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Client Task List

CRM Maintenance

  • Creating/reviewing contacts and data mining 

  • Removing duplicates

  • Updating contact information (birthdays, familial status, mailing address etc.) by contacting clients or gathering data from social media platforms


  • 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

Client Communication​

  • 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 

Client Prospecting & Lead Generation

  • Cold Calling

  • Lead Research 

  • Contacting Leads  (LinkedIn, Facebook, Instagram, etc.)

Admin Tasks

  • 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

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