Before we get started – here’s how I work.
Working with a VA should feel like a relief, not another thing to wade through. So rather than hitting you with seventeen pages of legalese before you’ve even had a discovery call, here’s a plain-English summary of the key things you’d want to know.
This covers the important stuff – how services are delivered, how payments work, what happens with your confidential information, and who owns what. It’s designed to give you a clear picture of what working together looks like before you commit to anything.
If you decide you’d like to go ahead, you’ll receive the full Terms of Business as part of your onboarding pack. That’s the complete legal document – this page is the highlights reel.
Any questions before then, the Contact page is the place to go.
Terms & Business - Summary
1. Agreement structure
- Our working arrangement consists of three documents: the Terms, the Booking, and a Data Processing Form
- The agreement begins when you sign the Booking Form or request work to start
2. Working relationship
How we work
- I operate as an independent consultant, not an employee
- I may work with other clients simultaneously
- Work is usually carried out from my own premises
- I provide the tools and equipment needed to deliver services
Portfolio and marketing
Unless you request otherwise in writing, you grant us permission to mention your name, logo, and a brief description of the work completed in our marketing materials – including our website, portfolio, and social media. If you’d prefer not to be featured, just let us know at the start of our work together.
3. Intellectual property
- I retain ownership of my templates, structures, and methodologies
- Copyright for unique materials created specifically for you is assigned to you after full payment
- Please don’t send materials that breach a third party’s rights
4. Payment terms
General
- Invoices are due by the date specified
- Various payment arrangements are available and detailed in the Booking
- Deposits and prepayments are non-refundable
- Late payment may result in work being put on hold
Retainer rollovers
There is no automatic right to roll over unused retainer hours from one month to the next. Where invoices are always paid fully and on time, a maximum of 10% of unused hours may be carried forward to the following month. Any rolled-over time not used in that following month is lost.
5. Extras and additional charges
Additional charges may apply for:
- Out-of-hours or urgent work
- Travel expenses
- Additional requests beyond the original scope
- Specific payment method surcharges
6. Confidentiality
- Your confidential information is used only to perform the agreed services
- Both parties agree not to disclose each other’s confidential information
7. Termination
The agreement can end:
- Automatically on the completion date
- By written notice (as detailed in the Booking)
- If a breach is not remedied within 14 days of written notice
8. Liability and legal protections
- Maximum liability is limited to fees paid for the work in question
- Protections are in place to manage professional risks
- Indemnity provisions protect both parties