ClearDesk Client Hub

Client Task List

This task list outlines a range of responsibilities you can confidently delegate to your remote team member, freeing up your time to focus on higher-level priorities. From administrative support and content creation to research and customer service, empower your remote team to contribute meaningfully to your business success.

Creating checklists
Creating action plans
Creating workflow spreadsheets
Creating express documents
Creating case studies for past clients
Creating a spreadsheet with contact information gathered at networking events
Creating basic reports (excel, weekly tasks, deliverables, sales, etc.)
Setting up autoresponder sequences (ActiveCampaign, AWeber, MailChimp)
Taking the minutes for your meetings
Managing and organizing cloud accounts (Google Drive, Dropbox, etc.)
Sending reminders / keeping you on task
Preparing slideshows (PowerPoint or SlideShare presentations)
Sending out holiday/birthday cards to clients (click2mail, ClickSend, Postable, etc.)
Creating email templates for common customer service questions
Email Management (Inbox zero)
Research specific topics for blog posts, newsletters, projects, etc.
Meeting and event planning
Making travel arrangements (booking hotels and flights)
Personal errands (purchasing gifts for loved ones/family members online)
Research for competitive analysis
Updating email list subscriber info
Managing Asana, Trello, Basecamp, and other project management apps

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

Creating/sending out e-blasts to clients/leads
Connecting with contacts via social media (Instagram/Facebook friends and LinkedIn connection)
Client nurturing
Following up with clients/customers (sending “thank you” emails and reminders)
Handling customer/client inquiries via phone, email, live chat, etc.
Handling customer/client payment issues
Sending out payment reminders
Contacting past/current clients for their testimonial