How to win proposals as a VA

How to write winning proposals to land you more jobs and earn more as a freelance VA

For virtual assistants, landing a steady stream of clients often depends on the quality of your proposals.

A well-crafted proposal can set you apart from the competition, showcasing your skills and professionalism while convincing potential clients that you are the perfect fit for their needs. Here’s how to write a winning proposal that increases your chances of success.

1. Understand the client’s needs

Before you begin writing your proposal, take the time to thoroughly read the client’s job post. Look for:

  • Key deliverables: What tasks do they need help with?
  • Challenges: Are there any specific problems they’re trying to solve?
  • Desired outcomes: What results are they looking for?

By understanding their needs, you can tailor your proposal to address their specific requirements and demonstrate your value.

2. Start with a personalized greeting

Avoid generic greetings like “Dear Sir/Madam” or “To Whom It May Concern.” Instead, use the client’s name if it is provided. A personalized greeting immediately shows that you’ve taken the time to learn about them.

Example:

Hi [Client’s Name],

3. Create a compelling opening

The first few sentences of your proposal are critical. Use this space to grab the client’s attention and show that you understand their needs.

Example:

I noticed you’re looking for help with [specific task or problem], and I’d love to bring my [specific skills or experience] to ensure [desired outcome].

4. Highlight relevant skills and experience

Tailor this section to match the client’s requirements. Mention specific skills, tools, or experiences that align with the job description. Use bullet points for clarity if needed.

Example:

  • Expertise in social media management, including [platforms]
  • Proficient in [software/tools, e.g., Canva, Trello, Slack]
  • Experience handling [specific tasks like email marketing or customer support]

5. Provide social proof

Include examples of past work, testimonials, or case studies that demonstrate your success in similar roles. If you’re new and don’t have testimonials, focus on your relevant skills and any certifications or training you’ve completed.

Example:

In my previous role as a virtual assistant, I helped a client increase their social media engagement by 35% in just three months by implementing a targeted content strategy.

6. Explain your process

Clients appreciate knowing how you plan to approach their project. Outline your process in simple terms to build trust and set expectations.

Example:

My approach involves:

  1. An initial meeting to discuss your goals and priorities
  2. Creating a detailed task plan with timelines
  3. Providing regular updates to ensure alignment

7. End with a call to action

Encourage the client to take the next step by inviting them to connect with you for further discussion.

Example:

I’d love to hear more about your project and how I can help. Let’s schedule a time to chat—I’m happy to answer any questions you may have!

8. Keep It concise

Your proposal should be professional but concise. Aim for 200-300 words, focusing on quality over quantity. Avoid lengthy paragraphs and unnecessary details.

9. Proofread and polish

Before submitting your proposal, double-check for grammar, spelling, and formatting errors. A polished proposal reflects your attention to detail.


Example template

Hi [Client’s Name],

I came across your job posting for [specific role/task], and I’m excited about the opportunity to contribute to your success. With [X years] of experience in [relevant field], I’ve helped clients achieve [specific achievements].

My skills include:

  • [Skill 1]
  • [Skill 2]
  • [Skill 3]

Here’s how I plan to help:

  • [Step 1]
  • [Step 2]
  • [Step 3]

I’d love to discuss your project further and explore how we can work together. Let me know a time that works for you!

Best regards,
[Your Name]
[Your Contact Information]


By following these steps, you’ll be able to craft proposals that not only stand out but also resonate with potential clients. Remember, the goal is to show that you understand their needs and can deliver exceptional results.

While you are here, if you haven’t joined our community, register today and connect with our Learn & Earn community of virtual assistants and growing businesses like yourself.

In addition, we give away proposal templates like this one to members of our community. Hoping to connect with you soon!

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