Free Task Checklist

160 Tasks You Can Outsource To Virtual Assistants

Discover exactly what tasks you can empower offshore staff to complete and grow your business faster than ever before.

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Meet Jason Bibby

CEO at SMSF Financial

SMSF Financial specializes in setting up and managing self-managed superfunds (SMSFs) to help clients take control of their super for retirement and other financial goals. They offer a comprehensive range of services, including administration, financial planning, and investments.

Encountered Hiccups

SMSF Financial Overwhelmed
by Business Demands

The business owner, Jason, found his time consumed by managing the numerous processes involved in running SMSF Financial. With four businesses to oversee, he became the bottleneck in many operations, struggling to find the time needed to efficiently manage all aspects of his businesses.

Time Management Issues

Jason’s time was heavily consumed by managing numerous processes, leaving him unable to focus on high-priority tasks and strategic decision-making. This resulted in inefficiencies and delays in the overall business operations.

Operational Bottlenecks

As the key person overseeing all four businesses, Jason became the bottleneck in many operations. His involvement was required at every step, causing slowdowns and hindering the workflow, which ultimately affected the business’s growth and productivity.

Overwhelming Workload

With the responsibility of running four businesses, Jason struggled to find the time needed to efficiently manage all aspects of his enterprises. The overwhelming workload led to burnout and reduced his ability to maintain the high standards and quality of service that SMSF Financial aimed to deliver.

The Solutions

VA Enhances SMSF Financial Efficiency

WrkPod provided a tailored solution by assigning a skilled Virtual Assistant (VA) to handle various tasks that were previously monopolizing Jason’s time. The VA took on responsibilities such as checking emails, scheduling appointments, managing client communications, and other administrative tasks. This allowed Jason to focus on high-priority business strategies and growth opportunities.
Check out this list of 160 tasks you can outsource to a VA to see how WrkPod can help you streamline your business processes.

Delegating Administrative Tasks

WrkPod provided skilled Virtual Assistants for SMSF to take over routine administrative tasks such as checking emails, scheduling appointments, and managing client communications. This delegation freed up Jason’s time, enabling him to focus on more critical aspects of his businesses.

Streamlining Workflow

By offloading time-consuming tasks to the Virtual Assistant, WrkPod streamlined the workflow at SMSF Financial. The VA efficiently handled day-to-day operations, reducing bottlenecks and ensuring that processes ran smoothly without Jason’s constant oversight.

Enabling Strategic Focus

With administrative responsibilities managed by the VA, Jason was able to concentrate on high-priority business strategies and growth opportunities. This shift in focus allowed him to drive the business forward, explore new ventures, and implement plans that fostered the expansion and success of SMSF Financial.

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Free Task Checklist

160 Tasks You Can Outsource To Virtual Assistants

Discover exactly what tasks you can empower offshore staff to complete and grow your business faster than ever before.

Country(Required)

Global Team Elevates SMSF Financial’s Efficiency and Reach

SMSF Financial’s international team boosts efficiency, letting Jason’s team focus on top-quality financial services and growth.

Efficient, Systemized, Growing

Boosting Efficiency and Expanding Clientele

With the support of their international team, SMSF Financial is now in a stronger position than ever. The company has become more efficient and systemized, enabling them to serve more clients than before.

By offloading routine tasks to their VA, Jason and his team can focus on delivering high-quality financial services and expanding their client base.

“WrkPod has been a game-changer for us. Streamlining business efficiency with Virtual Assistants has enabled us to operate more efficiently and systemize our processes, allowing us to take on more clients and grow our business. We couldn’t have achieved this without our VA.”

Jason Bibby
CEO
, SMSF Financial