You do not need a full job description to ask for a quote. Most requests start from a problem like one of these:
- A shared inbox that nobody clearly owns.
- Invoices that go out late because one person sends them when they have a spare hour.
- CRM records that fall behind after every sales call.
- Spreadsheets and data entry that pile up at month end.
Pick the closest service in the form and add a note on volume and tools. A service partner reads it and gets back to you to fill in the gaps.
Information worth sharing up front
These points shape a proposal more than anything else, so mention them if you can.
- The weekly hours you expect the assistant to work
- The mix of tasks, from routine data entry to customer-facing replies
- How much judgment the work needs compared with following a checklist
- The tools and access the assistant will need
- The reporting you want back, such as a daily summary in Slack or by email
- Any confidentiality terms or NDA your business requires
- Whether you want one named assistant or a covered shift
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.