Fill in your name, work email, company and the kind of help you need, then add a sentence or two about the workload. That is enough for a service partner to start a conversation about what an assistant would do, which tools they would use and how the hours would be set. You decide whether to go ahead after you see a written proposal, and you can stop at any point before then.
Details that help with scoping
You do not need all of these. Pick the ones you already know.
- Your company name and what you sell, in one line
- Which of the four service areas is closest to the work
- How tasks reach you today: email, a shared inbox, a ticket queue or a spreadsheet
- Rough volumes, like emails per day or invoices per month, written out in words
- Any process notes or templates you already use
- Your preferred start date, if you have one
- How you would like the service partner to contact you first
What happens after you send it
Your request goes to a service partner that provides virtual assistant support. Someone there replies by email to the address you gave, usually with a few questions about tasks, hours and tools.
If it helps, they will suggest a short call to talk the work through. After that you get a written proposal setting out what the assistant would do, the schedule, how access works and what it costs. Nothing is agreed until you accept that proposal, and you can decline it or ask for changes.