Propel Assist -
Offload Calculator
First Name
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Last Name
Phone
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Email
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Imagine if you could free up your time by offloading certain tasks.
Tick the ones you would like to delegate:
Tasks to Offload
*
Email inbox management
Calendar management & meeting scheduling
CRM data entry & cleanup
Creating and updating Standard Operating Procedures (SOPs)
Generating weekly/monthly operational reports
Preparing quotes, contracts, and proposals
Supplier & vendor coordination
File & cloud storage organization
Meeting minutes & action item follow-up
Finance & HR Support
Basic expense tracking & data entry
Timesheet tracking & payroll prep
Managing job applicant tracking
Invoicing, follow-ups & receipt collection
Employee onboarding & offboarding admin
Marketing & Sales Support
Social media scheduling & posting
Formatting & sending email newsletters
Basic graphic design
Competitor research & market scanning
Formatting and uploading blog posts
Lead scraping & list building
Managing online reviews & responses
Light website updates (CMS management)
Following up with cold leads via email
Client onboarding workflows
Event/Webinar setup and coordination
If anything else, type here
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