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Client Task List

Key responsibilities you can delegate to your remote team member, allowing you to focus on strategic growth and high-level priorities.

  • Creating a blog

  • Publishing posts and uploading featured images and GIFs for your blog

  • Website maintenance and updates

  • Social media tasks - updating information/photos, setting up social media calendar, creating posts (Hootsuite, Buffer, Later, MeetEdgar, Loomly, etc.)

  • Photo/video editing

  • Uploading Podcasts to YouTube 

  • Content creation (infographics, guides, ebooks, online course summaries, etc.)

  • Researching and booking guests for your podcast or YouTube channel

  • Creating/posting Facebook, Instagram, or Amazon Ads (with supervision)

  • Creating/running social media contests

  • Publishing Articles

  • Creating and distributing press releases

Marketing

Task List

Blog & Website Management

  • Create and manage a blog

  • Publish articles (including uploading featured images and GIFs)

  • Maintain and update website content


Social Media Management

  • Update profile information and images across platforms

  • Plan and manage social media content calendar (using tools like Hootsuite, Buffer, Later, MeetEdgar, Loomly, etc.)

  • Create and schedule posts

  • Run social media contests


Content Creation

  • Create digital content (infographics, guides, ebooks, course summaries, etc.)

  • Edit photos and videos


Podcast & YouTube Management

  • Upload podcasts to YouTube

  • Research and book guests for podcast or YouTube channel


Advertising & Promotion

  • Create and manage Facebook, Instagram, or Amazon ads (with approval/supervision)

  • Create and distribute press releases

Admin

Task List

Systems & Process Development

  • Create checklists and action plans

  • Develop workflow spreadsheets and process documents

  • Create case studies for past clients

  • Set up autoresponder sequences (ActiveCampaign, AWeber, Mailchimp, etc.)

  • Create email templates for common customer service inquiries

  • Manage and optimize project management systems (Asana, Trello, Basecamp, etc.)


Reporting & Data Management

  • Create and maintain spreadsheets (networking contacts, tracking sheets, etc.)

  • Generate basic reports (weekly tasks, deliverables, sales, performance metrics)

  • Update and maintain email subscriber lists


Administrative & Executive Support

  • Manage inbox (Inbox Zero)

  • Send reminders and ensure task follow-through

  • Take meeting minutes

  • Prepare presentations (PowerPoint, SlideShare)

  • Organize and manage cloud storage (Google Drive, Dropbox)


Research & Strategy Support

  • Research topics for blogs, newsletters, and projects

  • Conduct competitive analysis research


Client & Relationship Management

  • Send holiday and birthday cards via mailing platforms

  • Plan and coordinate meetings and events


Travel & Personal Support

  • Book travel (flights, hotels)

  • Manage personal errands (e.g., purchasing gifts online)

CRM Maintenance

Task List

CRM & Data Management

  • Create and review contacts; conduct data mining to identify missing or outdated information

  • Remove and merge duplicate records

  • Update contact details (birthdays, family information, mailing addresses, etc.) by reaching out to clients or sourcing information from social media

Client Communication & Lead Generation

Task List

  • Create and send e-blasts to clients and leads

  • Connect with contacts on social platforms (Instagram, Facebook, LinkedIn)

  • Nurture client relationships through consistent follow-up

  • Send thank-you emails, reminders, and check-ins

  • Handle client inquiries via phone, email, or live chat

  • Manage payment inquiries and send payment reminders

  • Request testimonials from past and current clients

  • Conduct cold calling and outbound prospecting

  • Research and qualify new leads

  • Contact and follow up with leads across platforms (LinkedIn, Facebook, Instagram, etc.)

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