Executive assistance
- Triage inbox by priority
- Maintain calendar holds
- Prepare meeting agendas
- Capture meeting notes
- Track open follow-ups
Service guide
50 tasks to delegate to a Filipino virtual assistant.
Use this guide to prepare your intake. The right tasks are recurring, explainable, measurable, and safe to perform with scoped access and review.
Customer support
- Tag incoming tickets
- Draft support replies
- Update help-center articles
- Summarize recurring issues
- Prepare escalation packets
Sales administration
- Clean CRM stages
- Route new leads
- Prepare follow-up drafts
- Schedule discovery calls
- Flag stale opportunities
CRM and data entry
- Normalize contact fields
- Deduplicate records
- Import clean CSV files
- Prepare dashboard inputs
- Flag missing data
Recruiting support
- Format job posts
- Screen for required criteria
- Schedule interviews
- Track candidate status
- Prepare hiring-owner summaries
Bookkeeping assistance
- Organize receipts
- Prepare invoice drafts
- Reconcile simple lists
- Track billing questions
- Prepare owner review packets
Content operations
- Schedule social posts
- Update CMS drafts
- Collect SEO metadata
- Format newsletters
- Build content calendars
Research and reporting
- Gather competitor notes
- Summarize vendor options
- Prepare weekly scorecards
- Build source lists
- Track action items
E-commerce operations
- Update product listings
- Tag orders for review
- Prepare refund summaries
- Check catalog metadata
- Monitor stock exception lists
AI-assisted operations
- Draft prompt libraries
- Summarize email threads
- Prepare SOP checklists
- Classify routine requests
- Queue exception reviews
Worksheet
Print or share a delegation worksheet before inquiry.
Use the downloadable worksheet to choose the first recurring workflows, then send a no-account inquiry or start an assessment account when ready.
Next step
Talk through this workflow.
Choose a quick inquiry or a saved assessment with this workflow summarized for follow-up.