Good at staying organized, handling tasks, and helping people get things done? That’s exactly what clients want in a virtual assistant—and right now, the demand is bigger than ever.
From solo founders to swamped startup teams, more businesses are handing off everyday tasks to VAs to save time and to keep things moving. If you’ve been thinking about turning your skills into a steady income stream, this is your sign to get started.
But before that, you need a clear plan that helps you stay focused, land clients, and grow without burning out.
Not sure how to draft one?
Worry not; this virtual assistant business plan example is here to help!
Virtual Assistant Business Plan Sample
Starting a virtual assistant agency or scaling the one you already have? This Tasknova VA Services business plan example shows you how to map out goals, win clients, and grow a profitable virtual support brand.
Let’s get into it!
1. Executive Summary
Business name: Tasknova VA Services
Business address: 1005 Crescent Ridge Drive, Suite 201, Raleigh, US
Legal structure: Limited Liability Company (LLC)
Owner/CEO: Elena Ward
Overview
Tasknova VA Services is a professional virtual assistant agency providing customized, efficient, and reliable remote support to solopreneurs, small business owners, content creators, startup teams, and executives.
With a highly skilled team of virtual assistants operating across time zones, Tasknova enables clients to focus on core business activities while delegating time-consuming tasks with confidence.
Mission Statement
To help businesses grow by providing skilled, dependable virtual assistant services that increase efficiency and free up time.
Services Offered
Tasknova offers a wide range of support services, including:
- Administrative assistance (calendar, email, data entry)
- Customer service and helpdesk support
- Social media scheduling and content planning
- eCommerce operations
- Project coordination
- CRM-based client onboarding
- Specialized support for real estate, executive leadership, and podcast production
Target Market
Tasknova serves:
- Solopreneurs and coaches
- Small business owners in eCommerce, real estate, and marketing
- Content creators and influencers
- Startup founders
- Executives seeking to delegate administrative functions
Competitive Edge
Unlike larger platforms or gig-based freelancers, Tasknova blends the flexibility of freelance VAs with the structure and quality of an agency. It offers personalized service, vetted and trained assistants, flexible pricing, and 24/7 availability through a global team.
Marketing Strategy
Marketing efforts focus on SEO, paid ads, referral incentives, email nurturing campaigns, and strategic partnerships. Tasknova also invests in content marketing and online workshops to educate potential clients on effective delegation.
Financial Highlights
The table below outlines Tasknova VA Services' projected financial performance over the next three years.
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Total Revenue | $135,000 | $375,000 | $810,000 |
| Gross Profit | $70,000 | $195,000 | $430,000 |
| Gross Margin | 52% | 52% | 53% |
| Operating Expenses | $55,000 | $120,000 | $210,000 |
| Net Profit (Pre-Tax) | $14,500 | $74,500 | $219,500 |
| EBITDA | $15,000 | $75,000 | $220,000 |
| Client Acquisition Cost (Avg) | $400 | $350 | $300 |
| Break-even Point | Month 5 | – | – |
| Ending Cash Balance | $20,000 | $50,000 | $160,000 |
Also, Tasknova is currently seeking $45,000 in funding to expand operations, upgrade automation tools, scale hiring and training, and launch a focused acquisition campaign in North America and the UK.
Liking the plan you're reading? It's AI generated.
Generate Your Own Using Bizplanr AI
2. Business Description
Tasknova VA Services is a remote virtual assistant agency that helps entrepreneurs, small business owners, and executives delegate time-consuming tasks to trained professionals.
By providing reliable, flexible, and specialized support, Tasknova enables clients to focus on their core business while we handle the rest.
Vision Statement
To become the most trusted virtual assistant partner for small businesses and entrepreneurs worldwide by offering seamless, high-touch remote support.
Business Model
Tasknova operates as a remote-first virtual assistant agency that connects clients with trained VAs on a retainer or flexible-hour basis.
The model is subscription-driven, with tiered service packages based on client needs. Revenue is generated through monthly plans, one-time setup fees, and optional add-on services such as project management, CRM optimization, and industry-specific VA bundles.
Business Objectives
Our key objectives for Tasknova VA Services are:
- Build a consistent client base of 100+ active businesses within the first 18 months.
