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97 Tasks to Delegate to your VA
My top 97 tasks to delegate to your VA
ADMINISTRATION
1. Set up a spreadsheet
2. Create a PowerPoint presentation
3. Proofread (documents, website, proposals, etc.)
4. Data entry
5. Database creation, maintenance and cleansing
6. Scheduling and checking of appointments
7. Find speaking opportunities
8. Source images for documents / presentations
9. Manage, schedule and send newsletters
10. Check emails
11. Diary management
12. Make sales calls / follow-up sales calls
13. CRM management and maintenance
14. Create template documents (such as report or proposal formats)
15. Set up electronic filing system
16. Prepare training material
17. Set-up and/or co-ordinate training
18. Check voicemails
19. Organise corporate activities
20. Project management
21. Create email marketing lists (manage subscribers)
22. Create email marketing campaign
23. Directory submission
24. Customer service
25. Source and/or liaise with suppliers
26. Order stock
27. Deal with client / member enquiries
28. Digital declutter of your files
29. Organise, attend (virtually) and coordinate meetings (distribute agenda, take minutes, etc.)
30. Set up email filing system
31. Act as point of contact for business
32. Manage documents – complete forms/scan/file/create PDFs
33. Offer feedback/insight/time saving ideas
34. Follow up calls
35. Research best software for your needs
RESEARCH
36. Research products
37. Research events (venues / caterers / speakers)
38. Research pricing for purchases
39. Locate professional services such as accountant
40. Research competitors or market place
41. Research materials for presentations / proposals / reports
42. Find courses / activities of interest (training, sports etc.)
TRAVEL
43. Train and hotel bookings
44. Finding best price flights and booking
45. Arranging transport to & from station or airport
46. Coordinate and book an entire itinerary
47. Sourcing services / suppliers for your stay (dry cleaners, hairdressers, restaurants)
WRITING
48. Write a blog post
49. Write reports / proposals
50. Proofreading
51. Write newsletter content
52. Write press release
53. Ghost writing
54. Write autoresponders
EVENT ORGANISATION
55. Organise all elements of an event (venue, catering, marketing, speakers etc.)
56. Set up events online (Eventbrite for example) and manage ticket sales
57. Event promotion (Email marketing, Social Media)
58. Create and print materials for the event (name badges, training manuals, etc.)
ACCOUNTS
59. Bookkeeping (reconciling, maintaining records)
60. Issuing invoices
61. Chasing unpaid invoices
62. Issuing renewal reminders
63. Setting up an invoicing system
64. Expenses logs / ReceiptBank
65. Keeping mileage log for business travel
STAFFING
66. Create job adverts
67. Set up interviews
68. Shortlist candidates
69. Follow-up and check references
70. Induction training
71. Train / supervise other virtual staff
72. Manage and maintain staff records
73. Organise and maintain staff reviews
HOME
74. Manage family calendar
75. Set up schedules / reminder systems for homework/ school activities/parties/etc.
76. Find tradesmen
77. Arrange deliveries ( flowers / couriers)
78. Book appointments (dentists / doctors / hairdressers / beauty)
79. Book car repairs / service (ensuring adequate provision for alternative travel)
80. Plan a holiday
81. Make bookings (theatre / cinema tickets, restaurant reservations)
82. Find the cheapest utilities
83. Find a property
84. Research areas
85. Organise a child’s party
86. Digital de-clutter of your photos
OCCASIONS
87. Send greeting cards (birthdays / Christmas)
88. Research gift options
89. Purchase and send gifts
90. Plan a party
91. Plan an intimate celebration
SOCIAL MEDIA
92. Set up social media pages
93. Write social media posts / programmes
94. Coordinate and update social media
95. Forum participation
96. Blog comments
97. Answer queries on Twitter / Facebook pages
