64 Tasks To Outsource to a VA In Your Consulting Business

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64 Tasks To Assign To Your Virtual Assistant as a Consulting Business Owner

As a consulting business owner, it can be a challenge to let go of control, and to delegate tasks to someone else such as a virtual assistant or bookkeeper.

So, you put it off.

Today, I want to help you take the first step toward hiring an assistant(s) for your consulting business by identifying what you could delegate.

I've created a list of 63 tasks you could assign to a virtual assistant for your consulting business.

I've also created a complete Guide to Hiring a VA to Support Your Consulting Business for you. Click here to download the guide: https://www.melisaliberman.com/va

Tasks to Assign to a VA

General Admin

• Reporting
• Testing/quality control your software and processes
• Documenting the processes and standard operating procedures
• Alerting you to time-sensitive communications
• Maintaining your email inbox
• Creating and managing Dropbox/OneDrive/Google Drive
• Data entry and maintenance
• Creating online forms
• Capturing and managing metrics
• Configuring software

Back-Office & Financials

• Bookkeeping
• Client budget to actual tracking
• Managing inbound and outbound referral fees
• Preparing draft info for CPA

Building your reputation

• Publishing your content
• Repurposing your content
• Creating a content library
• Polishing your content (e.g. editing, graphics)
• Editing videos (e.g. add intro, add outro, add closed captioning)
• Maintaining your LinkedIn profile
• Manage your YouTube channel
• Produce your podcast
• Manage your social media platforms
• Maintaining your website
• Moderating comments
• SEO
• Researching publications and events

Business Development

• Researching ideal clients to update your pipeline
• Researching conferences and other events
• Capturing and routing inbound requests
• Connecting with potential clients on LinkedIn
• Connecting with potential team members/referral partners on LinkedIn
• Sending follow-on messages to new LinkedIn connections
• Inviting LinkedIn connections to events
• Commenting on LinkedIn posts to drive your visibility
• Managing your LinkedIn message queue
• Reaching out to people on your business development plan
• Following up with people on your business development plan
• Connecting and following up after an event
• Drafting emails to your list
• Managing your email list
• Creating and managing lead magnets
• Sending follow-ups
• Sending thank you notes
• Sending gifts for referrals & introductions
• Pipeline administration
• Drafting proposals using your template
• Drafting contracts

Client Delivery

• Preparing agendas
• Preparing drafts (using your templates)
• Conducting research
• Setting meetings
• Managing schedules
• Project administration
• Key milestone tracking and alerts

Client Management

• Invoicing
• Managing late payment alerts
• Managing key contract dates
• Maintaining client info in a CRM or Google sheet
• Sending thank you cards, holiday cards, etc.

Personal Tasks

• Organizing travel schedules and accommodations
• Placing grocery delivery orders
• Coordinating household maintenance
• Purchasing gifts

Putting This Into Action for Your Consulting Business

For the full Toolkit for Hiring a VA to Support Your Consulting Business, download the guide at https://www.melisaliberman.com/va

If you'd like help growing your consulting business, reach out. I can help. I've created a 1:1 Bootcamp specific to independent consultants to help you sustainably scale your consulting practice.

1. Click here for more information on the IC Bootcamp.
2. Click here to schedule a coaching consultation.