What to Delegate

What to Delegate First When You Hire a Virtual Assistant

April 23, 20263 min read

Connect to your “Let it Go List” + Buy Back Your Time pillar

Stop guessing. Start handing off the right tasks with confidence.


❝ You can’t scale when your calendar is maxed. Delegation is your first step to growth. ❞

— The BAM–VA™ Philosophy


Why This Matters

Hiring a VA should feel like relief—not another decision to make.

But here’s the problem: most entrepreneurs don’t know what to delegate first.

They wait too long, hand off the wrong things, or overwhelm their new VA with vague instructions.

The result? Wasted time, missed expectations, and a belief that “delegation doesn’t work.”

That’s why we created the Let-It-Go List: a strategic delegation starter plan built to help you buy back your time—without burning out or dropping balls.

Step 1: Audit Your Time Like a CEO

Before you delegate, you need to know where your time is actually going.

Ask yourself:

  • What do I touch every day that someone else could handle?

  • What tasks drain my energy, even if they’re simple?

  • What’s keeping me from revenue-generating or strategic work?

Pro Tip: Use a “CEO Time Audit” (15-minute daily review) to highlight low-leverage tasks. Or ask your BAM–VA™ to help you track them during onboarding.


Step 2: Build Your “Let-It-Go List”

Here are the 5 high-impact categories every business owner should look at first:


1. Recurring Admin Tasks

These tasks happen daily or weekly and don’t require your brainpower.

Examples:

  • Email triage and filtering

  • Calendar scheduling and confirmations

  • Zoom link setups and follow-ups

  • CRM updates (Go High Level, ClickUp, GroupTrack)

Why delegate this first: Reclaim hours every week with simple swaps.


2. Social Media Content Support

You don’t have to be a ghost—but you don’t have to do it all either.

Examples:

  • Repurpose old content into new posts

  • Schedule posts using Metricool or Meta

  • Upload podcast/video snippets as reels

  • Manage hashtag libraries

Why delegate this first: It keeps you visible while you focus on strategy.


3. Client or Community Touchpoints

These are critical—but they don’t need to be done by you.

Examples:

  • Sending onboarding materials

  • Answering common DMs

  • Community engagement (FB group, GroupTrack follow-ups)

  • Client check-in reminders

Why delegate this first: Protects client experience and your energy.


4. SOP Creation as You Go

Yes, you can delegate documenting how things are done.

Examples:

  • Ask your BAM–VA™ to record Looms + build SOPs

  • Capture processes for launch prep, client onboarding, file structure, etc.

Why delegate this first: It multiplies the impact of every task you hand off.


5. Light Marketing Tasks

You don’t need a CMO to keep things moving.

Examples:

  • Uploading blog posts

  • Formatting email newsletters

  • Creating lead magnet PDFs

  • Updating links in bios and offers

Why delegate this first: Keeps your growth engine running while you strategize.


Bonus Tip: Delegate with Clarity

A task only saves you time if it’s clear. When you delegate:

  • Include a Loom (video walkthrough)

  • Write step-by-step instructions once (store it in ClickUp or Google Docs)

  • Assign due dates + urgency (Slack task status works well)

Not sure how to set this up? That’s part of the BAM–VA™ onboarding process.


What Happens After You Delegate the First 10 Tasks?

✔️ Your calendar opens up

✔️ Your team moves without micromanagement

✔️ You start operating like a real CEO — not a stressed-out taskmaster

Your BAM–VA™ can help you build this list, organize your business, and document everything along the way. You don’t need to be “ready” — you just need to start.


ready to let go.jpeg

TL;DR: First Tasks to Delegate to Your Virtual Assistant

  • Recurring admin (email, scheduling, CRM updates)

  • Social media scheduling + repurposing

  • Client onboarding + follow-ups

  • SOP building from your brain

  • Blog, email, and lead magnet implementation

Let go of the grind. Hire strategically. Scale sustainably.

That’s what your BAM–VA™ is built for.


virtual assistantvaremotebusiness owneronline businessdelegatedelegationbusiness and marketingBAM-VA™
blog author image

Heather Ioerger

Virtual Assistant Agency Owner

Back to Blog
What to Delegate

What to Delegate First When You Hire a Virtual Assistant

April 23, 20263 min read

Connect to your “Let it Go List” + Buy Back Your Time pillar

Stop guessing. Start handing off the right tasks with confidence.