- Launch a proprietary training program to standardize VA onboarding and service delivery.
- Expand presence in North America and the UK through targeted digital marketing and partnerships.
- Maintain a client satisfaction rating above 90% through dedicated success management.
- Integrate automation tools to streamline task assignments and time tracking across all VAs.
Founding Story
Tasknova VA Services was inspired by a simple but powerful realization: Small business owners and creative professionals were drowning in admin work, unable to focus on what truly mattered.
Our founder, Elena Ward, with a background in business operations and virtual team management, saw an opportunity to build a trusted service that bridged the gap between quality and flexibility.
Core Values
Tasknova is built on the values of:
- Trust – Delivering consistent, quality results with confidentiality.
- Efficiency – Streamlining workflows and reducing task friction.
- Flexibility – Adapting to diverse client needs and time zones.
- Professional growth – Investing in the skills and well-being of our virtual assistant team.
- Client-centered mindset – Proactively identifying ways to support and delight our clients.
3. Industry and Market Analysis
Industry Overview
The virtual assistant services industry has been rapidly evolving as businesses worldwide adopt remote-first operations.
The global virtual assistant market size is expected to reach $23.57 million by 2033, driven by technological advancements. With the rise of content creators, online coaching, and digital entrepreneurship, the demand for specialized, reliable, and personalized virtual assistance continues to grow steadily.
Target Market Overview
Tasknova VA Services is strategically focused on small business professionals and digital entrepreneurs who need consistent administrative support without the complexity of hiring full-time staff.
The core customer segments include:
- Solopreneurs and business coaches who manage multiple roles and client interactions.
- Small businesses in sectors like eCommerce, marketing, and real estate that require operational support.
- Influencers and content creators who need help managing social media and community engagement.
- Startup teams needing scalable customer support and backend administration.
- Executives in growth-stage companies who want to offload non-revenue-generating tasks.
Detailed Buyer Persona
Let's understand our perfect client base with a detailed buyer persona:
Market Needs
Based on research and direct client feedback, here are the most common needs across Tasknova’s audience:
- Delegation of repetitive and time-consuming tasks
- Consistent and high-quality communication with customers and leads
- Support with backend operations like inbox and calendar management
- Social media scheduling and basic content coordination
Competitive Landscape
Let’s take a closer look at the competition:
| Competitor | Key Strengths | Gaps and Limitations |
|---|---|---|
| Belay | Experienced executive assistants | Higher pricing, limited support for creative roles |
| Time Etc | Affordable entry plans | Narrower service scope, limited global coverage |
| Bodily | Top-tier staffing quality | Cost-prohibitive for startups and small businesses |
| Zirtual | Simple subscriptions and managed VAs | Rigid service tiers and less flexibility |
| Magic | Instant, task-based support | Less personal, minimal relationship-building |
| Upwork | Large freelancer base | Self-managed hiring, inconsistent quality |
Tasknova’s market position:
Tasknova is positioned between high-cost agencies and gig platforms. It offers a personalized, high-touch experience with flexible packages, trained assistants, and specialized services that serve specific niches like coaching, eCommerce, and real estate.
Porter’s Five Forces Analysis
Here’s Porter's Five Forces Analysis of Tasknova VA Services:
4. Services Offered
Tasknova VA Services offers a diverse and strategically curated range of virtual assistant services customized for solopreneurs, small business owners, content creators, startups, and executives.
Core Service Categories
Administrative support
- Calendar and email management
- Data entry, transcription, and research
- Document formatting and cloud organization
- Travel booking and online meeting coordination
Customer service assistance
- Responding to client emails and managing support tickets
- Helpdesk integration (e.g., Zendesk, Freshdesk)
- Live chat monitoring (when required)
- Post-sales follow-ups and client engagement
Social media management
- Scheduling content via platforms like Later, Buffer, or Hootsuite
- Engagement with followers through comments and DMs
- Content calendar planning and idea generation
- Light graphic design using tools like Canva
eCommerce operations support
- Product listing management and updates
- Order tracking and returns processing
- Customer inquiries and support for Shopify or WooCommerce stores
- Inventory updates and supplier coordination
Project coordination
- Task tracking using tools like Trello, ClickUp, or Asana
- Scheduling and sending reminders for team meetings
- Status report preparation
- File organization and digital resource management
Specialized Service Packages
Tasknova VA Services offers tiered packages that let clients choose the exact level of support they need:
| Package Name | Key Services Included |
|---|---|
| Real Estate Virtual Assistant | - MLS listing support - Appointment scheduling - Lead follow-ups and CRM updates |
| Podcast Assistant | - Guest communication and coordination - Episode scheduling - Show notes drafting and uploads |
| Executive VA Package | - High-level inbox and calendar management - Document prep and board meeting materials - Internal team/vendor coordination |
Unique Selling Points (USPs)
What sets Tasknova VA Services apart:
- Industry-specific VA matching: Clients are matched with VAs who have experience in their niche.
