What Should You Delegate? 10 Tasks a VA Can Take Off Your Plate Today

Because you didn’t start a business to answer emails and chase receipts.

Let’s be honest — being a business owner often feels like being the CEO and the receptionist and the bookkeeper and the marketing assistant… all before 10am.

If your to-do list feels more like a never-ending scroll, it’s time to talk about delegation. The truth is, you don’t need to do everything yourself (and you shouldn’t).

That’s exactly where a Virtual Assistant (VA) comes in — to clear the clutter, give you back your time, and let you finally focus on what only you can do.

🚀 So... What Can You Delegate?

Short answer: a lot. Long answer: Here are 10 things our clients hand off to us every week — and you can too.

1. Inbox Management

We’ll sort, reply, archive, and flag what needs your attention. Say goodbye to missing important emails buried under “just following up” threads — and hello to a tidy, triaged inbox where you can focus on what matters.

2. Calendar Coordination

Scheduling, rescheduling, time zone juggling, and Zoom links? Sorted. We’ll keep your calendar under control so you’re never double-booked, running late, or losing hours to back-and-forth admin.

3. Client Onboarding

We’ll roll out the welcome mat for your new clients. That means sending intro emails, contracts, welcome packs, setting up folders, adding them to your CRM — all with a polished, professional touch that sets the tone from day one.

4. Invoice Sending & Follow-Up

Let us handle the money talk — professionally. We’ll send invoices through Xero (or your platform of choice), track payment due dates, and follow up on overdue amounts with friendly, no-nonsense reminders.

5. Bookkeeping Admin

No more scrambling at tax time. We help reconcile transactions, chase missing receipts, organise your expense coding, and keep your Xero file audit-ready and accountant-friendly.

6. Document Formatting

That scrappy Word doc? We’ll turn it into magic. Whether it’s proposals, presentations, client forms or Canva guides — we’ll make it look polished, professional, and 100% on-brand.

7. Data Entry & CRM Updates

Still manually updating spreadsheets? Let us take over. We’ll clean up your databases, import new contacts, log call notes, and make sure your CRM reflects what’s actually happening in your business.

8. Social Media Scheduling

Content ready but not getting posted? We’ve got it. We’ll create, upload, caption, schedule, and even track post performance so your brand stays visible without you scrambling at 9pm on a Tuesday.

9. Project Management Support

Let us keep your projects on track. We’ll update task lists in ClickUp, assign team members, send reminders, follow up on overdue items — basically, we’ll make sure things move without you having to micromanage.

10. System Setup & SOPs

We don’t just use systems — we build them. From setting up tools like Slack, Google Workspace, Harvest and ClickUp, to documenting your processes step-by-step, we help you create scalable, repeatable systems that grow with you.

🧠 Delegation Isn’t a Luxury — It’s a Strategy

Every task you hand over creates space for you to lead, sell, create and grow. And with the right VA by your side (hi 👋), delegation becomes a strength — not a struggle.

At Streamline VA, we offer flexible monthly retainers for consistent support, or one-off project help when you just need to get stuff off your plate, fast.

📩 Ready to delegate smarter? Let’s chat.