recruited based on their vast experience in the Business Process Outsourcing (BPO) Services industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall business goal of Do It All® Virtual Support Services, LLC.

Our goal is to grow Do It All® Virtual Support Services, LLC to become one of the top 10 virtual assistant service provider in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the United States of America but also in other parts of the world.

Do It All® Virtual Support Services, LLC is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our virtual assistant company by sending introductory letters / emails alongside our brochure to corporate organizations, religious organizations and key stake holders.
• Promptness in bidding for graphic design contracts from the government and other cooperate organizations
• Advertise our business in relevant business magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to work with their budgets and still deliver excellent design and services
• Leverage on the internet to promote our business
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We have been able to work with our in house brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to become the number one choice for both corporate clients and individual clients in the whole of the United States and beyond which is why we have made provisions for effective publicity and advertisement of our virtual assistant company.

Below are the platforms we intend to leverage on to promote and advertise Do It All® Virtual Support Services, LLC;

• Place adverts on both print (newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events / programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our services
• Install our Bill Boards on strategic locations all around Baltimore – Maryland and other key cities in the United States of America.
• Distribute our fliers and handbills in target areas
• Contact corporate organizations by calling them up (emailing them as well) and informing them of Do It All® Virtual Support Services, LLC and the services we offer
• List our virtual assistant company in local directories / yellow pages
• Advertise our virtual assistant company in our official website and employ strategies that will help us pull traffic to the site.
• Ensure that all our staff members wear our branded shirts and all our official vehicles are well branded with our company logo et al.

12. Our Pricing Strategy

At Do It All® Virtual Support Services, LLC we will keep the prices of our services below the average market rate for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would hire our services. In addition, we will also offer special discounted rates to all our customers at regular intervals.

We are aware that there are some one-off jobs or government contracts which are always lucrative; we will ensure that we abide by the pricing model that is expected from contractors or organizations that bid for such contracts.

• Payment Options

At Do It All® Virtual Support Services, LLC, our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment via mobile money

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.

13. Startup Expenditure (Budget)

In setting up any business, the amount or cost will depend on the approach and scale you want to undertake and the nature if the business. If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The materials and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting a virtual assistant company; it might differ in other countries due to the value of their money. However, this is what it would cost us to setup Do It All® Virtual Support Services, LLC in the United of America;

• Business incorporating fees in the United States of America will cost – $750.
• The budget for Liability insurance, permits and license will cost – $3,500
• Renting / leasing a small office space that will accommodate the number of employees for at least 6 months (Re – Construction of the facility inclusive) will cost – $150,000.
• Equipping the office (computers, printers, projectors, markers, servers / internet facility, furniture, telephones, filing cabinets, and electronics) will cost – $10,000
• Amount required to purchase the needed software applications – $ 3,500
• Launching an official Website will cost – $500
• Amount need to pay bills and staff members for at least 2 to 3 months – $70,000
• Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $5,000

Going by the report from the market research and feasibility studies conducted, we will need about two hundred and fifty thousand (250,000) U.S. dollars to successfully set – up a medium scale but standard virtual assistant company firm in the United States of America.

Please note that you can successfully launch this type of business from any part of the world in your bedroom with just a functional laptop, internet facility and the required software applications. But if you choose to build a business with structure, a business that does not revolve around one man or woman, then you should follow the above structure.

Generating Funding / Startup Capital for Do It All® Virtual Support Services, LLC

Do It All® Virtual Support Services, LLC is a business that will be owned by Larry Clinton and his friend and business partner for many years Ken Bradford. They are the sole financial of the business which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings and sale of his stocks
• Generate part of the start – up capital from friends and other extended family members
• Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $100,000 (Personal savings $85,000 and soft loan from family members $15,000) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Do It All® Virtual Support Services, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running. We know that one of the ways of gaining approval and winning customers over is to consistently offer excellent services at a very competitive price than what is obtainable in the industry.

Do It All® Virtual Support Services, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce (freelance workers inclusive) is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List / Milestone

• Business Name Availability Check:>Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Securing a small but standard office facility : Completed
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founders: Completed
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of Logo for the business: Completed
• Secure trademark for our products: In Progress
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed furniture, office equipment, software applications, electronic appliances and facility facelift: In Progress
• Creating Official Website for the business: In Progress
• Creating Awareness for the business: In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in various industries: In Progress

More on Online Startups

How To Write a Successful Virtual Assistant Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for virtual assistant businesses that want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every virtual assistant business owner should include in their business plan.

Download the Ultimate Business Plan Template

What is a Virtual Assistant Business Plan?

A virtual assistant business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Virtual Assistant Business Plan?

A virtual assistant business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Virtual Assistant Business Plan

The following are the key components of a successful virtual assistant business plan:

Executive Summary

The executive summary of a virtual assistant business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your virtual assistant company
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your virtual assistant business, you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your virtual assistant firm, mention this.

You will also include information about your chosen virtual assistant business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a virtual assistant business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the virtual assistant industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, the customers of a virtual assistant business may include small business owners, entrepreneurs, or busy professionals.

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or virtual assistant services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your virtual assistant business may have:

• Proven track record of delivering quality results
• Strong focus on customer service
• Ability to work with a wide range of clients
• Highly skilled and experienced team
• Use of cutting-edge technology

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service : Detail your product/service offerings here. Document their features and benefits.
• Price : Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
• Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or, you may promote your virtual assistant business via a speaking engagement or webinar.

Operations Plan

This part of your virtual assistant business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a virtual assistant business include reaching $X in sales. Other examples include hiring a certain number of new employees, signing on new clients, or launching a new product or service.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific virtual assistant industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue : how much revenue you generate.
• Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss.

Sample Income Statement for a Startup Virtual Assistant Business

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Virtual Assistant Business

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Cash Flow From Operations
• Cash Flow From Investments
• Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup virtual assistant business.

Sample Cash Flow Statement for a Startup Virtual Assistant Business

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your virtual assistant company. It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

A well-written business plan is an essential document for any startup business, but it’s especially important for virtual assistant businesses. Now that you have all the information and tools you need, it’s time to get started on writing your own virtual assistant business plan!  

Finish Your Virtual Assistant Business Plan in 1 Day!

Other helpful articles.

Virtual Assistant Templates For Proposals & Contracts

How To Create Your Virtual Assistant Portfolio + Examples & Template

How To Develop Your Virtual Assistant Mission Statement

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Free Virtual Assistant Business Plan Template

Are you looking for a virtual assistant business plan template? If you are considering starting a business, this virtual assistant business plan checklist will help you step-by-step to start your business TODAY!

Here is the thing most people hear “business plan” and their eyes glaze over. Something about it sounds so incredibly boring, right?

When I started my virtual assistant business, it was less according to a business plan and more trying things to see what worked. And while I did double my old teacher income by working just 20 hours a week, it took longer because I didn’t have a plan.

So, I have developed this virtual assistant business plan to help you start your business and start landing clients ASAP!

Download the Virtual Assistant Business Plan Template

Following this checklist and using my other free resources will help you fast-track your virtual assistant business.

If you are ready to start today, Download the Free Virtual Assistant Business Plan Template Here !

So, let’s get into it!

Step 1: Prep and plan

In this step, you are going to prepare and plan your business. Because starting a business is more than just dreaming about it.

It is also:

• Planning out what you want to create
• Thinking about WHY you want it

This step might not be the most fun step in the process, but an important one. Knowing why you want to start this business will help you run your business. Your WHY will help you keep going, even on the hard days when you might want to give up.

Step 2: Identify your services

When starting your VA business, think about the services you can help businesses with. Can you organize an email inbox? Can you write social media posts? Can you create images in Canva?

Virtual assistant business service ideas

These are just a few services you can offer in your virtual assistant business. If you need more ideas, check out my list of 100 Virtual Assistant Services to give you an idea of how you can help business owners.

