Hiring Guide

What to Delegate to a Virtual Assistant First: 10 Tasks and a 5-Step Test

What to Delegate to a Virtual Assistant First: 10 Tasks and a 5-Step Test illustration
Quick answer

What to delegate to a virtual assistant first: work that repeats and has clear steps, such as inbox sorting, scheduling, data entry and invoice reminders. This guide lists ten tasks to hand off, what to keep, and a 5-step test.

Written by the MyRemoteVA team. Prices and facts are checked before publishing. How we write and update guides.

What to delegate to a virtual assistant is the first question every owner asks. The short answer: start with work that repeats and has clear steps. This guide lists ten tasks to hand off first, what to keep for yourself, and a simple test you can run in five minutes.

What to delegate to a virtual assistant first

Pick tasks you do every week that do not need your judgement. These ten are a safe start.

TaskWhy it is a good first hand-off
Inbox sortingClear rules: archive, reply, flag
Calendar bookingShort steps and easy to check
Data entrySame fields every time
Invoice remindersPolite template, fixed schedule
Receipt codingA simple list of categories
Customer emailsAnswers come from your notes
Social postingYou approve, they schedule
Research listsClear question, clear output
Weekly reportSame layout each week
Website text editsSmall, low-risk changes

What to keep for yourself

  • Pricing and discounts.
  • Hiring and firing.
  • Key client relationships.
  • Legal, tax and payment decisions.
  • Anything you cannot yet write as steps.

Bookkeeping support means keeping records tidy. It is not tax or accounting advice.

The 5-step delegation test

Take one task and try to write it as five steps. If you can, it is ready.

  1. Where does the work start?
  2. What exactly should be done?
  3. What does done look like?
  4. Who needs the result?
  5. When is it due?

If you get stuck on step two, do the task once yourself and write down what you did. Our task brief guide and free task brief templates make this quick.

How to run your first week

Knowing what to delegate to a virtual assistant saves hours every week, and the first week sets the pattern. Choose one task from the table. Write the five steps. Send them to your assistant and ask for a first result in a few days. Review it, fix the steps, and then add a second task.

This weekly routine keeps your time light. You spend a few minutes a day, not a few hours. After two or three weeks you will know which repeat tasks save the most time.

How many hours to start with

Start small. At MyRemoteVA you can try 3 hours free first. The trial runs for 2 days, then the plan you choose starts. After that, pay as you go is $12 an hour, 80 hours is $500, and 160 hours is $899, about $5.62 an hour. Prices are in US dollars, and payments are final, so test with one task first. A team lead reviews every task.

Mistakes to avoid when you hand off work

  • Handing over ten tasks on day one. Start with one.
  • Sending vague notes. Write the five steps first.
  • Skipping the first review. Check early results and give feedback.
  • Giving full access at once. Share only what the task needs.
  • Expecting your assistant to make your decisions.

When you hand off work in small steps, errors stay small and easy to fix. Each good result builds trust, and you can then give your assistant a little more each week.

Keep a simple list of what you have delegated and what you still do yourself. Review the list once a month. Tasks that now run smoothly can move to a standing routine, and new repeat tasks can move onto the list.

Helpful next steps

See the small business admin guide, the cost calculator and pricing.

Frequently asked questions

What should I delegate to a virtual assistant first?

Start with work that repeats and has clear steps, such as inbox sorting, scheduling, data entry and invoice reminders. Pick one task, not ten.

What should I never delegate?

Keep decisions that need your judgement, such as pricing, hiring, key client calls and legal or tax choices. A virtual assistant follows your rules. It does not set them.

How do I know a task is ready to hand off?

If you can write it as five steps, someone else can do it. If you cannot write the steps yet, keep the task for now and write them as you do it.

How many hours do I need to start?

Most owners start with one task and a few hours a week. At MyRemoteVA you can try 3 hours free first, then pay as you go at $12 an hour or pick a monthly plan.

Your numbers, not ours

What is doing this yourself costing you?

Doing it yourself: $2,165 a month of your time.

The same hours at our $12/hr pay-as-you-go rate: $520. Dedicated plans start at $5.62/hr.

Simple maths from the numbers you enter. It assumes a VA can take on those hours.

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About this guide

Written by the MyRemoteVA team. Search-trend figures come from Google Trends. Prices shown are our current plans. Last updated October 24, 2026. Questions or corrections? Contact us.

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