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
From request to proposal
- A service partner reads your request and replies to your work email.
- They ask follow-up questions or book a short call to understand the work.
- They send a written proposal with the scope, hours, access steps and pricing.
- You accept it, ask for changes or decline. Nothing is agreed before you accept.
Sending the form does not sign you up for anything, and you can end the conversation at any stage.