Virtual Assistant Business Plan Template [Updated 2024]

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VII. Operations Plan

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

Functional Roles

In order to execute [Company Name]’s business model, the Company needs to perform several functions, including the following:

Service Functions

  • 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

Administrative Functions

  • Correspond with clients
  • Create invoices
  • Marketing functions


The following are a series of steps that lead to our vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name]
[Date 3]Hire and train initial staff
[Date 4]Kickoff of promotional campaign
[Date 5]Launch [Company Name]
[Date 6]Reach break-even

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