Client Task List
Key responsibilities you can delegate to your remote team member, allowing you to focus on strategic growth and high-level priorities.
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Creating a blog
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Publishing posts and uploading featured images and GIFs for your blog
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Website maintenance and updates
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Social media tasks - updating information/photos, setting up social media calendar, creating posts (Hootsuite, Buffer, Later, MeetEdgar, Loomly, etc.)
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Photo/video editing
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Uploading Podcasts to YouTube
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Content creation (infographics, guides, ebooks, online course summaries, etc.)
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Researching and booking guests for your podcast or YouTube channel
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Creating/posting Facebook, Instagram, or Amazon Ads (with supervision)
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Creating/running social media contests
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Publishing Articles
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Creating and distributing press releases
Marketing
Task List
Blog & Website Management
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Create and manage a blog
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Publish articles (including uploading featured images and GIFs)
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Maintain and update website content
Social Media Management
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Update profile information and images across platforms
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Plan and manage social media content calendar (using tools like Hootsuite, Buffer, Later, MeetEdgar, Loomly, etc.)
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Create and schedule posts
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Run social media contests
Content Creation
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Create digital content (infographics, guides, ebooks, course summaries, etc.)
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Edit photos and videos
Podcast & YouTube Management
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Upload podcasts to YouTube
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Research and book guests for podcast or YouTube channel
Advertising & Promotion
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Create and manage Facebook, Instagram, or Amazon ads (with approval/supervision)
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Create and distribute press releases
Admin
Task List
Systems & Process Development
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Create checklists and action plans
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Develop workflow spreadsheets and process documents
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Create case studies for past clients
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Set up autoresponder sequences (ActiveCampaign, AWeber, Mailchimp, etc.)
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Create email templates for common customer service inquiries
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Manage and optimize project management systems (Asana, Trello, Basecamp, etc.)
Reporting & Data Management
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Create and maintain spreadsheets (networking contacts, tracking sheets, etc.)
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Generate basic reports (weekly tasks, deliverables, sales, performance metrics)
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Update and maintain email subscriber lists
Administrative & Executive Support
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Manage inbox (Inbox Zero)
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Send reminders and ensure task follow-through
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Take meeting minutes
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Prepare presentations (PowerPoint, SlideShare)
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Organize and manage cloud storage (Google Drive, Dropbox)
Research & Strategy Support
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Research topics for blogs, newsletters, and projects
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Conduct competitive analysis research
Client & Relationship Management
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Send holiday and birthday cards via mailing platforms
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Plan and coordinate meetings and events
Travel & Personal Support
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Book travel (flights, hotels)
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Manage personal errands (e.g., purchasing gifts online)
CRM Maintenance
Task List
CRM & Data Management
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Create and review contacts; conduct data mining to identify missing or outdated information
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Remove and merge duplicate records
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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
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Create and send e-blasts to clients and leads
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Connect with contacts on social platforms (Instagram, Facebook, LinkedIn)
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Nurture client relationships through consistent follow-up
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Send thank-you emails, reminders, and check-ins
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Handle client inquiries via phone, email, or live chat
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Manage payment inquiries and send payment reminders
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Request testimonials from past and current clients
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Conduct cold calling and outbound prospecting
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Research and qualify new leads
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Contact and follow up with leads across platforms (LinkedIn, Facebook, Instagram, etc.)
