10 Things to Delegate to a Virtual Assistant

  • By aga
  • •
  • 07 Jul, 2016

Entrepreneurs can use virtual assistants for everything from making vendor or customer service calls to sending out thank you cards to prospective clients. It's important to build trust, just as you would with a permanent employee. Not sure where to start? Here are 10 ways you can use a virtual assistant to improve your business.

Bookkeeping: Keeping tabs on bills and other bookkeeping matters can be one of the easiest things to assign to a virtual assistant. Many small businesses choose to share their bookkeeping systems with their virtual assistants who can then follow up on tasks such as outstanding invoices or unpaid bills.

Online Research: You can easily farm out Internet research to virtual assistants. Common requests include finding information on corporate websites, exploring new products and vetting potential employees or business contacts. Be sure to send clear instructions, along with user names and passwords so assistants can get access to specialty search tools or paid websites. 

Database entries: Whether it's a slew of new business cards picked up at a conference or updated information for existing contacts, keeping databases current is a suitable task for virtual assistants. Be specific about your needs and expectations, and make sure the virtual assistant has done this type of work before so there's less room for errors.

Data presentations: Turning raw data into a clear PowerPoint presentation or summarizing research findings in a Word document can be a huge time-saver when prepping for meetings. 

Managing email: To keep you from wasting time in your email inbox, some virtual assistants will filter your most important emails and respond to the rest on your behalf. Such email management is easy to do remotely, but you need to provide guidance on how to pick out key emails and ask the assistant to copy you before sending out any responses to reduce the risk of errors.

Social tasks: Virtual assistants can be a good bet to handle tasks such as writing holiday cards or sending thank you notes. 

Travel Research: Virtual assistants are a great resource for finding hotels, booking airfares and mapping out trip itineraries both for business and pleasure. The assistants can take advantage of the growing number of travel research tools and review sites on the Web. They can also deal with the hassle of navigating time zones when booking or researching international travel options by phone.

Scheduling: Because many scheduling tools are available online, virtual assistants are managing the calendars of many clients. Tasks include dealing with meeting invitations from others, scheduling appointments with clients and helping to plan events.

Chasing business: Prioritizing potential business opportunities can be challenging, but virtual assistants can help with the process. 

Industry knowledge prep: With limited time to keep up with industry news, some small businesses have turned to virtual assistants to keep tabs on the most important happenings. Many executives then use the industry information to update their Twitter feed or bring up interesting developments in conversation with customers and prospects. 

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