Role Sort

Keep
Automate
Delegate

Operations

Weekly team check-ins

30-min 1-on-1 with each direct report every Monday morning to review workload, blockers, and morale.

~3 hrs/week

14 of 32 tasks sorted44%

Sorted Roles & Processes

✅ Owner Zone
Set company vision & annual goalsClient relationship managementFinal pricing decisionsCulture & hiring standards
🤖 Automate
Invoice generation & remindersAppointment confirmationsWeekly report delivery
📤 Delegate
Weekly team standup facilitationAlex M.Social media postingJordan T.Client onboarding follow-upSam R.
👤 Hire For
Bookkeeping & reconciliationMarketing strategy