Most requested tasks to delegate to Virtual Assistants | Tasks Menu
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 industry 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!
Tasks Menus By Industry
General Admin, Sales & Marketing Tasks
GENERAL ADMIN SUPPORT
- 1. Customer Service & Support
- 2. Manage CRM & Data Entry
- 3. Organize Digital Files
- 4. Calendar Management & Appointment Setting
- 5. Basic Bookkeeping
- 6. General Research
- 7. Other General Admin Tasks
GENERAL SALES TASKS
- 15. Cold Calling
- 16. Warm Calling Existing Leads
- 17. Follow-up with Leads & Potential Clients
- 18. Lead Generation & List Building
- 19. Linkedin Lead Generation
- 20. Upsell to Existing Clients
GENERAL MARKETING TASKS
- 8. Basic Content & Blog Management
- 9. Content Creation & Copywriting
- 10. Basic Social Media Management
- 11. Basic Email Marketing
- 12. Basic Marketing Research
- 13. Basic Graphic Design
- 14. Basic Website Maintenance
Attorneys & Legal Firms Tasks
GENERAL ADMIN SUPPORT
- 1. Answering the Phone & Taking Messages
- 2. Client Communication, Support & Follow-ups
- 3. General Admin Tasks
- 4. Calendar Management & Appointment Setting
- 5. General Research and 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. Follow-up with Clients
- 10. Medical Treatment Assignment (Injury Lawyers)
- 11. Gather Customer Testimonies & Stories (Affidavit)
- 12. Translations
OTHER TASKS
- 16. Managing Claims with Insurance Companies
- 17. Staff Management/HR
- 18. Basic Marketing Tasks
Healthcare Tasks
GENERAL HEALTHCARE & ADMIN SUPPORT
- 1. Calendar Management & Appointment Setter
- 2. Data Entry & CRM / EMR Management
- 3. Gathering Clients Info & Obtaining Documents
- 4. General Admin Support
- 5. Health Insurance Claims, Billing & Coordination
- 6. Live Interpreting & Translation
- 7. Bookkeeping & Financial Management
- 8. Patient Tracking & Project Management
HEALTHCARE MARKETING
- 14. Basic Marketing Tasks
- 15. Content & Copywriting
- 16. Social Media & Community Management
- 17. Digital Advertising
HEALTHCARE SALES, CUSTOMER SERVICE & SUPPORT
- 9. Cold & Warm Calling Leads
- 10. Lead Generation
- 11. Patient Onboarding & Follow-ups
- 12. Healthcare Customer Service
- 13. Patient Care & Telemedicine
Property Management Tasks
GENERAL PROPERTY MANAGEMENT & ADMIN SUPPORT
- 1. Customer Support & Property Management Admin Support
- 2. Manage Property Software CRM & Data Entry
- 3. Organize Digital Files
- 4. Calendar Management & Appointment Setting
- 5. Create Property Listings into Real Estate Database (MLS)
- 6. Create Management Agreements for Property Owners
- 7. Create Property Management Reports
- 8. House Photography Management
MAINTENANCE MANAGEMENT
- 15. Maintenance Coordinator (Related to Tenant Follow-up)
- 16. Repair Coordinator – Creating Work Orders for Repairs / Invoices
- 17. Collecting Insurance Information
- 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
Real Estate
GENERAL SALES & CUSTOMER SERVICE TASKS
- 1. Call & Qualify Leads
- 2. Cold Calling
- 3. Warm Calling Existing Leads
- 4. Follow-up with Leads & Clients
- 5. Lead Generation & List Building
- 6. Other General Sales tasks
- 7. Customer Service & Support
GENERAL MARKETING TASKS
- 16. Basic Email Marketing
- 17. Basic Marketing Research
- 18. Basic Graphic Design
- 19. Website Maintenance
- 20. Basic Social Media Management
GENERAL ADMIN SUPPORT
- 8. Calendar Management & Appointment Setting
- 9. Manage CRM & Data Entry
- 10. Loan Processing
- 11. Contract Creation & Setup
- 12. Contract Management & Follow up
- 13. Create and Manage Real Estate Listings (MLS)
- 14. Digital Files management
- 15. Other General Admin tasks
Marketing Agency Tasks
GENERAL SALES & CUSTOMER SERVICE TASKS
- 1. Cold & Warm Calling (Outbound calls)
- 2. Customer Service & Support (Inbound calls)
- 3. Social Media Outreach
- 4. Follow-up with Leads & Clients
- 5. Lead Generation & List Building
- 6. Linkedin Lead Generation
DIGITAL MARKETING TASKS
- 12. Content Creation (Mid to Expert Level)
- 13. Digital Advertising - Google Ads (Mid to Expert Level)
- 14. Digital Advertising - Facebook Ads (Mid to Expert Level)
- 15. Email Marketing & Automation (Mid to Expert Level)
- 16. Basic Graphic Design (Basic Level)
- 17. Professional Graphic Design (Mid to Expert Level)
- 18. Marketing Research (Basic Level)
- 19. Search Engine Optimization (Mid to Expert Level)
- 20. Social Media Management (Basic to Mid Level)
- 21. Website Maintenance (Basic Level)
- 22. Website Design (Mid to Expert Level)
GENERAL ADMIN SUPPORT
- 7. Basic Bookkeeping
- 8. Calendar Management & Appointment Setting
- 9. Digital Files Management
- 10. Manage CRM & Data Entry
- 11. Other General Admin Tasks