Welcome to our FlexiWorkr Tasks Menu

This menu has been put together to make it easier and less time consuming for you to figure out how you can start to leverage the support of your new FlexiWorkr.

You can choose from the below list of the most requested tasks for each industry or position.

Please note that this is not an exhaustive list so if there is a task you would added to the list let us know

Pencil and notepad

Non Specific Industry
 

GENERAL ADMIN SUPPORT

 

  • File Management (organizing files using Dropbox, Google Drive etc)

  • Database building (eg. updating email or contact lists on your CRM or Google Sheet)

  • Research on certain topics for blogposts, newsletters etc

  • Data entry

  • Copywriting

  • Proof reading

  • Copy editing

  • Preparing Slideshows (Powerpoint Presentations etc)

  • Creating basic reports (reports on weekly tasks, deliverables, sales)

  • Preparing contracts

  • Preparing invoices

  • Lead generation via Linkedin and desktop research

  • Email outreach

  • Investor outreach

  • Creating event

  • Promoting event

  • Booking appointments with clients and suppliers

  • Calendar Management

  • Following up with clients/customers (sending thank you and other reminder emails)

  • Inbound Email Management/Filtering

  • Answering support tickets

  • Receptionist duties (answering occasional calls)

  • Making cold calls.

  • Participating in discussion forums or message boards (more promotion!)

  • Telemarketing

  • Customer service

  • Hotel and Flight Booking

  • Personal errands (purchasing gifts for loved ones / family members online)

  • Blog Writing

  • Blog commenting (to increase links to your site)

  • Manage and update Social Media Accounts (Linkedin, FB, Insta)

  • Filter and reply to comments on your blog

  • Photo Editing

  • Creating Social Media graphics

  • Posting in FB groups

  • Linkedin/Insta/Facebook outreach

  • Taking down minutes of meetings

  • Transcription (transcribing voicemail, video or audio, podcasts etc.)

  • Taking down minutes of meetings

  • Manage your Blog (Basic WordPress Skills)

Sales & Marketing Tasks

GENERAL SALES TASKS

  • Cold Calling

  • Warm Calling Existing Leads

  • Follow-up with Leads & Potential Clients

  • Lead Generation & List Building

  • Linkedin Lead Generation

  • Upsell to Existing Clients

GENERAL MARKETING TASKS

  • Basic Content & Blog Management

  • Content Creation & Copywriting

  • Basic Social Media Management

  • Basic Email Marketing

  • Basic Marketing Research

  • Basic Graphic Design

  • Basic Website Maintenance

 

Attorneys & Legal Firms Tasks

GENERAL ADMIN SUPPORT

  • Answering the Phone & Taking Messages

  • Client Communication, Support & Follow-ups

  • General Admin Tasks

  • Calendar Management & Appointment Setting

  • General Research and Contact Government Agencies

  • Filtering & Qualifying New Leads

CASE PREPARATION & MANAGEMENT

  • Prepare Case Indexes

  • Fill Out Forms & Questionnaires

  • Client Management in CRM System

CLIENT ONBOARDING, SUPPORT & FOLLOW-UPS

  • Gathering Clients Info & Obtaining Documents

  • Review & Check Client Information

  • Follow-up with Clients

  • Medical Treatment Assignment (Injury Lawyers)

  • Gather Customer Testimonies & Stories (Affidavit)

  • Translations

OTHER TASKS

  • Managing Claims with Insurance Companies

  • Staff Management/HR

  • Basic Marketing Tasks

Healthcare Tasks

GENERAL HEALTHCARE & ADMIN SUPPORT

  • Calendar Management & Appointment Setter

  • Data Entry & CRM / EMR Management

  • Gathering Clients Info & Obtaining Documents

  • General Admin Support

  • Health Insurance Claims, Billing & Coordination

  • Live Interpreting & Translation

  • Bookkeeping & Financial Management

  • Patient Tracking & Project Management

HEALTHCARE MARKETING

  • Basic Marketing Tasks

  • Content & Copywriting

  • Social Media & Community Management

  • Digital Advertising

HEALTHCARE SALES, CUSTOMER SERVICE & SUPPORT

  • Cold & Warm Calling Leads

  • Lead Generation

  • Patient Onboarding & Follow-ups

  • Healthcare Customer Service

  • Patient Care & Telemedicine

 

