Virtual Role Brief

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Your Contact Details

At the end of this form, you will be presented with four options:

Option 1: List your virtual role for FREE without any further involvement from us.
Option 2: Everything in option 1 + we will create a dashboard for you to receive and manage role applications.
Option 3: Everything in option 1 + we will conduct reference checks on applicants you shortlist.
Option 4: Everything in option 1 + we will manage the whole process and vet applicants (applications come to us first, we do the first interviews, we conduct skills testing, we contact referees, we shortlist, and we book interviews for you).

If you choose option 2 or 4, you will have the option to make your listing anonymous. We will know who you are (tell us below!), though your identity will not be disclosed in your listing).

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Logged In User

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Source

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UTM Source

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UTM Medium

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UTM Campaign

Your Name*

First Last

Your Pronouns

Pronouns are the part of speech used to refer to someone in the third person.
We want to know how to respectfully refer to you!

She/her/hers

He/him/his

They/them/theirs

Ze/hir/hirs

Xe/xem/xyrs

Ver/vir/vis

Te/tem/ter

E/em/eirs

Other

Your Email*

Your Phone*

International Format: Please add your country code and drop the leading zero (0).
E.g. for Australian numbers:
0408 123 123 = +61 408 123 123
02 4946 1234 = +61 2 4946 1234

Your Business

Tell us about the business to help us pitch this role to Australian virtual assistants.

Business Trading Name*

Your Job Title

Website

If you have one

Business Identification Number (e.g. ABN)*

Can’t find yours? Search here: https://abr.business.gov.au/Search

Location*

Suburb State Country

Business Size*

Just me: Owner/Operator

Pocket Rockets: 2-10 on my team

SME: 11-250 on my team

Large: 251+ in my organisation

Business Maturity Level*

Seed: My business is currently just a thought or an idea

Start-up: My business has launched and now exists legally. Products or services are in production

Growth: My business is run in a formal fashion with increasing revenues and a growing customer base

Corporate: My business has matured with an established place in the market with loyal customers

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OLD – Business Overview

What does your business do, who do you do it for and why do you do it?

Business Overview*

What does your business do, who do you do it for and why do you do it?

Tech Stack

Tell us more about the technology you use to run your business…

Completing this information will:

help our members to better understand if you are a good fit for their services;
help you to think of everything you would like to delegate; and
prompt our members to let you know about relevant additional services they offer.

Email Client*

Who hosts your emails?

Google Workspace (fka G Suite)

Microsoft 365

My domain/website host

I don’t know

I need help setting this up

None

Other

Cloud Storage*

Google Drive

Dropbox

OneDrive

Sharepoint

OneDrive & Sharepoint

Box

Not Sure

None – I need help from VA to set up

None – I don’t know if I need this

None – I don’t want this

Other

Website Platform*

WordPress

Squarespace

Shopify

Wix

None – I’d like a quote

None – It’s on the way

None – I don’t want one

I don’t know

Other

Task Management*

How do you keep track of all the things on your to-do list? How will you delegate tasks to your VA?

Keap Pro

Keap Max Classic (fka Infusionsoft)

Asana

Trello

ClickUp

Monday.com

ToDoist

Spreadsheet

Written – paper/notebook/diary

None – I need help from VA to set up

None – I will organise one before my VA starts

Other

CRM*

What Client Relationship Management application do you use to track the details of your contacts and monitor all interactions they have with your business?

Keap Pro

Keap Max Classic (fka Infusionsoft)

Zoho

Hubspot

ActiveCampaign

Dubsado

MindBody Online

Spreadsheet

None – I don’t want one

None – I am interested in learning more about my options

Other

Email Broadcaster*

How do you send emails in bulk to your mailing list/s?

Keap Pro

Keap Max Classic (fka Infusionsoft)

Mailchimp

Zoho

ActiveCampaign

Hubspot

MailerLite

None – I don’t want one

None – I am interested in learning more about my options

Other

Team Communications*

How do you communicate with your team? Use ‘other’ if you need to tell us about more than one.

