This page is for owners and managers who want a quote for remote assistant support. Tell us which area you want covered: admin and data entry, customer email and chat support, CRM and sales admin, or invoicing and bookkeeping admin.
Your request goes to a service partner who does the work and sets the terms. They reply to the work email you give, may suggest a short call, and then send a written proposal. You can ask questions, change the scope or walk away before you sign.
A short checklist for the notes box
Copy these prompts into the notes box and answer each in a line or two.
- What is taking up too much of your week?
- Which apps would the assistant need to log into?
- Does anyone need to approve the work before it goes out?
- Are there customers or records with special handling rules?
- What hours do you need covered, and in which time zone?
- How will you tell the work has been done correctly?
The next steps are up to you
Once the form is in, a service partner picks it up and gets in touch, by email first. Some partners prefer a quick video call before they quote, because tasks like inbox triage or bookkeeping admin vary so much between businesses.
The quote arrives as a written proposal. Read it closely. Check which tasks are named, how many hours are included, how the assistant gets access, what happens on holidays and how either side can end the arrangement. Until you accept it in writing, no work starts and nothing is owed.