Most business owners know they need to delegate more. The part that gets fuzzy is what, exactly, a VA can actually take over. This is the complete list — 100+ tasks across every business function, organized by category. Use it to identify your delegation priorities and build your first VA's task stack.

How to Use This List

Don't try to delegate everything at once. Start with one category, build the SOP, get it running on autopilot, then add the next. The fastest path to 20+ delegated hours per week is: pick the 3 highest-time-cost tasks from the list below, document them first, and hand those over before anything else. See what to delegate first for the prioritization framework.

Admin and Operations (35 tasks)

  • Email inbox management — sorting, flagging, responding to routine inquiries
  • Calendar management — scheduling, rescheduling, sending reminders
  • Travel booking — flights, hotels, car rentals, itinerary creation
  • Data entry — CRM records, spreadsheets, databases
  • File organization — Google Drive, Dropbox, Notion filing systems
  • Meeting preparation — agenda creation, briefing docs, pre-read materials
  • Meeting notes and action items — transcription, summary, follow-up tracking
  • Document formatting — reports, proposals, presentations
  • Contract management — routing for signature, tracking status, filing
  • Expense tracking — categorizing receipts, reconciling credit card statements
  • Invoice creation and sending — using QuickBooks, FreshBooks, or Wave
  • Payment tracking — monitoring outstanding invoices, sending reminders
  • Basic bookkeeping — bank reconciliation, expense categorization
  • Vendor coordination — communicating with suppliers, contractors, service providers
  • Research — competitive intel, market research, lead research, industry news
  • Database building — building prospect lists, contact databases, resource libraries
  • Transcription — audio/video to text, meeting recordings to documents
  • PDF creation and editing — forms, contracts, guides, reports
  • Password management — maintaining secure credential vaults
  • Software setup — configuring tools, managing app subscriptions
  • Proofreading and editing — emails, documents, website copy
  • Form creation — intake forms, surveys, questionnaires
  • Event coordination — registration, logistics, attendee communication
  • HR admin — job posting formatting, interview scheduling, onboarding paperwork
  • Recruitment support — screening applications, initial outreach
  • Standard operating procedure (SOP) documentation
  • Workflow documentation — mapping existing processes for optimization
  • Task tracking — managing project boards in ClickUp, Notion, Asana
  • Deadline tracking — monitoring deliverable timelines across projects
  • Internal communications — drafting team updates, announcements
  • Newsletter administration — list management, broadcast scheduling
  • Legal admin support — routing documents, managing signature workflows
  • Shipping and logistics coordination
  • Office supply ordering and vendor management
  • Quality control checks — reviewing outputs against checklists and standards

Customer Service (15 tasks)

  • Email customer service — responding to inquiries, complaints, questions
  • Live chat support — managing chat widgets during business hours
  • Social media comment management — responding to DMs and comments
  • Order status updates — communicating shipping timelines, delays
  • Returns and refund processing — coordinating with fulfillment teams
  • Review management — requesting reviews, responding to positive and negative feedback
  • Complaint escalation — triaging complex issues to the right owner
  • FAQ management — updating help docs, knowledge bases
  • Ticketing system management — Zendesk, Freshdesk, Help Scout
  • Customer onboarding — welcome sequences, first-week check-ins
  • Renewal and retention outreach — proactive check-ins, churn risk identification
  • Survey distribution and response compilation
  • Referral program management — tracking referrals, processing rewards
  • Client reporting — compiling progress reports, results summaries
  • Customer data management — maintaining accurate profiles in CRM

CRM and Sales Support (15 tasks)

  • CRM data entry and maintenance — GHL, HubSpot, Salesforce, Pipedrive
  • Lead research — finding ideal clients, pulling LinkedIn or Apollo data
  • Lead enrichment — adding context, contact info, and notes to new leads
  • Pipeline management — moving deals through stages, updating statuses
  • Follow-up scheduling — adding tasks, reminders, and sequences for leads
  • Outreach list building — compiling targeted prospect lists
  • Cold outreach coordination — sending first messages per approved templates
  • Proposal preparation — pulling together scope, pricing, and case study data
  • Contract sending and tracking — using DocuSign, PandaDoc, or HelloSign
  • Sales call scheduling — coordinating availability, sending calendar invites
  • Post-call follow-up — sending recap emails, next-step confirmations
  • Sales reporting — weekly pipeline snapshots, conversion rate tracking
  • Referral tracking — managing partner referral logs, coordinating thank-yous
  • Re-engagement outreach — reaching out to warm leads who've gone quiet
  • Event lead management — importing conference contacts, follow-up sequences

See how Jarvis VAs manage full CRM stacks at the use cases page — including specific GHL and HubSpot workflows.

