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Templates / Proposal

Free Personal Assistant Proposal Template

A personal assistant proposal covers the support scope, who’s on the team, how work gets handled week to week, pricing, and signing and payment terms.

Personal Assistant Proposal template preview

Language:

en

Last updated:

October 2026

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A leader’s week can turn on tiny details, so handing over inbox & calendar control needs more than good intentions. A personal assistant proposal gives the client one place to read what gets handled, what gets confirmed, and what stays with them, before any access gets shared or a start date gets held. The pages use deep green and magenta accents under Lora headings and Inter body text, so the offer reads like custody and control, not “we’ll try our best”.

The proposal starts with the outcome the client is buying, then spells out how decisions get captured and confirmed when plans move. The middle sections name the people doing the work and the kind of assignments already run, then the document answers the questions that usually stall agreement, like who’s actually in the inbox, what access is needed, and how changes get turned around. The wording keeps coming back to one source of truth, with the phrase “single action log you can trust” doing the heavy lifting when the client is deciding whether to hand over the keys.

  • Summary Frames the handover problem, describes the support outcomes, and anchors the workflow around a single action log.
  • What happens and when Explains the weekly rhythm and daily triage, including how decisions come back for sign-off and how confirmations get sent.
  • Plans Holds the single priced option, Core, which you replace with your own price before sending.
  • Next steps Carries the acceptance and signature, plus the fee summary and the 50% setup payment requirement to start.

Once the numbers are updated, the Personal Assistant Proposal becomes a proposal you send for acceptance and online signature. The Next steps section covers the 50% setup payment to begin and the remaining 50% when setup is complete, plus monthly invoicing terms and the 7-day payment window.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a personal assistant proposal

PartWhat it covers

Summary

Opens with the outcomes and the way the work gets controlled, then describes the rules, confirmations, and the action log that keeps follow-ups from slipping.

Who you are working with

Introduces the support team in plain terms and explains the operating style the client should expect, including rules, logs, and written confirmations.

The team

Sets expectations on who the client deals with day to day, so ownership doesn’t bounce between names.

Team

Names the two roles and what each one handles, separating inbox and calendar control from travel and admin coordination.

Recent projects

Signals the kind of personal assistant assignments included in the portfolio examples, so the client can match the work to their situation.

Portfolio

Gives concrete examples of work like inbox and diary takeover, travel weeks, and meeting minutes, so the scope feels testable rather than vague.

What happens and when

Explains the cadence, what happens at setup, and how the day-to-day flow runs once access and rules are agreed.

Inbox triage and replies

Details the day-to-day handling the client is approving, from triage and replies through calendar ownership and travel planning.

Meeting packs, minutes, actions

Covers meeting support, supplier liaison, and expense tracking, including how actions are logged and chased.

Plans

Contains the priced items section, with Core as the option to price before sending.

Next steps

Carries the signature step and fee summary, and states the 50% setup payment required to begin setup work.

Who exactly will be in my inbox and calendar?

Answers who has day-to-day access and how items are attributed, including action logging and named confirmations.

How fast do you turn things around when plans change?

Sets expectations for change handling, confirmations, and what gets communicated when a third party is holding things up.

Payment

States the split setup invoicing, monthly invoicing timing, and the 7-day payment term, alongside access, security, and approvals wording.

WhatsApp to action log

Explains how instructions get pulled out of chat into the action log, how expenses and missing receipts get handled, and how out-of-scope work gets quoted.

Who it is for

Executive assistants and personal assistant teams quoting ongoing inbox, calendar, travel, and meeting support for a leader whose schedule changes fast.

The proposal in full

Summary

You’ll have a calendar that stays accurate when plans move, messages that get answered or parked with a clear next action, and travel, documents, and follow-ups that don’t rely on you remembering one more thing.

We’ll take control of your inbox, calendar, travel, and follow-ups with clear rules and a single action log you can trust. Next, we’ll confirm access, set the rules, and start the first week’s cadence.

We start by agreeing what “urgent” means for you, then we build the mechanics around it: inbox triage rules, a folder map, and calendar control with buffers and time zones handled. From there we run a weekly confirmation rhythm for travel and meetings, keep minutes and action chasing in one place, and close the month with a clean expense sweep.

