Blog - WorkBetterNow

25 Things You Must Delegate to an Assistant

Written by Rob Levin | Dec 3, 2024 11:00:23 PM

If you’re thinking, "I don’t have enough work to keep an assistant busy," think again. From calendar management to personal errands, the tasks you can delegate are endless—and a lot of them are things you're already doing yourself. The fact is, if you don’t have an assistant, you are one 

Many executives and business owners spend too much time on operational tasks that don't drive growth, leaving just 15% of their time for high-impact, growth-driving activities. To reach full business potential, it's essential to flip this ratio and spend 80% of time on meaningful work. Neglecting to do so puts your company at risk. 

Shifting focus to strategic time management, delegating these tasks to an assistant can help free up time for higher-value tasks, allowing business leaders to focus on what truly matters—engaging with customers, responding to industry changes, and enjoying personal time—while allowing their businesses to grow more effectively. 

Here's how you can free up your time by delegating tasks to an assistant today. 

Management & Operations  

1. Manage Your Time

Your assistant can act as a gatekeeper for your calendar, protecting you from double-booking and helping you stay organized. They’ll prioritize your meetings and make sure you’re spending your time on high-impact activities that move your business forward. 

2. Manage and Confirm Appointments

An assistant can take the scheduling burden off your plate by coordinating calls and meetings, handling confirmations, and managing any necessary rescheduling. From finding the best times to notifying all parties of changes, they ensure your calendar stays organized and your schedule runs smoothly—all without you lifting a finger. 

3. Send Reminders

Need to stay on top of deadlines and upcoming meetings? Your assistant can send timely reminders to keep you on track without adding stress to your day. From quick emails to phone notifications, they help you to never miss an important deadline or appointment. 

4. Maintain a "Pending List"

Keeping track of open tasks, follow-ups, and pending projects is essential. An assistant can organize this list for you, so nothing falls through the cracks. They’ll organize and update your to-do list or project management tool, so you're always aware of what’s on the horizon. You can review this list as often as needed—daily, weekly, or at whatever frequency works best—to keep everything on track and updated to reflect any shifting priorities. 

5. Screen Emails & Calls

Reduce distractions by having your assistant screen non-urgent emails and phone calls, so you can focus on the tasks that truly matter. They’ll filter out the noise and take care of voicemails and callbacks,  forwarding only what’s important, so you can spend your time on more valuable interactions. 

6. Add Contacts and Notes to CRM

Your assistant can update and organize contacts in your CRM system, making it easier to track client interactions and follow-ups. Your assistant will keep everything up to date so you always have the right information at your fingertips. At WBN, our remote professionals specialize in optimizing management tasks, ensuring your calendar runs smoothly while you focus on the bigger picture. 

7. Manage Event RSVPs

Your assistant can handle RSVPs for events, signing you up and keeping track of all the details, so you’re always prepared without any last-minute hassle. 

Personal Tasks 

8. Research & Book Flights and Hotels

Why spend hours comparing flight options? Let your assistant handle the entire booking process, so you get the best deals without the hassle. They can also research accommodations that fit your preferences and handle all the details for your trips to be as smooth as possible. And of course, they can also handle all your business travel needs as well. 

9. Manage Personal Appointments and Important Dates  

Your assistant can handle all your personal scheduling needs, from doctor’s visits to home contractor meetings, and keep track of important dates like birthdays and anniversaries. They’ll ensure you never miss a commitment and can even assist with planning gifts or sending cards, keeping you organized and thoughtful without the extra effort. 

10. Pay Bills

Not all bills can be put on autopay, so delegating bill payments to your assistant means having all your financial obligations met on time. They can also monitor upcoming bills and remind you of important due dates, so you never miss a payment. 

11. Make Personal Reservations

From dinner reservations to spa appointments, your assistant can make sure your personal life runs just as smoothly as your professional one. They can also handle group reservations or special requests to make every experience seamless. 

Administrative Support 

12. Organize and Maintain Files

Your assistant can manage your documents, including both digital or physical files, making sure everything is easy to find and properly organized. They’ll create a streamlined filing system that keeps you efficient and reduces the time spent searching for important information. 

13. Proofread Documents

Although AI and Grammarly can help, ensure all your communications, from emails to presentations, are polished and professional with an extra set of eyes from your assistant. They’ll catch any errors and help refine your messaging to make sure it’s clear and impactful. 

14. Create Presentations

Need a presentation for an upcoming meeting? Your assistant can design, format, and organize it, saving you valuable time. They’ll ensure it’s professional and aligns with your messaging. 

15. Update Your Website

Keep your website content fresh and up to date by delegating updates and new content uploads to your assistant. They can manage it all updating blog posts, adding new products, refreshing visuals, and more. 

16. Document Key Processes

Let your assistant create manuals to document essential processes, ensuring consistency across your team and making onboarding or training a breeze. 

17. Perform Light Receptionist Duties

Your assistant can handle incoming calls and messages, allowing you to stay focused on high-priority tasks. They’ll route important calls to you and take messages for non-urgent matters, optimizing your communication flow. 

Lead Generation & Client Management 

18. Research Leads on LinkedIn

Your assistant can help grow your business by researching and identifying potential leads, so you don’t have to spend hours on LinkedIn. They can also track industry news and connections, keeping you updated on new opportunities. 

19. Find Email Addresses

Skip the time-consuming task of searching for contact information—your assistant can track down email addresses for you. That way, your outreach is always equipped with the right contact info to maximize your lead generation efforts. 

20. Organize Follow-Ups for Networking Contacts

After attending a networking event, let your assistant handle follow-ups and keep the momentum going with potential contacts. They’ll organize contact details and create personalized follow-up emails to keep the relationship warm. 

21. Update and Maintain Your Website 

Your assistant can take charge of routine website updates, such as refreshing content, posting new blog articles, and ensuring all information stays current, keeping your online presence professional and up-to-date without taking time away from your core tasks. 

22. Schedule Social Media Posts  

Your assistant can manage your social media calendar, ensuring posts go live on schedule across platforms. From planning content to setting up automated posting, they keep your online presence active and engaging, so you can stay connected with your audience without the daily hassle. 

Accounting & Finances 

23. Maintain the Books

Keep your financials in order by delegating bookkeeping tasks to your assistant, making sure everything stays accurate and up to date. By logging expenses and tracking income, they always keep your financials in check. 

24. Create & Send Invoices

Ensure clients are billed promptly and accurately without lifting a finger by allowing your assistant to create and send invoices on your behalf. They’ll follow up on any billing issues and make sure your cash flow stays strong. 

25. Chase Down Payments

Don’t like asking for overdue payments? Your assistant can follow up on unpaid invoices, so you don’t have to deal with those awkward conversations. They’ll handle the process professionally to receive timely payments while maintaining good client relationships. 

Free Yourself from the Small Tasks 

You don’t need to do everything yourself. Delegating is one of the most powerful tools you have as a business owner. With the right assistant, you can offload essential tasks and focus on what you do best—running and growing your business. Let these 25 tasks be a starting point to take back control of your day and be more productive. 

Download our guide: If You Don’t Have an Assistant, You Are One to explore even more tasks you can delegate today! 


 

WorkBetterNow (WBN) provides outstanding remote talent to small and midsize businesses. WBN’s highly skilled and pre-vetted Latin American professionals are hand-matched for each client’s unique needs. Hundreds of growing businesses turn to WBN to unleash their potential through our exceptional talent, ease of hiring, and ongoing support. Request a consult today!