Day-to-day admin, done remotely
A remote assistant is a person who handles your routine office tasks over the internet, using your email, calendar, help desk, CRM or accounting software. You keep ownership of every account and set the rules for what they can see and change.
Common areas include:
- email and calendar upkeep
- data entry and record cleanup
- customer email and chat replies from your templates
- CRM updates and sales follow-up reminders
- invoice preparation and payment chasing
The arrangement can be a handful of hours each week or a regular daily shift. It can grow as the work becomes routine.
What you can request here
You can ask for help in four areas. General admin and data entry is the most common starting point. Customer email and chat support suits businesses with a steady flow of repeat questions in Zendesk, Help Scout, Gorgias or a shared inbox.
CRM and sales admin suits teams whose pipeline lives in a CRM that nobody has time to keep current. Invoicing and bookkeeping admin covers the clerical side of the books. It is prep work only: approvals and any tax questions stay with you and your accountant.
Remote data entry
Typing, copying and updating records from your sources, following the field rules and formats you set.
Live chat replies
An assistant watches chat during set hours, answers common questions and tags conversations that need a decision.
Pipeline upkeep
Log calls and emails, fill missing fields and flag deals that have gone quiet, so the pipeline view stays accurate.
Invoice prep
Invoices drafted from your job or order records and queued for your approval before they go out.
What starting looks like
The order below is typical, though the partner may adjust it to your situation.
- You send a request describing your business, tools and the help you want.
- The partner reaches out, usually by email, to arrange a conversation.
- Together you agree what the assistant will and will not do, and the weekly hours.
- Access is set up, procedures are shared, and the first assigned tasks begin.
Factors that affect cost
There is no fixed price list on this site, because the quote depends on your work. The things that usually matter:
- Hours per week, and whether they are steady or vary month to month.
- The coverage window, such as business hours in your time zone or a later shift.
- How complex the tasks are and how much decision-making they involve.
- The number of tools and accounts involved.
- Whether you want a dedicated assistant or a shared one.
The service partner discusses these with you and quotes directly.
Questions buyers ask
Can I ask the assistant to sign an NDA?
Yes, and many businesses do. The NDA is usually between your company and the service partner, sometimes with the assistant signing as well. Have your own lawyer look over the wording if the information is sensitive. An NDA works alongside good access control and does not replace it, so keep access limited to what each task needs.
Is there a trial period?
Some service partners offer a short starting period with a set scope so both sides can test the fit. Others start on standard terms with a notice period. Ask about it when you get the proposal. Whatever the setup, treat the first weeks as a learning stage, with more checking and more questions, before you judge the work.
Which tasks should I keep in-house?
Keep anything that needs your authority or your judgment on the business: approving payments, hiring and firing, legal and tax decisions, pricing changes and sensitive conversations with key customers or employees. An assistant can prepare the groundwork, such as drafting a reply or lining up invoices for approval, and you make the final call.
How do I give instructions to a remote assistant?
Write each task down as you do it now, exceptions included, or record a short screen share if that is quicker. The assistant can turn your notes into a checklist. Use one channel for questions, such as a Slack thread or a shared email label, so nothing gets lost. Update the checklist whenever a rule changes.
Can one assistant cover more than one type of work?
Often, yes, as long as the hours allow. An assistant might triage the inbox in the morning and update the CRM in the afternoon. Mixing very different tasks can stretch out the learning period, so it often makes sense to start with one area and add others once the first is running smoothly.
Tell us which admin, support, CRM or invoicing tasks fall behind each week.
Describe your tasksSend your request
You do not need a full job description to ask for a quote.