Who you are working with

We’re Al Hajar Office, a two-person executive support team built for leaders who need their days back. We stepped into this work the same way most clients find us: one inbox and calendar became the bottleneck for a whole business, and small misses started carrying big consequences. We set up the structure, then we run it week after week.

We get picked when trust and speed both matter. We don’t “keep an eye on things”; we work off rules, logs, and confirmations you can check. If a plan changes, we don’t rely on a WhatsApp scroll to remember it. We put the decision in the action log, restate the time zone, and confirm the next step with the right person.

The team

You’ll deal with the same two people day to day, and you’ll know who is doing what.

Team

Maha Al Balushi, Executive assistant. Maha runs inbox and calendar control, meeting packs, minutes, and the action log, then brings you decisions that need your sign-off.

James Carter, Travel and admin coordinator. James handles travel and admin coordination: routes, bookings, confirmations, supplier follow-ups, and keeping all documents lined up for submission.

Recent projects

Here are three recent executive personal assistant assignments showing the kind of control and follow-through you can expect.

Portfolio

Inbox and diary takeover. We rebuilt triage rules, folders, and calendar ownership for a GM, then moved all meeting changes through one confirmation thread. The result was fewer double-books and faster replies, because every invite had an owner and a next action.

GCC to Europe travel week. We managed a multi-city week with flight changes, driver confirmations, and hotel updates, then sent a single daily itinerary message with local time and pickup details. Changes stopped living in five chats and started landing in one plan.

Meeting packs and minutes cadence. We set an agenda template and ran minutes with decisions and actions for recurring leadership meetings. Actions were chased mid-week, not at the next meeting, which kept owners accountable and reduced repeat discussions.

“My calendar stopped breaking, and nothing slipped when plans changed.”

General manager, a fast-moving operator-led business

What happens and when

Executive personal assistant runs on a weekly rhythm with daily triage. You can reach us by email or WhatsApp, and we’ll keep decisions and actions in one log you can scan in minutes.

1. Setup and rules Once, at start We agree inbox triage rules, folder map, and who can send what on your behalf. We set calendar ownership, time zone defaults, and meeting buffers. You give access, we confirm it works, and we send you the first draft of the cadence. 2. Inbox and calendar control Every day We sort, label, and respond where you’ve approved us to. Anything that needs your decision comes back as a short question with options. We accept, decline, and reschedule meetings, then confirm changes back with the correct time zone and location. 3. Confirmations and actions Weekly We run a confirmations sweep for the week ahead: travel, drivers, meeting locations, dial-in links, and pre-reads. We prepare agendas and meeting packs where needed, take minutes, and chase actions from one list so nothing disappears into WhatsApp. 4. Expenses and reconciliation Each month We capture receipts and log spend as it happens, then do a month-end sweep to close gaps. You get one reconciliation summary you can hand to finance, with the missing items called out and already requested from the right place.

Inbox triage and replies

Daily sorting and drafting or sending replies based on agreed rules, with flagged items returned to you as clear decisions.

CALENDAR OWNERSHIP

Daily control of invites, reschedules, buffers, and time zones, with confirmation messages sent after any change.

TRAVEL AND ITINERARY MANAGEMENT

Weekly planning and ongoing changes for GCC and Europe routes, including bookings, check-in notes, and driver confirmations.

Meeting packs, minutes, actions

For scheduled meetings: agenda prep, minutes, and an action log updated after each meeting, with mid-week chasing on open items.

SUPPLIER AND CONCIERGE LIAISON

As requests come in: quote requests, follow-ups, and confirmations, with the final details returned to you in one message you can forward.

EXPENSE TRACKING AND MONTH-END CLOSE

Ongoing receipt capture and spend tracking, then one monthly reconciliation summary with gaps identified and chased.

Plans

Choose based on how much of your day we’re owning and how often travel and meetings change. Most clients start with Core and adjust after month one. Prices are per month.

Priced items

Next steps

Sign to kick off executive personal assistant setup, and we’ll send the access checklist the same day.

1. Sign this proposal to reserve the start date. 2. Pay 50% of the setup fee so we can begin setup work. 3. Share access and preferences, then we start the first week’s cadence.

Signature

Fee summary

Who exactly will be in my inbox and calendar?

