Use the form to describe the work you want an assistant to pick up. A few lines is enough to start: the tasks, roughly how many hours a week they take now, and the tools you use.
We pass your request to a service partner that provides virtual assistant support. They reply to you directly, ask questions and talk through scope. Sending the form does not commit you to anything, and nothing is agreed until you accept a written proposal from the partner.
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
What to expect next
Sending the form starts a conversation and nothing more. A service partner replies by email, often with a handful of questions. You might be asked how tasks are assigned today, who signs off on customer replies or payments, and which apps hold the data.
Many partners like a short call next so they can hear how the work runs in practice. After that comes a written proposal. If it does not fit, say so and ask for a revised one, or let it go. You are not bound to anything until you accept a proposal.