Task Audit

Task Audit

Need help with your business but not sure where to start delegating? This audit is for you!
Envision your business 6 months from now--what are the areas that if you created systems or delegated out tasks, would make the biggest impact on your business? Select the most important area(s) below.
Types of tasks

Marketing Sales Operations Customer Service Finance Backoffice

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

	Only I can do	It could go either way	I don't want to do	Already Delegated	N/A
Create content
Find content to share
Post content online
Monitor/respond to online comments
Put together newsletter
Put together flyers
Find networking events
Register for the events
Add to calendar
Find speaking opportunities
Pitch to speaking opportunities
Prepare for the speaking event

Sales Tasks

	Only I can do	It could go either way	I don't want to do	Already Delegated	N/A
Schedule calls
Follow up
Manage CRM data and processes
Research
Track referrals
Hold sales conversations

Operations Tasks

	Only I can do	It could go either way	I don't want to do	Already Delegated	N/A
Client intake - initial
Client intake - document prep
Client intake - coordination
Client intake - files/account creation
Delivery of service - routine
Delivery of service - specialized
Delivery of service - urgent
Delivery of service - prep work
Order processing

Customer Service Tasks

	Only I can do	It could go either way	I don't want to do	Already Delegated	N/A
Email
Voicemail
Calendar management
Responding to customer inquiries

Backoffice Tasks

What are other tasks that if you delegated, would make you 10X more productive?
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, including how to build more efficient business systems.
Name *

First Name Last Name
Email *
example@example.com
Newsletter

Yes, subscribe me to Freedom Makers' newsletter providing tips on running a business efficiently.
Should be Empty: