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Tasks to Outsource

Welcome to our Virtual Latinos Online Menu

We put this menu together to make the process of hiring through our Virtual Latinos agency easier and less time-consuming for you. (We know you are busy!)

We gathered the most requested tasks for each role or position, so you can review and choose the ones you need for your business.

You will find an option to download the detailed PDF for each section, so you can review as many as you want!

P.S. If there’s a task you don’t see here, let us know and we’ll add it!

Online Menu

Tasks Menus
By Role

General Admin, Sales & Marketing VA
Legal VA
Healthcare VA
Property Management VA
Real Estate VA
Digital Marketing VA
Social Media Sales & Outreach VA
Other Roles
Steps
Virtual Latinos

General Admin, Sales & Marketing VA

GENERAL ADMIN SUPPORT

  • 1. Executive/ Personal Assistant
  • 2. Customer Service & Support
  • 3. Manage CRM & Data Entry
  • 4. Basic Bookkeeping
  • 5. Organize Digital Files
  • 6. Calendar Management & Appointment Setting
  • 7. Basic Project Management
  • 8. General Research
  • 9. Other General Admin Tasks

GENERAL SALES TASKS

  • 18. Cold Calling
  • 19. Warm Calling Existing Leads
  • 20. Lead Generation & List Building
  • 21. Linkedin Lead Generation (Basic)
  • 22. Upsell to Existing Clients
  • 23. Follow-up With Leads & Potential Clients
  • 24. Social Media Outreach

GENERAL MARKETING TASKS

  • 10. Basic Content & Blog Management
  • 11. Content Creation & Copywriting
  • 12. Basic Social Media Management
  • 13. Basic Email Marketing
  • 14. Basic Marketing Research
  • 15. Basic Graphic Design
  • 16. Basic Video Editing
  • 17. Basic Website Maintenance

GENERAL ADMIN SUPPORT

  • 1. Executive/ Personal Assistant
  • 2. Customer Service & Support
  • 3. Manage CRM & Data Entry
  • 4. Basic Bookkeeping
  • 5. Organize Digital Files
  • 6. Calendar Management & Appointment Setting
  • 7. Basic Project Management
  • 8. General Research
  • 9. Other General Admin Tasks

GENERAL MARKETING TASKS

  • 10. Basic Content & Blog Management
  • 11. Content Creation & Copywriting
  • 12. Basic Social Media Management
  • 13. Basic Email Marketing
  • 14. Basic Marketing Research
  • 15. Basic Graphic Design
  • 16. Basic Video Editing
  • 17. Basic Website Maintenance

GENERAL SALES TASKS

  • 18. Cold Calling
  • 19. Warm Calling Existing Leads
  • 20. Lead Generation & List Building
  • 21. Linkedin Lead Generation (Basic)
  • 22. Upsell to Existing Clients
  • 23. Follow-up With Leads & Potential Clients
  • 24. Social Media Outreach
Virtual Latinos

Legal Virtual Assistant

GENERAL ADMIN SUPPORT

  • 1. Answering the Phone & Taking Messages
  • 2. General Admin Tasks
  • 3. Client Communication, Support & Follow-ups
  • 4. Calendar Management & Appointment Setting
  • 5. General Research & Contact Government Agencies
  • 6. Filtering & Qualifying New Leads

CLIENT ONBOARDING, SUPPORT &
FOLLOW-UPS

  • 7. Gathering Clients Info & Obtaining Documents
  • 8. Review & Check Client Information
  • 9. Translations
  • 10. Follow-up With Clients
  • 11. Medical Treatment Assignment (Injury Lawyers)
  • 12. Gather Customer Testimonies & Stories (Affidavit)

CASE PREPARATION & MANAGEMENT

  • 13. Prepare Case Indexes
  • 14. Fill Out Forms & Questionnaires
  • 15. Client Management in CRM System

OTHER TASKS

  • 16. Managing Claims With Insurance Companies
  • 17. Staff Management/HR
  • 18. Basic Marketing Tasks

GENERAL ADMIN SUPPORT

  • 1. Answering the Phone & Taking Messages
  • 2. General Admin Tasks
  • 3. Client Communication, Support & Follow-ups
  • 4. Calendar Management & Appointment Setting
  • 5. General Research & Contact Government Agencies
  • 6. Filtering & Qualifying New Leads

CASE PREPARATION & MANAGEMENT

  • 13. Prepare Case Indexes
  • 14. Fill Out Forms & Questionnaires
  • 15. Client Management in CRM System

CLIENT ONBOARDING, SUPPORT &
FOLLOW-UPS

  • 7. Gathering Clients Info & Obtaining Documents
  • 8. Review & Check Client Information
  • 9. Translations
  • 10. Follow-up With Clients
  • 11. Medical Treatment Assignment (Injury Lawyers)
  • 12. Gather Customer Testimonies & Stories (Affidavit)

OTHER TASKS

  • 16. Managing Claims With Insurance Companies
  • 17. Staff Management/HR
  • 18. Basic Marketing Tasks
Virtual Latinos

