General tasks
  • Create a daily to-do list
  • Create and manage spreadsheets 
  • Create email filters and managing spams
  • Set up email auto-responders 
  • Set-up Gmail signature 
  • Sort through email to maintain inbox zero. 
  • Sort through inbox every morning – deciding and marking what is urgent and what is not. 
  • Manage contact list 
  • Send emails to list
  • Fix errors in bounced emails 
  • Schedule calls/interviews/consults 
  • Answer customer service or support emails (refunds, trouble logging in, general inquiries)
  • Follow up with clients when they don’t complete tasks or contracts. 
  • Schedule clients, set up calendar and handle cancellations. 
  • Set up and send out client contracts. 
  •  Send client invoices
  • Bookkeeping (Wave, Quickbooks, Google spreadsheet etc) 
  • Proofread slide decks, emails, landing pages and all other copy
  • Research and create lists
  • Data mining and development
  • Data entry in documents
  • Create document templates
  • Organize Dropbox/Google Drive
  • PDF conversion, splitting, and merging
  • Update/monitor software and other subscriptions
  • Prepare online meeting minutes
  • Set up Zoom, Skype meetings or on other meeting platforms
  • Research people to have next meetings and PR opportunities with
  • Look up and email directions and other details for the next meeting
  • Track deadlines and deliverables
  • Transcribe livestreams and videos.
  • Load videos and workshops into courses/memberships
  • Set up the formatted text under each video.
  • Set up webinar systems, funnels, landing pages and/or opt-ins.
  • Research new apps and software when a change is needed.
  • Personal errands (leisure activities research and booking, restaurants, purchasing gifts online, etc.)
  • Project Management and Training Tasks
  • Train New Virtual Staff
  • Prepare Training Materials