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  • Task Audit for business owners

    Need help with your business but not sure where to start delegating? This audit is for you!

  • Imagine your business six months into the future - what will it take to get there? Identify the key areas where implementing systems or delegating tasks would make the biggest, positive impact on your daily operations. Choose the most important area(s) from the options below, and consider how and what tasks you can outsource.

  • Types of tasks

  • Below are some typical tasks for the business areas you chose. Go through the tasks and separate them into tasks ONLY YOU can do and tasks you don't want or don't need to do yourself. 

    If you are already delegating the task or if the task doesn't apply to your business, you can mark that below. 

  • Marketing Tasks - Social Media, Networking, Speaking, Podcast Production, etc
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  • Marketing Tasks - Event Planning
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  • Marketing Tasks - Website Management
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  • Operations Tasks - Client intake, Delivery of Service
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  • Operations Tasks - Project Management, Project Support
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  • Operations Tasks - Workflows & Systems Setup, Research and Data Analysis
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  • Sales Tasks
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  • Customer Service Tasks
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  • Finance Tasks
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  • Executive Assistance Tasks
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  • Personal Assistance Tasks
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  • Legal Assistance Tasks
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  • There you have it! The tasks in the "I don't want to do" column are your starting point for building systems around and delegating. 

    After submitting your form below, you'll be able to schedule a call with a member of the Freedom Makers' team to discuss your results in more detail, what you envision handing over to your virtual assistant, and how we work at FMVS.

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