Here are a few ideas to get the ball rolling:

General Administration

• Email management
• Calendar management
• Appointment scheduling

Social Media

• Scheduling posts
• Creating graphics
• Writing post content
• Blog writing
• Email sequences
• Ghostwriting
• Landing page content
• Creating show notes
• Editing podcast episodes
• Audiographics

Learn how to  earn $3K a month+ as a freelancer  working less than 25 hours a week  even  if you think you have no experience.

This FREE crash course will teach you all about the freelance industry, so you can finally end the family vs. finances battle.

How to determine your virtual assistant services template

Do you want more help in determining your virtual assistant services Download the Freelance Skills Assessment for FREE here!

The freelance skills assessment is a brainstorming activity I created for you to help uncover your freelance skill set. You may feel like you have no experience or skills to start as a virtual assistant, but you more than likely do!

You just need to uncover the skills and talents you possess that you are not thinking about. These are things you do naturally every day or have done in past jobs that are probably second nature to you but are something a business owner either does not know how to do, does not want to do, or does not have time to do.

To get an idea of these skills you possess, consider these things and the skills you need for these:

• Past jobs you have held.
• Positions you have held, paid or volunteer positions.
• Daily responsibilities in life.

Download the Freelance Skills Assessment to walk you through this and determine your virtual assistant business services.

Step 3: Identify who you want to work with

The next step in the virtual assistant business checklist is to figure out who you want to work with and how you can help them. This step is where the traditional marketing analysis business plans start to emerge.

In this stage, you will need to do market research to understand your target audience, competition, pricing, and how you speak to your target audience so that your messaging attracts them.

Consider what clients are a match for you by understanding what services their business will need. How can your services help them? Knowing this will help you speak to them. Think about the words and phrases they use and incorporate those phrases into your messaging.

Craft all this market research and messaging to attract your ideal client, and write it out. It will form your ideal client avatar.

Step 4: Pricing and packaging

Now, we are getting to the fun part of the virtual assistant business plan checklist! You get to create your pricing and service packages.

When it comes to packages, there are 4 basic service packages you can offer. Those are Hourly retainer, project-based retainer, one-time project, and VIP intensive.

For more information on virtual assistant packages, how to set up packages, and common pricing mistakes, read this blog post about How To Create Virtual Assistant Packages .

Determining your packages and rates

When you are just beginning, I suggest offering a monthly retainer package. This type of package will keep income consistent and stable month to month.

In this package type, all services will be included in these hours, and you perform them month to month. Then the client will purchase one of your packages and get those services for the month.

An example is in the photo below. Include 3-5 services you will offer in package one for a set price. Package 2 offers the same services but increased hours and price. Same with package 3, your highest number of hours and price.

If you start your first package around $300, at 10 hours a month, that makes your hourly rate $30 an hour.

You can get additional help pricing your services with the Ultimate Pricing Calculator here!

Step 5: Develop your brand

Brand board.

Developing your brand is usually a fun part of the process! Choose your business name, brand colors, logo, images, and foundational copy in this step of the virtual assistant business plan!

This post on How To Create A Brand Board will help you with this step in the process.

Start by creating a free account in  Canva , then sign in. Search in the search bar for brand boards. This will bring up a ton of examples that you can use, to begin with and change to create your brand.

Find a template you like and customize it with colors you like for your brand. Then go back to the main screen to search for logos. Find one you like and update it to make it yours, then add it to the brand board template.

Here is an example of what mine might look like.

Virtual assistant mission statement

You will also want to develop a virtual assistant mission statement that describes what you do, what you will accomplish, or how you will help people. Just a short description is good, it doesn’t need to be anything long.

I often describe it as an elevator pitch, where you need to be able to pitch your company and services in a 30-second elevator ride.

Step 6: Connect with clients

There are a lot of ways to connect with potential clients.

• Facebook groups
• Direct outreach
• Social media
• Personal networking

This blog post will break down these methods for connecting with clients and can help you pick which route would be best for you!

Once you determine the route you want to take, you need to create our strategy to land clients. How often and how much time will you take to connect with clients?

Next, create your outreach templates. These might be different depending on the route you choose to land a client. For example, on Facebook, you will need a short pitch similar to your elevator template for comments. If you choose direct outreach, you will want to create an email template for reaching out to potential clients.

Step 7: Develop a portfolio

You will need a presence to show businesses that your virtual assistant business exists. That could be in the form of a website, social media profile, or digital portfolio.

Keep in mind, especially when you are starting, you do not need to spend money on a website to find and land clients. There are free options like a digital portfolio you can create and download for free in apps like Canva to send to potential clients!

Step 8: Landing and working with clients

After connecting with clients, you will likely have a fitting or discovery call. (A short meet and greet to see if you 2 will work well together.)

In this step, you will want to prepare a script for your discovery call, and get any proposal templates, contract templates, invoice templates, and onboarding process templates ready to go when you land the client and need to send these out!

There you have it, a free virtual assistant business plan to help you get your virtual assistant business running! Download the free template here to get the checklist and start working from home today !

The Live Free Academy

If you want additional help in actually executing the checklist, or you want the step-by-step process to getting your business up and running ASAP, join my program, The Live Free Academy. This program will give you everything you need to land clients fast and start making money from home!

You get the step-by-step training program, all the templates for connecting with and landing clients, skills training to level up your services, coaching calls, and monthly challenges.

Learn more about The Live Free Academy here!

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The Ultimate VA Success Guide: How To Start A Virtual Assistant Business

So, you’re wondering how to start a Virtual Assistant business – congrats! It’s always a great time to begin since the online business world is growing by leaps and bounds. More and more people are realizing the benefits of working remotely and the freedom it provides.

The Virtual Assistant Industry serves as the support backbone for countless online business owners. As the online business landscape expands, the need for skilled professional Virtual Assistants skyrockets.

The VA Industry Is Moving Away From Being Admin-Based

The VA industry involves more than just basic admin tasks done remotely. Some folks still see it that way, but I have to set the record straight—it’s way more diverse. Nowadays, online business owners are leaning on VAs not just for admin stuff but for handling all the tech behind their operations. Sure, they can handle admin work themselves, but they need a pro when navigating the tech maze.

And on top of that, AI is revolutionizing the whole scene! We’re seeing a shift where AI takes over more admin-based tasks.

So, here’s the deal: the industry is broad and open to anyone ready to offer their expertise to online businesses. Whether you’re into admin tasks or other services, the systems you need to run your business remain consistent. If you aim for a profitable, freedom-based business that fits your lifestyle goals, start by laying a rock-solid foundation.

The Key To Business Success Is A Solid Foundation

It’s all about setting up those key business systems that lay the groundwork for success. Starting a Virtual Assistant business—or any business, for that matter—is like starting with a blank canvas. You’ve got to design and build it from scratch, starting with that solid foundation.

I get it. When I began in 2009, there wasn’t any handy “ VA Systems Training ” out there. I had to figure it all out solo and let me tell you, the trial-and-error approach is tough, especially when you’re trying to build something that you want to thrive in the long haul.

So, let me give you an overview of the must-haves for starting a Virtual Assistant business.

How To Start A Virtual Assistant Business Step 1 : Your Mindset

• Know what to expect
• Don’t collect gurus
• Know what it takes
• Have realistic expectations
• Take action

Check out my blog post, “ Setting Up A Virtual Assistant Business Without Getting Stuck In Analysis Paralysis ,” for a deep dive into these points. It’s a must-read if you think your mindset might be holding you back.

How To Start A Virtual Assistant Business Step 2 : Have A Plan

It’s important to understand what it takes and how to start a Virtual Assistant business with the right expectations. I’m not trying to scare you; I’m just being honest. It’s not a walk in the park. Regardless of what you see on social media, you can’t start a profitable, freedom-based business in 30 days with no skills, time, or money.

You need to be realistic and remember it’s always more challenging at the beginning. You’ll get confused, overwhelmed, and frustrated; it’s all part of the process. If you want it bad enough, you’ll continue to work through these temporary feelings.

