15 Tasks to Delegate to a Virtual Assistant

15 Tasks to Delegate to a Virtual Assistant

A virtual assistant can be an incredible asset that helps your business’s bottom line. But we’ve realized that many business owners are unclear about the exact duties they can assign their VA. So, in this post, we will be looking at 15 tasks that you can delegate to one of our assistants. While this isn’t an extensive list, it will give you a better idea of what’s possible. 

• Inbox Detox and Management

Your business probably receives hundreds of emails a day. They normally come from clients, suppliers, potential employees, or spammers. But managing hundreds of emails is a waste of time for a busy entrepreneur. And your top employees have better things to do as well. 

Our virtual assistants can take care of this for you. They’re organization experts, so they’ll properly classify and categorize all emails. They will clear out your inbox of spam and prioritize important emails that require your team’s attention. Imagine a clean, neat, organized inbox managed by an admin pro!

• Schedule Management

When moving fast, business owners tend to forget small meetings or duties that aren’t top priorities. Our VA’s will keep track of your calendar to remind you of any commitments that you overlook. 

You don’t have to worry about forgetting small details anymore. In fact, those details weigh you down. Hire a trustworthy VA to manage your schedule. 

•  Proofreading

Bad writing is unprofessional, and it hurts your company image. While our VA’s aren’t trained editors, they can provide basic proofreading services to correct any obvious language errors. Clear written communications benefit your business in subtle ways. But the most important thing is to reassure clients that they’re dealing with pros.   

• Presentation Preparation

PowerPoint presentations are another time-consuming task that our people can handle quickly and professionally. Our assistants understand the best formatting and design rules to follow so that your presentations appear persuasive and attractive. 

• Bookkeeping

Cut costs by outsourcing your bookkeeping to a VA. We can balance your books and handle your payments. We will also perform the usual bookkeeping duties and help your team prepare financial statements. 

We can also step in during busy times, such as the end of your fiscal year, to take some of the pressure off your team. 

• Travel Planning

Your team has more important tasks than booking flights or hotels. Our pros will manage this effortlessly. This is a perfect task to outsource to a dependable VA. 

• Spreadsheet formulae

Excel is magical software, but not everybody understands how to use formulas to get the maximum performance from spreadsheets. But our people do. 

Whether we’re walking about tracking KPIs, creating graphs, or organizing data sets, our assistants can handle it. We can even automate tasks using excel. 

• Dinner reservations

Are important business connections coming to town? Do you want to wine and dine? You need a VA to scout out the best restaurants and make the necessary reservations. This is another small task that can be outsourced. It sounds simple, but it’ll save you time and money. 

• Invoicing

Why hire an employee to invoice customers when you can outsource the task for less? We’ll make sure that clients get their invoices on time, and we’ll even follow up so that you get your payments. There’s nothing worse than outstanding payments and invoice woes. We can take care of it. 

• CRM Management

Is there anything more important than customer retention? It’s much cheaper to retain a customer than to find a new one. But effective customer relations require both a system and a dependable employee to manage the system. This is one of our specialties. 

We’ll keep track of customer complaints and inquiries. Furthermore, we’ll answer customer queries promptly or pass them along to the relevant members of your team. 

We can enter CRM data into your system and organize the files so that you have access to a clear customer history. This is essential to your client retention strategies. 

• Transcription

It’s important to have accurate transcriptions of important conversations. We can listen to audio or video files and transcribe the words so that you have reliable text for future reference. Whether it’s a Zoom meeting, a conference call, or some other type of recorded audio, our VA’s can transcribe them. 

• Data Entry

Talk about a repetitive task that is perfect for outsourcing! Of course, you have endless data entry needs. But it’s a waste of money to hire a full-time employee for this task. Why not let one of our VA’s handle it instead? 

We can handle the data entry for any aspect of your business. From sales numbers to keeping records of your daily operations, our conscientious staffers will exceed your expectations. We can even clean up some of the irrelevant data so that everything is clearer and easier to understand. 

• Research

Sometimes you need a competent assistant to research something important. Perhaps you want to know what your competitors are doing. Or perhaps you want some data about your customers (market research). 

Whatever the case may be, you can trust one of our assistants to perform accurate research and to fact check it using reliable sources. Then, you’ll receive a detailed report that you will help you make important decisions. 

• Project Management

You can delegate certain project management tasks to a VA. For example, a VA can ensure that your team members are completing their tasks on time. A VA can also handle some of the planning involved with task management. Contact us for more information. 

• Event Management

You want to organize a simple event, but you know how many small details are involved so you outsource the event management to a pro VA. Good choice! There’s no need for you or your team to worry about this. We will handle it all, from purchasing supplies to booking venues to hiring caterers and more. 

Conclusion:

This is a small sample of the ways that a VA can help your business. We are providing this list because so many clients are confused about the tasks that can be delegated to a VA. As you can see from the list, we’re highly flexible and competent admin professionals. Our goal is always to exceed your expectations and to improve your team. But the best way to really understand the value of our services is to request a free consultation. Get in touch and let us analyze your needs and explain our solutions more fully.