25 GoHighLevel Tasks to Outsource to Your Virtual Assistant Right Now

You're Using Up Too Much of Your Time in GoHighLevel - Time That Could Be Better Spent Elsewhere

Here's a good question to ask yourself: how much time each week are you spending inside GoHighLevel when someone else could do it?

Workflow creation. Automations fixes. Creating sub-accounts. Managing pipelines. Updating contact information. Setting up calendars.

All important jobs. Jobs which don't necessarily need you to complete them. Every minute spent managing the platform is a minute not spent strategizing, selling, or working on customer relations.

That's why a GoHighLevel virtual assistant makes such a difference. By delegating your platform management to a GHL VA, you get to concentrate on what really matters.

But what, specifically, does a GoHighLevel VA do? Far more than most agency owners think possible. Here are 25 tasks you can outsource right now.

Account Creation and Setup Tasks

1. Sub-Account Creation

Each new client should be assigned a freshly created sub-account set up properly from scratch. The task involves creating a sub-account for your client, adding business information, adjusting the time zone, and configuring all base settings for your future customization.

2. Agency Snapshot Upload and Customization

Uploading your agency snapshot into a newly created sub-account and customizing workflows, pipelines, and messages for every single client is a tedious but fully delegateable task.

3. Custom Domain Setup

Configuring your client domains to go through GoHighLevel funnels and websites or portals is a technical process that should be performed by a qualified HighLevel assistant.

4. Email and SMS Settings Setup

Verifying sending domains, creating dedicated phone numbers, and setting up communication channels for your clients is one of those tasks that should be done by your CRM virtual assistant.

5. Stripe and Payment Integration

Integrating the payments, product creation, and checkout tests within the GoHighLevel platform will be easy for an experienced VA, while it would be extremely time-consuming for a busy agency owner.

6. Calendar and Booking Configuration

Setting up appointment types, available timeframes, buffer times, calendar configuration, and booking confirmation for each of the client accounts.

Tasks on Workflow and Automation

7. Creating Automation Workflows

Your GoHighLevel virtual assistant will create your follow-ups, workflows, and appointments within the automated sequence according to your established system or your snapshot.

8. Repairing Broken Workflows

In case any of your automation stops working properly, your GHL VA troubleshoots and fixes the problem that may be caused by incorrect trigger events or missing pieces of the workflow.

9. Workflow Test Messages

Creating split tests on workflow follow-ups, changing the time of sending, and analyzing what works better within SMS and email sequences.

10. Conditional Logic and Workflows With Branches

Complicated workflows that have different branches depending on whether your leads replied, didn’t reply, booked or declined something, need to be created properly by your VA.

11. Workflows Audit and Improvement

Analyzing all active workflows monthly - looking at outdated steps, poor performing sequences, and ways to optimize conversion rates.

Tasks Related to CRM and Pipeline Management

12. CRM Contacts Purging

Eliminating duplicate contacts, merging records, cleaning your CRM from outdated data - this is an integral part of CRM VA’s job.

13. Updating Contacts Stages Manually

Moving contacts between pipeline stages, adding notes, and making sure deal amounts are correct when your CRM does not support automation of all scenarios.

14. Tag Management

Creating and applying tags to contacts in sub-accounts while keeping up the organization of the tag system with an increasing number of customers.

15. Contact Import and Data Entry

Importing lists of leads and putting data in the correct format in CSV files so it can be used for GHL; field mapping and data entry.

16. Custom Field Creation and Management

Creation and management of custom fields for lead data unique to each client in order to have all necessary information to personalize communication.

Funnel and Content Tasks

17. Funnel Page Building

Creating landing pages, opt-in pages, thank you pages, and sales pages in GoHighLevel as per your design or brief for traffic.

18. Blog and Website Updates

Updating blogs and websites created using the website builder by GoHighLevel.

19. Form Development

Creating intake forms, lead capture forms, customer survey forms, and onboarding forms – all correctly integrated into CRM pipelines and triggers for automation processes.

20. Email Templates Design and Setup

Creating branded email templates on the GoHighLevel platform, formatting them correctly and making sure they appear correctly across all email clients.

Tasks Related to Reporting and Monitoring

21. Dashboard Development and Management

Creating reporting dashboards that display information which matters to clients: number of leads generated, number of calls booked, pipeline values, performance of campaigns.

22. Weekly Performance Report Generation

Gathering information about workflow performance, compiling metrics and creating weekly reports - all done by your HighLevel assistant.

23. Workflow Monitoring

Monitoring that all workflows are performing correctly, no sequences are stuck, no integration problems have happened.

Onboarding and Support Services for Clients

24. Client Onboarding Process Management

Whenever a new client becomes part of your team, your GHL VA performs the complete onboarding process - account creation, snapshot import, configuration, and testing everything before your client can log in.

25. GHL Support and Troubleshooting

Whenever your clients ask any question related to the usage of their GoHighLevel account, your VA is responsible for solving that problem.

How to Figure Out What You Should Outsource First

Having trouble figuring out what’s right for you? Follow this easy template:

Do an immediate outsource if the task is:

• Repetitive - it happens in the same way each time

• Time-intensive - you spend a lot of time doing something you shouldn’t be

• Well-documented - there’s a clear way to get it done

• Non-strategic - it doesn’t need your expertise to be done right

Keep in-house if the task includes:

• Strategic decisions made for clients

• Sales talks and relationships

• Negotiations, deals, and business development

• Approvals of deliverables

Of the 25 items above, most definitely belong in the outsource box. An experienced GoHighLevel virtual assistant will do all those things leaving you to do the things you really should be doing.

What Changes When You Hire a GoHighLevel Virtual Assistant

This transition is significant. The process of using GoHighLevel outsourcing is not just about saving time, but rather about changing the whole functioning of your agency.

Conclusion - Your Time is too Precious to Waste on Platform Tasks

Every one of these tasks is important, but no one of them needs you specifically; it needs a person knowledgeable in GoHighLevel and capable of doing them correctly and without wasting your precious time.

Hiring a professional GoHighLevel virtual assistant will quickly pay off for you thanks to all the time that you will get back and possibilities that will be open for you..

The availability of GHL VA services is not a luxury anymore even for small agencies. It's a base from which any agency can work in an efficient way and grow without being limited by the owner himself/herself.

First of all, you need to identify which tasks take up too much of your time. Delegate them to a professional GHL VA. Spend your regained time on activities that will make your business grow.

👉 Want to stop doing platform-related things yourself? Contact us today and let our GoHighLevel virtual assistants help you with it starting right now.

FAQ

Q1. What is the turnaround time for a GoHighLevel VA to start working on my account?

Most GoHighLevel VA services that have been trained can be ready to start working within 24 to 48 hours of onboarding - once they have gained access to your account and discussed priorities, they will start straight away.

Q2. Is it safe to give a GoHighLevel VA access to my agency account?

Yes - you can allow GoHighLevel VA access via user permissions in order for them to work within particular sub-accounts or sections without having access to your agency billing or owner options.