- Global time zone coverage: Round-the-clock support due to an internationally distributed VA team.
- High-touch onboarding: Personalized discovery and setup to ensure smooth engagement.
- Flexible pricing models: Retainer packages, hourly bundles, and custom plans are available.
- Ongoing performance monitoring: Client satisfaction checks, feedback loops, and quality audits.
5. Organization and Management
Legal Structure
Tasknova VA Services is registered as a Limited Liability Company (LLC), providing the owner with personal liability protection while maintaining operational flexibility.
Ownership and Leadership Team
The leadership team combines deep expertise in remote operations, finance, automation, and client success, providing Tasknova VA Services with a balanced skill set.
| Name | Role | Responsibilities |
|---|---|---|
| Elena Ward | Chief Executive Officer (CEO) | Founder and strategic lead. Oversees business vision, marketing, partnerships, and service innovation. |
| Tyler Ames | Chief Operating Officer (COO) | Manages client success, service delivery, and team coordination. Focuses on optimizing workflows and VA-client alignment. |
| Karen Lo | Chief Financial Officer (CFO) | Handles financial reporting, forecasting, budgeting, and fund allocation. |
| Sasha Duran | Receptionist / Admin Assistant | Coordinates internal communications, manages schedules, and supports day-to-day administration. |
Organizational Structure
The business operates with a flat and flexible remote structure, which enables Tasknova to serve clients across time zones while maintaining responsiveness and quality.
Management Philosophy
Tasknova promotes a culture of:
- Autonomy with accountability
- Ongoing skill development
- Transparent communication
- Client-first mindset
Every team member is trained to think proactively, deliver value, and support clients as strategic partners, not just task executors.
6. Marketing and Sales Strategy
Tasknova VA Services aims to build brand awareness, drive targeted traffic, and convert leads into long-term clients through a multi-faceted and value-driven marketing strategy.
Marketing Channels and Tactics
Search engine optimization (SEO)
- Target high-intent keywords like “virtual assistant for small business”, “real estate VA services”, and “executive VA support USA”
- Publish weekly blog content optimized for long-tail keywords
- Develop landing pages for niche service offerings (e.g., podcast VAs, Shopify support)
Paid advertising
- Run PPC campaigns on Google Ads targeting North America and the UK
- Deploy retargeting ads to engage past site visitors
- Use Meta (Facebook/Instagram) and LinkedIn ads for outreach to coaches, eCommerce owners, and executives
Email marketing
- Create segmented nurture sequences for leads based on industry and service interest
- Use lead magnets like “Top 10 Tasks to Delegate Now” or “Free VA Readiness Checklist”
- Send weekly value-based newsletters featuring tips, service updates, and client success stories
Social media strategy
- Post consistently on Instagram, LinkedIn, and YouTube
- Share productivity tips, VA use cases, behind-the-scenes content, and client testimonials
- Use short-form video (Reels and YouTube Shorts) for quick engagement
Content marketing
- Develop blog posts, checklists, and guides that educate entrepreneurs on the value of delegation
- Launch a YouTube series explaining how to work effectively with VAs
- Publish client case studies highlighting ROI and time savings
Sales Strategy
Our sales approach focuses on building trust early and scaling support as clients’ needs evolve:
- Consultative sales process: Every new lead is invited to a free discovery call where their needs are assessed before being matched with a VA.
- Low-friction entry points: Trial packages and starter plans are available for first-time users.
- Upsell opportunities: As clients grow, they are offered larger service bundles or access to specialized VA roles.
