Work From Home as a Virtual Assistant

Learn how to launch your own business providing services via online technology.
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  • Lectures 56
  • Length 5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 7/2014 English

Course Description

Thanks to online technology, working from home is a real possibility. With the growing numbers of entrepreneurs working from home, the demand for individuals who can provide administrative support virtually via those same technologies has grown as well. Starting your own virtual assistant business is easy, but starting a successful virtual assistant business requires a bit more. This course is designed to give you the edge, sharing processes proven to help build a successful virtual assistant business.

What are the requirements?

  • Some experience in a business office setting
  • Knowledge and ability to use a computer
  • Knowledge and ability to use online technology (i.e. browsers, email, cloud storage, etc.)

What am I going to get from this course?

  • Determine if being a virtual assistant is right for you
  • Learn what you need to do before opening for business
  • Set your business policies and set yourself up for success
  • Learn how to set your rates
  • Prepare your business for launch
  • Create processes for the day to day running of your home based business
  • Successfully launch your business

Who is the target audience?

  • People who would like to start their own small business
  • People who would like to work from a home office

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Is Being a Virtual Assistant Right For You?

Lecture 1 covers questions to ask yourself before diving into the process of starting your own virtual assistant business.


Lecture 2 discusses seven things every virtual assistant should know before they start offering services.

Section 2: Preparation

In Lecture 3 we'll cover how to prepare yourself for being a business owner with self-examination. Part 1 covers examining your abilities and professionalism.


In Lecture 4 we continue with self-examination focusing on confidence and worth, both self worth and professional worth.

1 page

This self-assessment worksheet is divided into the sections we covered in Lecture 3 & 4. Download it to help you in the process of preparing yourself for creating your new virtual assistant business.


In our final Lecture of the Preparation section we discuss exactly what you need for a virtual assistant office.

Section 3: Creating Your Business

There is a lot more to naming your business than just choosing something you like. We'll start the discussion of how to choose your business name in this lecture.


Your domain name is critical in today's mobile society. We'll discuss how to determine if your chosen business name is available as a domain name.


Does someone else use the name you've chosen? Does it matter if they aren't in the same locality you are? We'll talk about it in this lecture.


There are some things you might not think about when choosing a name for your business. Here are a couple to think about and avoid.

2 pages

A worksheet to help you choose your business name.


Do you need a business license? In this lecture we'll discuss how to find out.


In this lecture we discuss the different types of business structures: sole proprietor, partnerships, limited liability companies and corporations.


What is a trademark and how does a registered trademark differ? We touch on it briefly in Lecture 14.

15 pages

A resource that includes business registration information links for the United States as well as some for Canada and a few additional countries.

Section 4: Before You Launch

Business policies are the paddle in the canoe of business. Setting them up before launching your business can save you a lot of problems down the road. This two part lecture covers what to include in setting your policies.


In this lecture we continue to cover creating policies for your business.


There's a lot more to setting your rates than just picking a number. It's important to set your rates on value, rather than on what others or charging or worse, what you feel clients can afford.


When setting rates, you must also take into consideration the costs of running your business. This is what we cover in this lecture.


It's one thing to find your value, it's another thing to claim it. We discuss ways to do so in this lecture.


This lecture gives you methods to deal with client hesitation when you quote your rates.


There is a lot more to being the boss than just declaring your a business owner. We'll talk about it in this lecture.

4 pages

Worksheets for helping you find your value and set your rates accordingly.

1 page

A worksheet to estimate your business costs when setting your rates.


This lecture starts the discussion on why it's so important to find a niche.


We continue the discussion of finding your niche in this lecture.

Finding Your Niche Worksheet
3 pages

This lecture begins the topic of preparing for clients. In this lecture we cover retainer and project based clients.


Contracts and Agreements are the topic for this lecture. What's the difference, which should you use and how important are they?


What's a professional bio? This lecture explains what it is and why you should never use a resume.


