Tasks you can easily outsource to Elite PA Solutions

by Nov 27, 2019Strategic Planning

The type of tasks that can be outsourced to a PA is one of the top questions potential clients ask us. Here at Elite PA Solutions, we’re a team who provide online business support to businesses and individuals across a variety of industry sectors. This means we’re used to providing a wide variety of solutions to the different tasks our clients bring to the table. 

Each client is unique and has their own business needs

As I’m sure any potential client will understand, the tasks you want to outsource are dependent on each individual client’s needs. This is why we take the time on ‘our learning phase’ with all potential new clients – it helps both sides see how they can benefit from outsourcing to Elite PA Solutions.

However, we also appreciate that you need to know what type of tasks we’re used to handling for our clients if you’re new to the outsourcing world. So let’s take a look at the tasks you can easily outsource to the Elite PA Solutions team if you’re looking to work with us.

Tasks you can outsource to Elite PA Solutions

Typical tasks you can outsource to the Elite PA Solutions team include:

  • Diary & Email management/organisation.
  • Following up with clients/contacts and business development initiatives.
  • Taking down minutes.
  • Travel organisation and booking of flights, trains, holidays!
  • Booking car hire, airport transfers, taxi providers.
  • Booking hotels and pulling together full itineraries for business trips.
  • File management using One Drive or Google Drive.
  • Collating expenses using either Excel or Receipt Bank, ensuring all expenses relating to specific boards are accounted for.
  • Word, Excel and PowerPoint document creation/formatting.
  • Transcription of meeting notes and uploading onto your CRM.
  • Credit control chasing invoices to ensure you are paid on time.

Tailormade solutions for our clients

The beauty of having a team of freelance Executive Assistants and virtual PAs working under the Elite PA Solutions umbrella means we can easily accommodate tasks over and above the normal. By providing tailormade solutions for our clients, we’ve had the pleasure of handling wider-reaching and more unusual tasks, such as:

Conference set up, organisation and management, both here and abroad 

Organising conferences in Europe from beginning to end for circa 165 delegates. This included flying out to conference location to be present on the day of each conference, to ensure all went well.  Being proactive and dealing with any issues, as well as meeting and greeting delegates as they arrived.  On occasions where our client has felt they need more than one extra pair of hands, we can easily turn to the wider team to step in and travel.

On-site support

One team member supports a local wealth management client on-site by providing support in their actual office two days a week. Typical tasks carried out whilst at the company office includes compiling reports and other general administration as part of the clients wider team.

Client research

Recently, one of our executive search clients required urgent help with mapping out potential prospects to approach. Time that they recognised they should not be doing themselves.  This required circa 15 hours work to be completed as quickly as possible.  We stepped in and delivered on this in-depth research project (reviewing a list of firms and identifying people with a specific specialty), pulling together their profiles into a Word document.

Email management

Although email management is a usual task for PAs, one of our team has been working on an email/electronic file organisation project for a Chairman, that goes above and beyond the typical email management task. She has successfully implemented a process for storing and saving emails and replicating this with files on the clients Google Drive, to save them having to print things out and hunt for paperwork an hour before meetings. This project has covered work and personal emails and there’s been thousands of them!

The type of tasks that can be outsourced to a PA may be one of the top questions potential clients ask us, but you can see – here at Elite PA Solutions, we cover a variety of industry sectors and a wide variety of tasks.

If you’re ready to explore how outsourcing to Elite PA Solutions can help you, I have two options for you. The first, get in touch – let’s have a chat and see how our team can help you. If you feel you’re not ready to talk but would appreciate some help, we have a great downloadable resource available for you. Called ‘Let’s Go & Delegate’ this worksheet is designed to help you see how you can free up your time and your task list – you can get a copy, by entering your name and email address in the opt-in box at the bottom of our home page.

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