Virtual Assistant Task Delegation Guide

VIRTUAL ASSISTANT TASK DELEGATION GUIDE
Real Estate Investor Edition
Investor / Business Owner: ___________________
VA Name: ___________________
Start Date: ___________________
VA's Contracted Hours: _______ hours per week
VA's Time Zone: ___________________  Working Hours: _______ to _______
Communication Platform: ___________________  Response Time SLA: _______ hours
PURPOSE: This guide establishes which tasks are delegated to the VA, how each task is performed, what standards apply, and how performance will be evaluated. A well-delegated task is a fully documented task. The VA should be able to complete every item in this guide from these instructions alone — without asking the investor each time.
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SECTION 1 — TASKS TO DELEGATE IMMEDIATELY (Week 1)
These tasks are safe to delegate on Day 1 because they are repetitive, well-defined, and low-risk. They will also have the highest immediate impact on the investor's available time.
TASK 1.1 — LEAD DATA ENTRY INTO CRM
  Frequency: Daily (as new leads come in)
  Time Required: 15–30 minutes per day
  Deadline: All leads entered within 4 hours of receipt
  STEP-BY-STEP INSTRUCTIONS:
  Step 1: Log into CRM at: ___________________  Username: ___________________

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[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]