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.
What to share now and what to hold back
Give enough to scope the job, and keep sensitive details for later, when access is set up properly.
- Share the tasks, the tools and the rough hours
- Share your time zone and the hours you need covered
- Share who will manage the assistant day to day
- Share any deadlines tied to month end or busy seasons
- Hold back passwords, login codes and API keys
- Hold back customer records, bank details and tax ID numbers
- Hold back anything you would not put in an ordinary business email
After the form: a reply, a call, a proposal
A service partner contacts you at the work email you entered. If the scope is already clear they may go straight to a proposal. If not, they will ask for a short call first.
The written proposal sets out the tasks, schedule, access and cost. You choose whether to accept it. No work begins and nothing is agreed until you do.