What to Delegate as a Busy Founder (and What to Keep)

🧠 Rule of Thumb for Delegation

Delegate anything that’s repeatable, documented, or not CEO-level decision-making.

You don’t need to do it all. You need to focus on what only you can do. The rest? Delegate to someone reliable.

✅ Tasks You Can Delegate to a Virtual Assistant

📥 Admin & Inbox

• Email triage and tagging

• Drafting responses or client replies

• Calendar blocking + meeting prep

• Creating weekly agendas or CEO briefs

📁 Business Operations

• SOP documentation

• Onboarding new clients or team members

• Organizing Google Drive or Dropbox

• Monthly performance tracking (leads, sales, KPIs)

🛠 Backend & Systems

• CRM updates and clean-up

• Automation tool setup (Zapier, Dubsado, HoneyBook)

• Form or intake setup

• File naming conventions + folder structuring

🖼 Content & Social

• Scheduling posts (Later, Metricool, etc.)

• Reformatting blog > email > social snippets

• Canva formatting and template cleanup

• Community engagement (comment replies, inbox help)

🔍 Lead Gen & Research

• Outreach support (LinkedIn, IG, email)

• Competitor research

• Podcast or collab scouting

• Tool + software comparison reports

🚫 What NOT to Delegate (Yet)

• Strategic decision-making

• High-touch client sales calls (unless trained)

• Final hiring decisions

• Brand voice-critical copywriting (until systemized)

📎 Free Download: “Delegation Starter List for Founders”

Want this list as a checklist + bonus “What to Delegate First” flowchart?

➡️ Download it here →

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