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It's designed for both our clients and our Freedom Makers to independently fill out the form. Then, it will show areas where common tasks overlap. It is a great tool to assist in figuring out areas to delegate or where it might make sense to add a Freedom Maker.

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• Start here!
  • Browse through our commonly requested tasks, and select tasks you’d like help with.
  • Perhaps start with tasks that feel like thorns in your side or those you dislike doing.
• Once complete, a copy is emailed to your Freedom Maker, who will fill it out according to the tasks she can support.
• Then, you both will receive a completed copy. We suggest you meet to discuss the results.
• If there are areas in common, consider adding these to your Freedom Maker’s plate.
• If there are areas you definitely want to delegate, but your Freedom Maker didn’t select them:
  • Either ask your Freedom Maker if she’d like to train in this area with you.
  • Or, reach out to your Client Success Team to find an Additional Freedom Maker to support those areas.
• 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).
• See our Delegation 101 graphic below.