Then you’ll need to have a strategy and a plan for the how and the what of setting up your VA business. I’m sure you’ve heard that old phrase – fail to plan, and you plan to fail. It’s true. This is a step so many people skip over…they dive right into the deep end of things without any structure or plan of how they’re going to achieve this dream.

You need to know, at a minimum, how much time, money, and energy you will need to invest in setting up your business. Do you know?

This is why you should have a VA Business Plan that helps you gather your thoughts and start creating an action plan that shows you what you need to do and how to start a Virtual Assistant business in a manageable way.

Get more details about how to create your VA Plan in this blog post: Ready To Create Your Virtual Assistant Business Plan? Start With These 9 Untypical Questions . It deep-dives what to include in your plan and a done-for-you template to help you get started. I cover:

• Do your research
• What is your why
• Your schedule
• How much do you need to earn
• Your service offerings
• Your target or niche market 
• Your perfect day
• What do you need

How To Start A Virtual Assistant Business Step 3 : Key Business Systems

A business is a set of systems that work together with technology to run and automate your business. When you start your business, there are no systems or structures until you create and implement them. It’s a blank slate.

But… if you’ve never built a business before, how do you know what systems or structure you need? Well… I can help you with that. Every online business, including yours, should have four key business systems .

Each of these systems is crucial, and they work together to form the foundation of a successful business. You can get more details about these key business systems in my blog: The 4 Virtual Assistant Key Business Systems That Will Make Or Break Your VA Business . I talk about what the systems are and why you need them, including:

• Why you need them
• What each one does
• How they work together

How To Start A Virtual Assistant Business Step 4 : Business Operations

The four key business systems I mentioned in step 3 are crucial for ANY online business, but there are also specific systems for Virtual Assistant businesses. These systems are part of the overall key business systems and are what most VAs do daily, so I wanted to call them out specifically.

You know things like:

• Doing client work
• Checking your email
• Looking for clients
• Running your business

Do you have systems in place for these? Are they automated using technology? Systems create repeatable processes. They focus on being efficient and effective and looking professional to your clients and prospects. They also allow you to focus on enjoying life instead of always working! Systems = Freedom!

I’m all about helping you create a freedom-based business with tech at the core!

Get more details about the VA business systems in my blog: The 5 Virtual Assistant Business Operations Systems That Will Make Your Biz Run Smoothly ! It deep-dives into the day-to-day systems you need, including:

• Client Management
• Task Management
• Email Management
• Business Management
• Prospect Management

Bonus Tip: Must-Have Tools

While researching how to start a Virtual Assistant business, you must have noticed that you will need some digital tools, too. Knowing what techie tools you need in your tool belt is essential. I know it can be overwhelming and confusing, so I invite you to check out my blog post: Set-Up These 16 Must-Have Tools For Virtual Assistants Before You Launch Your Biz .

Well, that’s The Ultimate VA Success Guide: How To Start A Virtual Assistant Business . Has it helped you? Do you have questions? Let me know in the comments below.

Now, build your freedom-based business with tech at the core!

Thanks for reading – Susan

PS: Ready to embark on the journey of building a freedom-based business? Join me in Techie Biz in a Box , your comprehensive guide to leveraging systems, automation, and tech. Discover how to streamline your processes and reclaim precious time for the things you love. 

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I’ve decided to open a VA business with a like-minded friend of mine. We are both still working full time, but excited about the possibilities of what the future may hold for us. It is very overwhelming to try to understand where to start and with what, but doing your free VA Training plus absorbing as much as I can on your website, it feels like I’m slowly getting to the point where I can confidently say “I’m as ready as I’ll ever be!” I’m looking forward to continuing learning from you! Thank you for a wonderful website and great products.

Hi Amanda, thank you so much for taking the time to comment I appreciate it. You can do it! Just focus on the next step not the entire journey.

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Virtual Assistant Business Plan Template

Published May.23, 2018

Updated Apr.24, 2024

By: Noor Muhammad

Average rating 3.4 / 5. Vote count: 8

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Table of Content

Virtual assistant business plan for your own VA service

Are you planning to open a virtual assistant business? Nowadays, having a VA for your business is essential to be successful. Entrepreneurs, startups and small business owners struggle with common problems from time, creativity, technological knowledge, organization skills, lack of staffing and directions to mention but a few. Virtual assistants assist you to ruin your business smoothly, balance and securely. According to research, many people across the United State agree there are many benefits of virtual assistants. More than 60 percent respondents indicate convenience in daily life by using VA services.

Executive Summary

2.1 the virtual assistant business.

The Virtual Assistant business will be registered using the name Working Bee and will be situated in San Francisco, California. The business will be owned by Nellie Daniel who is an experienced virtual assistant.

2.2 Management of Virtual Assistant Service

Nellie Daniel manager and owner of Working Bee is an expert virtual assistant who has worked extensively in the virtual assistant industry for over 20 yrs. During her career, Nellie worked with top Virtual assistant companies across the United States. Considering her extensive VA experience, it wasn’t a challenge for her to come up with a virtual assistant business model .

2.3 Customer Focus

Prior starting a virtual assistant business, it is essential to have an in-depth understanding of your local VA market and analysis. Working Bee plans to set up its operation in a strategic location with many entrepreneurs, startups and small business owners. Nellie plans on starting a virtual assistant business checklist to make sure the business starts on the right footing to be successful.

2.4 Business Target

Working Bee plans to offer virtual assistant services to a wide range of customers around the facility. Working Bee intends to come up with a creative marketing approach to stay on top of competition and get good market.

Company Summary

3.1 company owner.

Nellie Daniel is an experienced virtual assistant specialist with a successful career journey in the VA industry. Having worked for different companies across the United States, she understands the necessary procedures on how to start virtual assistant business .

3.2 Aim of Starting the Virtual Assistant Business

Nowadays, small businesses and entrepreneurs need to outsource some of their responsibilities to VA companies for their businesses to grow. The fact that virtual assistants contribute a lot to business growth has made many people opt to use them. With VA trend sweeping across the U.S. Nellie thought it was the right time to start a virtual assistant company to address the market needs.

3.3 How the Virtual Assistant Business will be Started

With over twenty years’ experience in the virtual assistant industry, Nellie Daniel enjoys great experience in the industry. For this reason, she has a keen understanding on what is required to start the business. After carefully studying virtual assistant trends, Nellie has worked closely with experts to come up with a detailed financial plan.

Services for Customers

Virtual assistant companies offer a wide range of services to make a business run smoothly. Instead of small businesses and entrepreneurs hiring full time employees, virtual assistant companies avail services at an affordable fee in accordance to customer preferences. Working Bee intends to offer a wide range of VA services to cater for the needs of various customers. When planning how to start your own virtual assistant business , you should carry out a survey on the market to determine which kind of customers you are looking for. In this case, Working Bee plans to offer the following services:

• Offer a wide range of services in virtual assistant and admin.
• Offer web design and SEO services.
• Offer social media and digital marketing services.
• Offer graphic and banner services.

The virtual assistant industry is ranking in impressive numbers in recent years and for this reason, people venturing into the industry are witnessing fast growth and high profitability.

Marketing Analysis of Virtual Assistant Business Company

According a survey by the Virtual Business Alliance, a global consortium of virtual assistant trade organizations, the average full-time virtual assistant working in the United States grossed $39,452 last year.

When coming up with a virtual assistant business plan , it’s essential to do your homework well. Understanding your local market is the ticket to give you intimate knowledge of local trends. Many virtual assistant companies are being set up to meet the growing demand for VA services and an attractive customer business plan virtual assistant approach is required.

5.1 Market Segment

In order to ensure Working Bee meets its responsibilities, the company will focus of offering on demand VA services. The aim is to keep introducing a wide array of services associated with virtual assistant. A good virtual assistant business plan template should effectively identify potential customers for the business. Working Bee will basically reach out to small businesses and entrepreneurs interested in VA services. After an in-depth market research, Working Bee has identifies the following customer to patronize the company.

