Tasks You Can Outsource

Thank you for considering Offshore Virtual Assistants (OVA). This form will help you recognise a variety of tasks you could potentially outsource to your Virtual Assistant.

OVA also have an inhouse team to support your Virtual Assistant and undertake specialists tasks that are outside the skill level of your assistant (this is quoted separately and on an "as needed" basis).

We are keen to offer our clients solutions that can save them time and expand their current inhouse skill set - to fill in the gaps to provide a complete solution.

All information about the tasks provided in this form will not be shared with any other party without your express consent.

Client Information

Client Name*

Company Name

Email*

Phone Number*

Phone Number

Referred By

Name the person who referred you

Kindly indicate the tasks you would like your Virtual Assistant to perform. Bear in mind that a single person cannot possibly perform all of the activities listed to a high skill level. Virtual Assistants are just human beings that specialise in certain activities but can be trained in other areas. Please take time to answer to the best of your knowledge, indicating the essential activities so that we can align with the skill levels of the recruits.

Rows	High Priority	Medium Priority	Low Priority
Set up Project Management software
Schedule meetings
Prepare meeting minutes
Transcribe from audio messages
Diary and email management
Birthday reminders
Call Customer for post sale feedback
Ask for Testimonial
Sending Birthday / Christmas cards
Report creation
Preparation of Training materials
Database Management (CRM)
Data Mining/ Lead Generation
Research Tasks
Documenting Processes and Systems
Forms and Document Creation

Rows	High Priority	Medium Priority	Low Priority
Filtering emails and managing spam
Updating calendars/ scheduling events
Attaching Files + Copying people in your email
Setting Up Email Signature
Answering Phone Calls
Appointment Scheduling
Sending greeting cards/ thank you cards
Travel Arrangements and Planning
Reminder services

Rows	High Priority	Medium Priority	Low Priority
Liaising with suppliers
Checking Due Dates
Delivering Price Quotes
Preparing Contracts
Sending Reminders
Financial - Supplier Payments
Customer Payments / Deposits
General Ledger

Rows	High Priority	Medium Priority	Low Priority
File management -dropbox, one drive, Google drive
Set up Intranet Site- Sharepoint / Google Site
Document processes ad procedures

Rows	High Priority	Medium Priority	Low Priority
Create social media strategy (advanced role)
Social Media Audit
Optimising Social media pages
Create Content calendar
Creating social media campaigns
Creating / managing Social Media sites
- posting Linkedin business and Personal page
- Posting Facebook
- Scheduling Tweets/ tracking mentions
- Updating Pinterest
- Updating Instagram
- Uploading videos to YouTube
- Transcription of video and audio files
- Reporting on competitors activities
- Moderating social media accounts
- Scheduling social media posts ie Hootsuite
- Social Media page enquiries Management
- Social Media Analytics Report
- Using Paid Ads in social media
- Google Ads

Rows	High Priority	Medium Priority	Low Priority
Set up /Adding contacts on CRM
Set up CRM automated campaign flows
Creating email lists
Creating Email Newsletters
Creating images ( CANVA)
Researching content
Writing content for Email Newsletters
Creating Email templates

Rows	High Priority	Medium Priority	Low Priority
New website development
Creating landing pages/ sales pages
Promoting blogs on social media channels
Monitoring comments on website
Create SEO strategy
SEO Audit using tools ie AHREFS
Competitor analysis
Researching SEO Keywords
Adding SEO to blogs / videos/social media
Website Maintenance
E-commerce adding new products
Identifying related products
Analytics reporting

Rows	High Priority	Medium Priority	Low Priority
Create Branding Guidelines
Compressing and formatting images
Preparing presentations ie Powerpoint
Creating document templates
Creating Newsletter Templates ie Mail Chimp
Photoshop of Images
Logo Creation
Business Card and Letterhead Creation
eBook Layout or Formatting
Social Media Banner and Profile Picture
Experience with CANVA
Experience with advanced Adobe products

Rows	High Priority	Medium Priority	Low Priority
Creating/ sending client Invoices
Chasing Debtors
Basic online bookkeeping
Bank Reconciliations
Debtors/ Creditors Reconciliations
Budgeting Reconciliations
KPI's Reporting
Data Entry
Spreadsheet Analysis
Payroll
BAS Preparation
Xero / Quickbooks/ MYOB
Office Administration

NEXT STEPS:

After we have reviewed the responses to Serviced Office VA Questionnaire, we will contact you to discuss.

Kindly provide us other job requirements/tasks and qualities the candidate must have

GENERAL ADMINISTRATION

RECEPTIONIST TASKS

PROJECT TASKS

FILE ADMINISTRATION AND STORAGE

SOCIAL MEDIA

EMAIL MARKETING MANAGEMENT

WEBSITE AND SEO

GRAPHIC DESIGN AND PRESENTATIONS

ACCOUNTING / BOOKKEEPING