Virtual Assistant Retainer (6 Months) Proposal Template

Pitch your next virtual assistance retainer project with confidence with this fully customizable scope of work template that includes project phases, detailed services, and recommended pricing, so you can get to “yes” more quickly.

Virtual Assistant Retainer (6 Months) Scope of Work

Virtual Assistants (VAs) have emerged as a game-changing resource for businesses of all sizes, offering a blend of consistency and adaptability that traditional staffing models struggle to match. By engaging a VA on a 6-month retainer, companies can secure reliable, ongoing support without the commitment and overhead of full-time hires.

The 6-month Virtual Assistant retainer model is particularly beneficial for businesses with fluctuating workloads or those undertaking medium-term projects. It allows for the development of a strong working relationship, where the VA becomes familiar with the company's processes, culture, and goals. This familiarity translates into increased efficiency and effectiveness over time.

For Virtual Assistants, offering a 6-month retainer service can provide stable income and the opportunity to deeply integrate with a client's business. It allows for the showcasing of a broader skill set and the potential for increased responsibility and trust as the engagement progresses.

Our Virtual Assistant Retainer (6 Months) outlines six project phases, one for each month. This includes the initial setup and onboarding and the ongoing tasks you’ll handle. This scope template also includes pricing recommendations based on crowdsourced pricing data from a vast network of over 100,000 freelancers.

The Virtual Assistant Retainer (6 Months) scope of work template is also completely customizable and editable—there are no locked PDFs or documents to download offline. Just start editing and customizing your scope of work to meet your project needs, then seamlessly send it to your client for approval and signature. It really is that easy.

Included in this scope template:

Recommended overall price for the project based on crowdsourced data from over 100,000 freelancers.

Detailed breakdown of 6 phases and services to include in the project.

Edit and customize as needed to fit your project and client needs.

Turn a scope into a proposal for client sign off in just a few clicks.

Frequently Asked Questions

  • A Virtual Assistant Retainer project entails an arrangement between a freelancer and a client where the freelancer is available for a specified number of hours or to complete certain tasks within a set period (usually monthly). This arrangement ensures that the client has ongoing support, and the freelancer has guaranteed work and income for the duration of the retainer. It involves a range of services, from administrative support and scheduling to content creation and social media management.

    Looking to secure a client with a virtual assistance retainer project? Explore our Virtual Assistant Retainer (6 Months) Scope of Work Template to provide clear expectations and solidify your professional offerings. It's the perfect way to present your services and establish a long-term working relationship.

  • Virtual assistants typically offer a range of service hours on a monthly retainer, depending on the client's needs and the specific agreement. Generally, this can range from 20 to 80 hours per month. Some clients may require only part-time assistance, while others might need more extensive support.

    To ensure tailored and efficient service delivery, our Virtual Assistant Services scope of work template can help you clearly define the terms and expectations for monthly retainers.

  • The price for a Virtual Assistant Retainer (6 Months) project can vary greatly depending on the complexity of work, the skills required, and the level of experience the freelancer brings to the table. Typically, freelancers may charge anywhere from $1,500 to $5,000 per month for such projects.

    For structured pricing guidelines and more detailed information, make sure to refer to our Virtual Assistant Retainer (6 Months) Scope of Work Template. Our recommended prices are backed by crowdsourced pricing data we collected from over 100,000 freelancers. Our prices are are kept up to date to ensure freshness and accuracy.

  • Creating a Virtual Assistant Retainer (6 Months) scope of work for a client involves several key steps. First, determine the specific services you'll offer and the client's requirements. Next, outline the terms of the retainer, including the number of hours or tasks included and the time period it covers. Clearly state deliverables, deadlines, and communication protocols. Include pricing, invoicing schedules, and any other relevant details such as confidentiality agreements or work ownership.

    After you’ve checked out our Virtual Assistant Retainer (6 Months) scope of work template, edit the phases, services, and prices however your project requires. Once all looks good, save that scope of work to your library by creating your free Wethos account. Once you’ve created a scope, you can go on and add contract terms, send proposals for client signature, create an invoice, and get paid! 🤑

  • If a client requires more hours than agreed upon, discuss the additional workload and decide whether to bill for the extra hours at a standard rate or adjust the retainer agreement for future periods to accommodate the additional work. Always ensure that the terms for such situations are outlined in the original scope of work.

  • Discuss and agree upon the policy for unused hours with the client beforehand. Depending on the agreement, unused hours may roll over to the next period, be forfeited, or could lead to a renegotiation of the retainer terms. Clearly state this policy in your scope of work to avoid any misunderstandings.

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