5.1.1 Small Businesses

One of the biggest markets for Working Bee is small businesses who are don’t want to have employees full time. The concept of virtual assistant has been embraced by many small businesses that still don’t have enough money to commit to full time employees but want to outsource some of their services. Some of the common services these businesses need a help with include data entry, lead generation, inbound campaigns and customer care services among others.

Statistics indicate small businesses that have been successful have used the services of a virtual assistant on their businesses. The growth witnessed in the virtual assistant industry has been attributing to an increase number of small businesses who wish to grow and be successful. This free virtual assistant business plan template is designed to focus on reaching out to current small businesses in bid to encourage them to use VA services.

5.1.2 Entrepreneurs

This group consists of customers who are looking running their businesses from home. Today, many people have embraced entrepreneurship and thus the need of VA services has grown tremendously. Working Bee plans to create a comprehensive and attractive VA services plan that will attract entrepreneurs to use its services. Working Bee will have an experienced team that will handle entrepreneur’s needs perfectly for them to grow their business.

5.1.3 Digital Marketing Companies

The use of virtual assistant services has gained momentum attracting even digital marketing companies. Today, many small businesses and entrepreneurs are in need of digital marketing services to grow their businesses. With the flow of ready customers for digital marketing companies, they require VA services to deliver their services smoothly. With the increase interest in virtual assistant services, there’s a great market for Working Bee to explore.

5.1.4 Writing Companies

According to Working Bee free virtual assistant business plan , writing companies are also a big market to pursue. Working Bee plans to offer writing, translation and transcribing services to these companies.

5.2 Business Target

Everyone wants to become a VA and Working Bee has an excellent opportunity to launch its services on the market. San Francisco is a big city and Working Bee intends to set up in a strategic location with many small businesses, entrepreneurs and startups. In order to boost revenue, Working Bee plans to offer a variety of services for its customers. With a good strategy in place, Working Bee hopes to achieve a 60-70% increase in annual sales.

5.3 Product Pricing

When you decide to start virtual assistant business , it is necessary to do a market study and compare prices from competitors. Given the increasing number of VA companies, Working Bee is keen to have competitive pricing in order to stay on top of the games and complete with other industry players.

The VA industry is experiencing rapid growth as the virtual assistant services are becoming more embraced by many companies and businesses. With more businesses and entrepreneurs keen on running their businesses smoothly to achieve growth, outsourcing their work to virtual assistant companies has become inevitable. Working Bee plans to use the best virtual assistant business ideas to remain relevant in the fast growing industry.

6.1 Competitive Analysis

Working Bee plans to come up with a business model that will sustain business operations and ensure customers enjoy superior quality products. There are other virtual assistant companies in the city but the business has identified strategies to help remain ahead of competitors.

6.2 Sales Strategy

For Working Bee to attain its sales goals, the following strategies plans have been identified to help market the business.

• Plan an event to show customers what kind of services you plan to offer.
• Offer product and customer service training sessions to keep staff up to date about the latest virtual assistant services available. Doing this empowers staff to convince customers why they should spend their money on Working Bee.
• Embrace SMS text messaging as a way to retain clients and build long-term customer relationships and loyalty.
• Place signage at strategic points within the customer target areas to create awareness and market the business.
• Advertise the virtual assistant business on local media channels such as radio, newspapers and television
• Use social media channels such as Facebook, Twitter and Instagram to market Working Bee.

6.3 Sales Forecast

To achieve its targets, Working Bee has formulated a sales forecast to demonstrate how the business will perform when it starts operations. In order to be successful, you need to learn how to start your own virtual assistant business with the right sales forecast.

Personnel Plan

Working Bee hopes to employ well trained and experienced team to run the operations of the virtual assistant company on a daily basis. Starting your own virtual assistant business , you should include a personnel budget to enable the business have an idea of how much it will spend on salaries.

7.1 Personnel Plan

Working Bee is owned by Nellie Daniel who will also be the manager of the VA Company. As preparations are put in place for the business to start operations to the public, the following staff will be employed in the company.

Owner/Manager 2 Marketing Executives 1 Cashier 5 Writers 2 Translators 10 Virtual Assistants

Successful applicants will be undergo training to familiarize themselves with company operations to boost productivity and performance. They will also be allocating some time for bonding activities to encourage the team work spirit.

7.2 Average Salaries

Working Bee plans to compensate its members of staff the following salaries within the first three years of operation. If you plan to start a virtual assistant business , you must allocate finances for their salaries.

Financial Plan

Working Bee has come up with a detailed financial plan that will guide the operations of the company. Initial capital and business expenses need to be well-defined when starting a virtual assistant business . In this business plan, Nellie Daniel will finance the virtual assistant business assisted by two investors. Once a defined approach on how to set up a virtual assistant business has been unveiled a bank loan for business will be secured to help finance budget deficiencies.

8.1 Important Assumptions

Financial forecast for Working Bee shall be based on the assumptions below.

8.2 Brake-even Analysis

The Brake-even Analysis for Working Bee is shown in the graph below.

8.3 Projected Profit and Loss

Profit and Loss information for the virtual assistant calculated on a monthly and annual basis is shown below.

8.3.1 Monthly Profit

8.3.2 yearly profit, 8.3.3 monthly gross margin, 8.3.4 yearly gross margin.

Profit and Loss Analysis for Working Bee is shown below.

8.4 Projected Cash Flow

Below is a summary of pro forma cash flow, subtotal cash received, subtotal cash spent on operations, subtotal cash spent and subtotal cash from operations.

8.5 Projected Balance Sheet

Below is a Projected Balance Sheet for Working Bee that shows assets, capital, liabilities, long term assets and current liabilities.

8.6 Business Rations

The following is the Ratio Analysis, Business Ratios and Business Net Worth for the virtual assistant company.

Download Virtual Assistant Business Plan Sample in pdf

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BUSINESS STRATEGIES

How to start a virtual assistant business in 8 steps

• Jeremy Greenbaum
• 12 min read

If you have a passion for organization, enjoy providing administrative support and love helping others succeed, starting a virtual assistant business can be an exciting and fulfilling endeavor. In this guide, we'll walk you through the journey of turning your virtual assistant dream into a thriving business. From honing your skills to setting up a professional business website , we'll cover everything you need to know to successfully start a business as a virtual assistant.

What is a virtual assistant business?

A virtual assistant business is a service-based type of business that offers administrative, creative or technical support to individuals and businesses remotely. Virtual assistants provide a range of services, such as scheduling appointments, managing emails, handling social media, conducting research and more. They are highly skilled professionals who work from their own locations, leveraging technology to assist clients effectively.

Due to their nature, virtual assistant businesses can be thought of as boring businesses . Boring in this context is a good thing, meaning this type of business is always in demand, reliable and steady.

Why start a virtual assistant business?

The virtual assistant industry grew by approximately 40 % in 2020 and has continued to increase in recent years .

The demand for virtual assistants is driven by several factors. With the rise of remote work and the increasing need for flexible support services, businesses and professionals are turning to virtual assistants to handle administrative tasks, manage schedules, handle customer support, and more. Virtual assistants have become an integral part of outsourcing certain professional tasks, providing cost-effective solutions for businesses and individuals.

The growth of technology, communication tools, and online platforms has also contributed to the rise of virtual assistants. These advancements have made it easier for virtual assistants to collaborate with clients remotely, work across different time zones and offer their services to a global clientele.

How profitable is a virtual assistant business?

The profitability of a virtual assistant business largely depends on your ability to deliver high-quality services, attract clients, and manage your business efficiently. Some successful virtual assistant can achieve a comfortable income, while others may start with lower earnings and gradually increase their rates as they gain experience and build a solid reputation. Thorough planning, effective time management, exceptional customer service, and ongoing skill development are essential for building a profitable business and to making money as a virtual assistant.

