Ready to delegate work so you can finally go on vacation without your laptop? You are in the right place. The biggest challenge when delegating work is that business owners fear losing control. You might feel like no one else can complete the task or you might be a micromanager.
Sound familiar?
The solution is to provide clear instructions to your team, set expectations, and use project management tools to track progress. So buckle up and get ready to learn the best tools to help you delegate work effectively.
One popular example of a chatbot is “Manychat.” If you scroll through Instagram you’ve probably seen plenty of captions that call the user to leave a word like “YOUTUBE 101” and a link will automatically be sent to them. Using Manychat has it’s pros and cons but it’s a great way to support your potential customers and free up your virtual assistant to focus on high-level tasks.
You can use Manychat to: handle FAQ’s, lead qualification, appointment scheduling, etc.
Manychat is a great way to automate your lead generation and drive more email subscribers and followers on Instagram.
By now I’m sure you are used to communication platforms like Slack and Teams. But you can also use Airtable and Notion, and ask team members to leave comments so that it will send you a notification when they have questions. I know plenty of business owners who don’t like Slack and prefer to just leave comments in dashboards like Notion and Airtable. The biggest benefit to having a communication platform of choice is that it’s like a text message. Telegram, Discord, Pumble, and Whatsapp are also popular communication platforms.
It’s important to establish clear communication expectations with your team to avoid misunderstandings. For instance, if you prefer not to rely on email and a contractor sends you an important message there, it could lead to missed deadlines and unnecessary confusion. Defining preferred communication platforms upfront ensures everyone stays aligned and minimizes potential issues.
I was featured, “How to Manage a Remote Team.”
Looking to track tasks, and make clear deadlines and responsibilities? Setting up project management tools is your answer to improve accountability and improve team collaboration. Some examples are Asana, Trello, Notion, and Clickup.
This video is helpful to understand which tool would fit you best especially if your team is between 1-3 contractors.
Creating team on-boarding and client on-boarding documents is essential to running a successful business. Which makes it essential to have easy access to resources like SOP’s, job descriptions, client info, etc. This is why it’s important to pick a platform to share important documents like Google Workspace, Notion, Dropbox, or Trello.
One big fear most business owners have about delegating is a lack of clear process. But when you have a place to host all your SOP’s or project briefs, it makes it easy for your team to understand your project and make deadlines.
Zapier is one of the leading automation tools for business owners. It gives you the chance to automate repetitive tasks, track Instagram posts into Google drive to create a content bank, etc. Automation is key to save time so you can focus on strategy, create an amazing client experience, or taking a vacation.
We hope you found this article helpful and are excited to delegate so you can actually vacation without your laptop finally.
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Read the previous blog, “The Best Content Creation Tools for 2025.”