Virtual Assistant Price Tool instant estimate — Overview
Where to find it
In your dashboard, open the site and go to the Price tool card. Under Which price tool, choose Virtual Assistant. When you build a new site or a lead-gen batch, the Price tool picker lists this tool as Virtual Assistant price tool. See the price tools overview for turning a tool on and putting it on a website.
What visitors see
- Start screen. The business name, a headline and a button. Unless you change them, the headline is “Get a free instant estimate” and the button is “Get started”.
- Services. Under the heading “Which services do you require?”, the visitor taps one or more of the 7 services listed below, then Next.
- Questions. One question per screen, with the service name above it and a step count at the top. Questions that allow several answers say “(Select any that apply)”. Back and Start over are on every question.
- Contact details. The visitor fills in Name, Email, Zip, Phone. Name, Email, Zip are required; Phone is optional. Zip must be 5 digits. The visitor taps See your estimate.
- Estimate. A total range, one line per service picked (and one per add-on picked), a collapsed “How this was figured” section and a note that the number is not a final quote. Below it are Book a free on-site quote and Change my answers.
No price is shown before the contact step. The estimate appears as soon as the visitor taps See your estimate.
Services and questions
This tool has 7 services. Each service asks its own questions, in this order.
| Service | Questions, in order |
|---|---|
| General Administrative Support | How many hours of support do you need per week? What tasks do you need assistance with? What level of expertise do you require? When do you need the service to start? |
| Executive Assistant Services | How many hours per week do you need support? Which specialized skills do you require? What level of integration with your team is needed? Any additional requirements? When do you intend to start the service? |
| Social Media Management | What type of social media support do you need? Which platforms do you want to cover? What quality level do you want? Any additional services needed? When do you need to start? |
| Customer Support | What type of customer support do you need? Select additional services you require How many support agents do you need? What level of expertise do you need for agents? How quickly do you need to begin the service? |
| Bookkeeping & Finance Admin | What bookkeeping services do you need? Do you need any additional bookkeeping features? How often do you require these services? When would you like to start? |
| Lead Generation & CRM Management | What industry is your business in? What is your monthly lead target? Which CRM platform do you use? How quickly do you need leads generated? Select any additional services needed |
| Something Else | What is the primary purpose of your request? What additional services do you need? What level of expertise do you require? When do you need this service started? |
How the price is worked out
Each service starts at $0. Each answer does one of these:
- adds a one-time dollar range (a low and a high amount),
- raises or lowers the service's one-time total by a percent, or
- adds a monthly or a yearly amount. These are added up on their own and shown next to the one-time total as “+ $…/month” or “+ $…/year”. No percent, minimum or widening touches them.
All the dollar amounts for a service are added up first. Then every percent answer is applied to that sum, one after another, whatever order the questions came in. So a dollar add-on always gets the same percent uplift as the rest of the job. When a question allows several answers, each one picked counts.
Questions that allow several answers can be left with none picked.
Some services ask for a size or a count first. The answer to the next question is a price per unit, and the tool multiplies it by that number. When the visitor leaves the box, a number outside the allowed range is moved to the nearest end of the range.
| Service | Question | Unit | Allowed | Starts at |
|---|---|---|---|---|
| Customer Support | How many support agents do you need? | 0– |
Most questions include an answer labelled “I'm not sure — use the average”. It has its own price or percent, which you can edit like any other answer.
Then the tool puts the services together:
- The services picked are added together.
- The total is not widened. You can widen it with How wide your range shows.
- The total is rounded to the nearest $1.
The lines on the estimate screen (one per service, one per add-on picked) are rounded the same way and always add up to the total shown.
Worked example
This uses the tool’s default prices. A visitor picks General Administrative Support and answers:
- “How many hours of support do you need per week?” — Up to 5 hours: adds $100–$150.
- “What tasks do you need assistance with?” — nothing picked: no change.
- “What level of expertise do you require?” — Basic: no change.
- “When do you need the service to start?” — Immediately: adds $50–$100.
The total is rounded to the nearest $1. The visitor sees $150 – $250. The General Administrative Support line shows $150 – $250.
Your prices
In the Price tool card, open Your prices. The panel starts from the tool’s default prices. It has these parts:
- Your business: Subline, Button label, Logo URL and Booking URL. The business name, headline and color come from the card’s Business name, Headline visitors see and Your color fields.
- One group per service. Each starts with Minimum for this service, then one row per answer, labelled with the question and the answer. A row is either a low and high dollar amount, a monthly or yearly amount or a percent. Size and count questions also have a “default” row, which sets the number the question starts at.
- Your minimum job: the tool minimum.
- How wide your range shows: a percent from 0 to 50 that widens the total on each side.
Reset to defaults puts every row back. Click Save to keep your changes. A tool that is turned on shows the new prices the next time a visitor opens it.
If you switch Which price tool to a different trade, your price changes for the old trade are not kept. The business name, headline and color are kept.
With a Client pricing link, the business owner can edit these same prices without signing in. See the price tools overview.
Leads
A lead is saved when the visitor taps See your estimate. It holds the name, email, zip, phone (if given), every answer, the estimate shown and, when the browser reports it, the page the tool was on. Nothing is saved before that step. If the visitor taps Change my answers and sees a new estimate, the same lead is updated; nobody is alerted twice.
Each lead goes to the addresses in Email new leads to, and to you as well when Send me a copy too is ticked. The email carries your agency’s name.
The visitor is emailed a copy of their estimate under the business name. A reply goes to the first address in Email new leads to.
If the visitor taps Book a free on-site quote and you set a Booking URL, it opens that page. With no booking URL, the owner gets a second alert marked “Visit requested”, and the visitor sees “Request sent. [business name] will contact you.” When the site has a phone number, a Call button with that number appears under it.
Leads are listed in the card under Leads from your price tool, with the date, name, zip, contact, estimate shown and which alert went out.
Limits
The contact step can be sent 12 times per hour from one internet address. After that, the visitor still sees the estimate, but the details are not sent and the visitor sees “We couldn’t send your details just now — please call the business directly.” The same message appears if the details fail to send for any other reason.
Questions
Is the estimate a quote?
No. The estimate screen and the visitor’s email both say it is a ballpark range, not a final price.
Does a visitor have to give a phone number?
No. Name, Email, Zip are required. Phone is optional.
Can a visitor pick more than one service?
Yes. Each service gets its own questions and its own line on the estimate, and the total adds them together.
Can a visitor change an answer after seeing the price?
Yes. Change my answers goes back to the services screen.
What happens when I turn the tool off?
The tool stops loading. Anyone who opens it sees “This price tool isn’t turned on yet.” Your prices and leads are kept.
Is a visitor’s information sold?
No. See the privacy policy.