The form goes to a service partner that provides remote assistants for admin, customer support, CRM upkeep and invoicing work. They scope the job and quote you directly, so the more concrete your note, the more useful their first reply tends to be.
Helpful details include the systems the assistant would log into, the hours or time zone you need covered, and whether the work is steady each week or comes in bursts. If you are unsure which service fits, choose the nearest one and explain in the notes box. Scope often shifts once both sides talk it through.
Helpful notes for each service area
Add the line that matches the service you pick in the form.
- Admin and data entry: the source documents and where the data needs to end up
- Customer email and chat: your help desk, such as Zendesk, Help Scout or Gorgias, and typical daily volume
- CRM and sales admin: your CRM, such as HubSpot, Salesforce or Pipedrive, and which records need upkeep
- Invoicing and bookkeeping admin: your accounting software, such as QuickBooks or Xero, and who approves payments
- Any task that crosses areas, like updating the CRM after a support ticket closes
- The person who will train the assistant in the first weeks
How your request is handled
We pass your details and notes to a service partner that does the assistant work. How your information is handled is set out in our privacy notice.
The partner then contacts you to learn more. Expect questions about volume, tools, approvals and the hours you need covered. Some will ask for a sample of the work, such as a couple of anonymized invoices or a typical support email, so they can price it accurately.
You then get a written proposal. Take your time with it. Agreement only happens when you accept it.