Tara Coffin-Harrold VA!

Welcome To

Welcome

I’d like to personally welcome you to Tara Coffin-Harrold VA! I am thrilled that we have this opportunity to partner together in business. It is my personal commitment to provide the best possible service to you as your virtual assistant. I am dedicated to making our working relationship a success. I look for, and welcome, feedback from my clients on ways to make Tara Coffin-Harrold VA the best virtual assistant business it can be. I put a tremendous emphasis on high-level individual client contact. My #1 goal is to serve my clients with unparalleled excellence. This Welcome Kit is a simplified way to welcome you into my client family.

In this welcome kit, you will find:

· Explanation of How I Work

· Contract

· Client Questionnaire

· Contact Information

Please note that the contract portion of this packet as well as the client questionnaire will need to be filled out by you and returned to me via email.

How I Work

What you can expect by working with me

All calls and e-mails 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 e-mail 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.

My office is closed on Saturday and Sunday

Rush Jobs

I get 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 Public holidays.

Holidays

Tara Coffin-Harrold VA will take off all Australian public national holidays, as well as over Easter & 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. (5 hours ‘credit’ towards your next package with Tara Coffin-Harrold VA, if the referral ‘signs up’).

Confidentiality

I adhere to a strict confidentiality code and no information will be divulged to a third party. All documentation sent to me will be returned upon completion + payment. 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.

Agreement

This agreement is made effective as of (Date). By and between: (Client Name), Tara Coffin-Harrold VA, 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 $40 per hour, with a 10 hour minimum a month. Tara Coffin-Harrold VA billing month goes from the 1st-1st. The payment must be made Weekly to the Consultant in the form of PayPal payment, bank wire or credit card to Tara Coffin-Harrold VA. 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: 21 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.

Confidentiality: 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.

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. The foregoing does not grant you a license in or to any of the Proprietary Information.

Applicable Law: This Agreement shall be governed by the laws of Australia.

Termination of the agreement: One month trial period and thereafter 1 week notice (written &/or verbal) shall be given to terminate this contract by either side.

Client Signature______Date______

Consultant Signature: ______Date ______

Client Questionnaire

Because it is such a critical success factor, I ask that you take the time to thoughtfully complete the following questionnaire.

1. What is the name of your company?

2. How long has the company been in business?

3. What is your working style? Describe the hours you work, your working philosophies, etc.

4. What is your company’s mission statement or objective?

5. Please describe your organization in a few sentences.

6. What problem will working with a Virtual Assistant solve for you?

7. How will you determine that this project is successful?

8. Who are your three target market groups (identify the demographic)?

9. What problem do your prospects have that your organization or service solves?

10. Who are your competitors or other leaders in your industry? Please list their web addresses.

11. Why do you believe your visitors should choose you instead of the competition?

12. Who can make decisions on your business in an emergency situation (partner, spouse, co-worker)?

13. What is your birthday (month and date only)?

14. What can we do to “wow” you?

15. If you have any of the following materials in place, please forward them electronically:

· Current photographs ____

· All relevant username and passwords I will need to manage your business (social media accounts, website log in, shopping cart, email passwords, etc.) ____

· Video clips ____

· EPK (electronic press kit) ____

· Brochures ____

· Presentation kits ____

· Executive Bios ____

· Company fact sheet ____

· Current business plan ____

· Company event calendar ____

· 12-month marketing plan ____

· White papers ____

· Press clips ____

· Customer/client testimonials ____

· Website url and any other websites you own ____

· Copies of video or audio clips from TV or radio interviews ____

· PR wire service subscription ____

Contact

Tara Coffin-Harrold VA

Office Phone: 0408 537 911

E-Mail:

Website: www.taracoffinharroldva.com

Emergency contact: If I am unavailable, please contact Benji Harrold on 0414 535 450 and we will return your call as soon as possible.

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