How and What to Delegate to a Virtual Assistant

Here’s a question potential clients ask us all the time: What can I delegate to a virtual assistant?

I really like the way virtual CEO Chris Ducker uses this simple three-point list to get started:

  • Things you hate doing
  • Things you can’t do yourself
  • Things you shouldn’t be doing

The first point is easy – list the things you don’t like doing. There’s always plenty of these. The things you wake up and dread doing every day? Put them on this list.

Next, list things you can’t do or don’t know how to do. Delegating means also admitting that you can’t do everything. Assign these tasks to a virtual guru so you can focus on work that aligns with your strengths.

Finally, the things you shouldn’t be doing. Emails, meeting schedules, text messages, office supplies… these are the kinds of things that get crossed off your list. If an assistant can do it then off it goes to them!

I don’t know if I can do this!

If you’re still not sure how to delegate, here’s another way.

Here is a list of skills most requested by clients and below that are additional tasks that are grouped into these skill areas. This helps coordinate the types of work you’ll want to delegate to an assistant.

  1. Administrative Support
  2. Invoicing & A/R
  3. Social Media Management
  4. Website Content & Development
  5. Virtual Reception & Live Chat
  6. Specialized or Project Work

1. General Administrative Support

As your business grows, so will your need for general administration. You can hire a virtual assistant to deal exclusively with all of your administrative tasks so you can focus on big rocks like growing your company.

  • General office tasks
  • Manage and completing your to-do list
  • Manage and respond to e-mails
  • Meeting scheduling
  • Perform data entry and transcription

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2.  Invoicing & A/R

A detail-oriented virtual guru can handle your invoicing and other financial tasks. This is one of those huge time savers for business owners that don’t want to hire a full-time bookkeeper but need help managing books.

  • Create expense reports
  • Update and manage expense reporting software
  • Reconcile business expenses and invoices
  • Process payroll
  • Prepare tax documents

3.    Social Media Management

Social media is essential to the marketing and growth of any business.  A well-executed social media campaign attracts new customers, engages current customers and increases sales.

Sure, you know how to update your Facebook page and tweet every now and then, but do you use social media to its fullest business potential? A virtual assistant can create a strategy for your social media platform that delivers results.

  • Develop social media profiles.
  • Drive social media marketing campaigns based on your target audience
  • Routinely schedule and post relevant content
  • Target the right audience and report results using analytics

4. Website Content & Development

In the blink of an eye, a potential customer decides if your website is worth a look. If your website is unprofessional or boring, customers will pass you by.

Our web gurus mix creativity and technical genius. They produce original and visually appealing websites that easy to use, quick to load and easy to navigate. These are websites that retain customers and rank on search engines!

  • Plan, design and develop WordPress (WP) websites
  • Test your current website for usability, and suggest any changes
  • Provide technical support through coding on WP webpages
  • Create online forms for customer feedback or inquiries
  • Add images and tags to website and blog posts

5. Virtual Reception & Live Chat

A virtual receptionist can manage your phone lines and your website live chat.  You’ll never miss another call or online query from a potential customer. Our courteous virtual receptionists provide immediate and excellent service.

  • Manage calls and voicemails
  • Provide customer service for phone and online customers
  • Create phone menus and personal greetings
  • Manage online scheduling and appointments

6. Specialized or Project Work

Virtual assistants can be brought on for short-term or project related work. This is a perfect opportunity to launch that project that’s been on the back burner or work on research.

  • Research projects, surveys, small rock projects
  • Transcribing notes, voicemails, podcasts or meeting recordings
  • Updating internal policy and procedure documents
  • Research on company trends

via GIPHY

Summary

As you can see, there are many tasks that can be delegated to virtual assistants.

If you’re willing to take some time to review your processes and delegate, you’re on your way to success with a virtual assistant. Imagine – plenty of time to focus on the growth of your company and get back to doing what you do best (or maybe even take your kids on that vacation!)

Get In Touch

For potential clients who are interested in hiring virtual assistants, we are happy to provide a hassle-free consultation.
We’ll evaluate your business needs and recommend a virtual assistant and pricing package.

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Bond enables your virtual assistant to send handwritten notes to your most important clients. Commemorate an important milestone or just say thanks after a business meeting. Start by personalizing your stationery, then compose your message and select a handwriting style—you can even use your own handwriting. Bond writes your note in pen and sends it by mail using U.S. postage.

Zirtual clients receive 15% off their Bond subscription. Email matt.white@bond.co to receive the discount.
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