It’s only natural when you’re growing a business, that you will reach a time when you just don’t have the time to do all those little thing you did at the start. Things like book keeping, diary management, scheduling, setting up email sequences…
BUT, much as the thought of someone coming to your aid is great, the thought of onboarding them and getting them used to the way you like things done (only for them to leave and you have to start over).. Instantly has you thinking ‘I’ll be quicker doing it myself’… Right?!
If you never take the time to outsource. You’ll never find the time to do all the other cool things in your business, or maybe even work less hours (oh, that sounds good!)
I get it… I’m a grade A Monica Gellar (and not ashamed to admit it!) In fact my VA said I’m by far her most organised client! But the thought of letting go and handing something over to someone else. Sleepless nights!
But I took the time to devise a system that still means I can keep tabs on who’s working on what, all remotely at a glance… Whilst getting the benefit of all that free time to focus on other things in my business. I want to share it with you.
Set up a Trello board
I LOVE Trello… It’s a to do list on steroids and let’s me see everything I have going on at a glance. Meaning I can set up a work board for my Team and see quickly who is working on what. Whether it’s in progress, completed, waiting on me for anything. (I actually made one for myself and I couldn’t be without it!)
There’s loads of similar systems out there like Asana, AirTable, Click up… But I adore Trello, because it’s low tech, but high reward!
Make recordings of your tasks you’re going to outsource
I screen recorded literally all the tasks I outsource and add them to the work board on Trello. I have a list called ‘Resources’ and I pop them all on there. So, if anyone forgets how to do a certain task, they can watch it back. But it’s also great for when you get new or swap team members. You don’t have to ‘show them the ropes’… Just direct them to the resource list!
Create checklists of steps
Again on Trello, I create checklists for each task of each step. It’s not just ‘upload blog post’, because if you think about it, you have to resize the images, save them as SEO worthy titles, create a Pinterest pin etc… VA’s are working on other clients work and so having that checklist means that no steps get forgotten about (and you can sleep better at night).
Again these are automatically added to the card using the template function… So, Trello is doing all the leg work for you after the initial set up… Phew.
There you have it, my 3 steps to stress free outsourcing in your business. If you’re looking for help streamlining your business and getting set for growth. Check out my private 1:1 coaching ‘Simplify & Scale’ where over 4 months we will cover off lead generation, automatic systems & processes, outsourcing and your offers., so that your online business is set to scale.