Kate Mellor Virtual, YOUR DYNAMIC, EXPERIENCED VIRTUAL ASSISTANT
close
enquiries

What does a Virtual Assistant do?

A Virtual Assistant can help you with a wide range of admin, finance and marketing tasks to enable you to run your business more smoothly, have more time with your clients and achieve more than you ever thought possible. So, let’s have a comprehensive look at all the different tasks that me and my VA team can handle for you.

Business Development Activities

  1. Brainstorming – this can be especially helpful for a sole trader business owner who doesn’t have anyone to discuss business topics with.
  2. Be a sounding board – sometimes you need another person to bounce ideas off, to help you make better decisions and to make you think a little harder about your direction.
  3. Identify process improvements – a VA is best placed to notice when a process isn’t running smoothly and can offer suggestions for improvements.
  4. Suggest improved systems utilisation – many VAs are technically highly literate and can spot opportunities to make better use of existing software and systems.
  5. Create project plans – use your VA to document your projects so you can be in control.
  6. Update project plans – keeping on top of how projects are progressing is vital to your business success. Your VA can act as project admin.
  7. Research leads on LinkedIn. – your VA can research LinkedIn and create a list of prospective clients.
  8. Research email addresses – using the Internet, your VA can pull together potential lead contact details.
  9. Research software solutions – sometimes it’s not immediately clear which package to use, so your VA can carry out some initial research for you.
  10. Recruitment activities – your VA can liaise with your recruitment agent and help manage the process of finding good candidates.
  11. Social media – someone needs to keep your company online presence fresh and interesting, why not get your VA to look after your LinkedIn and other social posts.

Transactional activities

  1. Add new clients to your CRM – make sure you don’t loose out on new opportunities to connect with clients. Keep all their details in one place.
  2. Update client details – when client details change, your VA can make sure the records are kept up to date so you’re not scrabbling around looking for their new email or mobile number.
  3. Add and update opportunities to your CRM – It’s a good idea to manage your sales pipeline in a purpose-built system where your VA can help you keep track of the progress of each lead.
  4.  Add finance transactions to your bookkeeping system – dealing with receipts and costs can be a pain. Let your VA take the strain.
  5.  Create and send orders and refunds – if you don’t have an automated ordering system, your VA can help with creating the paperwork to keep your inventory management on track.
  6.  Create and send invoices and receipts – have your VA manage your invoicing, it will save you so much time.
  7.  Data cleansing of your CRM/Finance systems – your VA can correct errors and make sure that your data is consistent and useful for reporting
  8.  Credit control and sending out statements – keeping on top of your cashflow is vitally important for good business health. Your VA can chase down outstanding payments and make sure debts don’t go bad.
  9.  Bank reconciliation – matching your income and expenses to invoices and receipts is a necessary task that your VA can do for you.
  10. Purchasing – your VA can do the sign ups for any new courses and software you might need.

Document Writing

  1.  Writing letters/emails to customers and suppliers – using templates for different types of communication can ensure that your company letters and emails go out accurately and on time.
  2.  Creating proposals for new business – Your VA can create new proposal documents for you to check and sign saving you lots of time.
  3.  Creating company presentations – set up a master template for presentations and have your VA pull together the content for you to check and sign off.
  4.  Copyediting existing documents – when you need to make changes to company policies, procedures and manuals etc, your VA is a good choice.
  5.  Audio and copy typing – these skills are still extremely useful and your VA is likely to be able to create documents much faster than you can.
  6.  Creating spreadsheets – a great way to track small projects or manage events. Have your VA keep things on track using simple spreadsheets.
  7.  Proofread and edit letters, blogs and presentations.  – don’t take the chance that your documents go to clients with errors. Get your VA to give them the once-over.
  8.  Maintain a company How-To manual – when your VA is away on holiday or off-sick, you don’t want to upset the processes. Have your VA create a manual that others can follow.

Organisational activities

  1.  Screening your emails – your VA can reply, delete, forward or flag for your attention.
  2.  Schedule calls and appointments – this can be very time consuming so it’s a good idea to have a VA take this on.
  3.  Confirm appointments so you don’t waste time going to a meeting only to find the other person hasn’t turned up.
  4.  Reschedule calls and appointments – sometimes you just need to make changes, your VA can handle this for you.
  5.  Inform others when you are unavailable – your VA can act as a gatekeeper when you need to get some head down time.
  6.  Manage your phone calls – your VA can screen your calls, respond to voicemails and make sure you don’t miss any vitals calls when you are busy in meetings.
  7.  Research flights and accommodation – your VA can book, change and cancel your travel plans or be the liaison with your outsourced travel agent saving you hours of time each year.
  8. Book travel plans – give your VA a company credit card and let them handle the booking of flights, hotels and ground transportation.
  9.  Travel incidentals – have your VA handle any passport renewals, VISA applications, travel insurance etc.
  10. Event management – VAs are generally great at event planning, from everything to a simple team night out to a huge conference, get your VA involved.
  11. Password management – a full-time job in itself – let your VA manage all your passwords in one place so you’ll never be locked out.
  12. Take notes in meetings/webinars – it’s hard to be fully focused on what’s being said if you are also taking notes at the same time – a job for your VA.
  13. File management – your VA can set up an easy to use online filing system so you can always find what you are looking for.

What else does a Virtual Assistant Do?

Some Virtual Assistants will help business owners with personal errands as well as business tasks. This could range from making personal restaurant reservations, booking theatre tickets, researching gifts or scheduling appointments to help the owner’s life run more smoothly. Not all VAs will offer this service, so make sure to ask if you are after someone who will handle your personal stuff.

There you are - 42 different tasks your Virtual Assistant can do for you. Can you really afford not to hire one today?

Check out my overview list of services and talk to me if there’s something you’d like help with that isn’t on the list because I may be able to assist. I’d love to chat to you about your business and how you could benefit, so why not comment below or drop me a line at

Copyright © 2026 Kate Mellor Virtual Assistant. All rights reserved.
text-align-justify