It helps to spend ten minutes listing what you actually want off your plate. Go through a normal week and note each repeat task: answering order questions, entering receipts, updating deal stages, chasing unpaid invoices. Next to each one, jot down how often it happens and which app it lives in.
You can paste that list straight into the notes box. A service partner uses it to work out the hours involved and the skills the assistant needs, then contacts you to confirm the details. Keep passwords and customer data out of the form. Access is set up later, through proper delegation, if you decide to work together.
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.