Create Your Virtual Assistant Invoice Template for Production Effortlessly

Virtual assistant invoice template for Production

all right savvies let's do something fun today I'm going to give you a free virtual assistant business plan because why wouldn't I I'm going to tell you how to start a virtual assistant business it changed my life I'm ready for it to change your life too let's get to it if you don't know me I'm Abby Ashley founder of the virtual Savvy I started my own virtual assistant business in 2015 and it totally changed my life changed my family I'm now multi fig business owner and I love teaching other people how to live their freedom life so if that's something you're interested in learning more about you definitely want to subscribe to my channel and you want to hit that Bell to be notified when I release new videos it all right I'm going to break down for you inside of this video how to start a virtual assistant business giving you my entire virtual assistant business plan it's just nine steps now just because it's simple doesn't mean it's easy and I told totally recognize that and that's why you need Community right you need other people along this journey with you for when it does get difficult so if you're not already a part of a community we have one guess what it's free to join you can go to the link below to join our virtual assistant Community I know you're going to love it all right let's get to those nine steps step number one is that you want to choose the services that you're going to offer as a virtual assistant now there are so many different services that you could offer as a virtual assistant and so what my recommendation is is choose what you want to offer right what do you already have experience in and don't feel like you have to have the most advanced knowledge in order to get started right you can start as a virtual assistant just by offering invoice management right like sending out invoices calendar management helping a small business owner manage their calendar and correspond back and forth with people on appointments right appointment setting you can answer customer service emails oh my gosh this is such a valuable service to get that small business owner out of their inbox and put you into it this is huge you can do research and travel booking I mean there are so many services that you can offer even if you don't have a bunch of tech skills right yes there are a ton of more services you could do canva design you can be a Pinterest manager you can be a Tik Tok manager an Instagram manager right you can be an ads expert do SEO video editing help out with webinars be an online business manager a mentor or course creator there are so many different services that you can offer if you're like I still just don't know what is the right path for me I have a free quiz I'll link to it below and this actually will help you decide what your VA personality is and will give you some recommended services that you can offer based off of your personality it's pretty cool all right step number two in your virtual assistant business plan is to choose your hourly rate and design packages based off of that rate now as a new virtual assistant I would recommend doing 20 25 30 maybe even $35 an hour and doing an hourly rate is just going to be the easiest to do in the beginning now over time you may want to do more package based pricing so package based pricing would be like I do a website and it's $1,000 right like a simple website and what's cool about that is that if you know that it only takes 10 hours to do a website you're making $100 an hour and eventually if it takes you five hours to do that website then you're making $200 an hour right so that's the benefit of package based pricing eventually but when you're a new VA you don't know how long things take you right so what I recommend in the beginning of your business is that you just do hourly now you can use a Time tracking tool I recommend toggle oh my goodness we use toggle in our business I use toggle just to track my own time just to see where it's going I literally have a toggle clock like running right now to track the time that I'm spending on these videos cuz I want to know where my time is being spent right and what's cool about toggle is you can do custom reports for your clients and you can show them where the time is being spent it actually prints out these really cool looking reports so I recommend toggle for just tracking your time in the beginning and then you want to do your packages based off of just that hourly rate and you can see how simply this breaks down if you're doing a package of 10 hours and your rate is $30 an hour then you would do a $300 a month package same if you were doing 20 hour or a 40-hour package and then this package includes and this is just where you would list your services so inbox management invoicing calendar management Etc right so this is what a really good beginning virtual assistant package can look like step number three three in your virtual assistant business plan is to decide how much time you're going to be working in your business now you may be a stay-at-home mom you may be working a 9 to5 you may have different life circumstances alt together and so there's no wrong answer here I will say this if you're starting a virtual assistant business I would definitely recommend devoting at least 5 hours a week it's just hard to get traction with any less than five hours a week and so if you have five if you have 10 if you have 20 if you have 40 great right at the end of the day you have to decide how much time are you going to spend on your business and then you really need to block it out in your calendar right I'm a huge fan of Google Calendar all right so this is what my personal Google Calendar looks like and it's probably going to look a little different for you but for me I will spend time throughout the week I'll have dedicated time for meetings I have a deep work day where I try not to do anything else I have a fun day Fridays especially in the summer or just a family day where i'm trying not to work at all that day and so what I would do is if I had to have a meeting I would try to do it in the times that I'm not doing my deep work right and for you this might look different like I have a team so Tuesdays are really filled with Team meetings and I go live every Tuesday but you may have a set aside time for Discovery calls you may have a set aside time for doing you know client a is on Monday client B is on Tuesday or maybe you break up your day where you get all of your client work done in the morning and then you Market your business in the afternoon and maybe you have a full-time job and