VA Terms of Business

VA Terms of Business
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These documents are designed to issue to your client. And for both you and your client to understand them. All designed for the way you work today

They cover:
  • Confidentiality, GDPR, NDA (non- disclosure agreement)
  • Copyright, intellectual property Tax, substitution, withholdings and deductions
  • Payment, late payment, interest
  • Suitable for working on hourly rate, project or retainer basis
  • With options for uplifts for specific work/hours/speeds

From pitching to onboarding and invoicing you can use these at all stages.

Included within your Terms of Business:

  • Terms of Business (the main agreement you issue once to each client)
  • Booking Form (where you put the informational unique to you and this client)
  • Data Processing Form (optional use when necessary)
  • 6 months+ group support depending on the level you purchase
  • Comprehensive onboarding videos explaining how to use
  • Access to mini-courses and webinars designed to help you use your documents to protect and grow your business
  • Bonus free IR35 mini-course

What do the levels mean?
Your documents and support options are explained here >

Which level should I choose?
If in doubt choose a lower level. You can upgrade later to a higher level to extend your support period or get more flexibility on where you can edit your documents

What do I get in the support period?
You get access to unlimited support in the KoffeeKlatch Facebook customer group.

You get access to updates and additional material at no additional charge during your support period

You get access to our growing library of support material in the ‘KoffeeKlatch zone’ designed to help you manage clients comfortably using your legal documents as a positive tool.

Who writes these documents?
These documents are written by our team of business and legal experts and then reviewed by key customers to check they reflect the way you work today.

Are all the levels editable?
The Booking and Data Processing forms are designed to help you collect and gather the information that is unique to your contract with your client.

The main agreement can be modified by using the appropriate forms in the Booking form.

If you have an established business model and want to edit the main agreement, or add it in html format to your website, you will need to purchase or upgrade to Premium level.

Why do you lock down the other levels?
Most legal templates are sold without support and advice being included. If you go to a legal team for advice it will cost you hundreds of pounds. We are able to include advice within your purchase by having a streamlined document system where we know what terms you are on and where to find any changes you have made. Without that, we could not offer advice and support. People come for the contracts but stay for the training, advice and support. Few people go into business understanding all the issues your contracts cover – and the law itself changes regularly. By having a standardised format, we can easily update you on what has changed, train you, advise you, and prepare the help you need within the group – all at a price few legal teams could offer.

Will my documents make me compliant?
Your documents will help you comply with your legal obligations (and give yourself some extra protection and advantages too). They are designed to go along side good practise and an understanding of your rights and obligations. If you do not work in accordance with the options set out on the documents, or make changes to the documents that reduce your rights or increase your obligations, you will not be compliant.

Why can’t I remove the KoffeeKlatch copyright claim from my documents?
Our documents remain our copyright. We assign to you a right to use them in accordance with our terms. The copyright claim is there to alert other people who may think of using them that they need to contact us before using our copyright material.

What is the difference between Global and UK options?
If both you and your client are in the UK, the UK version is fine. You can add in what you need for Scotland or NI. If either of you is not in the UK you need the global version. See here for more information >

Can I get phone or private support?
Your purchase does not include one to one support, but there is an option to purchase one to one support if you decide you need it. Find out more here >

£50.00£250.00 plus VAT

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Frequently bought together:
1 × Web Designer Terms of Business | Addon
Which Terms of Business level do you currently have?
£10.00£160.00 plus VAT
1 × Bookkeeping Terms of Business | Addon
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£10.00£160.00 plus VAT
£90.00 plus VAT

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Having the right VA Terms of Business will help you to;

  • Onboard new clients effectively
  • Handle GDPR without fuss or complications
  • NDA
  • Handle copyright and IP
  • Handles tax liabilities
  • Avoid misunderstandings about what is chargeable when
  • Sort out who is supposed to be doing what
  • Create a positive framework for your commercial relationships
  • Enhance profitability by creating ‘niche’ extra charges that align with your business

The right VA terms of business mean your client expectations are managed professionally as well as saving you time, money and stress!

I've just sent the Booking Form and Terms for the first time to a new client for signing. They have been incredibly complimentary about it. It's clear, comprehensive and they know exactly where they stand."

Emily Dover

PA Me

Start by having the proper Terms of Business

Designed to handle the variety of ways a VA charges, from the retainer to hourly rate or project, with options for core hours, out of hours, rates uplifts for specific work and more.

When you have a clear structure with your clients you can reduce the time you don’t bill because you don’t want to spring any surprises on them.

Includes 6-18 month’s membership of our community and team support (dependent on level).

Designed with Virtual Assistants, for Virtual Assistants!

Working with Virtual Assistants who run teams and with solo practitioners these terms have been developed to give you the structure and flexibility you need.

You can use them as a free-standing agreement or alongside our basic policy starter pack (if you don’t have things like a data protection policy or a social media policy) and Virtual Assistant associate agreements.

Just put these all together to match what you need to get your VA business really into gear.

You may also like…

Purchase both the VA Terms of Business and the GDPR for VAs and receive the following for FREE:

  1. GDPR Data Privacy Policy and;
  2. Web Acceptable Use Policy.


Automatically applies at checkout.