- CRM integration: Leads and client interactions are tracked via CRM for personalized follow-up and relationship building.
- Follow-up sequences: Automated check-ins, reminders, and onboarding support ensure a smooth customer journey.
Pricing Strategy
Tasknova’s pricing keeps support flexible and transparent:
- Tiered hour bundles: 10, 20, or 40 hours for solopreneurs, small teams, and growing companies
- Monthly retainers that provide predictable, ongoing support
- Custom quotes available for specialized projects or dedicated roles
- No long-term contracts, allowing clients to scale or pause service with a simple notice
7. Financial Projections
Tasknova VA Services projects steady and scalable growth over its first three years, driven by recurring client revenue, strategic partnerships, and digital marketing efforts.
Income Statement
The income statement outlines projected revenues, costs, and net profit for Tasknova VA Services over the first three years.
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Core VA Packages Revenue | $120,000 | $320,000 | $700,000 |
| Specialized Add-ons | $10,000 | $35,000 | $80,000 |
| Custom Projects | $5,000 | $20,000 | $30,000 |
| Total Revenue | $135,000 | $375,000 | $810,000 |
| VA Compensation | $52,000 | $140,000 | $300,000 |
| Training & Onboarding | $8,000 | $25,000 | $60,000 |
| VA Tools (Trello, CRM, etc.) | $5,000 | $15,000 | $20,000 |
| Total COGS | $65,000 | $180,000 | $380,000 |
| Gross Profit | $70,000 | $195,000 | $430,000 |
| Marketing & Advertising | $15,000 | $35,000 | $50,000 |
| Software & Subscriptions | $5,000 | $7,000 | $10,000 |
| Salaries (Admin & Management) | $20,000 | $40,000 | $70,000 |
| Professional Services | $7,000 | $10,000 | $15,000 |
| Other Operating Costs | $8,000 | $15,000 | $25,000 |
| Total Operating Expenses | $55,000 | $120,000 | $210,000 |
| EBITDA | $15,000 | $75,000 | $220,000 |
| Depreciation | $500 | $500 | $500 |
| Net Profit (Pre-Tax) | $14,500 | $74,500 | $219,500 |
Cash Flow Statement
This statement details anticipated cash inflows and outflows, including operating, investing, and financing activities.
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Net Income | $14,500 | $74,500 | $219,500 |
| Depreciation | $500 | $500 | $500 |
| Change in Working Capital | $2,000 | $6,000 | $10,000 |
| Cash from Operations | $17,000 | $81,000 | $230,000 |
| Equipment & Software Investment | -$10,000 | -$5,000 | -$5,000 |
| Cash from Investing | -$10,000 | -$5,000 | -$5,000 |
| Initial Funding Received | $45,000 | $0 | $0 |
| Owner Withdrawals | -$5,000 | -$10,000 | -$15,000 |
| Cash from Financing | $40,000 | -$10,000 | -$15,000 |
| Net Change in Cash | $47,000 | $66,000 | $210,000 |
| Opening Cash Balance | $0 | $20,000 | $50,000 |
| Closing Cash Balance | $20,000 | $50,000 | $160,000 |
Balance Sheet
The projected balance sheet presents the business's financial position at the end of each fiscal year.
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Cash & Equivalents | $20,000 | $50,000 | $160,000 |
| Accounts Receivable | $8,000 | $18,000 | $40,000 |
| Software & Tools (Assets) | $5,000 | $5,000 | $5,000 |
| Prepaid Expenses | $2,000 | $3,000 | $4,000 |
| Total Assets | $35,000 | $76,000 | $209,000 |
| Accounts Payable | $2,000 | $4,000 | $6,000 |
| Deferred Revenue (Retainers) | $5,000 | $10,000 | $18,000 |
| Accrued Expenses | $2,000 | $3,000 | $4,000 |
| Owner's Equity & Retained Profits | $26,000 | $59,000 | $181,000 |
| Total Liabilities + Equity | $35,000 | $76,000 | $209,000 |
8. Funding Request
Tasknova VA Services is seeking a total of $45,000 in seed funding to accelerate its early-stage growth, enhance service delivery infrastructure, and acquire its target market in North America and the UK.
