TASK CHECKLIST FOR YOUR VA

Tick the box if the VA task applies to your business.

File Storage & Organisation Tasks

Dropbox/Google Drive Organisation
Data Entry in Word, or Google Docs
Creating/Managing Spreadsheets
Preparing Powerpoint/keynote Presentations
PDF Conversion, Splitting and Merging

Email and Schedule Management Tasks

Filtering Emails/Managing Spam
Database Building/Updating Contacts or CRM
Answering Customer Service Emails/Tickets/Chat Support
Sending of Greetings eCards, Event Invitations, etc.
Calendar Management
Appointment Scheduling
Travel Arrangement and Planning
Reminder Services

Administrative & Blogging Tasks

Transcription of Video and Audio Files
Simple eBook Layout/Formatting
Preparing Online Meeting Minutes
Report Creation
Forms Creation
Document Template Creation
Online Research
Data Mining & Development/Lead Generation
Blog Publishing Management
Moderating Blog Comments
Adding Tags & Images to Blog Posts
Receptionist Duties
Voicemail Checking
Sending Client Invoices
Basic Bookkeeping (MYOB, XERO & Quickbooks)
Personal Errands (Purchasing Gifts Online, etc.)
Project Management & Training Tasks
Project Management Between You and Team members
Preparation of Training Materials

Install and Support an Email Ticketing System
Deadline/Deliverables Tracking
Social Media Management Tasks
Creating Facebook Fan Pages/Groups
Posting and Scheduling Facebook Insights
Promoting Facebook Pages
Collating and Interpreting Facebook Insights
Creating a Twitter Account
Managing and Increasing Your Twitter Following
Schedule Tweets and Track Mentions and Hashtags
Create and Manage LinkedIn, Account/Profile
Create Pinnable Images on Pinterest
Scheduling and Tracking Pins
Create and Manage YouTube Account
Moderating YouTube Comments
Uploading Videos to other Video Sharing Sites/Social Media
Answer inquiries and Messages on All Channel & Profiles
Create Slideshare Presentations

Email Marketing

Creating a New List in Email Marketing Software
Adding and Removing Subscribers from Lists
Creating and Scheduling Broadcast Emails to Promote Content
Editing Follow-up Emails and Auto-responders
Creating Email Newsletters
Editing/Proofreading Emails

SEO/Web Marketer

Site Analysis
Keyword Research for Blog Content
Competitor Analysis Support
Landing Page Set-up/Creation
Web Master Submission
Sitemap Submissions
On-page optimisation for a post/page
Off-page optimisation for a post/page
Social Bookmarking (Digg, Stumble Upon, Reddit, Digg, Delicious)
Creating a Social Bookmarking Tracking Sheet
Blog Commenting-Off Page Optimisation
Forum Participation/Moderation
Creating Backlinks/Link Buidling
Weekly/Monhtly Google Analytics & Traffic Reports
Monthly Keyword Ranking Reports

Web Developer

Support and Develop WordPress (PHP) Websites
Install WordPress PlugIns and Themes
WordPress Theme Customisation
WordPress Functionality and PlugIn Enhancement
Site Maintenance / Security and Troubleshooting
CRM Integration & Social Media Integration
Payment Gateway Integration

Audio/Video Editor

Basic Editing of Audio Files
Removing Background Noise from Audio and Video
Adding Intros and Outros to Videos Support
Basic Photoshop / Image Editing (Not Graphic Design)
Powerpress (Podcasting WP Plugin) Installation
Podcast Setup on iTunes
Podcast Insertion on Blogpost
Content / Blog Post Creation
Guest Blogging / Ghost Blogging
SEO Writing
Press Release Writing
Newsletter Writing
Copywriting (Dont Suggest Sales Copy)
Directory Submission
Article Spinning
Article Marketing

Graphic/Web Designer

Designing Logos, Banners, Icons, eBook Covers and Headers
Designing Infographics Images (Content Provided)
Creating and Scheduling Broadcast Emails to Promote Content
Designing Websites, Creating Mock-Ups
Designing Landing / Sales / Opt-In Pages
Basic Video Editing (Splicing Intros & Outros with Raw Footage)

WHAT COULD YOU DELEGATE?

List 10 things that you could easily delegate to a Virtual Assistant, with a little training/coaching. Things that take up a lot of your time and things that would add value to you and your Business.

←(Less) TAKES YOUR TIME (More)→

←(Less) ADDS VALUE (More)→

WHAT TAKES UP YOUR TIME

List at least 10 time wasting things that take a lot of your time during an average week. Try to estimate how many hours per week you would spend on these.

1 TASK

AVE. HOURS PER WEEK

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20

1 TOTAL HOURS:

EXAMPLES

Filtering emails, Setting appointments, Booking, Travel, Formatting documents, Creating Graphics, Researching, Lead Mining, Posting in Social Media, Video Editing.