How to start a virtual assistant business in 8 simple steps

Embarking on the journey of starting a virtual assistant business requires careful planning, financial considerations, and adherence to legal requirements. In this section, we'll guide you through eight essential steps to turn your virtual assistant dream into a thriving business.

Craft a solid business plan

Determine your business structure and management approach

Secure financing or capital

Establish accounting and bookkeeping systems

Select a space to work

Name your business

Obtain required licenses and permits

Develop a strong online presence

01. Craft a solid business plan

Creating a well-thought-out business plan serves as your roadmap to success. It outlines your goals, target market, competition analysis, marketing strategies, financial projections and operational plans. Your virtual assistant business plan should include:

Executive summary : A concise overview of your virtual assistant business concept, mission and attributes that will set you apart.

Market research: Identify your target market, analyze industry trends and understand client needs and preferences.

Competitive analysis: Study existing virtual assistant businesses, identify their strengths and weaknesses and differentiate yourself.

Marketing and sales: Develop a marketing strategy to attract clients, establish your brand and build strong client relationships.

Financial projections: Create a comprehensive financial forecast, including startup costs, monthly expenses, revenue projections and profitability analysis.

Business triage: An essential part of any small business owner's management plan, a business triage is a system for assessing, diagnosing and prioritizing business problems or issues.

02. Determine your business structure and management approach

Decide on the legal structure and business entity for your virtual assistant business, such as a sole proprietorship , partnership , limited liability company (LLC) or corporation . Different business types have different protections as well as legal and tax implications. Consult with an attorney or accountant to determine the most suitable structure for your business. Decide how you will manage your business, including defining roles and responsibilities, employee management (if applicable) and operational procedures.

03. Secure financing or capital

Securing adequate financing and startup capital is crucial for setting up your virtual assistant business. Funding options may include bootstrapping from personal savings, small business loans, microfinance , investors or crowdfunding. Research and compare different avenues through which to raise money for your business to determine the best fit for you.

How much does it cost to start a virtual assistant business?

The cost to start a virtual assistant (VA) business can vary widely depending on factors such as the services you plan to offer, your location, marketing strategies, and the tools you choose to use. Generally, it should cost anywhere from around US$500 - US$3,000 to start a virtual assistant business. Here's a breakdown of potential costs (all are in US$), along with approximate numbers to give you an idea:

Existing computer or laptop : $0 (if you already have a suitable device)

High-speed internet connection: $30 - $100 per month

Office suite software (e.g., Microsoft Office or Google Workspace): $0 - $50 per month

Communication tools (e.g., email, messaging apps): $0 - $20 per mont

Project management tools (e.g. Monday): $0 - $30 per month

Time tracking and invoicing software : $0 - $20 per month

Cloud storage : $0 - $10 per month

Website design : $0 (using small business website builders ) or $300 - $1,000+ (if hiring a web designer)

Legal fees (business registration, contracts, etc.): $200 - $500, state dependent

Accounting services: $100 - $300 per month (can vary based on complexity)

These are rough estimates and your actual costs may vary. Keep in mind that some costs are one-time expenses, while others are recurring monthly or yearly fees.

04. Establish accounting and bookkeeping systems

Getting the right systems in place for your accounting and bookkeeping is essential for tracking expenses, managing cash flow and ensuring financial transparency. Consider hiring an accountant or bookkeeper to assist with tax compliance and financial analysis or use an accounting software to help you stay on top of things.

05. Select a space to work

When choosing an office for your virtual assistant business, you’ll want to conduct thorough research, visit potential locations, and negotiate lease terms that align with your business plan and budget. Consider what your needs will be and make sure your space delivers so you can put your best foot forward. Once your space is secured, ensure you have the necessary technology, equipment and a reliable internet connection to support your work.

06. Name your business

Don't forget to choose a name for your business that is both memorable and reflects your company values. Think about your industry, your experience and what sets you apart from the competition. For additional inspiration on how to name a business , consider using a business name generator .

07. Obtain required licenses and permits

You'll need to register your business with the appropriate authorities and obtain necessary permits and licenses, depending on your location and the specific services you offer. This may include local business licenses, professional certifications or permits specific to the virtual assistant industry. Maintaining compliance ensures that your virtual assistant business operates legally and upholds professional standards while providing top-notch services to your clients.

08. Develop a strong online presence

Making a website can help showcase your virtual assistant services and attract potential clients. A business website allows you to establish credibility, display your skills and expertise and provide a platform for client inquiries and testimonials. Don't forget to leverage online marketing strategies, such as social media, content marketing and networking, to promote your virtual assistant business effectively. A virtual assistant business is a great online business idea , make sure your website sets you up for success.

Learn more about what is a virtual assistant website and why you need one.

Thinking of starting another type of business? Check out some of these creative service business ideas to help get you started .

Tips for managing a virtual assistant business

Operating and managing a virtual assistant business requires efficient systems as well as attention to detail and quality. In this section, we'll explore five essential steps to effectively manage your virtual assistant business.

Streamline task management and client communication

Maintaining an organized workflow system is crucial to ensure smooth operations. Consider the following key steps:

Task management: Utilize project management software or tools to track client assignments, prioritize tasks and set deadlines. This helps you stay organized and deliver projects efficiently.

Client communication: Establish clear channels of communication with your clients, whether through email, project management platforms or virtual meeting tools. Promptly respond to client inquiries, provide progress updates and maintain strong lines of communication.

Leverage technology for efficiency and collaboration

Leveraging technology can streamline operations and enhance your virtual assistant services. Consider investing in:

Productivity tools: Utilize time-tracking apps, task management platforms and collaboration tools to optimize your efficiency and effectively manage client projects.

Virtual communication: Make use of video conferencing, instant messaging and virtual collaboration tools to communicate effectively with clients. Virtual meetings allow for face-to-face interactions, fostering stronger relationships and clearer communication.

Establish standardized processes

Consistently delivering high-quality work is paramount in building a strong reputation as a virtual assistant. Implement the following practices:

Standardized processes: Develop standardized procedures for common tasks and projects to ensure consistency and efficiency in your work. Document processes, templates and best practices to streamline your operations.

Quality assurance: Perform regular quality checks on your work to maintain accuracy, professionalism and adherence to client requirements. Review and refine your work before submitting it to clients.

Foster strong client relationships

Nurturing strong client relationships is vital for the success of your virtual assistant business. Consider the following strategies:

Effective communication: Maintain open lines of communication, actively listen to client needs and provide regular progress updates. Promptly address any concerns or issues that arise to build trust and confidence.

Personalized approach: Tailor your services to meet each client's specific needs and preferences. Understanding their business goals and challenges allows you to provide customized solutions and exceed expectations.

Invest in continuous learning and professional development

Stay ahead in the virtual assistant industry by continuously learning and developing your skills. Devote time and resources to honing the following areas:

Industry knowledge: Stay updated with the latest industry trends, tools and technologies through online resources, industry forums and professional networks.

Professional development: Attend webinars, workshops and training programs to enhance your skills in areas such as project management, time management and communication.

Expand service offerings: Continuously assess market demands and explore new service offerings that align with your skills and expertise. Offering a diverse range of services allows you to cater to a broader client base.

Tips for marketing your virtual assistant business

Once you've launched your virtual assistant business, effective promotion is essential to attract clients and establish a strong brand presence. Here are five tips to help you promote your virtual assistant business successfully.

Network to expand your client base

Networking plays a vital role in growing your client base and establishing valuable connections within the industry. Consider the following networking strategies:

Industry collaborations: Partner with complementary service providers, such as web designers, graphic artists or content writers, for joint marketing initiatives or referral programs. This allows you to tap into their client network and vice versa.

Professional association membership: Join virtual assistant industry associations and attend networking events, webinars or conferences. Engage with fellow virtual assistants, share knowledge and build relationships that can lead to potential client referrals.