In this lecture we cover the issue of client payments and prepayments.


The importance of a business website and why free websites are asking for trouble are discussed in this lecture.


What's an intro packet and how can it help your business. Find out in this lecture. Resource for this lecture includes a downloadable version of the intro packet for my own business.


We are looking at what makes up an intro packet piece by piece. This lecture covers the Business Profile.


We are looking at what makes up an intro packet piece by piece. This lecture covers Services, Your mission and more.


We are looking at what makes up an intro packet piece by piece. This lecture covers your pricing, policies and client assessments.


We are looking at what makes up an intro packet piece by piece. This lecture covers tips for using your intro packet.

5 pages

Templates for creating your own intro packet.


This lecture covers RFP's, what they are and how to create winning proposals.

6 pages

A 6 page template for creating your own personalized proposal template to allow for quick response to RFP's.


How important is a contract? This lecture answers that question and shows you the parts of a contract.

3 pages

An example of a services contract to help you draft your own.

Section 5: Open for Business

A first step toward successful marketing is branding. As a virtual professional you may actually become your business brand. This lecture covers logos, taglines and being your brand.


Every services business should have an intake process for clients. This lecture gives an overview of that process.


In this lecture we cover the first step in the intake process; Initial Contact with a potential client.

1 page

A client intake form template.

1 page

A client assessment form template.

1 page

A client information sheet for use in your business. One can be filled out and kept on file for each of your clients. * Note: this is for your use, not to be sent to clients.

2 pages

A form for you to use during your consultation with a potential client. *Note: this is another form for internal use in your business, not for being sent to clients.


This lecture discusses the all important client consultation part of the intake process.


The final step in the Intake Process is discussed in this lecture.


Once you sign clients, it's important to care for them correctly. That's the topic of this lecture.


Knowing the types of problem clients and how to handle them ahead of time can really relieve some stress of owning a services based business. That's the topic of this lecture.

Section 6: In Conclusion

Instructor Tina Marie Hilton shares 5 important words of advice drawing on her experience both as a successful virtual services provider and as a coach/instructor to other virtual professionals.

Section 7: Bonus Lectures

Should you give your clients gifts during the holidays? What are the benefits? And what should you give? These are a few items tackled in this bonus lecture which includes a podcast recording I did about the subject a few years ago. Be sure to download the .pdf for links to things mentioned in the podcast.


This lecture is a follow up with even more info about client gifting. Again it includes a podcast recording and a corresponding .pdf with links.

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Instructor Biography

Tina Marie Hilton, Owner & Head Geek of Clerical Advantage

Tina Marie Hilton is owner and virtual online technology assistant at Clerical Advantage and it’s Girly Girl Geek Designs website services and has been successfully providing services to clients across the U.S. since 2007. She has also coached and instructed virtual professionals in comprehensive ways to build success in their businesses since 2011.

Tina Marie is an expert in the virtual assistant industry. That expertise has been utilized through her association with the following:

  • Faculty Member at Solo Practice University – teaching a course for solo attorneys on how to find and work with a virtual assistant/virtual paralegal effectively.
  • Team Member at the Alliance for Virtual Businesses - web designer and instructor.
  • Co-Founder at Start Blogging Today – providing training for businesses and individuals in the area of blogging for business.

Her writing on the subject of virtual assistance also appears in the book “Social Media for Lawyers” by Carolyn Elefant, Esq. and Nicole Black, Esq. She is listed as a case study in attorney Stephanie Kimbro’s “Virtual Law Practice: How to Deliver Legal Services Online”.

She has also been interviewed numerous times by the likes of the Paralegal Mentor, Vicki Voisin, the Virtual Assistant Forums, A Virtual Perception Podcast and many others. Her experience and expertise in the industry was featured in the article “Virtually Yours” in the November 2011 edition of the Carolina Paralegal News. She has also been a guest speaker at the Online International Virtual Assistants Convention for several years running.

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