Virtual Assistant Monthly Retainer Service

Dedicated Executive Support. Concierge-Level Service.

To help us understand your business needs, please complete the form below.

Client Service Request Form

Your time is valuable. My Monthly Virtual Assistant Retainer is designed for entrepreneurs, executives, creatives, and growing businesses who value reliable, proactive support from a trusted professional.

Rather than hiring assistance only when challenges arise, you'll have a dedicated partner who becomes familiar with your business, your priorities, and your preferred way of working. My goal is to create calm behind the scenes—managing the details, streamlining operations, and giving you the freedom to focus on what matters most.

As a retainer client, you'll enjoy:

• Priority scheduling and reserved monthly availability
• Personalized, high-touch support tailored to your business
• Consistent communication and dependable turnaround times
• A trusted executive partner committed to professionalism, discretion, and excellence
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Whether managing your calendar, coordinating projects, organizing operations, handling client communications, or supporting special initiatives, my services are designed to provide peace of mind while helping your business operate efficiently.

Monthly Investment

Your monthly retainer reserves dedicated time exclusively for your business.

Retainer fees are billed in advance and your preferred payment method will be automatically charged on the 1st day of each month to ensure uninterrupted service and priority scheduling.

Invoices and payment confirmations will be provided for your records.

Cancellation Policy

I understand that business needs evolve.

Should you decide to discontinue services, you may cancel your monthly retainer by providing 30 days' written notice. Services will continue through the applicable notice period in accordance with your Virtual Assistant Service Agreement.

Retainer Guidelines

To provide the highest level of service to every client:

• Monthly retainer hours are reserved exclusively for you.
• Unused hours expire at the end of each billing cycle unless otherwise stated in your service agreement.
• Additional work beyond your monthly retainer will be billed at the current hourly rate and scheduled based on availability.
• Requests are fulfilled according to priority, complexity, and agreed turnaround times.

Confidentiality & Professional Standards

Your business deserves complete professionalism and discretion.

All information, documents, passwords, client data, and proprietary business materials shared during our working relationship will be handled with strict confidentiality. Whenever appropriate, a separate Non-Disclosure Agreement (NDA) may also be executed.

Terms of Service

By enrolling in the Monthly Virtual Assistant Retainer Service, you acknowledge and agree to the terms outlined in the Virtual Assistant Service Agreement.

Payment of the monthly retainer reserves dedicated service time and availability and is non-refundable once the billing cycle has begun.

While every effort is made to provide exceptional service and support, business results may vary based on numerous factors beyond the scope of administrative services. No guarantees are made regarding financial, operational, or business outcomes.

A Partnership Built on Trust

My goal is simple: to become the dependable partner you can count on—someone who brings organization to complexity, calm to busy days, and thoughtful support that allows you to lead your business with confidence.

I look forward to supporting your success.

Service offerings for all hourly tiers:

Email management triage and management

Calendar coordination and scheduling

Document preparation

To-do list and task management

Project coordination

Light research

Spreadsheet creation and updates

Marketing support

Community relations follow-up

Meeting preparation

Travel coordination

Expense tracking

CRM & Workflow support

General administrative support for client as needed