Virtual Assistant Tasks

🗂️ Administrative Support

  • Email management (organizing inbox, responding to common inquiries)

  • Calendar management (scheduling meetings, reminders, rescheduling)

  • Data entry (Google Sheets, Excel, CRM updates)

  • File management (naming conventions, folder organization in Drive or Dropbox)

  • Note-taking during meetings or transcribing recordings

  • Document formatting (Word, Google Docs, PDFs)

  • Creating and managing to-do lists

  • Appointment setting and confirmations

📊
​​​​​​​Social Media
​​​​​​​Support

  • Scheduling posts (via Meta Suite, Later, Buffer, etc.)

  • Engaging with comments and DMs

  • Updating bios, links, and pinned posts

  • Tracking engagement metrics or preparing reports

  • Sourcing stock photos or basic Canva graphics

💬
​​​​​​​Customer Service

  • Responding to customer or client messages (email, chat, social media DMs)

  • Handling basic customer service tickets (via platforms like Zendesk or HelpScout)

  • Following up with leads or clients on behalf of the business owner

  • Drafting routine emails or templates

🧠
Marketing Assistance

  • Uploading blog posts or newsletters

  • Proofreading or formatting content before publishing

  • Managing email lists (imports, tags, segment cleanup)

  • Basic copy/paste setup for email campaigns

  • Updating website text or images 

📞
​​​​​​​Personal Assistant Tasks

  • Booking travel or accommodations

  • Online shopping or gift ordering

  • Managing reminders or important dates

  • Coordinating with vendors or contractors

🧾
​​​​​​​Business Operations

  • Creating and sending invoices

  • Tracking payments and expenses in spreadsheets or QuickBooks

  • Managing simple order fulfillment (Shopify, Etsy, etc.)

  • Basic CRM updates (adding tags, updating contact info, moving pipeline stages)

  • Research (vendor options, competitor analysis, travel, or tools)

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