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Virtual Assistant Agreement

A template engagement agreement for hiring a virtual assistant.

By James Schramko · Updated November 2025

Important: this document is a template and a reference only. It gives no legal advice.

Have a lawyer review it before you use it, wherever you are.

1. Letter of Engagement

Parties: [Business Name] (“the Company”) and [Full Name] (“the Contractor”)

Role: Virtual Assistant

Location / Hours / Rate / Commencement: [Insert details]

2. Scope of Work

The Contractor will perform duties and functions described in their role outline or as directed by an authorized representative of the Company, provided those duties are reasonable and lawful.

3. Confidentiality and Data Protection

One job I give a VA is a reconciliation. I found 130 people with access to my membership who were not paying. They were in a PayPal suspended state, with a failed payment that was never canceled, so I never got a cancellation notice. I only found out when I closed that membership to bring everyone into a new platform. From that day a VA checked the subscriptions twice a month and reconciled who was paying with who had access. With 550 members, I'm sure that saved me hundreds of thousands of dollars.

During and after engagement, the Contractor must keep confidential all information relating to the Company’s business, clients, and systems.

This includes all data, documents, and digital communications not in the public domain.

The Contractor agrees to:

• Use Company information only for business purposes.

• Securely store and, on termination, delete or return all Company materials and credentials.

• Comply with any applicable privacy or data-protection laws.

4. Intellectual Property

All materials, documents, recordings, and creative work produced during engagement are the exclusive property of the Company.

The Contractor assigns all rights, title, and interest in such works to the Company upon creation.

5. Conduct and Performance

The Contractor will:

• Follow reasonable directions.

• Maintain professionalism and protect the Company’s reputation.

• Notify the Company of any conflicts of interest or outside employment that could affect performance.

6. Termination

Either party may terminate this agreement with 30 days’ written notice.

Immediate termination may occur for:

• Breach of confidentiality or misconduct.

• Non-performance after written notice.

• Fraud, dishonesty, or reputational damage to the Company.

Upon termination, the Contractor must return all Company data, logins, and assets within 48 hours.

7. Acknowledgment

This template outlines suggested terms for contractor engagements.

Always confirm compliance with your jurisdiction’s employment and data-privacy laws.

The playbook gives you the method. Mentor is where I become your thinking partner and apply it to your business: I look at what you have, tell you what to do next, and adjust it with you continually. The aim: lift profit, adjust your packages, and win your time back.

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