Most business owners know they need help but freeze when asked what to hand over. Use this list as a menu. Tick the tasks you did last week, add up the hours, and you have the size of your first package.
A Simple Test: What to Delegate First
Ask three questions about every task. Is it repetitive? Can it be written down as steps? Does it not need your judgment every time? If the answer is yes to all three, delegate it first. Those tasks are fast to hand over and free up the most time.
Admin and Executive Support
- Email inbox triage and drafted replies
- Calendar scheduling and rescheduling
- Meeting agendas, notes and follow-ups
- Travel research and booking
- Document formatting and proofreading
- File and folder organization
- Expense report preparation
- Online account renewals and subscriptions
Customer Service
- Help desk tickets and email support
- Live chat and social media messages
- Order status and return requests
- Appointment confirmations
- Review responses on Google and Yelp
- Help center articles
- Customer feedback summaries
- Inbound call answering with your script
Marketing and Social Media
- Content calendar planning
- Designing posts in Canva
- Scheduling posts on every platform
- Email newsletters
- Blog uploading and on-page SEO
- Google Business Profile updates
- Competitor research
- Monthly analytics reports
Finance and HR
- Transaction categorization in QuickBooks or Xero
- Invoicing and payment reminders
- Bill pay preparation
- Payroll data preparation
- Job posts and resume screening
- Interview scheduling
- New-hire onboarding checklists
- Employee record updates
Sales and Lead Generation
- Prospect list building
- CRM data entry and cleanup
- Cold email sequences
- Cold calling and appointment setting
- Following up with old leads
- Proposal and quote formatting
- Sales pipeline reports
- Webinar and event registrations
Turn the List Into a Plan
Pick 5 to 10 tasks and estimate the hours each takes per week. Multiply by four for a monthly number. Under 20 hours fits the Starter package, about 40 hours fits Growth, and anything over 80 hours is a Professional or Full-Time Dedicated package.
Then place your order with your task list in the details step. Your account manager reviews it on the kickoff call and turns it into your assistant's first checklist.