Free Resource

Delegation Checklist

Are you doing tasks that don't need your specific expertise? Use this checklist to identify what to offload so you can focus on growth.

Administrative & Operations

  • Managing email inbox & filtering spam
  • Scheduling meetings & calendar management
  • Data entry & CRM updates
  • Travel research & booking
  • Invoicing & chasing payments
  • File organisation (Google Drive/Dropbox)

Marketing & Social Media

  • Scheduling social media posts
  • Replying to comments & DMs
  • Basic graphic design (Canva)
  • Formatting & scheduling blog posts
  • Researching hashtags & competitors

Customer Service

  • Responding to FAQs
  • Sending welcome packets to new clients
  • Collecting testimonials/reviews
  • Live chat support