Slack

Slack + Zoom

Zoom

Google Meet

MS Teams

Whatsapp + MS Teams

Whatsapp + Zoom

None – I don’t want one

None – I am interested in learning more about my options

Other

Appointment Booking*

Do you have an automated appointment booking application?

Keap Pro

Calendly

Acuity

AppointmentCore

ScheduleOnce

Mind Body Online

None – I need one

None – I don’t want one

Other

Time-tracking*

Everhour

Harvest

Toggl

Timely

Clockify

MyHours

None – I don’t need one

None – I need one

Other

Bookkeeping*

Xero

MYOB

Quickbooks

FreeAgent

Rounded

None – I need one

None – I don’t want one

Other

Electronic agreements*

Do you get your clients to sign agreements electronically? How?

AdobeSign

DocuSign

Dropbox Sign (fka HelloSign)

Qwilr

PandaDoc

Zoho

None – I need one

None – I don’t want one

Other

Electronic Proposals*

Qwilr

Proposify

InvoiceNinja

Momenteo

WPinvoicing

Pancake

PandaDoc

Zoho

Canva to PDF

MS Word to PDF

None – I need one

None – I don’t want one

Other

Online Shop*

Shopify

WooCommerce

Squarespace

Kartra

Spiffy

None – I need one

None – I don’t want one

Other

Online Training Platform*

Do you sell training/coaching/courses? What do you use?

Squarespace

Memberium

Memberful

Thinkific

Kajabi

Teachable

LearnDash

None – I need one

None – I don’t want one

Other

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OLD – Other Tech

Is there anything else your business uses? Please list the name and purpose of each application below.

Other Tech

Is there anything else your business uses? Please list the name and purpose of each application below.

The VA / OBM Role

Role Name*

What title would you give this virtual assistant or online business manager role?

How can we build on that to make this role listing stand out for the person you want to attract?

Here are some examples for inspiration:

Virtual Executive Assistant for a Strategy Consultant
Podcast Manager for a Sales Copywriter
Virtual Customer Service Manager for a Tech Startup
Inbox & Scheduling for a TV Host
Practice Manager with NDIS Experience
Marketing Assistant for Arts Publication
Document Templates + Formatting for Project Manager

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Budget*

E.g. “$35 / hour” … “$60-$75 / hour based on experience” … “$300/week” … “Submit your rate”

You will significantly increase the number of relevant proposals you receive if you provide some indication of your budget.

If you get stuck on this question, you may find our Australian VA & OBM Rates Report helpful. You are also welcome to book a call to get assistance – see link below this form.

Type of VA opportunity*

Pick all of the options you’re open to exploring with your VA

One-off project work

Ongoing VA contractor work

Remote employment

How many hours per WEEK do you think you'll need?*

Feel free to provide a range if you don’t have a set number of hours in mind or if the hours will vary each week.

If you would prefer to specify hours per month, please specify “per month”

Flexibility*

How do you need your VA to manage their work and availability:

VA working set days and times so I always know when they’re working and available

I’m flexible – my VA can choose days/times as long as we’re meeting deadlines

A combination of set days/times with flexibility as long as deadlines are being met

I’m not sure!

Other

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OLD – Schedule Preferences*

What days and times work for you – is this weekly or monthly?

If this is a one-off project, what are the deadlines?

If hours will vary greatly from week to week, how much notice will the VA have?

Schedule Preferences*

What days and times work for you – is this weekly or monthly?

If this is a one-off project, what are the deadlines?

If hours will vary greatly from week to week, how much notice will the VA have?

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OLD – Tasks / Responsibilities – IMMEDIATE need*

What are the tasks and responsibilities you want your VA to take on straight away?

Tasks / Responsibilities – IMMEDIATE need*

What are the tasks and responsibilities you want your VA to take on straight away?

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OLD – Tasks / Responsibilities – FUTURE opportunities*

Where do you see this role headed if the VA is a good fit for your business?

