Information & Updates

1/11/2026.

1. What is the "Golden Rule" of delegation? The most important rule is to focus on the outcome, not the process. Instead of telling your assistant exactly how to click every button, explain what the final result should look like. This empowers them to find the most efficient path and "surprise you" with great results.

2. How do I know which tasks I should hand off first? A great way to decide is to use the "3R Rule":

• Repetitive: Tasks you do daily or weekly (email filtering, data entry).

• Ready-to-Go: Tasks that already have a clear set of steps or a template.

• Relief-Heavy: Tasks that you personally dread doing or that drain your energy.

3. What should I include in a "Task Brief"? To avoid back-and-forth questions, try to include these four elements in your request:

• Objective: Why are we doing this? (e.g., "To warm up leads for next week’s sale.")

• Deadlines: When is the final version due? (e.g., "By Thursday at 3:00 PM.")

• Resources: Links, logins, or files they need to get started.

• Format: How should it be delivered? (e.g., "A PDF flyer" or "An updated Excel sheet.")

4. How can I ensure my assistant matches my brand voice? For marketing tasks like flyers and emails, provide a Style Guide or examples of previous work you liked. If you don't have one, just share 2–3 examples of "What I Like" and 2–3 examples of "What I Don't Like." Your assistant will quickly learn your preferences.

5. What if I’m too busy to write down instructions? You don’t have to! Use a screen-recording tool or a quick voice note. Record yourself doing the task once while narrating your thoughts. Your assistant can then turn that video into a written Standard Operating Procedure (SOP) for your business library.

6. How often should I check in? While our assistants are proactive, a weekly 15-minute sync is highly recommended. Use this time to review the "Rollover Hours" in your account, provide feedback on the previous week’s flyers, and set the priority for the week ahead.