Contract and first client proposal


Afternoon Everyone,

I hope everyone is well.

I am in the middle of securing my first client - eek! I am trying to compile a contract and new client proposal documents. Are there any templates at all for these? I think I have the basics covered but want to be sure I have all necessary elements included.

Thanks in advance!
Sophie xx


Hi Sophie,

Well done on securing your first client.

There is a lot of support available online, I purchased my client contracts and data protection forms as I do not know enough about this side of things.

Have a look around but I am a fan of KoffeeKlatch if that helps and it will also guide you to make sure that you have everything covered.

Good luck



Well done and welcome to the world of legal contracts…its a minefield isn’t it.

I use Rocket Lawyer and they usually have a 7 day free trial where you can download documents for free.

I use an introductory letter to outline specifically the scope of work and price agreed. I then use a terms and conditions document for the legal part.

Good luck with it.


Hi Sophie

Well done on getting your new client.

I have contracts and DPA agreement from elsewhere but I have heard KoffeKlatch’s contract is very robust and perfect for any VA who doesn’t currently have one. It is worth the investment to know you and your clients are legally secure.


Thank you so much guys!

That’s really helpful!

Hoping to get all the documentation out by the end of the week.



Hi Sophie,

Sorry a bit late to the party, but congrats on your first client!

I used KoffeeKlatch for mine; they have specialised VA contracts and you then get access to the learning zone with great videos which talk you through the whole contract and the booking form. I found this really useful!!

Best of luck :slight_smile:


Congrats on your first client!
I also have koffee klatch legal templates :slight_smile: