139+ Tasks We Handle
Our Capabilities
From administrative tasks to specialized skills, discover everything our managed virtual team can do for your business.
Inbox management & prioritization
Calendar management & scheduling
Meeting prep, notes, and follow-ups
Travel planning & bookings
Document formatting & organization
CRM contact management & cleanup
Data entry & record updates
File management (Google Drive, Dropbox)
Vendor coordination & follow-ups
Research & information gathering
Task coordination & prioritization (Asana)
SOP documentation & process mapping
Internal workflows & checklists
Team coordination & reminders
Basic operational reporting & summaries
System cleanup & organization
Compliance documentation support (non-legal)
Project tracking & status updates
AI-assisted email drafting & refinement
AI-assisted content creation & editing
Prompt-based task execution (PromptOps)
AI summarization of meetings, docs, and threads
AI research & synthesis
AI-powered data cleanup & categorization
AI-assisted SOP creation & documentation
AI-assisted customer support responses
AI-assisted ad copy & creative variations
AI-assisted CRM automation logic drafting
Custom GPT builds (task-specific, role-specific, or brand-trained)
Internal AI assistants for operations, support, marketing & admin
Prompt libraries and structured prompt systems
AI-powered intake forms, classifiers & task routers
AI agents for draft generation, summarization & data organization
Secure GPT setups using client SOPs, knowledge bases & documents
AI workflows integrated with CRM, forms & dashboards
AI-assisted QA and review workflows
Iterative prompt tuning and refinement based on usage
CRM setup & cleanup (GoHighLevel and others)
Pipeline & deal stage management
Lead routing & assignment
Sales activity logging
Proposal & document preparation
Appointment confirmations & reminders
Follow-up task coordination
Scripted outbound execution (copy provided)
Email & chat-based customer support
Ticket tagging & routing
Scripted FAQ responses
Refund & cancellation processing (per SOP)
Client onboarding coordination
Account updates & confirmations
Review request outreach
Feedback collection & reporting
Social media scheduling & publishing
Blog post uploads & formatting
Email campaign setup & scheduling
Landing page content uploads
Marketing calendar management
Partner & influencer outreach coordination
Asset organization & approvals
Blog writing & editing
Website copy edits & rewrites
Landing page & funnel copy
Email sequences, newsletters & drip campaigns
SMS copywriting
Ad copy variations
Product descriptions
Case study creation
SOP writing & documentation
Content repurposing (blog → email → social → video)
Social media graphics & carousels
Static ad creative (Meta, Google, etc.)
Landing page design (Figma / builder-based)
Website graphics, banners & UI elements
PDF layouts, brochures, guides & eBooks
Pitch decks, presentations & sales materials
Brand kit creation & cleanup
Print-ready designs (posters, business cards, marketing collateral)
Thumbnail creation (video, YouTube, ads)
Short-form video graphics (lower thirds, captions)
Funnel builds (GoHighLevel, ClickFunnels, etc.)
CRM-based landing pages & sales funnels
Page redesigns, UI adjustments & mobile optimization
Website page builds & updates
WordPress edits (content, layout, plugin configuration)
Funnel QA, tracking setup & conversion improvements
Pop-ups, forms, timers & embedded tools
Calendar & booking setup
Membership area setup
Website structure & speed improvements
Domain & DNS assistance
Plugin installation & configuration
GoHighLevel workflow & automation builds
Trigger setup, tagging systems & pipeline organization
Email & SMS workflows
Lead routing & notification systems
Funnel & integration troubleshooting
Webhooks & Zapier / Make connections
Calendar, domain & email configuration
Appointment reminders & confirmations
Internal notifications & alerts
Data scrubbing, cleanup & formatting
Lead research, list building & prospect mining
Contact verification
Spreadsheet setup & tracking sheets
Reporting dashboards (Google Sheets / Looker Studio)
Market & competitor research
Analytics & performance monitoring
Import / export handling
Ad account setup & structure
Campaign, ad set, and ad creation
Creative & copy uploads
Pixel & conversion setup
Audience creation & management
Budget & schedule updates
Performance reporting
Iterations based on provided direction
Product uploads & updates
Order processing
Customer support for orders
Inventory updates
Refunds & exchanges
Shopify / WooCommerce admin tasks
Promotion setup (execution only)
Review management
Transaction categorization
Reconciliation preparation
Monthly report preparation
Invoicing support
Expense tracking
Accounts receivable/payable support
Bookkeeping system cleanup
Inbound call answering
Call routing & message taking
Scripted lead qualification
Appointment booking
SMS follow-ups
CRM logging
Overflow & after-hours coverage
Services We Don't Offer
For your protection and ours, Level 9 Virtual does not provide the following services:
- Business strategy or consulting
- Sales rep or closing roles
- Custom software or app development
- Emergency same-day turnaround guarantees
- Legal, tax, or financial advice
- Unmanaged third-party vendor relationships
- AI strategy consulting
- Speculative or experimental AI products
- Autonomous agents with unsupervised execution
- AI training on sensitive data without approval
Ready to Delegate?
Book a discovery call to see how our team can handle your tasks and free up your time.