5 Tasks to Get You Started With Your New VA

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Data entry and creating social media graphics in Canva are easy tasks you can hand off to your new VA without much thought. When you need to take those tasks off your plate that I call essentail opertaions tasks off your plate these 5 task to get started with your new VA will help.

Essential Operations tasks are those task that need to be done in order to operate. They can vary by business type. For example if you sell digital products one of the essential operations tasks might be Product Management or if you have a suite of online courses you may have Course management or Community Management, if you have a community or membership site for those courses.

What I like to do with new clients is have an initial meeting to share access and passwords through a safe platform like LastPass and then get into some the details. I like to know what tasks are essential for this new client to succeed in their business so I can help them and take them off their plate. If not right away, then soon down the line.

Because I love looking at Systems and Automations, knowing the essential operations tasks will also help so I can point out areas that might need help.

For tasks such as Lead Generation, Social Media Maintenance or Research be sure you’ve communicated those important details like your target client, company mission and vision so your VA can have the right knowledge to be successful. The more the VA knows about your business the better the results will be in any task.

Booking new meetings or calls

Confirming meetings or appointments

Rescheduling conflicts ahead of time

Scheduling work lunch or drinks

Adding "do not disturb" blocks

Ensuring personal appointments do not conflict with work

Deleting junk emails

Unsubscribing from newsletters

Archiving old emails

Flagging high-priority items that need attention

Creating a priority system of folders

Moving low priority items to subfolders

Drafting response emails

Sending emails at a later (scheduled) time

Researching better inbox systems or strategies

Content curation

Content calendar planning

Responding to customers on social media channels

Adding content to queue for distribution at a later time

Email finding

Lead generation spreadsheet (creation, tracking, follow up)

CRM creation and management

Customer conversions

Due diligence on people, products, or services

Deep dive research on competitors

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