Implement effective marketing strategies

To reach a wider audience, invest in well-planned marketing strategies that combine online and offline tactics. Make sure you invest in the following:

Online presence: Make a website for your virtual assistant business using platforms like Wix , showcasing your services, expertise and client testimonials. You should also be sure to optimize your website for search engines to improve visibility.

Branding: Establish a strong brand identity that resonates with your target audience. Utilize a professional logo maker to explore different logo ideas and create a unique logo that reflects your business. Then, consistently utilize your branding assets across all marketing materials to build recognition and reinforce your brand image. Check out our Tech Logo Maker page from some inspiration.

Content marketing: Produce informative blog posts, articles or video tutorials that demonstrate your expertise and provide value to your target audience. Share these resources on your website and through social media platforms to attract potential clients.

Participate in industry events and webinars

Participating in industry events and webinars offers valuable opportunities to network with potential clients and establish yourself as an expert in your field. Think about exploring the following options:

Virtual summits and conferences: Attend virtual assistant summits, industry conferences or webinars to connect with potential clients, gain insights from industry leaders and showcase your skills and services.

Guest speaking engagements: Offer to be a guest speaker or panelist at relevant events or webinars, sharing your expertise and providing valuable insights to the audience. This can help you gain visibility and establish credibility.

Leverage the power of testimonials and referrals

Client testimonials and referrals are powerful tools for building trust and attracting new clients. Consider the following approaches:

Testimonials: Collect testimonials from satisfied clients and display them prominently on your website or social media profiles. Request permission to share case studies highlighting successful projects you have completed for clients.

Referral program: Implement a referral program where existing clients are incentivized to refer your virtual assistant services to their network. Offer discounts, free services or other rewards to clients who bring in new business.

Engage on social media for community building

Social media platforms are essential for engaging with your audience, building brand loyalty and creating a community of potential clients. Here are some specific platforms and content strategies:

LinkedIn: Utilize LinkedIn to showcase your professional background, share industry insights and connect with potential clients. Join relevant virtual assistant groups and participate in discussions to expand your network.

Facebook groups: Join and actively participate in Facebook groups relevant to your target audience, such as small business owners or entrepreneurs. Offer helpful advice, answer questions and build relationships with potential clients.

Benefits of starting a virtual assistant business

There are many reasons why you might want to start a virtual assistant business. Here are a few of the most common:

Be your own boss: As a virtual assistant, you have the freedom to set your own schedule, choose your clients, and decide on the types of services you want to offer. You have full control over your business and can shape it according to your skills, interests, and lifestyle.

Flexibility and remote work: A virtual assistant business provides the flexibility to work from anywhere with an internet connection. You can work from home, a co-working space, or even while traveling. This flexibility allows you to achieve a better work-life balance and accommodate personal commitments.

Diverse clientele and skill development: As a virtual assistant, you have the opportunity to work with clients from various industries and backgrounds. This exposes you to different types of tasks and challenges, allowing you to expand your skill set and knowledge base.

Low startup costs: Compared to many other businesses, starting a virtual assistant business typically requires minimal upfront investment. You may already have the essential equipment, such as a computer, internet connection, and communication tools. This makes it a cost-effective option for aspiring entrepreneurs.

Challenges of starting a virtual assistant business

Here are a few common pitfalls to avoid when starting a virtual assistant business:

Overpromising and under delivering: Setting unrealistic expectations or failing to meet client deadlines can erode trust and harm your business reputation. Be transparent about your capabilities and ensure you can consistently deliver on your commitments.

Lack of diversification: Relying heavily on a single client or a limited range of services can create vulnerability in your business. Diversify your client base and expand your service offerings to mitigate risks and maximize growth opportunities.

Inadequate time management: Poor time management can lead to missed deadlines, rushed work and compromised quality. Implement effective time management techniques and tools to maximize productivity and ensure timely delivery of client projects. Some project management software examples include Trello, Asana or Todoist.

Examples of virtual assistant businesses on Wix

If you’re unsure where to start with your website, take a look at some of these virtual assistant businesses to get your creative juices flowing.

3rd Party Virtual Assistance is a technology-powered virtual assistant company with a full roster of experienced, college educated administrative assistants. They offer no-contract plans, which gives their clients the flexibility to cancel at any time.

Tikino Virtual Assistants is a full service virtual assistant service that offers top quality virtual assistant services for any industry. They offer you increased productivity by taking care of the tasks you don’t have time for.

Innovative Virtual Assistance understands that running an efficient business takes a lot of time and effort. Their dedicated, attentive VAs will manage your calendar appointments, emails and many other tasks that come up so you can focus on building your empire.

Virtual Blue Chip is a full service virtual assistant service, offering quality virtual assistant services to get your schedule back on track. Their assistants’ skills drive productivity, no matter what industry you’re in.

For more inspiration, you can check out these service business examples to help you get started:

How to start a virtual assistant business FAQ

The cost to start a virtual assistant business is relatively low. You'll need to invest in some basic equipment, such as a computer, internet access and a phone. You may also want to invest in some business-related software, such as a customer relationship management (CRM) system or a project management tool.

However, you can start a virtual assistant business with very little upfront investment. For example, you could start by offering your services to friends and family on a freelance basis. Once you have built up a client base, you can start to invest in more sophisticated equipment and software.

Can a virtual assistant start his own business?

How do i become a paid virtual assistant, what are the best ways to make money as a virtual assistant, state-specific resources for how to start a virtual assistant business.

When looking to start a virtual assistant business in a specific state you can check out some of these resources to ensure you abide by state-specific laws and get the right info for your specific area:

Start a business in Florida

Start a business in California

Start a business in Washington

Start a business in Ohio

Start a business in New York

Start a business in Texas

Start a business in Colorado

If you can’t see your chosen state here, you can use the search bar in the Wix Blog to find all the information you need.

Other business ideas you might be interested in starting and how to go about starting them:

How to start an online business

How to start a consulting business

How to start a fitness business

How to start a fitness clothing line

How to start a makeup line

How to start a candle business

How to start a clothing business

How to start an online boutique

How to start a T-shirt business

How to start a jewelry business

How to start a subscription box business

How to start a beauty business

How to start an eCommerce business

How to start a dropshipping business

How to start a farming business

How to start a plumbing business

How to start a food prep business

How to start a rental property business

How to start a print on demand business

How to start a service business

Music business ideas

Restaurant business ideas

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Paper Chaser

Virtual assistant (va) business plan template & workbook.

When I started my Virtual Assistant (VA) business in 2006 the industry was so new there were no training programs. I utilized business startup resources available to me:

Coastal Carolina Community College Small Business Center Jacksonvillle*Onslow Chamber of Commerce My professional network

In order to help others during the startup phase, I created two (2) easy-to-use tools:

Business Plan Template Filling In The Blanks of Your Business Plan Workbook

• VA Business Plan Template

VA Business Plan template designed exclusively for Virtual Assistants by Paper Chaser Biz LLC. Includes Pricing Structure and Competitive Analysis as well as instructions, pre-filled sections and annotations.

This Business Plan template can be used by both start-up and operational Virtual Assistant business owners.

Virtual Assistants (VA)s have often been coined as “pain relievers” because we help ease our client’s workload and foster a peace of mind in knowing tasks/projects that have been on their back-burner are now completed or being handled properly. Pain relief for the client. This VA Business Plan template provides pain relief for YOU!

Does writing a Business Plan seem impossible? Not sure where to start? Have you been running your Virtual Assistant business without an official plan in place?

Business Plans often go unwritten – my goal in creating this step by step VA Business Plan template is to ease YOUR pain in taking one of the first steps to establishing or outlining your VA Business. This basic VA Business Plan template designed exclusively for Virtual Assistants is presented as a “working document” for you to use as a guide to customize and meet your VA business needs.

Use this VA Business Plan Template , designed exclusively for Virtual Assistants by Paper Chaser Biz LLC, to put your plan in place. Upon completion, you will have a business plan which guides your business to success and a beeline income you desire.

