What to Delegate: Our New Client Assignment Task Audit

Our new Assignment Task Audit is designed for our clients and our Freedom Makers to independently fill out the form. Once complete, it shows areas where common tasks overlap. It is a great tool to assist in figuring out new areas to delegate or where it might make sense to add a Freedom Maker.

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Fill out the form: browse through commonly requested tasks and select areas you’d like help.
- Perhaps start with tasks that feel like thorns in your side or those you dislike doing.
Send to your Freedom Maker: Once complete, a copy is emailed to your Freedom Maker, who will fill it out according to the tasks she can support.
Discuss results: You both receive a completed copy. We suggest meeting to discuss it.
- If there are areas in common, consider adding these to your Freedom Maker’s plate.
- If there are areas you want to delegate, but your Freedom Maker didn’t select them:
  - Ask if she’d like to train in this area with you.
  - If not, reach out to your Client Success Team to find an Additional Freedom Maker.
Rate changes: If you would like to discuss whether any of the agreed-upon tasks might warrant a rate change, please contact your Client Success Team.

Additional Resources

Listen to FMVS Founder, Laura Renner talk about Delegation Made Easy (only four minutes).
Review our Suggested Platforms to assist in automation and training:

See our Delegation 101 graphic for how-to ideas.

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