25 tasks to consider for remote support

Administration

• Coordinate meetings and calendar changes.
• Draft inbox replies for review.
• Prepare meeting agendas and notes.
• Organize documents and records.
• Research travel options and prepare itineraries.

Customer service

• Respond to routine enquiries using approved guidance.
• Update customers on order or service status.
• Schedule appointments.
• Maintain helpdesk records and knowledge articles.
• Escalate complaints and policy exceptions.

Sales support

• Research prospective accounts.
• Maintain contact records.
• Track follow-ups in the CRM.
• Coordinate sales meetings.
• Prepare pipeline reports.

Marketing

• Maintain a content calendar.
• Schedule approved social posts.
• Prepare email campaigns for review.
• Repurpose approved content.
• Compile campaign performance reports.

Bookkeeping support

• Enter invoices and bills.
• Categorize transactions using agreed rules.
• Prepare reconciliations for review.
• Follow up on receivables.
• Organize month-end records for the accountant.

Choose the right level of responsibility

These are scoping examples, not a checklist for a single generalist. Confirm the tools, experience, authority, and review requirements for each function. Tax advice, regulated work, and final financial approvals require the appropriate qualified person.