Free VA resource

The VA Rate & Proposal Kit

Stop guessing what to charge. Use your own income goals, costs, available hours, and client needs to build a rate you can actually explain and put into a clear proposal.

Get the Free Kit

Free download. Practical templates. No income promises.

What is inside

  1. The VA Rate Calculator

    An editable workbook that helps you calculate your floor rate, comfortable rate, and growth rate based on your own numbers. Also includes a Retainer Builder, an Hourly vs Retainer comparison, and an Income Check.

  2. How to Price Your VA Services

    A practical step-by-step guide covering Know Your Numbers, Find Your Floor, Choose a Model, Build Packages, Propose, and Protect Your Scope. It also includes ready-to-adapt scripts for common rate conversations.

  3. One Page Proposal Template

    A simple proposal format covering what you understand, how you can help, how you will work together, pricing options, and next steps. Includes both a blank template and a filled example.

  4. Simple Scope of Work Template

    A practical document for defining included work, excluded work, hours and availability, communication, tools and access, payment terms, and changes and ending the agreement. It is not a substitute for a legal contract.

The pricing path

The kit follows the same six steps you would work through with a real pricing decision.

  1. Step 1

    Know Your Numbers

  2. Step 2

    Find Your Floor

  3. Step 3

    Choose a Model

  4. Step 4

    Build Packages

  5. Step 5

    Propose

  6. Step 6

    Protect Your Scope

Who this is for

  • You are unsure what rate to quote
  • You copied someone else's rate and do not know if it works for you
  • You want to offer retainers but do not know how to price them
  • You struggle to explain your rate to clients
  • You need a simple proposal
  • You want clearer boundaries around scope

What this kit does not do

  • It does not promise a specific income
  • It does not tell everyone to charge the same rate
  • It does not replace tax, legal, or financial advice
  • It does not determine what clients are guaranteed to pay

It helps you make a more informed pricing decision using your own numbers.

What you get

  • The VA Rate Calculator

    An editable workbook that helps you calculate your floor rate, comfortable rate, and growth rate based on your own numbers. Also includes a Retainer Builder, an Hourly vs Retainer comparison, and an Income Check.

  • How to Price Your VA Services

    A practical step-by-step guide covering Know Your Numbers, Find Your Floor, Choose a Model, Build Packages, Propose, and Protect Your Scope. It also includes ready-to-adapt scripts for common rate conversations.

  • One Page Proposal Template

    A simple proposal format covering what you understand, how you can help, how you will work together, pricing options, and next steps. Includes both a blank template and a filled example.

  • Simple Scope of Work Template

    A practical document for defining included work, excluded work, hours and availability, communication, tools and access, payment terms, and changes and ending the agreement. It is not a substitute for a legal contract.

Get the kit — free

Tell us where to send it and the download page opens next.

Working on your VA foundations?

Once your rate is clear, the next step is delivering the work well. See how to create an SOP as a virtual assistant, prepare with the First Client Starter Pack, or join the VA Foundations course waitlist for the full beginner path.

Looking for more practical resources?

The Resource Library is where we publish checklists, templates, and short guides as they are finished.

Browse the Resource Library