Save 20+ Hours a Week: Delegate Follow Up Boss Tasks to a Virtual Assistant
The Hidden Time Cost of Follow Up Boss
Most business owners don't realize how much time they spend in Follow Up Boss until they track it. Checking in, updating records, running reports, managing users, fixing errors—it adds up fast. For many, that's 10–25 hours a week that could be spent on strategic work.
See also: what is a virtual assistant, how to hire a virtual assistant, virtual assistant pricing.
A virtual assistant trained in Follow Up Boss can take all of that off your plate.
Follow Up Boss Tasks You Can Delegate Starting This Week
Inbox and Notification Management
Your VA monitors Follow Up Boss alerts and notifications, filters what's urgent, and handles routine items without escalating to you.
Data Entry and Record Updates
Any time information needs to be entered or updated in Follow Up Boss, your VA handles it accurately and on schedule.
Report Generation
Need weekly summaries or monthly exports from Follow Up Boss? Your VA runs the reports and delivers them to you in whatever format you prefer.
User Administration
Adding team members, updating permissions, deactivating former employees—your VA manages all Follow Up Boss user-related tasks.
Integration Monitoring
If Follow Up Boss connects to other tools in your stack, your VA monitors those integrations for errors and resolves sync issues before they affect your workflow.
Template and Workflow Maintenance
As your business evolves, your Follow Up Boss templates, automations, and workflows need updating. Your VA keeps them current.
Vendor and Support Communication
When Follow Up Boss has issues or you need help from their support team, your VA handles all communication and follows through to resolution.
A Sample Week of Follow Up Boss Delegation
Monday: VA checks Follow Up Boss over the weekend activity, flags anything that needs your attention, handles routine updates.
Wednesday: VA pulls mid-week report and sends summary to your inbox.
Friday: VA completes weekly cleanup—archives old records, updates statuses, prepares weekend report.
Ongoing: VA responds to any Follow Up Boss-related issues that arise, handles ad hoc requests within agreed response times.
How to Start Delegating Follow Up Boss Tasks
- List your current Follow Up Boss tasks — Write down everything you do in Follow Up Boss in a typical week.
- Prioritize by time cost — Start with the most time-consuming tasks.
- Document before delegating — Create a simple SOP or video walkthrough for each task.
- Hire a Follow Up Boss-experienced VA — Look for candidates with demonstrable Follow Up Boss experience.
- Start with a 2-week trial — Assign a handful of tasks, review quality, then expand.
What 20+ Hours Back Looks Like
When you stop doing Follow Up Boss work yourself, you get your time back. Clients who've delegated Follow Up Boss management to VAs report being able to:
- Launch new products and services that had been sitting on the backburner.
- Take on additional clients without working more hours.
- Focus on networking, partnerships, and business development.
- Simply leave work at a reasonable hour.
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