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My 5 Favourite Tasks To Delegate

September 8, 2022

Delegating tasks is one of the easiest ways to gain back 🕑

If you don’t yet have a team or an assistant, I highly encourage you to onboard a Virtual Assistant.

The beautiful thing about VA’s — They’re often only looking for part-time work and are willing to work on an as-needed basis. To access The Free Guide To Get Started With Virtual Assistants, Click Here.

Here are 5 of my favourite tasks to delegate:

1. Scheduling

Example: Schedule & reschedule appointments or activities.

Access Needed: Google Calendar

2. Research

Example: Report on the 10 largest local moving companies, what they’re charging, and how busy they are.

Access Needed: N/A

3. Social Media Posting

Example: Edit video recordings, create platform-specific versions, and post them on social.

Access Needed: Social accounts + Video editing tool

4. Sales & Customer Support

Example: Handle inbound leads, enter them into the system, and conduct follow ups.

Access Needed: Phone system + CRM

5. Upload Business Expenses

Example: Email business-related expenses to a shared email account so they can be clarified and uploaded to the bookkeeping software.

Access Needed: Shared email account + Bookkeeping software

Obviously these are just some of the many ways to leverage VA’s…

If you don’t think you can delegate or outsource a particular task or project, it’s likely because you don’t trust the systems in-place, or you haven’t clearly clarified the project or task.

When you have a well-working system, processes are able to be executed by anyone, at the right time, regardless of experience and expertise.

Go ahead and try it:

Start with a brain dump of all the repetitive tasks that you’re currently doing
Document the process
Clarify the necessary tools/access
Communicate what success looks like to your assistant, and delegate

See you all next Thursday 👋

PS. Whenever you're ready... Here are three ways I can help you systematize & automate operations:

Learn how to find, hire and manage virtual assistants → Free Access
Systematize company processes & automate accountability → Learn More
Let me help you automate operations and exit the day-to-day grind → Work With Me

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