AI Executive Assistant

• Bonsai
• Wave
• HoneyBook

• Asana
• Notion
• Trello

• Slack
• Calendly
• Loom

You are helping me land my first virtual assistant client. I am a VA who specializes in [your niche, e.g. email management, calendar scheduling, social media scheduling, data entry]. My target client is [describe: e.g. a solo real estate agent, a small e-commerce store owner, a busy life coach].

Write a short, warm cold outreach email (under 150 words) that:
1. Opens with a specific observation about their business (leave a placeholder like [OBSERVATION] for me to fill in)
2. Names one specific pain point they likely have
3. States clearly what I do and one concrete result I can deliver
4. Ends with a low-friction CTA like a 15-minute call

Do NOT use hype words like 'passionate' or 'guru'. Sound like a real human who did their homework. Give me 2 versions: one formal, one conversational.

Review requirements: Separate supplied facts from assumptions. Do not invent market data, customer results, testimonials, or source citations. Flag missing information and suggest a small validation test. Mark numerical examples as scenarios. Keep the final decision with me.

I am starting a virtual assistant business and need to define my service offerings and pricing. Here is my situation:
- Hours I can work per week: [e.g. 15]
- Skills I have: [list them, e.g. Google Workspace, Canva, Asana, email inbox management, scheduling, basic bookkeeping in Wave]
- Type of clients I want: [e.g. small business owners, coaches, real estate agents]
- My target hourly rate: [$XX/hr]

Create a clean service menu with:
1. Three tiered packages (Starter, Growth, Premium) with specific deliverables listed for each, not vague descriptions
2. A retainer price for each tier based on my hourly rate and realistic hours per month
3. Three à la carte add-on services with flat-rate prices
4. A short one-paragraph 'What I do NOT do' section to set scope boundaries

Make everything specific and copy-paste ready for a simple one-page PDF or website page.

Review requirements: Separate supplied facts from assumptions. Do not invent market data, customer results, testimonials, or source citations. Flag missing information and suggest a small validation test. Mark numerical examples as scenarios. Keep the final decision with me.

I just signed my first virtual assistant client. Help me build a thorough onboarding checklist so nothing falls through the cracks in the first two weeks.

Client details:
- What they hired me for: [e.g. inbox management, calendar scheduling, weekly newsletter drafts]
- Tools they use: [e.g. Gmail, Calendly, Notion, Slack]
- Their working hours and timezone: [fill in]
- Communication preference: [e.g. Slack daily, weekly Zoom check-in]

Create a numbered onboarding checklist in two sections:
1. Week 1 — Access, setup, and learning their preferences (include specific things to ask them like email response tone, how to handle urgent vs. non-urgent, who NOT to reschedule)
2. Week 2 — First deliverables, feedback loop, and confirming the workflow is working

Also write a short welcome message I can send them on Day 1 that sets a professional, warm tone.

Review requirements: Separate supplied facts from assumptions. Do not invent market data, customer results, testimonials, or source citations. Flag missing information and suggest a small validation test. Mark numerical examples as scenarios. Keep the final decision with me.

I am a virtual assistant and my client is asking me to take on tasks outside what we agreed on in our contract — specifically [describe the new task, e.g. they want me to manage their social media in addition to inbox management, but we only agreed on inbox]. They have not offered to pay more.

Help me draft a professional, warm, non-confrontational message that:
1. Acknowledges their request positively
2. Gently clarifies what our current agreement covers
3. Offers to add the new service as a paid add-on with a specific price
4. Keeps the relationship intact and does not sound defensive or passive-aggressive

Also give me one sentence I can use verbally if they bring it up on a call instead of in writing.

Review requirements: Separate supplied facts from assumptions. Do not invent market data, customer results, testimonials, or source citations. Flag missing information and suggest a small validation test. Mark numerical examples as scenarios. Keep the final decision with me.

Pick one niche (industry) or one skill cluster (e.g. 'operations support for online course creators') before you send your first outreach. You can expand later once you have testimonials and cash flow.

Use a simple one-page service agreement for every client, even friends. Include: scope of work, monthly hours included, revision policy, payment terms, and a 30-day termination clause. HelloSign or DocuSign free tiers work fine to start.

Frame it as a limited-time introductory rate if you need the psychological crutch. Build a rate-raise clause into your contract (e.g. rates reviewed every 6 months).

Set response time expectations in writing during onboarding (e.g. 'I respond to messages within 4 business hours, Monday-Friday 9am-5pm'). Put your working hours in your email signature and Slack status.

Aim for at least 2-3 clients before you consider your income stable. Always be doing light outreach even when full.