This funding will be used to:
- Scale team capacity by recruiting and training additional virtual assistants
- Invest in marketing automation and project management tools
- Launch a client acquisition campaign targeting high-conversion niches
- Establish a buffer for operational stability during the initial growth phase
Use of Funds
| Category | Amount | Purpose |
|---|---|---|
| VA Hiring & Training Program | $15,000 | Recruit and onboard new assistants, develop training SOPs, and build internal QA processes |
| Marketing Automation Tools | $12,000 | Subscription to CRM, email marketing, analytics, project management, and scheduling platforms |
| Client Acquisition Campaign | $10,000 | Paid ads (Google, Meta, LinkedIn), influencer marketing, and SEO content for US and UK markets |
| Operational Support & Buffer | $8,000 | Admin support, contractor payments, contingency coverage for the first 6 months |
Funding Structure and Terms
Tasknova is open to various forms of investment, including:
- Equity-based funding from angel investors or startup accelerators
- Revenue-based financing from platforms that support digital service businesses
- Convertible notes for investors looking to defer equity decisions until the next funding round
The business is not seeking debt financing at this stage to maintain positive cash flow and prioritize reinvestment in growth.
Return on Investment (ROI)
Based on projected financial performance:
- Break-even is expected by Month 5 of Year 1
- Year 1 revenue: $135,000, scaling to $810,000 by Year 3
- Gross margin averages 52–54%
- Net profit by Year 3 is expected to reach $219,500, allowing for future dividends, reinvestment, or equity exits
Investors will benefit from a fast-growing business in a scalable industry with low overhead and recurring revenue potential.
Download a Free Virtual Assistant Business Plan Template
Want to create a solid business plan for your VA business but not sure where to begin? Don’t stress; we’ve got you covered. Download our free virtual assistant business plan template in PDF format and start building your plan with ease.
This beginner-friendly, fully editable template walks you through each section, from services to finances, so you can create a plan that reflects your work style, your goals, and your target clients. You can even customize this template to fit your needs.
Conclusion
We hope this sample business plan gives you a clear structure to build a successful virtual assistant business.
However, if you still feel stuck or want a quicker way to create your plan, try using Bizplanr—an AI-powered business plan generator that helps you put together a polished, professional plan in minutes.
Just answer a few simple questions about your virtual assistant services, and your plan will be ready before your next coffee break.
Get Your Business Plan Ready In Minutes
Answer a few questions, and AI will generate a detailed business plan.
Frequently Asked Questions
Why should I write a virtual assistant business plan?
A clear virtual assistant plan forces you to turn an idea into a workable roadmap. It helps you:
- Set direction – Define your niche (e.g., admin support, social-media management) and target clients.
- Spot gaps early – Budget needs, pricing, and skill shortages become obvious on paper, not after launching.
- Win trust – Banks, investors, and even first-time clients feel safer when you show them a structured plan.
- Measure progress – Goals and KPIs in the plan let you track what’s working and adjust quickly.
In short, a plan saves time, money, and headaches while making you look professional from day one.
How do you conduct an effective market analysis?
To understand your customers and competition better, follow these easy steps for a solid market analysis:
- Define your services and industries served.
- Collect data from reports, forums, and surveys.
- Segment potential clients by niche and pain points.
- Review competitors’ pricing, offerings, and reviews.
- Spot unmet needs or underserved niches.
- Back conclusions with market size, growth rate, and the share you can capture.
What key financial statements should be included in a business plan?
Include basic but essential statements such as:
- Income statement (how much you expect to earn and spend)
- Cash flow statement (when money comes in and goes out)
- Balance sheet (what you own vs. what you owe)
Even if your business is small, these give you a clear picture of your financial stability.
Is hiring professional business plan writers worth the investment?
Absolutely! Hiring professional business plan writers helps in creating a clear, polished, and detailed plan that boosts your chances of success. They bring expert knowledge, save you time, and make your plan visually appealing and more attractive to investors and lenders.
Where to find a free sample virtual assistant business plan PDF?
You can find free virtual assistant business plan templates on websites like Upmetrics, Bizplanr, LivePlan, and PlanGrowLab. These platforms offer easy-to-use templates that can help you create a professional and detailed business plan personalized to your virtual assistant services.
Follow Vinay Kevadiya
