60 Tasks to Outsource to a Virtual Assistant Today

If you’re not sure what a virtual assistant can do, start here. These are 60 tasks real small businesses hand off every day.

Inbox, calendar, and admin

1. Inbox triage and labeling
2. Drafting routine email replies
3. Unsubscribing from noise
4. Scheduling meetings across time zones
5. Sending meeting reminders and confirmations
6. Preparing meeting agendas and briefs
7. Taking notes and sending follow-ups
8. Travel research and booking
9. Managing shared documents and folders
10. Formatting documents and presentations
11. Data entry from forms, PDFs, and receipts
12. Online research and summaries

Sales and lead management

13. Responding to new leads within minutes
14. Appointment setting
15. Confirming appointments to reduce no-shows
16. Updating CRM records after calls
17. Building prospect lists
18. Enriching contact data
19. Running cold email sequences
20. LinkedIn connection outreach
21. Preparing proposals from templates
22. Following up on sent proposals
23. Reactivating old leads
24. Tracking pipeline reports

See our lead generation VA role.

Marketing

25. Social media content calendar
26. Designing posts in Canva
27. Editing short-form video
28. Scheduling posts
29. Responding to comments and DMs
30. Writing blog drafts
31. Monthly email newsletter
32. Google Business Profile posts
33. Requesting customer reviews
34. Responding to reviews
35. Updating website content
36. Tracking marketing metrics

See our social media and content roles.

Finance and bookkeeping

37. Categorizing transactions
38. Bank reconciliations
39. Creating and sending invoices
40. Following up on unpaid invoices
41. Entering bills
42. Collecting receipts
43. Preparing payroll data for your provider
44. Preparing documents for your CPA

See our bookkeeping VA role.

Customer support

45. Answering support emails and chats
46. Processing returns and refunds
47. Order status updates
48. Maintaining FAQ and help docs
49. Collecting customer feedback
50. After-hours phone coverage

Operations

51. Writing and updating SOPs
52. Managing vendor communication
53. Ordering supplies
54. Tracking project deadlines
55. Onboarding new clients with checklists
56. Collecting client documents
57. Managing e-signature routing
58. Maintaining your CRM and databases
59. Building simple automations
60. Weekly business reporting

What not to outsource

• Decisions that need your judgment or relationships
• Regulated activities (loan terms, insurance advice, legal opinions)
• Final approval on spending money

Turn this list into a role

Circle the tasks that eat your time and group them. That’s your VA’s scorecard. Not sure how? Start the GrowthToro intake and we’ll build a draft role scorecard for you.