Not sure what to hand over first? This list covers the ten tasks our clients delegate most often — each one recurring, easy to document, and immediately freeing once it leaves your plate.
Inbox, calendar, and communication
Email triage, draft replies, calendar scheduling, and meeting prep form the classic starter package. Together they routinely return the first hour of every workday — time most founders immediately reinvest in clients or product.
Travel booking and follow-up emails belong here too. A short brief on your preferences (aisle seats, morning meetings, buffer rules) turns a chaotic thread of confirmations into one tidy itinerary.
“Delegate the recurring first. One-time projects can wait; the daily grind compounds.”
Operations, content, and customers
Beyond the inbox, assistants commonly own data entry and CRM upkeep, social media scheduling and reply rounds, customer support tickets, invoice sending with polite reminders, lead-list research, and simple weekly reporting. None of these need your judgment on every instance — they need clear rules and a reliable owner.
- Email triage and draft replies in your voice.
- Calendar blocking, scheduling, and meeting prep.
- CRM updates, list building, and spreadsheet cleanup.
- Social scheduling, support replies, invoicing, and weekly reports.
Pick three items from this list and treat them as a trial engagement. Most clients wonder, within a month, why they waited so long to delegate the obvious.
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