This comprehensive VA Business Plan Template contains customizable sections:

• Executive Summary
• Goals & Objectives
• Description of Services
• Organizational Matters
• Marketing Plan
• Competitive Analysis
• Start Up Expenses

Build your business plan easily using this fillable VA Business Plan Template .

Filling in the Blanks of Your Business Plan Workbook

Filling in the Blanks of Your Business Plan workbook is designed exclusively for Virtual Assistants, and is presented as a “working document” containing notes and annotations for you to use as a guideline to customize your very own VA Business plan.

Whether your VA Business is in start-up mode or perhaps you hit the ground running with your VA Business and never had time to put your actions onto paper – this easy to use workbook to help you fill in the blanks of your VA Business Plan is for you!

Filling in the Blanks of Your Business Plan Workbook . The goal of this workbook is to help you complete a business plan so you can get to your first dollar faster! At the end of this workbook you will have a complete plan at hand to guide your business as a Virtual Assistant (VA). Filling in the Blanks of Your Business Plan workbook is designed exclusively for Virtual Assistants.

Filling in the Blanks of Your Business Plan Workbook provides instructions and content for the key elements of your business plan:

• Goals and Objectives
• Description of Products and Services

Just simply fill in the blanks! Really, it is that easy.

Questions about VA Business Plan, Filling in the Blanks of Your Business Plan Workbook, or VA business startup? Contact Melissa .

(910) 389-5771 [email protected]

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Virtual Assistant Business Plan Template [Updated 2024]

Virtual Assistant Business Plan Template

If you want to start a virtual assistant business or expand your current virtual assistant company, you need a business plan.

Fortunately, you’re in the right place. Our team has helped develop over 100,000 business plans over the past 20 years, including thousands of virtual assistant business plans.

The following virtual assistant business plan template and example gives you the key elements you must include in your plan. In our experience speaking with lenders and investors, the template is organized in the precise format they want.

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.  

Example Business Plan For Virtual Assistant Businesses

I. executive summary, business overview.

[Company Name] is a new company based in [location] that offers administrative virtual assistant services. Some of these services include scheduling appointments, responding to emails, and managing social media accounts. [Company Name] aims to provide high-quality services and great customer service in order to establish long-lasting relationships with clients and partner companies.

Services Provided

[Company Name] offers a variety of administrative virtual assistant services to help other companies and solopreneurs. Some of these services include:

• Schedule appointments and manage calendars
• Schedule travel arrangements
• Make and take phone calls
• Write and respond to emails
• Research leads
• Basic accounting tasks
• Social media management

Customer Focus

[Company Name] will work with any companies or solopreneurs in need of a temporary or permanent administrative virtual assistant. Though the company is based in [location], the company operates remotely, which makes it available to most companies in need of these services.

Management Team

[Company Name] is run solely by [Founder’s Name], who has been providing administrative assistant services for [X] years. She operated as an administrative assistant for a variety of companies, juggling a large list of responsibilities that are essential for a business’s survival and growth. After mastering multiple skills and receiving many positive testimonials and reviews, [Founder’s Name] is ready to establish her own administrative virtual assistant business and help clients worldwide.

Success Factors

[Company Name] is uniquely qualified to succeed due to the following reasons:

• [Founder’s Name] has a track record of success as an administrative assistant.
• [Company Name] is fully online and remote, meaning it can serve companies from all over the world.
• Virtual assistants are in high demand worldwide by companies of all industries and markets.

Financial Highlights

[Company Name] is currently seeking $50,000 to launch. Specifically, these funds will be used as follows:

• Equipment: $15,000
• Working capital: $35,000 to pay for marketing and lease costs until [Company Name] reaches break-even

Top line projections over the next five years are as follows:

II. Company Overview

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[company name]’s history.

[Founder’s Name] incorporated [Company Name] as an LLC on [date of incorporation]. The business is currently being run out of the [Founder’s Name]’s home office but will move to an office location once the lease is finalized.

Since incorporation, the Company has achieved the following milestones:

• Found office space and signed Letter of Intent to lease it
• Developed the company’s name, logo, and website located at [website]
• Hired an interior designer for the decor and furniture layout
• Determined equipment and fixture requirements

[Company Name]’s Products/Services

Iii. industry analysis.

Virtual assistants are the backbone of any business. No company can operate without the administrative tasks that a great virtual assistant can provide. Traditionally, companies would hire a receptionist or administrative assistant to take on these duties. However, with the growth of the freelance/gig economy and the popularity of remote work, virtual assistants are quickly taking over this position. Virtual assistants provide all the work of administrative assistants but save companies an enormous amount of money. Therefore, these essential employees are in greater demand than ever.

Many markets and industries have responded positively to the availability of virtual assistants. According to PRNewswire, the virtual assistant industry is expected to grow at a rate of 11.79% over the next few years. This is substantial growth and just goes to show how essential virtual assistants are for companies. Therefore, there has never been a better time to start a virtual assistant business.

IV. Customer Analysis

Demographic profile of target market.

[Company Name] will provide services to businesses and solopreneurs across the globe. Since [Company Name] is a remote virtual assistant business, [Founder’s Name] will be open to helping most companies or entrepreneurs who need administrative help.

Customer Segmentation

Though [Founder’s Name] is open to working with a variety of businesses, she expects to work primarily with the following three customer segments:

• Small businesses : Small businesses often see rapid growth and find themselves overwhelmed with all the day-to-day functions as they expand and take on new customers and clients. They need an experienced virtual assistant to help with the basic administrative tasks so they can focus on their services and products.
• Medium-sized businesses : Though medium-sized businesses are often stable enough to hire their own team of administrative assistants, many still look to virtual assistants to help with certain mundane administrative tasks and to cut down on costs.
• Solopreneurs : Solopreneurs often take on quite a bit of work but don’t have the resources to do it themselves or hire a large team. Therefore, they are often eager to hire a virtual assistant to help them with some of the more basic and routine tasks.

V. Competitive Analysis

Direct & indirect competitors.

The following companies and establishments are popular within the virtual assistant industry and, therefore, directly or indirectly compete with [Company Name].

Time etc. Time etc. is a virtual assistant company that connects companies with a network of experienced virtual assistants. Each virtual assistant that works for the company has five to eight years of experience, meaning clients are ensured great quality work and professionalism.

Though Time etc. is full of quality virtual assistant companies, the company itself needs to make a profit, so its services are often more expensive than just hiring a virtual assistant directly. This keeps many companies from utilizing their services and finding a virtual assistant they can hire directly instead.

Upwork Upwork has been the most popular freelance platform in the world for years. Companies have instant access to millions of freelancers who provide a variety of services, from writing and translation to coding or legal services. Companies can post a job for freelancers to apply to our purchase service packages that freelancers offer.

Though Upwork has been the #1 freelancing platform for years, the platform is often flooded with freelancers that vary in their quality, and it can be hard to find the right virtual assistant for one’s needs. Furthermore, the platform can be confusing to navigate, making the hiring process much more difficult.

Fiverr Fiverr is another freelancing platform that connects businesses with millions of freelancers located all around the globe. Businesses can find freelancers that offer all sorts of functions, from writing and marketing to data entry and coding. Whatever project or service is needed, a business can find a freelancer to help them out.

Despite Fiverr’s popularity, it is not a great service for companies looking to form long-term relationships with their virtual assistants. The primary form of connecting with a freelancer is by purchasing a one-time service. This makes it hard to find a virtual assistant to help out with ongoing tasks and responsibilities. Virtual assistant services are often ongoing, meaning it is not a great platform to find a long-term virtual assistant.

