BackTask Pro

BackTask Pro is a virtual assistant service business that handles backend operations for small businesses — scheduling, email management, bookkeeping prep, data entry, CRM updates, vendor coordination, invoice follow-ups, and customer support triage. Small business owners get hours back each week without hiring full-time staff. The service operates on monthly retainers (10/20/40 hours per month) or pay-as-you-go hourly rates, with optional add-ons like dedicated phone line handling and social media scheduling. The business manages client onboarding, task delivery, and retention through dedicated team members focused on client success.

Value Proposition

BackTask Pro provides dedicated virtual assistants to handle all the backend operations small businesses don't have time for — scheduling, email & inbox management, bookkeeping prep, data entry, CRM updates, vendor coordination, invoice follow-ups, and customer support triage. Founders get hours back each week without hiring a full-time employee.

Target Customer

New and small businesses (1–10 employees) — solo founders, micro-agencies, local service businesses, e-commerce startups, and freelancers who are overwhelmed by admin and need operational support but can't justify a full-time hire.

Revenue Model

Monthly retainer tiers (e.g. 10 hrs / 20 hrs / 40 hrs per month at flat rates)
Pay-as-you-go hourly for ad-hoc overflow
Optional add-ons: dedicated phone line handling, social media scheduling, expense categorization

lead

Team Lead

Team management, task planning, delegation, and monitoring

Client Success

Manages client retention, NPS tracking, client satisfaction surveys, monthly reviews, escalation handling, and upsells. Ensures clients stay happy and renew month-over-month.

Onboarding

Handles client intake, onboarding, credential/access gathering, template configuration, and client setup for BackTask Pro. Ensures new clients are onboarded and ready for task delivery within hours. Manages intake forms, client info collection, and initial service setup.

Virtual Assistant

Executes backend operations for small business clients: scheduling & calendar management, email & inbox management, bookkeeping prep and expense categorization, data entry, CRM updates, vendor coordination, invoice follow-ups, and customer support triage. Works from service templates and client-specific instructions.

Web Developer

Builds the BackTask Pro landing page and website — professional, conversion-focused design for a VA service business. Handles frontend development, responsive design, and deployment.

Onboarding team member gathers client credentials and access, configures service templates, and sets up new clients for task delivery. Virtual assistants execute backend operations from templates and client-specific instructions. Client success team tracks retention, NPS, and handles escalations. Web developer maintains the landing page and marketing website. No external MCPs required — all operations run through internal team coordination and client-facing task management.

Overview

Mission

Value Proposition

Target Customer

Revenue Model

KPIs

The team

Setup