Task Audit for FMVS Assignments

Now that you have established a harmonious relationship, take a look at other areas where you might be able to expand your work together.

This tool will help find the areas of business where needs overlap with talents and abilities.

After you've made your selections, enter the other person's email address and they will be invited to add their ideas and inputs. Afterwards, you each will receive a copy of all inputs. This will help you see where business demands and priorities intersect with skills and strengths so you both can start to think through how else you may work together.  

Start by selecting the business function(s) that may apply. Note the other person will be able to select areas in addition to the ones you select.

Below are some typical tasks for the business areas you chose. Go through the tasks and separate them into tasks you already do for this client, ones you'd be willing to take on now or in the future, ones you are not interested in or have the capacity for at this time, etc. 

Please note this task audit is designed to help you increase your weekly hours. Your hourly rate will not be increased.

This is a great opportunity to take on more responsibilities for your client, increase your income, and expand your skills in new areas. Gaining this experience can position you for greater success when pursuing future FMVS opportunities!

Congrats on completing this task audit! 

Be sure to enter the email address for the client you want to complete this audit in the field below then click the SUBMIT button. 

After they complete their section, you'll each receive a copy and will be able to see where needs overlap with strengths.

If there are identified needs where the strengths and needs do not overlap, please reach out to the Client or Freedom Maker Success teams to discuss ways in which we can further support!

Enter the name and email address of the client you want to complete this audit next.

Below are some typical tasks for the business areas you chose. Go through the tasks and separate them into tasks your Freedom Maker already does, ones you are ready to delegate now, ones you would consider in the future, etc. 

Congrats on completing this task audit! 

Be sure to enter the email address for the Freedom Maker you want to complete this audit in the field below then click the SUBMIT button. 

After they complete their section, you'll each receive a copy and will be able to see where needs overlap with strengths.

Additionally, if this Task Audit helped you identify some needs that do not match the strengths or interests of your Freedom Maker, your Client Success team is standing by with resources to support your business and needs. Please reach out to us to discuss how we can help!

Finally, if you would like to discuss whether any of the agreed-upon tasks might warrant a rate change, please contact sharmin@freedom-makers.com or sarahp@freedom-makers.com.

Enter the name and email address of the Freedom Maker you want to complete this audit next.