Do you have future plans to delegate additional tasks and responsibilities? What are they?

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zOLD – Tasks / Responsibilities – FUTURE opportunities*

Where do you see this role headed if the VA is a good fit for your business?

Do you have future plans to delegate additional tasks and responsibilities? What are they?

Tasks / Responsibilities – FUTURE opportunities*

Where do you see this role headed if the VA is a good fit for your business?

Do you have future plans to delegate additional tasks and responsibilities? What are they?

What is your budget for this role?*

If you get stuck on this question, you may find our Australian VA & OBM Rates Report helpful. You can also book a call to get assistance (remember to scroll down to save your progress on this form!).

Please note that all of the options below (other than “Remote employee salary”), are contractor rates, though you should still remain informed on the minimum standards for Australian employees, which include:

the current minimum wage
casual loading, which increases the minimum wage for Australians employed on a casual basis
the Super Guarantee that employers are required to pay Australian employees on top of wages and casual loading.
employee entitlements

Contractor rates are generally higher than employee rates, because the VA or OBM will be covering all of their overheads such as annual/sick leave, breaks (you only pay for time worked or agreed outcomes), insurance, equipment, phone line and internet costs.

When you keep these hidden employee costs in mind, VA and OBM contractors are usually a more cost-effective and flexible option, compared to an in-house employee, regardless of the difference in hourly rates.

Also consider that experienced and efficient VAs who charge higher rates than others may take less time to complete a task AND require less of your time (your time is money too!).

YOU MAY SELECT MORE THAN ONE OF THE OPTIONS BELOW:

$40 – $50 / hr (excluding GST)

$45 – $50 / hr (excluding GST)

$45 – $55 / hr (excluding GST)

$50 – $60 / hr (excluding GST)

$55 – $65 / hr (excluding GST)

$60 – $70 / hr (excluding GST)

$65 – $75 / hr (excluding GST)

$70 – $80 / hr (excluding GST)

$75 – $85 / hr (excluding GST)

$80 – $90 / hr (excluding GST)

$85 – $95 / hr (excluding GST)

$90 – $100 / hr (excluding GST)

$95+ / hr (excluding GST)

$120+ / hr (excluding GST)

Less than $100 / WEEK (excluding GST)

$100 – $300 / WEEK (excluding GST)

$200 – $300 / WEEK (excluding GST)

$200 – $400 / WEEK (excluding GST)

$200 – $500 / WEEK (excluding GST)

$300 – $400 / WEEK (excluding GST)

$300 – $500 / WEEK (excluding GST)

$300 – $600 / WEEK (excluding GST)

$600 – $1,000 / WEEK (excluding GST)

$1,000 – $2,000 / WEEK (excluding GST

$2,000 – $4,000 / WEEK (excluding GST)

$4,000+ / WEEK (excluding GST)

Less than $100 / MONTH (excluding GST)

$100 – $300 / MONTH (excluding GST)

$100 – $400 / MONTH (excluding GST)

$100 – $600 / MONTH (excluding GST)

$300 – $400 / MONTH (excluding GST)

$300 – $600 / MONTH (excluding GST)

$600 – $1,000 / MONTH (excluding GST)

$1,000 – $2,000 / MONTH (excluding GST

$2,000 – $4,000 / MONTH (excluding GST)

$4,000 – $5,000 / MONTH (excluding GST)

$5,000 – $6,000 / MONTH (excluding GST)

$6,000 – $7,000 / MONTH (excluding GST)

$7,000 – $8,000 / MONTH (excluding GST)

$8,000 – $9,000 / MONTH (excluding GST)

$9,000 – $10,000 / MONTH (excluding GST)

$10,000+ / MONTH (excluding GST)

Less than $50,000 / YEAR (excluding GST)

$50,000 – $70,000 / YEAR (excluding GST)

$70,000 – $100,000 / YEAR (excluding GST)

$100,000 – $120,000 / YEAR (excluding GST)

$120,000 – $150,000 / YEAR (excluding GST)

