100+ tasks you should delegate immediately
When you started your business, you were doing all of the things and wore all the hats.
Now that your business has grown, it's time to delegate so you can free yourself up to be a true CEO of your business. Holding on to these items will zap your energy, focus, and sense of direction. It's also impossible for one human to do everything.
Click each heading below to expand and see examples of tasks you can, and should, delegate.
-
check messages (email, messenger, voicemail) and respond to standard inquiries
provide customer support, billing, and help troubleshooting issues for clients
schedule client appointments
set up an online calendar so people can book appointments
send out birthday cards or welcome gifts
review and screen emails
pay bills or set up recurring payments
update metrics dashboards (how many clients, how many appointments, how many no-shows, etc)
-
schedule appointments
manage CEO’s calendar
make appointments (create zoom link, add attendees, etc)
color code calendar so appointments are identifiable
-
simple website updates
review websites monthly to check for broken links, old copy, etc
remove /hide web pages when they are no longer needed
create and add opt in forms for lead magnets
test to ensure pages look good on mobile and all web browsers
set up email campaigns
set up opt in forms
set up tracking links
update metrics dashboards (visitors, new visitors, visit duration, popular pages, etc)
-
research keywords to include in copy
post content to various platforms
source /create images for content
research places to submit content
research other content to share or include
research content topics
set up google alerts for key terms
set up content platforms
-
set up shopping cart
link merchant account to shopping cart
set up promo codes for special offers
customize order forms for various products
customize shopping cart to include branding contact details, address
set up shipping table in shopping cart
set up tax table in shopping cart
review recurring orders and confirm they are processing as scheduled
cancel refund orders as required
set up bundle orders for promotions
update metrics dashboards (number of orders, number of abandoned carts, etc)
-
assist with drafting copy
proofread
source or create images
format or design
test and schedule
set up tracking links
repurpose content where applicable
share to social media platforms
update metrics dashboards (open rates, click through rates, etc)
-
draft promo content
set up recording
handle customer support and answer questions
post details on various social media platforms
send out recording
add registrants to master email list
get recording transcribed
repurpose into a product or lead magnet
update metrics dashboards (registrants, attendees, participation, etc
-
assist in identifying potential topics
proofread
format and design
video editing
post the opt in form on main website
assist in drafting copy and designing than you
create opt in page
set up the delivery
update metrics dashboards (number of visits, downloads, opens, etc)
-
support new members with membership access and onboarding
communicate with members on a regular basis to provide details about upcoming events
schedule content delivery to membership site
support membership promo
record content
edit recording files
post recordings
update metrics dashboards (number of members, downloads, etc)
-
assist with development of products
write copy for campaign
implement campaign emails and include links
set up tracking links
get recordings transcribed
set up new products in shopping cart and link to website
assist in drafting copy for sales
submit product orders for fulfilment
draft copy for any documents shipped with physical products
-
draft the content for all launch emails
draft copy for sales opt in and thank you pages
proofread prior to final review
set up a shopping cart - promo codes, product links, order forms
post content to social media platforms
troubleshoot issues
Update metrics dashboards (registrations, attendance, participation, etc)
-
create an email signature file that includes link to website and lead magnet
network on behalf of the biz in online groups
assist with social media promotions
update metrics dashboards (number of subscribers, complaints, etc)
-
implement the overall strategy for social media activities
coordinate social media schedule
post regularly on social media
engage on social media as appropriate
respond to inquiries and messages
research and join various groups
update metrics dashboards (impressions, engagement, comments, etc)
-
research joint venture partners
research where niche market hangs out online
draft affiliate swipe copy
draft copy for emails to connect with affiliates regularly
process affiliate payouts
update metrics dashboards
-
provide suggestions on press release topics
research keywords
assist in drafting press release copy
proofread
sign up to receive google alters and monitor specific keywords
submit press release online
-
research online groups for target market
research other places where market hangs out
when participating in groups, include a signature block with call to action and link to website (if allowed)
-
research speaking opportunities
submit speaker proposals
submit speaking packages and follow up
assist with creating presentation materials and handouts
identify what the next step is for attendees
enter new leads into CRM
follow up with attendees
post information bout upcoming speaking engagement
book travel arrangements
assist with recording details
-
research locations to hold a live event
organize travel
coordinate venue arrangements eating arrangement meals beverages
research caterers
provide logistics for attendees
research local media outlets in location
draft press release
follow up with media to get more attention for the event
update metrics dashboards (# of attendees, #opt-ins, etc)