Delegation Request Form

Delegation That Scales: Your Personal Execution Plan
Stop guessing what to delegate. Start leading like a CEO.

By answering the questions below, we’ll kick off the process with a clear overview of where your time is going, what’s slowing down your momentum, and how to shift the right tasks off your plate.

This isn’t just about what you want to delegate—it’s about what you should be handing off, who should take it over, and exactly how to do it without losing traction. Designed as your first step toward more effective leadership, this custom plan outlines the actions, priorities, and systems that will move you closer to real growth—with less stress and way more control.
Name*

First NameLast Name
E-mail*
example@example.com
Phone Number

Area CodePhone Number
Website*
What is the most important thing for us to know about you as a CEO/Owner?*
What are you currently doing that you know someone else could be doing, but haven’t let go of yet? Why?*
I have a dedicated COO, CMO, or CFO (full-time or fractional)I have a team, but no one is acting at a C-suite or strategic levelI work with a coach or consultant who helps guide strategyI handle all strategic decisions on my ownI’m not sure what kind of C-suite support I need yet
Creating strategic partnershipsResponding to client scheduling emailsVision casting for your companyLeading your core offer developmentMarketing/content creationOther
If I could clone myself for one type of work, it would be:*
I’m not sure what I can let go ofI don’t trust someone else will do it wellI haven’t found the right personI haven’t had time to think about itOther
I know what needs to get done, but I’m still the one doing most of itYes, I have clear tasks and responsibilities mapped out for my teamI’m assigning tasks, but not sure accountability is clearNo, it’s still pretty blurry—everything feels like it’s on me
Visionary but reactiveHands-on and detail-orientedDelegator with strong systemsStill figuring it out
Low costQuick turnaroundOwnership and initiativeAbility to follow instructions exactly
One task I consistently delay or avoid doing myself is*
Email & inbox managementDeveloping campaigns and automationsOperations to help scaleScheduling & calendar coordinationContent creation & social mediaHR & RecruitingInvoicing & expense trackingProject & task managementMarketing plan for growth
Activator – I like to take action quickly and move things forwardStrategist – I enjoy mapping out the big picture and solving complex problemsRelator – I thrive on collaboration and building strong, trusted relationshipsAchiever – I’m driven by goals and get satisfaction from checking things offOrganizer – I love systems, details, and keeping everything in orderCreator – I do my best work when I have room to innovate and build something new
What are your top 3 priorities for the next 90 days?*
A system or tool I need to better utilize or learn is:*
Yes, between 1-10 team membersYes, 10+ staffNo, i'm soloFractional help, as needed
What would an ideal support system look like for you? Anything else you’d like to share about your delegation needs?
YesNoMaybe?
Step by stepOutcome driven
If you've worked with a VA or team before, what worked well—and what didn’t?
Are there any upcoming changes (new projects, launches, team shifts) that will impact how you delegate?*
Have you taken any assessments before? ie. Kolbe, DISC, Strengths Finder, Predictive Index?
If yes, please include the results here!
Thank you for completing the form! Your free delegation strategy plan will be emailed to you within 24-48 business hours!
Should be Empty:

Delegation That Scales: Your Personal Execution Plan