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
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.