You do not need a full job description to ask for a quote. Most requests start from a problem like one of these:
- A shared inbox that nobody clearly owns.
- Invoices that go out late because one person sends them when they have a spare hour.
- CRM records that fall behind after every sales call.
- Spreadsheets and data entry that pile up at month end.
Pick the closest service in the form and add a note on volume and tools. A service partner reads it and gets back to you to fill in the gaps.
A short checklist for the notes box
Copy these prompts into the notes box and answer each in a line or two.
- What is taking up too much of your week?
- Which apps would the assistant need to log into?
- Does anyone need to approve the work before it goes out?
- Are there customers or records with special handling rules?
- What hours do you need covered, and in which time zone?
- How will you tell the work has been done correctly?
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.