Healthcare Virtual Assistant

GENERAL HEALTHCARE & ADMIN SUPPORT

  • 1. Calendar Management & Appointment Setter
  • 2. Data Entry & CRM/EMR Management
  • 3. Gathering Client Info & Obtaining Documents
  • 4. General Admin Support
  • 5. Healthcare Insurance Claims, Billing & Coordination
  • 6. Bookkeeping & Financial Management
  • 7. Patient Tracking & Project Management
  • 8. Live Interpreting & Translation

HEALTHCARE MARKETING

  • 14. Basic Marketing Tasks

HEALTHCARE SALES, CUSTOMER SERVICE & SUPPORT

  • 9. Patient Onboarding & Follow-ups
  • 10. Cold & Warm Calling Leads
  • 11. Lead Generation
  • 12. Patient Care & Telemedicine
  • 13. Healthcare Customer Service

GENERAL HEALTHCARE & ADMIN SUPPORT

  • 1. Calendar Management & Appointment Setter
  • 2. Data Entry & CRM/EMR Management
  • 3. Gathering Client Info & Obtaining Documents
  • 4. General Admin Support
  • 5. Healthcare Insurance Claims, Billing & Coordination
  • 6. Bookkeeping & Financial Management
  • 7. Patient Tracking & Project Management
  • 8. Live Interpreting & Translation

HEALTHCARE SALES, CUSTOMER SERVICE & SUPPORT

  • 9. Patient Onboarding & Follow-ups
  • 10. Cold & Warm Calling Leads
  • 11. Lead Generation
  • 12. Patient Care & Telemedicine
  • 13. Healthcare Customer Service

HEALTHCARE MARKETING

  • 14. Basic Marketing Tasks
Virtual Latinos

Property Management Virtual Assistant

GENERAL PROPERTY MANAGEMENT & ADMIN SUPPORT

  • 1. Customer Support & Property Management Admin Support
  • 2. Organize Digital Files
  • 3. Manage Property Software CRM & Data Entry
  • 4. Calendar Management & Appointment Setting
  • 5. Create Property Listings into Real Estate Database (MLS)
  • 6. Create Management Agreements for Property Owners
  • 7. House Photography Management
  • 8. Create Property Management Reports

MAINTENANCE MANAGEMENT

  • 15. Maintenance Coordinator (Related to Tenant Follow-up)
  • 16. Collecting Insurance Information
  • 17. Repair Coordinator - Creating Work Orders for Repairs/Invoices
  • 18. Follow-up Process and Tracking Work Timeline

TENANTS MANAGEMENT

  • 9. Tenant Management & Follow-up
  • 10. Sending Rent-Reminders
  • 11. Notify Owners & Tenants of Renewals
  • 12. Delinquencies Follow-up
  • 13. Customize Letters Using Templates
  • 14. Processing Invoices & Cash Applications

SALES & MARKETING

  • 19. Basic Marketing Tasks
  • 20. Pre-vet New Potential Clients

GENERAL PROPERTY MANAGEMENT & ADMIN SUPPORT

  • 1. Customer Support & Property Management Admin Support
  • 2. Organize Digital Files
  • 3. Manage Property Software CRM & Data Entry
  • 4. Calendar Management & Appointment Setting
  • 5. Create Property Listings into Real Estate Database (MLS)
  • 6. Create Management Agreements for Property Owners
  • 7. House Photography Management
  • 8. Create Property Management Reports

TENANTS MANAGEMENT

  • 9. Tenant Management & Follow-up
  • 10. Sending Rent-Reminders
  • 11. Notify Owners & Tenants of Renewals
  • 12. Delinquencies Follow-up
  • 13. Customize Letters Using Templates
  • 14. Processing Invoices & Cash Applications

MAINTENANCE MANAGEMENT

  • 15. Maintenance Coordinator (Related to Tenant Follow-up)
  • 16. Collecting Insurance Information
  • 17. Repair Coordinator - Creating Work Orders for Repairs/Invoices
  • 18. Follow-up Process and Tracking Work Timeline

SALES & MARKETING

  • 19. Basic Marketing Tasks
  • 20. Pre-vet New Potential Clients
Virtual Latinos

Real Estate Virtual Assistant

GENERAL SALES & CUSTOMER SERVICE TASKS

  • 1. Call & Qualify Leads
  • 2. Cold Calling
  • 3. Warm Calling Existing Leads
  • 4. Customer Service & Support
  • 5. Follow-up with Leads & Clients
  • 6. Lead Generation & List Building
  • 7. Other General Sales tasks

TRANSACTION COORDINATOR TASKS

  • 16. Add Clients to Sales Pipeline
  • 17. Schedule Property's Photography Session & Update Listings
  • 18. Sales Transactions Coordination and Scheduling
  • 19. Coordinate and Schedule Closings Tasks & Walkthrough