Free: Delegation Priority Audit
Tell us which of these tasks are eating your week. We'll rank them by ROI and give you the exact hand-off sequence to free 20+ hours in the first month.
Get Your Free Audit

Ecommerce Operations (15 tasks)

  • Shopify product listing creation — titles, descriptions, images, pricing
  • Inventory management — stock monitoring, reorder alerts, supplier coordination
  • Order processing and fulfillment coordination
  • Return and refund management — processing requests, communicating resolutions
  • Customer service for ecommerce — order status, shipping questions, complaints
  • Amazon FBA management — listing optimization, inventory replenishment, review management
  • Product research — identifying new products, analyzing competitors
  • Supplier communication — RFQs, sample requests, order confirmations
  • Klaviyo email management — list management, flow maintenance, campaign scheduling
  • Ad reporting — pulling weekly metrics from Meta Ads, Google Ads
  • Review generation — systematic post-purchase review request campaigns
  • Abandoned cart recovery coordination
  • Wholesale account management — retailer communications, order processing
  • Store maintenance — product updates, price changes, seasonal content swaps
  • Competitor monitoring — pricing, promotions, new product launches

Marketing Support (12 tasks)

  • Social media scheduling — using Buffer, Later, Hootsuite
  • Content calendar management — maintaining and updating publication schedules
  • Blog post formatting and publishing — WordPress, Shopify, Ghost
  • Email marketing execution — building campaigns in Klaviyo, Mailchimp, ActiveCampaign
  • Graphic brief creation — briefing designers on ad or social content needs
  • Influencer outreach — finding creators, sending first messages, tracking responses
  • PR outreach — finding journalists and podcasts, sending media pitches
  • Backlink outreach — guest post requests, resource page outreach
  • SEO content uploading — formatting and publishing keyword-targeted articles
  • Analytics reporting — Google Analytics, Meta Ads, and email performance summaries
  • Competitor content monitoring — tracking competitor blogs, ads, and campaigns
  • Lead magnet management — distributing content upgrades, tracking downloads

Automation Builds (10 tasks)

  • Make.com (Integromat) workflow creation — connecting apps, building automated sequences
  • Zapier automation — trigger-based workflow builds between business tools
  • GoHighLevel automation — follow-up sequences, pipeline triggers, campaign automation
  • Email automation — drip sequences, behavior-triggered campaigns
  • CRM automation — automatic lead assignment, status updates, notifications
  • Reporting automation — scheduled dashboards pulled from multiple data sources
  • Calendar and booking automation — Calendly integration, reminder sequences
  • Lead capture automation — form to CRM to notification workflows
  • Invoice and payment automation — triggered billing on deal close
  • Maintenance and debugging — monitoring automations, fixing breaks, optimizing flows

This is Jarvis's differentiator — VAs who build automation alongside their core role. See the full automation capability breakdown.

What to Delegate First: The Priority Framework

With 100+ tasks available, the question is sequence. Use this filter: which tasks are (1) repetitive — you do them the same way every time, (2) time-intensive — they eat significant hours each week, and (3) low strategic value — they don't require your specific judgment.

For most business owners, the first delegation stack is: inbox management + CRM updates + customer service + calendar coordination. These four tasks alone typically free 15–25 hours per week. Everything else builds from there.

See what roles Jarvis sources and the typical task stacks by business type — service businesses, ecommerce brands, agencies, and coaches all have different priority delegation sequences. Book a call for a personalized delegation audit.

Frequently Asked Questions

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