150 Tasks You Can Delegate To A Virtual Assistant

February 25, 2019

You know you need a hand,

a hand to get things done.

Things that will help you achieve goals in your business.

Things that will help you achieve

that work-life balance you deserve.

The thing is, where do you start?

The good news is

you’ve already started.

By reading this post or downloading this guide you can identify the areas in your business where we can help you.

That’s what we do best.

We help people like you achieve

what you do best.

Are you ready?

150 Tasks You Can Delegate To A Virtual Assistant

Administration

  • Automation strategy and implementation
  • Client Onboarding
  • CRM management
  • Data entry
  • Database and list maintenance
  • Dropbox / Google Drive organisation
  • Infusionsoft, Ontraport and Salesforce support and management
  • LastPass setup
  • Managing online bookings
  • Managing website updates
  • PDF conversion: splitting and merging
  • Resource library: creation, maintenance and management
  • SOP and procedure creation and management
  • Spreadsheet creation and management
  • Supplier pricing research
  • Training manuals and Materials
  • Training of new virtual staff
  • Transcription of video and audio files
  • Updating staff headshots & team images

Design

  • Branding and Re-branding
  • Canva templates and images
  • Company branding
  • Diagrams and flowcharts
  • Document template construction
  • Document template creation and organisation
  • eBook creation and formatting
  • Email signature creation and setup
  • Forms creation
  • Logo design
  • Photo & image edits
  • PowerPoint presentations
  • Report creation
  • Slideshare presentations
  • Social media posts, banners, quotes, blog images
  • Sourcing images (free and paid)
  • Style guide creation
  • Website design and development

150 Tasks You Can Delegate to a Virtual Assistant

Events

  • Coordinating events:
  • Meetings
  • product launches
  • Conferences
  • staff incentives
  • Workshops
  • boutique events
  • Delegate management
  • Onsite management
  • Project management
  • Supplier management
  • Travel arrangements
  • Venue and supplier research

Executive Assistant

  • Annual Reports
  • Booking personal appointments (doctor/dentist/school etc.)
  • Calendar management – scheduling clients and appointments
  • Co-ordinating birthday parties
  • Co-ordinating gifts and flowers
  • Co-ordinating reservations and personal catch ups
  • Company Newsletters
  • Customer service email support
  • Diary and calendar management
  • Distribution of client material
  • Drafting agendas for meetings and events
  • Editing / proofreading emails
  • Email management – reviewing your inbox and actioning tasks where appropriate
  • Expense reports and reimbursements
  • Facilitating meetings – coordinating attendees, location and requirements
  • Organising catering for groups of all sizes
  • Presentation slides creation
  • Proofreading and grammar checking
  • Recruitment: developing job descriptions, job advert, running ad, processing applicants, phone screening, reference checks, interview coordination, contract preparation
  • Reminder services
  • Researching and booking childcare/holiday programmes
  • Sending invitations, e-cards
  • Travel and accommodation arrangements
  • Voicemail checking

Finance

  • Accounts payable (including batch payments)
  • Budget management
  • Bank integration
  • Bank reconciliation
  • Credit control and statements
  • GST returns
  • Month end bookkeeping
  • Monthly financial dashboards
  • Payroll
  • Producing and distributing client invoices
  • Xero setup and integrations

Marketing: Content Marketing

  • Adding tags and images to blog posts
  • Blogging strategy and implementation
  • Content calendar setup and implementation
  • Content marketing
  • Moderating blog comments
  • Repurposing content
  • Voiceovers for presentations

Marketing: Email Marketing

  • Creating and scheduling broadcast emails to promote content
  • Creating email newsletters
  • Editing follow-up emails and auto-responders
  • Email sequences
  • Email templates and automation
  • Mailchimp automation
  • Newsletter: templates, creation, distribution and reporting (with recommendations/summary)

Marketing: Lead Generation

  • Conversion pixels and remarketing
  • Create opt-ins and call to action assets
  • Designing landing / sales  / opt-in pages
  • Landing page sequence strategy, creation, reporting and recommendations
  • Onboarding new subscribers
  • Prospect tracking and marketing
  • Sales funnels: creation, strategy and management
  • Webinar strategies, management, setup and support

150 Tasks You Can Delegate to a Virtual Assistant

Marketing: List Building

  • Adding and removing subscribers from lists
  • List building strategy, implementation and reporting
  • Managing inactive subscribers

Marketing: Online Courses

  • Course validation research
  • Online course creation and implementation
  • Online launch strategy, implementation and reporting
  • Online research

Marketing: SEO

  • Checking backlinks and broken links
  • Directory submissions
  • Google Analytics reporting
  • SEO strategy and implementation
  • Sitemap submissions

Marketing: Social Media

  • Answer enquiries and messages on all channel and profiles
  • Create pinnable images on Pinterest
  • Scheduling and tracking pins, posts and tweets
  • Social media ad campaigns
  • Updating social media profiles: banners, groups, copy, call to actions etc

Marketing: Strategy

  • Competitor analysis
  • Ideal customer avator/buyer personal research and creation
  • Marketing strategy and implementation
  • Survey creation, setup, distribution and reporting (with recommendations/summary)

Marketing: Video Marketing

  • Adding intro and outro to video
  • Create and manage YouTube account (including playlists, channels)
  • Editing of audio and video files
  • Leveraging videos on IGTV, YouTube, Facebook, Anchor.fm, LinkedIn
  • Optimising videos
  • Removing background noise from audio and video
  • Thumbnails for video
  • Video animation
  • YouTube marketing strategy

Marketing: Website

  • Designing websites, creating mock-ups
  • eCommerce setup and maintenance
  • Plugins and automation

Online Business Manager

  • Budgets and forecasts
  • Budget Responsibility
  • Business strategy
  • Customer service strategy
  • Goal setting, planning and tracking
  • Operational review and management
  • Project Management
  • Social Media strategy and implementation
  • Systems and Automation Review
  • Team Management
  • Tracking deadlines and deliverables
  • Vision, Mission and Purpose planning

Are you ready?

Discuss your customer delight strategy

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