GENERAL ADMIN SUPPORT

  • 8. Calendar Management & Appointment Setting
  • 9. Manage CRM & Data Entry
  • 10. Loan Processing
  • 11. Digital Files Management
  • 12. Contract Creation & Setup
  • 13. Create and Manage Real Estate Listings (MLS)
  • 14. Contract Management & Follow-up
  • 15. Other General Admin tasks

GENERAL SALES & CUSTOMER SERVICE TASKS

  • 1. Call & Qualify Leads
  • 2. Cold Calling
  • 3. Warm Calling Existing Leads
  • 4. Customer Service & Support
  • 5. Follow-up with Leads & Clients
  • 6. Lead Generation & List Building
  • 7. Other General Sales tasks

GENERAL ADMIN SUPPORT

  • 8. Calendar Management & Appointment Setting
  • 9. Manage CRM & Data Entry
  • 10. Loan Processing
  • 11. Digital Files Management
  • 12. Contract Creation & Setup
  • 13. Create and Manage Real Estate Listings (MLS)
  • 14. Contract Management & Follow-up
  • 15. Other General Admin tasks

TRANSACTION COORDINATOR TASKS

  • 16. Add Clients to Sales Pipeline
  • 17. Schedule Property's Photography Session & Update Listings
  • 18. Sales Transactions Coordination and Scheduling
  • 19. Coordinate and Schedule Closings Tasks & Walkthrough
Virtual Latinos

Digital Marketing Virtual Assistant

DIGITAL MARKETING TASKS

  • 1. Social Media Outreach
  • 2. Lead Generation & List Building
  • 3. LinkedIn Lead Generation
  • 4. Email Marketing (Mid to Expert Level)
  • 5. Content Creation (Mid to Expert Level)
  • 6. Marketing Research (Basic Level)
  • 7. Social Media Management (Basic to Mid Level)

SEM & SEO TASKS

  • 15. Search Engine Optimization (Mid to Expert Level) - Coming Soon
  • 16. Digital Advertising - Google Ads (Mid to Expert Level) - Coming Soon
  • 17. Digital Advertising - Facebook Ads (Mid to Expert Level) - Coming Soon

GRAPHICS, VIDEO & WEB DESIGN TASKS

  • 8. Basic Graphic Design (Basic Level)
  • 9. Professional Graphic Design (Mid to Expert Level)
  • 10. Basic Video Editing (Basic Level)
  • 11. Professional Video Editing (Mid to Expert Level)
  • 12. Website Maintenance (Basic Level)
  • 13. Website Design (Mid to Expert Level) - Coming Soon
  • 14. Landing Page Design (Basic to Mid-Level) - Coming Soon

PROJECT MANAGEMENT TASKS

  • 18. Project Management
  • 19. Customer Support & Communication
  • 20. E-commerce Store Management (Basic level)

DIGITAL MARKETING TASKS

  • 1. Social Media Outreach
  • 2. Lead Generation & List Building
  • 3. LinkedIn Lead Generation
  • 4. Email Marketing (Mid to Expert Level)
  • 5. Content Creation (Mid to Expert Level)
  • 6. Marketing Research (Basic Level)
  • 7. Social Media Management (Basic to Mid Level)

GRAPHICS, VIDEO & WEB DESIGN TASKS

  • 8. Basic Graphic Design (Basic Level)
  • 9. Professional Graphic Design (Mid to Expert Level)
  • 10. Basic Video Editing (Basic Level)
  • 11. Professional Video Editing (Mid to Expert Level)
  • 12. Website Maintenance (Basic Level)
  • 13. Website Design (Mid to Expert Level)
  • 14. Landing Page Design (Basic to Mid-Level)

SEM & SEO TASKS

  • 15. Search Engine Optimization (Mid to Expert Level)
  • 16. Digital Advertising - Google Ads (Mid to Expert Level)
  • 17. Digital Advertising - Facebook Ads (Mid to Expert Level)

PROJECT MANAGEMENT TASKS

  • 18. Project Management
  • 19. Customer Support & Communication
  • 20. E-commerce Store Management (Basic level)
Virtual Latinos

Social Media Sales & Outreach VA

SOCIAL MEDIA SALES & OUTREACH

  • 1. Lead Generation & List Building
  • 2. Social Media Outreach
  • 3. Book Appointments
  • 4. Follow-up with Leads & Potential Clients
  • 5. Organize & Report DM Responses

Can't find the role you are looking for?

Don’t worry, we got you covered! Book a call with one of our recruitment consultants and we will make sure we find just the right person for your specific needs!

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Virtual Latinos is the first platform focused on creating long-term relationships between Clients and VAs by connecting entrepreneurs, teams and agencies from the US, Canada, and the world with virtual assistants and professionals from Latin America, including Mexico, Central America and South America.

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Social Media, Sales & Outreach VA Task

Digital Marketing VA Tasks

Real Estate VA Tasks

General Admin, Sales, & Marketing VA Tasks

Healthcare & Medical VA Tasks

Legal VA Tasks

Property Management VA Tasks