this looks totally different and you're looking at your evenings and your week weekends as when you're going to get those five or more hours per week to work on your business again it doesn't really matter what it looks like as long as you're breaking apart the time as long as you are deciding where your time goes and your calendar isn't dictating you right and so I would definitely recommend being proactive going ahead and whether it's in a paper calendar or in a Google Calendar like this time block go ahead and tell your time where it's going to go it has been an absolute game changer for for me step number four is to choose a name for your virtual assistant business now I see a lot of people get stuck at this point so if you don't have a name automatically if something doesn't just come to your brain you're like yes that's it you can go really really simple know that this could be changed later right so you can do something as simple as your name right when I started a Virgil assistant business it was literally Ashley assistants like that was it it's not super exciting but I was able to sell out my services build a multi6 figureure business from my basement apartment with the name Ashley assistant right like the name doesn't matter as much as I think that we think it does however spend some time on it if you want you could be do something fun you can do something creative at the end of the day decide when you're going to decide is my biggest recommendation for choosing your business name if it's a Monday right now you're watching this video say okay by the end of the day Friday at 5:00 P p.m. I'm going to tell somebody so that I'm going accountable whatever name I have by Friday at 5:00 P p.m. that's going to be my business name I'm just going to move forward with it right because this is one of those things that we can just get stuck on and just never move forward if we don't just decide to decide step number five is to set up your onboarding whenever a client says yes I want to work with you then what right you need to be able to answer that question and know what the steps are you're going to do a discovery call with them right to go ahead and tell them about your prices and your packaging are you to show them a portfolio of your pricing and packaging go ahead and set that up right if they say yes I'm ready what do I do where do I sign right have a contract for them to sign go ahead and know what it looks like to you know get their passwords or to communicate with them what your working hours are all of that is your onboarding system right and so there are a lot of tools that you can use in order to set up your onboarding system I love dubsado I love honeybook both of these are tools that a lot of our students use to set up their onboarding at the end of the day when someone says I want to hire you you need to know what comes next that happens in this step step number six set up your legalities again we talked about a contract but I cannot stress to you enough how important having a good contract is in your business you guys don't ever work with a client without a contract a contract is going to protect you legally right and so if you don't already have one we do have one in our VA toolbox I'll link to it below it is so worth investing in a contract especially one that you're not just pulling from the internet one that was made for virtual assistants okay so if you want access to that I will link to it below step number seven in your business plan you're going to need to set some goals right what do you want to achieve when do you want to have your first client buy where do you see your business a year from now how much do you want to be making right if I wanted to be making $10,000 a month in my business a year from now what I would do is I would do a 12month plan and I would break it apart and I'd say okay by month 12 I want my $10,000 month which means by month you know 11 I want to be making 9,000 by month let's see 10,000 9,000 8,000 by month month 10 this backwards math is getting difficult so you get the point right and how would you actually achieve that right what are you going to be doing to be able to get those clients how many of your package you created your package right how many of those packages would you need to sell in order to reach that income goal now you might be looking at the time you have in your business and you're like oo $10,000 a months is going to be like more than I can actually spend on the business right like that would be me working 80 hours or something right if you see that then part of your plan may be hey by the six- Monon Mark I want to hire a subcontractor so it's not just me doing the work you want to make your end goal and then work backwards to decide how you're going to get there all right step number eight is to start marketing your business yay here is where the rubber meets the road and where you can start telling people hey I'm open for business I'm ready to take on clients share it to your Facebook page tell your friends and family start looking for jobs on LinkedIn and inside of Facebook groups actually apply for job opport opportunities that you find this is the time to start marketing your business telling people hey I am here and I am ready I have tons of videos on how to Market your business my favorite one is this training the virtual savvy.com bbo it's actually a 60 Minute training that I go all into my favorite ways to Market your VA business so I'll make sure to link to that below but it's time here we go deep breath you can start telling people about your business and then step number nine is simply don't give up yes it can be difficult but I promise you it is so so worth it I never would have imagined when my friend said hey Abby you should think about becoming a virtual assistant that I would be sitting here talking to you years later my life completely changed I was able to retire my husband from his mind to five I'm able to have a flexible life where I'm there for my kids we've gone on such Incredible family vacations and I'm not saying this to brag I'm saying this because virtual assistance has changed my life and I love spreading this message to other people because I believe for the right person it can change yours too so don't give up remember your why it is so so worth it thank you guys so much again I hope that you've enjoyed this video this business plan is that stepbystep system and again do the plan when you work the system the system works right but you've got to put in the work you've got to dedicate that time and you've got to decide yes I'm going to do this even if it's difficult thank you so much again friends I'll see you in the next video