Virtual Assistant Business Plan Template [Updated 2024]

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II. Company Overview

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name] is a new company based in [location] that offers administrative virtual assistant services. Some of these services include scheduling appointments, responding to emails, and managing social media accounts. [Company Name] aims to provide high-quality services and great customer service in order to establish long-lasting relationships with clients and partner companies.

[Company Name] is run solely by [Founder’s Name], who has been providing administrative assistant services for [X] years. She operated as an administrative assistant for a variety of companies, juggling a large list of responsibilities that are essential for a business’s survival and growth. After mastering multiple skills and receiving many positive testimonials and reviews, [Founder’s Name] is ready to establish her own administrative virtual assistant business and help clients worldwide.

[Company Name]’s History

[Founder’s Name] incorporated [Company Name] as an LLC on [date of incorporation]. The business is currently being run out of the [Founder’s Name]’s home office but will move to an office location once the lease is finalized.

Since incorporation, the Company has achieved the following milestones:

  • Found office space and signed Letter of Intent to lease it
  • Developed the company’s name, logo, and website located at [website]
  • Hired an interior designer for the decor and furniture layout
  • Determined equipment and fixture requirements

[Company Name]’s Products/Services

[Company Name] offers a variety of administrative virtual assistant services to help other companies and solopreneurs. Some of these services include:

  • Schedule appointments and manage calendars
  • Schedule travel arrangements
  • Make and take phone calls
  • Write and respond to emails
  • Research leads
  • Basic accounting tasks
  • Social media management
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