$150,000+ / YEAR (excluding GST)

Submit your rate

Less than $500 (total project budget)

Less than $1,000 (total project budget)

Less than $3,000 (total project budget)

$3,000 – $5,000 (total project budget)

$5,000 – $10,000 (total project budget)

$10,000+ (total project budget)

Submit your quote

Remote employee salary + employee entitlements

Volunteer role

Role REQUIREMENTS

To be engaged for this VA role, a VA must meet these requirements:

Based in Australia

Current professional indemnity insurance policy

Fluent in English (written and verbal)

Polished and corporate writing style

3+ years of experience in a relevant role

6+ years of experience in a relevant role

Able to provide 2 testimonials

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OLD – Other Role REQUIREMENTS

To be engaged for this VA role, a VA must also meet these requirements:

Other Role REQUIREMENTS

To be engaged for this role, the VA or OBM must also meet these requirements:

🔥 HOT TIP – if you would prefer that proposals are submitted via a form that you have built instead of via email, then this is the best place to add a link to your form.

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OLD – Bonus Points

What is on your wish list (not a requirement) for the person you engage?

E.g., Experience using Asana… Experience in Relevant industry experience

Bonus Points

What is on your wish list (not a requirement) for the person you engage?

E.g., Experience using Asana… Experience in a relevant industry… Able to commence immediately

Where to from here?

What would you like us to do with your Virtual Role Brief?*

Option 1: Share it with VA Lead Network members for free!

Option 2: List my role + Application Management Service (see brochure)

Option 3: List my role + Reference Checks Service (see brochure)

Option 4: List my role + VA Vetting Service (see brochure)

NOT SURE WHICH OPTION IS RIGHT FOR YOU?

Learn more about the options above in our brochure.

DON’T LOSE ALL THAT WORK! If you download our brochure and realise that you need more time to read it, remember to click “SAVE AND CONTINUE LATER” (below) to save your progress on this form.

DOWNLOAD BROCHURE

Ready to list your role or project?

Just select your preferred option above, then click the NEXT button!

Invoice & Agreement Details

Please confirm these final details for our service agreement and invoice:

Business Legal Name*

The legal name of the entity we are invoicing. E.g., our trading name is VA Lead Network, though our legal name is Thought Penny PTY LTD.

ABN (or overseas business ID number) for our invoice*

Can’t find yours? Search here: https://abr.business.gov.au/Search

Billing Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Final Questions

We can’t wait to get your Application Management Dashboard built and your role shared with our network.

Please answer these final questions regarding your preferences for this service:

Would you like your identity published (e.g., your name, your business name, your website)?*

Yes please – I am happy to be contacted directly with questions

No, thank you – I would like this to be a private listing

Would you like to receive email notifications when new applications are added to your dashboard?*

No – I will check my dashboard to see new applications

Yes – I would like to be emailed as soon as a new application is received

Yes – I would like to be emailed once a week

Would you like us to contact unsuccessful applicants on your behalf?*

Additional $75 + GST = Notifying up to 50 applicants by email that they were unsuccessful.

Yes

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OLD – Do you have a specific question you would like applicants to answer when they submit their proposal?

OPTIONAL – YOU CAN LEAVE THIS BLANK

🔥 LIMIT: TWO Questions

We already ask them standard questions to address your requirements, their rate, availability etc.

Do you have a specific question you would like applicants to answer when they submit their proposal?

OPTIONAL – YOU CAN LEAVE THIS BLANK

🔥 LIMIT: TWO Questions.

We already ask standard questions to address your requirements, their rate, availability etc.

TIME TO SUBMIT THIS FORM!

Submit this form, and we’ll get started.

How did you find us? Did someone refer you to the VA Lead Network?

OPTIONAL… Sharing the email of the person who sent you our way will help us to say thank you!

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Submitter's IP Address

Phone

This field is for validation purposes and should be left unchanged.

Feeling stuck?

Book a free phone call, and we’ll complete your role brief for you!

Book a call