Competitive Advantage

[Company Name] enjoys several advantages over its competitors. These advantages include:

• Client-oriented service : [Company Name] will tailor its services to meet each client’s needs. [Founder’s Name] will work to establish trust and a relationship before starting work so that the company knows that she is the best assistant for their needs.
• Management : [Founder’s Name] has been extremely successful as an administrative assistant and has years of experience in most of the tasks that clients will request. Her knowledge and skills will provide a high-quality experience.
• Relationships : Having been an administrative assistant for [X] years, [Founder’s Name] has established a great rapport with many of her previous employers. Therefore, she has many testimonials and recommendations that will help her build a strong client base.

VI. Marketing Plan

You can download our Business Plan Template (including a full, customizable financial model) to your computer here. [Company Name] seeks to position itself as a respectable and highly rated virtual assistant company. Clients can expect to receive professional virtual assistant services for a moderate hourly rate.

The [Company Name] Brand

The [Company Name] brand will focus on the Company’s unique value proposition:

• Client-focused virtual assistant services, where the Company’s interests are aligned with the customer
• Service built on long-term relationships
• High-quality work across a variety of services

Promotions Strategy

[Founder’s Name] seeks to position herself as a high-quality, friendly, and convenient administrative virtual assistant. Clients can expect to receive high-quality services and create a long-lasting professional relationship with [Founder’s Name].

Website/SEO [Company Name] will develop a professional website that showcases [Founder’s Name]’s experience, portfolio, and professional services provided. It will also invest in SEO so that the company’s website will appear at the top of search engine results.

Social Media [Founder’s Name] will create social media accounts and invest in ads on all social media platforms. The company will use targeted marketing to appeal to our target demographics.

Referrals [Company Name] understands that the best promotion comes from satisfied customers. The company will encourage its clients to refer other individuals by providing discounts on future services for every new client produced. This strategy will increase in effectiveness over time.

Special Offers Offers and incentives are an excellent approach to bringing in new customers. The company will introduce special offers to attract new consumers and encourage repeat services, which will be quite advantageous in the long run.

Direct Mail [Company Name] will blanket local businesses surrounding its locations with direct mail pieces. These pieces will provide general information on [Company Name] and [Founder’s Name], and provide incentives to utilize her services.

Publications [Company Name] will advertise its services in key publications, including newspapers and area magazines. Additionally, the company will print brochures and place them at local businesses that may be interested in hiring a virtual assistant.

Pricing Strategy

[Founder’s Name] will charge her services on an hourly basis of $20/hr. This hourly rate will remain the same no matter what client she works with or which services she provides.

VII. Operations Plan

Functional roles.

In order to execute [Company Name]’s business model, the Company needs to perform several functions, including the following:

Service Functions

Administrative Functions

• Correspond with clients
• Create invoices
• Marketing functions

VIII. Management Team

Management team members, hiring plan.

[Founder’s Name] will solely run [Company Name] as a solopreneur and therefore doesn’t have a plan to hire other personnel at this time. However, if the company is in great demand, she will consider hiring other virtual assistants to take on some of the load.

IX. Financial Plan

Revenue and cost drivers.

[Company Name]’s revenue will primarily come from the fees charged for the virtual assistant services.

The major cost drivers include the purchase and maintenance of needed equipment and the lease costs.

Capital Requirements and Use of Funds

Key assumptions.

5 Year Annual Income Statement

5 Year Annual Balance Sheet

5 Year Annual Cash Flow Statement

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Virtual Assistant Marketing Plan Template

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

In the world of virtual assistant services, having a solid marketing plan is essential to stand out from the competition and attract your dream clients. But creating a marketing plan from scratch can be overwhelming and time-consuming. Enter ClickUp's Virtual Assistant Marketing Plan Template!

This template is specifically designed for virtual assistants like you, helping you streamline your marketing efforts and achieve your business goals. With ClickUp's Virtual Assistant Marketing Plan Template, you can:

• Define your target audience and create strategies to reach them effectively
• Identify your unique selling proposition and develop a strong brand presence
• Plan and execute marketing campaigns across multiple channels
• Track and analyze your marketing efforts to optimize your results

Don't waste any more time trying to figure out your marketing strategy on your own. Get started with ClickUp's Virtual Assistant Marketing Plan Template today and take your virtual assistant business to new heights!

Benefits of Virtual Assistant Marketing Plan Template

With the Virtual Assistant Marketing Plan Template, you can take your virtual assistant business to the next level by:

• Streamlining your marketing efforts and ensuring consistency across all channels
• Identifying your target audience and tailoring your messaging to attract the right clients
• Creating a strategic roadmap to reach your business goals and increase revenue
• Tracking your marketing activities and measuring their effectiveness
• Staying ahead of the competition with innovative marketing strategies and tactics
• Saving time and effort by using a pre-designed template that can be customized to fit your unique business needs

Main Elements of Virtual Assistant Marketing Plan Template

ClickUp's Virtual Assistant Marketing Plan template is designed to help you streamline your marketing efforts and achieve your goals efficiently. Here are the main elements of this List template:

• Custom Statuses: Keep track of the progress of your tasks with statuses like Cancelled, Complete, In Progress, Needs Input, Planned, and To Do.
• Custom Fields: Utilize 6 different custom fields including Quarter, Task Type, Impact, Progress, Percent Completion, and Effort to add specific details to your tasks and easily track their performance.
• Custom Views: Access 5 different views tailored to different aspects of your marketing plan, such as the Key Results view to monitor your objectives, the Timeline view to visualize your project schedule, and the Progress Board view to get a comprehensive overview of your tasks.
• Collaboration Tools: Collaborate seamlessly with your team using features like task comments, file attachments, and real-time notifications to ensure everyone is on the same page and working towards your marketing objectives.

How to Use Marketing Plan for Virtual Assistant

If you're a virtual assistant looking to create a solid marketing plan, follow these steps to make the most out of the Virtual Assistant Marketing Plan Template in ClickUp:

1. Define your target audience

Before you start marketing your virtual assistant services, it's crucial to identify your target audience. Determine who your ideal clients are based on factors such as industry, business size, location, and specific needs. This will help you tailor your marketing efforts to reach the right people.

Use custom fields in ClickUp to create categories for your target audience, such as industry, business size, and location.

2. Set your marketing goals

Clearly define your marketing goals to guide your efforts and measure your success. Are you aiming to increase your client base, generate more leads, or expand into a new niche? Setting specific, measurable goals will give you direction and help you track your progress.

Create Goals in ClickUp to outline your marketing objectives and set deadlines for achieving them.

3. Plan your marketing strategies

Now it's time to brainstorm and plan the strategies you'll use to reach your target audience. Consider a mix of online and offline tactics such as social media marketing, email campaigns, content creation, networking events, and partnerships. Choose strategies that align with your target audience and goals.

Use a Board view in ClickUp to create cards for each marketing strategy and move them through different stages, such as "Planning," "In Progress," and "Completed."

4. Implement and track your marketing efforts

Once you have your marketing plan in place, it's time to put it into action. Start executing your strategies and monitor their effectiveness. Track key metrics such as website traffic, social media engagement, lead generation, and client conversions. This data will help you identify what's working and what needs adjustment.

Utilize Dashboards in ClickUp to create visual reports and track your marketing metrics in real-time.

By following these steps and utilizing the Virtual Assistant Marketing Plan Template in ClickUp, you'll be well-equipped to market your services effectively and attract your ideal clients.

Get Started with ClickUp’s Virtual Assistant Marketing Plan Template

Virtual assistants can use this Marketing Plan Template to effectively promote their services and attract new clients.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a comprehensive marketing plan:

• Use the Key Results View to track your marketing goals and measure your progress
• The Timeline View will help you plan and visualize your marketing activities over time
• Refer to the Getting Started Guide View to get detailed instructions on how to use the template effectively
• The Objectives View will help you outline your marketing objectives and strategies
• Use the Progress Board View to monitor and update the status of your marketing tasks
• Organize tasks into six different statuses: Cancelled, Complete, In Progress, Needs Input, Planned, To Do, to keep track of progress
• Update statuses as you work through your marketing tasks to stay organized and informed.

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