Top 20 Tasks a B2B Company Should Delegate to a VA
If you're running a b2b, your time is your most valuable asset. Yet most b2b owners spend the majority of their week on tasks that don't require their unique skills or expertise. A virtual assistant can take those off your plate — but knowing what to delegate is half the battle.
Here are the top 20 tasks a b2b should delegate to a VA right now.
Administrative Tasks
1. Email Inbox Management
Your VA can sort, label, respond to routine emails, and flag only the ones that need your attention. This alone saves most b2b owners 1–2 hours per day.
2. Calendar Scheduling
Let your VA handle meeting requests, reschedules, and calendar coordination. No more back-and-forth emails.
3. Data Entry and CRM Updates
Keeping your CRM current is critical but time-consuming. A VA can log contacts, update deal stages, and ensure nothing falls through the cracks.
4. Travel Planning
From booking flights to building itineraries, travel coordination is ideal for a VA.
5. Document Formatting and Filing
Reports, proposals, contracts — a VA can format, organize, and file documents so they're easy to find.
Marketing Tasks
6. Social Media Scheduling
Create a content calendar and have your VA schedule and post content across platforms using tools like Buffer or Hootsuite.
7. Blog Publishing and SEO Formatting
Write the content yourself, then hand off formatting, adding images, internal links, and publishing to your VA.
8. Email Newsletter Management
Your VA can build, send, and report on email campaigns using tools like Mailchimp or ConvertKit.
9. Competitor Research
Stay informed without spending hours on research. A VA can compile weekly competitor reports.
10. Lead List Building
Your VA can research prospects, verify contact info, and populate your outreach list.
Customer Service Tasks
11. Responding to Inquiries
Routine questions about pricing, availability, and services are perfect for a VA with a script or FAQ doc.
12. Client Onboarding Coordination
Send welcome emails, share resources, and walk new clients through the process.
13. Review Requests and Reputation Management
Ask happy clients for reviews and track what's being said online.
14. Follow-Up Sequences
Your VA can manage follow-up emails for proposals, invoices, and abandoned leads.
15. Refund and Support Ticket Management
Handle routine issues and escalate only complex problems to you.
Finance & Operations Tasks
16. Invoice Generation
Set up templates and have your VA issue invoices on time.
17. Payment Follow-Ups
Chasing overdue invoices doesn't need your personal attention.
18. Expense Tracking
Your VA can categorize expenses and prepare reports for your accountant.
19. Vendor and Supplier Communication
Routine vendor coordination, order placements, and logistics can all be delegated.
20. Reporting and Analytics
Weekly dashboards, KPI tracking, and performance summaries are high-value tasks a VA can own.
How to Get Started
Start by picking 3–5 tasks from this list that consume the most of your time. Document how you currently do them (a Loom video works great), then hand them off. Measure the time saved after 30 days — you'll likely never look back.
Ready to Hire?
Virtual Assistant VA connects you with trained VAs who are ready to take over these tasks for your b2b. Find your match today.