Maha is the person in your inbox and calendar day to day. James supports on travel bookings, confirmations, and admin coordination. You’ll always know who handled an item because we log actions and we sign key confirmation messages with our name.

WHAT DO YOU NEED ACCESS TO, AND HOW DO WE KEEP IT SECURE?

We’ll ask for access only to the tools we’re running: email, calendar, travel accounts, and shared folders for documents and receipts. We use separate logins where possible, keep permissions tight, and we confirm in writing what we can send, approve, or view.

How fast do you turn things around when plans change?

For meeting moves and travel changes, we respond as they happen during working hours and we confirm the change back to you once it’s locked. If we’re waiting on a third party, we tell you who we’re waiting on and when we’ll chase again.

HOW DO YOU TRACK ACTIONS SO NOTHING GETS LOST IN WHATSAPP?

We pull decisions and tasks out of WhatsApp and put them into one action log with an owner and due date. You’ll see what’s open, what we’re waiting on, and what was confirmed, without scrolling back through messages.

Payment

Setup is invoiced 50% to start and 50% when setup is complete. Ongoing work is invoiced at the start of each month. Every invoice is payable within 7 days of its date.

Who does what. Maha Al Balushi is in your inbox and calendar day to day. James Carter supports on travel bookings, confirmations, and admin coordination. We sign key confirmations with our name and log actions so you can see who did what.

Access and security. We only ask for access to the tools we run: email, calendar, travel accounts, and shared folders for documents and receipts. Use separate logins where possible. We keep permissions tight and confirm in writing what we can send, approve, or view.

Approvals. We follow the approval rules agreed in setup. If a booking, change, or message needs your approval, we send the exact option and the deadline, then wait. We do not guess on times, names, or spend.

Working hours and response. We respond to meeting moves and travel changes as they happen during working hours and confirm back once it’s locked. If a third party is holding things up, we tell you who we’re waiting on and when we’ll chase again.

WhatsApp to action log

When instructions arrive by WhatsApp, we pull decisions and tasks into the action log with an owner and due date. The log is the source of truth for follow-ups, so nothing relies on scrolling back through messages.

Expenses and receipts. Month-end expenses are reconciled from the receipts and statements you share. If receipts are missing, we list what’s missing and what we need from you. We track spend, but we do not approve spend without your go-ahead.

Out of scope. If you ask for work outside executive personal assistant, we’ll say so in the moment and quote it before we proceed. Typical examples are out-of-hours support, in-person errands, and specialist tasks needing legal, tax, or HR advice.

Ending or pausing. If you need to end or pause ongoing support, we’ll follow the notice period stated on your proposal cover page. We’ll hand over the folder map, rules, action log, and any open items so nothing is left mid-flight.

Questions about this proposal template

What should a personal assistant proposal include?

A personal assistant proposal usually covers the support scope, who will do the work, how decisions and approvals get handled, and what the client needs to provide for access. This template also includes a pricing section and a signing and payment step so the start doesn’t rely on back-and-forth emails.

How do you describe scope for executive support without sounding vague?

Clear scope names the repeatable work and the rules around it, like triage rules, calendar control, travel confirmations, and how actions get logged and chased. The strongest scope wording also says what happens when something falls outside the agreed work and when a separate quote is needed.

How do you handle access and security for inbox and calendar support?

Access terms work best when they name what tools are needed, what permissions are required, and what the assistant can send or approve on the client’s behalf. This proposal includes written language on keeping permissions tight and confirming in writing what can be sent, approved, or viewed.

Who should be named in the proposal when more than one assistant is involved?

A client needs to know who is actually handling the inbox and calendar day to day, and who supports on travel or admin, because that’s where trust sits. This template separates those responsibilities and reinforces ownership by logging actions and signing key confirmations.

How do you show turnaround times when schedules keep changing?

Turnaround language should say what gets handled as changes happen, what gets confirmed back once it’s locked, and what the client hears when a third party is delaying things. This proposal includes that structure so the client knows what to expect during meeting moves and travel changes.

What payment terms are normal for personal assistant services?

Payment terms often split setup from ongoing support, with setup billed upfront to begin and ongoing work billed monthly. This template states 50% of the setup fee to start and 50% on completion, then monthly invoicing at the start of each month with invoices payable within 7 days.

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