Amanda NorthcuttFounder & CEO | Keynote Speaker, LevelUp · B2B sales as a solo is HARD. I’ve got you. I help consultants & coaches sell high-ticket services comfortably & confidently, while enjoying consistent, predictable revenue | Founder & CEO | Speaker |

The Smart Way to Delegate: Train, Document, and Scale

13 Feb 2025 · 1 min

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In this brief dialogue, Speaker A outlines a systematic delegation workflow. First, they identify tasks that can be off‑loaded. Next, they select a person to take over the task and begin training them, simultaneously creating documentation that captures how the task is performed. Crucially, they also produce separate documentation that details how to train the new person. Once both sets of documentation are complete and the trainee can execute the task independently, the task is considered fully delegated. Speaker B affirms each step, underscoring the conversational, instructional tone of the exchange.

And then I'm taking those tasks and going, okay, who can I train to take this off my plate? All right. And then once I get them on, then I'm starting to train them on that and building out new documentations on how I'm training this person to do that work.
Yep.
Right. So once I complete that entire process, then I'm like, okay, this task is fully delegated. Not only do I have the documentation on how to do it, but now I have the documentation on how to train the person to do the thing.
Yep.
Right.