Virtual Assistant Agent Pack — Claude

Ten configured AI assistants for a virtual assistant business, built for Claude. Paste in the enquiry, quote request, invoice or job note and get back a drafted reply, quote, reminder or record ready to review and send yourself.

Extract your purchase download, then the platform ZIP inside it, and follow the included Word guide to paste the instructions into a text conversation. Provider features and plan requirements vary.

What's in the pack

• Enquiry Intake Assistant — Turns a raw client enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed.
• Customer Follow-up Writer — Writes follow-up messages for quotes that have gone quiet, completed tasks, review requests and reactivation of past clients.
• Business Document Writer — Produces clean, consistent business documents — letters, service agreements in plain language, checklists, handover notes, SOPs and forms — from the business's own content.
• Scheduling Coordinator — Prepares a sensible task schedule, drafts booking confirmations and reminders, and flags clashes.
• Meeting and Call Notes Summariser — Turns meeting notes, call notes and transcripts into a summary with decisions, actions, owners and dates, plus a follow-up email draft.
• Customer Support Reply Writer — Drafts replies to client questions, complaints and refund requests, matched to the severity of the issue.
• Social Content Planner — Plans and writes social posts for the virtual assistant business — before-and-afters, tips, team and local content — with a simple calendar.
• Proposal and Tender Writer — Builds structured proposals and tender responses from the business's real capability and the client's stated requirements, with a compliance checklist.
• Invoice and Payment Reminder Writer — Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.
• Operations Reporter — Produces a weekly or monthly operating summary from the numbers the business supplies — tasks done, quotes won and lost, revenue, outstanding work — with observations and questions.

The most important thing to understand

These agents write drafts. They do not send, post, book or pay anything, and they have no connection to your email, calendar or accounting software. You see everything before it leaves your business.

Your purchase is delivered as one outer ZIP from the order page and delivery email, containing the platform ZIP and a matching Word quick-start guide. Extract the outer ZIP to access both; the guide is outside the inner platform ZIP.

Once you've downloaded it

Get started — text-paste steps.

1. Extract your purchase download: right-click and choose Extract All on Windows, or double-click on Mac. The order page and delivery email provide one outer ZIP per purchased edition, containing a Word guide and the platform ZIP. Extract that platform ZIP as well, then open its folder to find onboarding.md and client-profile.md.
2. Open onboarding.md in a text editor such as Notepad (Windows) or TextEdit (Mac). Copy its complete contents and paste them into a new conversation in your chosen AI service.
3. Answer the onboarding questions. Save the completed profile text as client-profile.md so you can reuse it; the conversation does not automatically update the file on your computer.
4. For a task, open one assistant file in your text editor. Copy everything below the first --- line into a new conversation. Paste your completed profile as the next message, then describe your task. Use a new conversation for a different assistant. Never truncate the instructions.

Optional ZIP shortcut: first extract your purchase download to find the Word guide and platform ZIP. If your Claude chat accepts ZIP attachments, attach the platform ZIP and ask it to read onboarding.md and follow it exactly. Confirm it can read the file before answering. If unsupported or unreadable, use the steps above.