Legal Name
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First Name
Last Name
What do you preferred to be called? (If applicable)
What is your birthday?
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MM
DD
YYYY
What's your email?
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What timezone are you in?
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No one time zone - I travel a lot!
EDT/EST (Eastern - Toronto, New York)
CST/CDT (Central – Chicago, Dallas)
MST/MDT (Mountain – Denver, Calgary)
PST/PDT (Pacific – Los Angeles, Vancouver)
GMT (Greenwich Mean Time – London, no daylight savings)
BST (British Summer Time – London)
CET/CEST (Central Europe – Paris, Berlin)
EET/EEST (Eastern Europe – Athens, Bucharest)
IST (India Standard Time – Mumbai, New Delhi)
AWST (Australian Western – Perth)
ACST/ACDT (Australian Central – Adelaide, Darwin)
AEST/AEDT (Australian Eastern – Sydney, Melbourne)
NZST/NZDT (New Zealand – Auckland, Wellington)
What is your business name?
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Please share any relevant links (website, social media handles, etc.)
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What tools/platforms are you currently using?
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Instagram
Facebook
Youtube
Threads
Other social media: LinkedIn, Pinterest, X/Twitter
Canva
Squarespace
Other website builder: Showit, Wix, Wordpress
Kartra
Kajabi
Active Campaign
Other course/mailing platform: Teachable, ConvertKit, Etc.
Asana
Other project management tool: Notion, ClickUp, Trello
Google Drive
Dropbox
Are you currently working with anyone else, or do you have any teams members I should know about or loop in?
Do you have any launches, promos, or key dates coming up in the next 60–90 days?
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(If so, tell me what you’ve got brewing 👀 If not, that's okay - leave that too!)
Do you have any of the following you'd like to share with me?
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Brand Guidelines/Voice/Images (Including logos & other brand assets)
Emails/Email templates you'd like me to use
Social media graphics or Canva files
SOPs or Workflows
Previous content or newsletters
Important Documents or Checklists
Other
No, I'm starting fresh!
Anything you don’t have yet that you’d like help creating or organizing?
Anything else you’d love for me to know before we dive in?
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(Brain dump zone, dreams, things you hate doing, extra links… anything!)
Virtually Taylor Services Agreement:
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Before we get started, please take a moment to review the services agreement below. These terms are included on each invoice and help protect both of us as we work together.
1. Payment Due Date: Payment is due within seven (7) days of the invoice date. Late payments may be subject to a 2% monthly late fee.
2. Scope of Work: This agreement reflects services rendered as discussed. Additional work outside that scope may incur extra charges.
3. Contract Basis: Services are provided on a contract basis. This does not constitute an employee-employer relationship.
4. Revisions & Edits: Minor revisions are included. Additional rounds may be billed separately.
5. Cancellations & Refunds: Payments are non-refundable once work has started. If the client terminates services, work completed to date remains billable.
6. Urgent Requests: Rush/urgent work outside standard business hours may incur additional fees.
7. Liability: Virtually Taylor is not liable for damages or legal issues stemming from how deliverables are used.
8. Intellectual Property: Final assets are transferred to the client upon full payment. Until then, they remain the property of Virtually Taylor.
9. Time Tracking Minimums: Tasks are billed in 15-minute increments, with a 15-minute minimum.
10. Communication: I reply to messages within 24–48 hours during business hours (excluding weekends + holidays).
11. Portfolio Use & Privacy: I respect your privacy always. With written permission, I may share final, non-confidential assets in my portfolio.
12. Termination Notice: A 30-day written notice is required to cancel services. Retainers or project work during that time will still be billed. Lack of notice may result in a fee equal to one month of typical work.
13. No Guaranteed Results: Virtually Taylor agrees to provide services as outlined, to the best of their ability and expertise. However, specific results — including but not limited to increased revenue, visibility, engagement, or business growth — are not guaranteed. Client understands that outcomes depend on various external factors beyond the control of Virtually Taylor.
By submitting this form and typing the statement of agreement, you confirm that you’ve read, understood, and agreed to the terms outlined above. This submission acts as a legally binding contract between you (the Client) and Virtually Taylor.
To confirm that you’ve read and agree to these terms, please type the following sentence below:
“I agree to the terms outlined above and am ready to move forward with Virtually Taylor.”
🔐 Access + Trust Reminder
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In order to do my job well (and take things off your plate!), I’ll need access to certain platforms, files, or tools you use in your business. Once your form is submitted, I’ll follow up with specific access requests — things like Google Drive folders, Instagram, or course platforms — depending on the services we’re working on together.
By submitting this form and sharing account access, you acknowledge that:
✔️ You’re granting Virtually Taylor, (including any team members, or contractors acting on behalf of Virtually Taylor) permission to access the systems, platforms, & tools necessary to complete our work together.
✔️ I will treat your business and data with the highest level of care, confidentiality, and professionalism.
✔️ Virtually Taylor is not responsible for errors, delays, or data loss caused by third-party platforms, system outages, or unclear client instructions.
✔️ Either party may remove access at any time. To officially revoke access, you must send written notice via email to
[email protected] , and revocation is considered effective only upon confirmation of receipt.
✔️ Once our contract ends, you’re welcome to update or revoke any logins you’ve shared.
This access is a required part of our working relationship — and I want you to feel 100% safe and supported throughout 🤍
By submitting this form and typing in the statement below, you acknowledge that this serves as a legally binding agreement regarding access, permissions, and expectations as outlined above.
To move forward, please type the sentence below into the box provided, to confirm you understand and agree to the terms outlined above:
“I agree to grant Virtually Taylor the access needed to support my business, and I understand I can revoke access at any time.”
✍️ Type your name here to finalize:
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🗓️ Today's date:
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MM
DD
YYYY