Welcome! Please fill out the contract portion of this welcome kit as well as the client questionnaire and return it to me via .
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- Aubrey Barnett
- 7 years ago
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1 Welcome! It s an absolute pleasure to be able to work together with you. I am honored that you have chosen me as your virtual assistant and I m very excited about the work we are going to create together. I am committed to providing the very best service to you as your virtual assistant and it is my number one goal to treat your business like my own. You can count on me to provide excellent customer service to you and your clients/customers. So, with that, welcome to my family of clients and if there is anything I can do to make our working relationship better, I d love to hear from you. In this welcome packet, you will find: A detailed explanation of how I work Contract Client Questionnaire Contact Information Please fill out the contract portion of this welcome kit as well as the client questionnaire and return it to me via . Sincerely, Stephanie VanTassell Independent Contractor
2 HOW I WORK What you can expect by working with me: All calls and s will be returned within 24 hours during business days (Monday Friday). That means I will: Go the extra mile to make clients happy Respond to and phone messages promptly Follow up with clients to ask for feedback Make recommendations and offer solutions Hours of Operations My business hours are Monday Friday 9am 5pm PST. My office is closed on Saturday and Sunday. Rush Jobs I understand that things pop up and you need help immediately. For rush jobs, you will be charged a 25% surcharge for less than 24 hours notice and 50% surcharge for evenings, weekends or U.S. holidays. Holidays SV Designs will take off all USA public national holidays in addition to the following religious holidays: Easter, Good Friday, Christmas. Referrals Referrals are our favorite way to gain new business. Any time that you generously make a referral to our business, please let us know and we will be sure to acknowledge you with a special gift. Each referral will credit client 5 free hours or a credit towards their next retainer plan purchase ONLY if a new client is signed.
3 Confidentiality I adhere to a strict confidentiality code and no information will be divulged to a third party. I take your confidentiality very seriously all passwords are encrypted and I use the highest level of internet security. If I need to use your credit card, I will shred the info after 1 use. Should the business tasks be allocated to someone internally (i.e. I bring on a new team member to support me), it is acknowledged that the Client should be introduced to the new project manager and approve the change.
4 CONTRACT Agreement This agreement is made effective as of (Date). By and between: (Client Name), and SV Designs, Stephanie VanTassell. In this agreement, the party who is contracting to receive services shall be referred to as Client, and the party who will be providing the services shall be referred to as Consultant. Therefore, the parties agree: Description of Services: Beginning on (Date), the Consultant will provide Business Services to the Client. Business services are defined as but not limited (enter in scope of the work to be managed by the virtual assistant for the client). It is understood that this work can evolve over time as new services are provided to the Client. Payment: The Consultant will provide Services to the Client at an hourly rate of (Enter Rate) per hour, with a 10 hour minimum a month. SV Designs billing month goes from the 1st-1st. The payment must be made monthly to the Consultant in the form of PayPal payment, bank wire or credit card to SV Designs. Payment is due before work will commence. There are no refunds given for work completed and billed for. In the event that the Client has an outstanding invoice, the charges shall accrue as follows: 5 days past due $25/late fee applies to the balance. The Consultant will cease all services and this agreement will be placed on hold until the Client has paid the total amount owed plus all applicable interest fees 2% of the balance. Relationship of Parties: It is understood by both parties that the Consultant is an Independent Contractor and is not an Employee of the Client. The Client will not provide benefits, including health insurance, paid vacation or any other Employee benefit for the Consultant. The Consultant is also responsible for her own taxes and other withholdings from her payments.
5 Entire Agreement: This Agreement contains the entire agreement of the parties and there are no other promises or conditions in any other agreement, whether oral or written. This Agreement supersedes any prior written or oral agreement between the parties. Amendment: This Agreement may be amended if the amendment is made in writing and is signed by both parties. All notices shall be deemed delivered when delivered in person, or deposited in the mail to the intended party s current mailing address. Severability: If any provision of this Agreement shall be held to be invalid for any reason, the remaining provisions shall continue to be valid and enforceable. If a court finds that any provision of the Agreement is invalid or unenforceable, but that by limiting such provisions, it would become valid and enforceable, then such provision shall be deemed to be written, construed and enforced as so limited. Waiver of Contractual Right: The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party s right to subsequently enforce and compel strict compliance with every provision. Non Disclosure: You will hold in confidence and not possess or use (except to evaluate within the proposed business relationship) or disclose any Proprietary Information except information you can document (a) is in the public domain through no fault of yours, (b) was properly known to you prior to disclosure by Company and you will not reverse engineer or attempt to derive the composition or underlying information, structure or ideas of any Proprietary Information.
6 The foregoing does not grant you a license in or to any of the Proprietary Information. The Client recognizes that the Consultant has and will have the following proprietary information: products, prices, future plans, client database and personal information. Other information (collectively Information ) which are valuable, special and unique assets of the Client. The Consultant agrees not to, at any time or in any manner, either directly or indirectly, use any Information for Consultant s own benefit, or divulge, disclose, or communicate any Information to any third party without the prior written consent of the Client. The Consultant will protect the Information and treat it as strictly confidential. Applicable Law This Agreement shall be governed by the laws of the (Enter Name of State or Country), the Consultant s state of business registration. Termination of the agreement: One month trial period and thereafter 1 week notice shall be given to terminate this contract by either side. Client Signature Date Consultant Signature: Date
7 CONTACT Stephanie VanTassell Office Phone: Website: /timeline/?ref=bookmarks'
8 RATES Hourly: $30.00 per hour 5 hour package: $ hour package: $ hour package: $400
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