❝ You can’t scale when your calendar is maxed. Delegation is your first step to growth. ❞

— The BAM–VA™ Philosophy


Why This Matters

Hiring a VA should feel like relief—not another decision to make.

But here’s the problem: most entrepreneurs don’t know what to delegate first.

They wait too long, hand off the wrong things, or overwhelm their new VA with vague instructions.

The result? Wasted time, missed expectations, and a belief that “delegation doesn’t work.”

That’s why we created the Let-It-Go List: a strategic delegation starter plan built to help you buy back your time—without burning out or dropping balls.

Step 1: Audit Your Time Like a CEO

Before you delegate, you need to know where your time is actually going.

Ask yourself:

  • What do I touch every day that someone else could handle?

  • What tasks drain my energy, even if they’re simple?

  • What’s keeping me from revenue-generating or strategic work?

Pro Tip: Use a “CEO Time Audit” (15-minute daily review) to highlight low-leverage tasks. Or ask your BAM–VA™ to help you track them during onboarding.


Step 2: Build Your “Let-It-Go List”

Here are the 5 high-impact categories every business owner should look at first:


1. Recurring Admin Tasks

These tasks happen daily or weekly and don’t require your brainpower.

Examples:

  • Email triage and filtering

  • Calendar scheduling and confirmations

  • Zoom link setups and follow-ups

  • CRM updates (Go High Level, ClickUp, GroupTrack)

Why delegate this first: Reclaim hours every week with simple swaps.


2. Social Media Content Support

You don’t have to be a ghost—but you don’t have to do it all either.

Examples:

  • Repurpose old content into new posts

  • Schedule posts using Metricool or Meta

  • Upload podcast/video snippets as reels

  • Manage hashtag libraries

Why delegate this first: It keeps you visible while you focus on strategy.


3. Client or Community Touchpoints

These are critical—but they don’t need to be done by you.

Examples:

  • Sending onboarding materials

  • Answering common DMs

  • Community engagement (FB group, GroupTrack follow-ups)

  • Client check-in reminders

Why delegate this first: Protects client experience and your energy.


4. SOP Creation as You Go

Yes, you can delegate documenting how things are done.

Examples:

  • Ask your BAM–VA™ to record Looms + build SOPs

  • Capture processes for launch prep, client onboarding, file structure, etc.

Why delegate this first: It multiplies the impact of every task you hand off.


5. Light Marketing Tasks

You don’t need a CMO to keep things moving.

Examples:

  • Uploading blog posts

  • Formatting email newsletters

  • Creating lead magnet PDFs

  • Updating links in bios and offers

Why delegate this first: Keeps your growth engine running while you strategize.


Bonus Tip: Delegate with Clarity

A task only saves you time if it’s clear. When you delegate:

  • Include a Loom (video walkthrough)

  • Write step-by-step instructions once (store it in ClickUp or Google Docs)

  • Assign due dates + urgency (Slack task status works well)

Not sure how to set this up? That’s part of the BAM–VA™ onboarding process.


What Happens After You Delegate the First 10 Tasks?

✔️ Your calendar opens up

✔️ Your team moves without micromanagement

✔️ You start operating like a real CEO — not a stressed-out taskmaster

Your BAM–VA™ can help you build this list, organize your business, and document everything along the way. You don’t need to be “ready” — you just need to start.


ready to let go.jpeg

TL;DR: First Tasks to Delegate to Your Virtual Assistant

  • Recurring admin (email, scheduling, CRM updates)

  • Social media scheduling + repurposing

  • Client onboarding + follow-ups

  • SOP building from your brain

  • Blog, email, and lead magnet implementation

Let go of the grind. Hire strategically. Scale sustainably.

That’s what your BAM–VA™ is built for.


virtual assistantvaremotebusiness owneronline businessdelegatedelegationbusiness and marketingBAM-VA™
blog author image

Heather Ioerger

Virtual Assistant Agency Owner

Back to Blog

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What You Would Learn

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Let's Make It Happen

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BUSINESS COACHING 101

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SALES AND MARKETING

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