Segment 1: Identifying the Need

1. Signs You’re Overextended

• Chronic Overwhelm
• Quality Slipping
• Stalled Growth

2. Time Audit

• Track Your Tasks: List everything you do for one week.
• Categorize: Client-facing, admin, marketing, etc.
• Identify Time-Suckers: Spot tasks that take too long or drain you.

3. Opportunity Cost

• Calculate the potential income or impact you’re missing by not delegating.
• Ask: “Which tasks can someone else do so I can focus on what I do best?”

Segment 2: Choosing the Right Resource

1. Define the Role Clearly

• Task List: Administration, social media, ads, scheduling, managing emails, etc.
• Skill Sets: VA (Virtual Assistant) vs. specialized help (ads specialists, marketing, etc).

2. Budget & Logistics

• Hourly vs. project-based, plus any software or training you’ll need such as Asana.

3. When a VA Is Right

• Ideal for admin tasks, social media, and scheduling.

4. When Specialized Help Is Right

• Best if you need a person with expertise in a specialized or specific area.

5. Values & Culture Fit

• Align your new hire’s personality and work ethic with your brand and mission.

Segment 3: Setting Yourself (and Your New Hire) Up for Success

1. Trial Projects

• 2–3 Tasks/Projects First: Before finalizing the hire, assign a few small yet meaningful projects to gauge their skills, communication style, and cultural fit.
• Evaluate Quality & Timeliness: Observe how they handle deadlines, feedback, and problem-solving.
• Mutual Assessment: This allows both you and the candidate to confirm that the working relationship feels right.

2. Clear Onboarding

• SOPs (Standard Operating Procedures): Provide written steps for repeated tasks.
• Communication Tools: Decide on Slack, email, or project management software.
• Expectations: Define work hours, response times, and performance metrics.

3. Regular Check-Ins

• Daily Contact: Whether through Slack or a quick 10-minute call/Zoom, stay in touch.
• Weekly or Bi-Weekly Meetings: Provide feedback, address challenges, and celebrate wins.
• Encourage Input: Ask for suggestions on improving processes—you might be surprised what a fresh perspective can do.

4. Measure Success

• KPIs (Key Performance Indicators): Track items like time saved, new clients onboarded, or improved customer satisfaction.
• Adapt & Improve: Continue fine-tuning your approach based on results and feedback.

5. Your Role

• Delegate & Trust: Let them own their tasks—steer clear of micromanaging.
• Focus on High-Value Activities: Use your freed-up time for strategic planning, client relationships, or self-care.