Property Management Tasks

GENERAL PROPERTY MANAGEMENT & ADMIN SUPPORT

  • 1. Customer Support & Property Management Admin Support

  • 2. Manage Property Software CRM & Data Entry

  • 3. Organize Digital Files

  • 4. Calendar Management & Appointment Setting

  • 5. Create Property Listings into Real Estate Database (MLS)

  • 6. Create Management Agreements for Property Owners

  • 7. Create Property Management Reports

  • 8. House Photography Management

TENANTS MANAGEMENT

  • 9. Tenant Management & Follow-up

  • 10. Sending Rent-reminders

  • 11.Notify Owners & Tenants of Renewals

  • 12. Delinquencies Follow-up

  • 13. Customize Letters Using Templates

  • 14. Processing Invoices & Cash Applications

MAINTENANCE MANAGEMENT

  • 15. Maintenance Coordinator (Related to Tenant Follow-up)

  • 16. Repair Coordinator – Creating Work Orders for Repairs / Invoices

  • 17. Collecting Insurance Information

  • 18. Follow-up process and Tracking Work Timeline

SALES & MARKETING

  • 19. Basic Marketing Tasks

  • 20. Pre-vet new Potential Clients

 

Real Estate

GENERAL SALES & CUSTOMER SERVICE TASKS

  • 1. Call & Qualify Leads

  • 2. Cold Calling

  • 3. Warm Calling Existing Leads

  • 4. Follow-up with Leads & Clients

  • 5. Lead Generation & List Building

  • 6. Other General Sales tasks

  • 7. Customer Service & Support

GENERAL ADMIN SUPPORT

  • 8. Calendar Management & Appointment Setting

  • 9. Manage CRM & Data Entry

  • 10. Loan Processing

  • 11. Contract Creation & Setup

  • 12. Contract Management & Follow up

  • 13. Create and Manage Real Estate Listings (MLS)

  • 14. Digital Files management

  • 15. Other General Admin tasks

  • GENERAL MARKETING TASKS

  • 16. Basic Email Marketing

  • 17. Basic Marketing Research

  • 18. Basic Graphic Design

  • 19. Website Maintenance

  • 20. Basic Social Media Management

 

Marketing Agency Tasks

GENERAL SALES & CUSTOMER SERVICE TASKS

  • 1. Cold & Warm Calling (Outbound calls)

  • 2. Customer Service & Support (Inbound calls)

  • 3. Social Media Outreach

  • 4. Follow-up with Leads & Clients

  • 5. Lead Generation & List Building

  • 6. Linkedin Lead Generation

GENERAL ADMIN SUPPORT

  • 7. Basic Bookkeeping

  • 8. Calendar Management & Appointment Setting

  • 9. Digital Files Management

  • 10. Manage CRM & Data Entry

  • 11. Other General Admin Tasks

  • DIGITAL MARKETING TASKS

  • 12. Content Creation (Mid to Expert Level)

  • 13. Digital Advertising - Google Ads (Mid to Expert Level)

  • 14. Digital Advertising - Facebook Ads (Mid to Expert Level)

  • 15. Email Marketing & Automation (Mid to Expert Level)

  • 16. Basic Graphic Design (Basic Level)

  • 17. Professional Graphic Design (Mid to Expert Level)

  • 18. Marketing Research (Basic Level)

  • 19. Search Engine Optimization (Mid to Expert Level)

  • 20. Social Media Management (Basic to Mid Level)

  • 21. Website Maintenance (Basic Level)

  • 22. Website Design (Mid to Expert Level)