Client Contract & Scope Kit for Virtual Assistants & Online Business Managers

Inside the kit

• Proposal template (Markdown + Word)
• Scope of Work template (Markdown + Word)
• Plain-English services agreement (Markdown + Word)
• Change-request triage + 10 scope-creep emails
• Revision & change log (CSV)
• Late-invoice emails + payment terms clauses
• Niche guide for VAs

Preview: what the niche guide covers

Typical deliverables to put in your SOW

• [N] hours/month of support in listed task categories
• Inbox and calendar management during agreed hours
• Weekly written status update
• Shared task tracker maintained daily
• Monthly hours report

Write these into "out of scope"

• Tasks outside listed categories (e.g. bookkeeping, design, ads management)
• Work outside agreed hours / weekends
• Urgent same-hour requests unless on a priority plan
• Paid tools and subscriptions
• Rollover of unused hours (unless stated)

Revisions vs. changes

Retainers drift by task-creep, not revisions. Keep a task category list in the SOW; new categories trigger a scope review, and hours over the cap need written approval.

Scope-creep red flags

• 'Quick favour' requests in DMs at 10 PM
• Retainer priced for 10 hrs, scope sized for 30
• Personal errands mixed with business tasks without discussion

More for freelancers

Want the full set? Get-Paid Bundle ($49) or the Everything Bundle ($69).