
Connect to your “Let it Go List” + Buy Back Your Time pillar
Stop guessing. Start handing off the right tasks with confidence.
❝ You can’t scale when your calendar is maxed. Delegation is your first step to growth. ❞
— The BAM–VA™ Philosophy
Hiring a VA should feel like relief—not another decision to make.
But here’s the problem: most entrepreneurs don’t know what to delegate first.
They wait too long, hand off the wrong things, or overwhelm their new VA with vague instructions.
The result? Wasted time, missed expectations, and a belief that “delegation doesn’t work.”
That’s why we created the Let-It-Go List: a strategic delegation starter plan built to help you buy back your time—without burning out or dropping balls.
Step 1: Audit Your Time Like a CEO
Before you delegate, you need to know where your time is actually going.
Ask yourself:
What do I touch every day that someone else could handle?
What tasks drain my energy, even if they’re simple?
What’s keeping me from revenue-generating or strategic work?
Pro Tip: Use a “CEO Time Audit” (15-minute daily review) to highlight low-leverage tasks. Or ask your BAM–VA™ to help you track them during onboarding.
Step 2: Build Your “Let-It-Go List”
Here are the 5 high-impact categories every business owner should look at first:
1. Recurring Admin Tasks
These tasks happen daily or weekly and don’t require your brainpower.
Examples:
Email triage and filtering
Calendar scheduling and confirmations
Zoom link setups and follow-ups
CRM updates (Go High Level, ClickUp, GroupTrack)
Why delegate this first: Reclaim hours every week with simple swaps.
2. Social Media Content Support
You don’t have to be a ghost—but you don’t have to do it all either.
Examples:
Repurpose old content into new posts
Schedule posts using Metricool or Meta
Upload podcast/video snippets as reels
Manage hashtag libraries
Why delegate this first: It keeps you visible while you focus on strategy.
3. Client or Community Touchpoints
These are critical—but they don’t need to be done by you.
Examples:
Sending onboarding materials
Answering common DMs
Community engagement (FB group, GroupTrack follow-ups)
Client check-in reminders
Why delegate this first: Protects client experience and your energy.
4. SOP Creation as You Go
Yes, you can delegate documenting how things are done.
Examples:
Ask your BAM–VA™ to record Looms + build SOPs
Capture processes for launch prep, client onboarding, file structure, etc.
Why delegate this first: It multiplies the impact of every task you hand off.
5. Light Marketing Tasks
You don’t need a CMO to keep things moving.
Examples:
Uploading blog posts
Formatting email newsletters
Creating lead magnet PDFs
Updating links in bios and offers
Why delegate this first: Keeps your growth engine running while you strategize.
Bonus Tip: Delegate with Clarity
A task only saves you time if it’s clear. When you delegate:
Include a Loom (video walkthrough)
Write step-by-step instructions once (store it in ClickUp or Google Docs)
Assign due dates + urgency (Slack task status works well)
Not sure how to set this up? That’s part of the BAM–VA™ onboarding process.
What Happens After You Delegate the First 10 Tasks?
✔️ Your calendar opens up
✔️ Your team moves without micromanagement
✔️ You start operating like a real CEO — not a stressed-out taskmaster
Your BAM–VA™ can help you build this list, organize your business, and document everything along the way. You don’t need to be “ready” — you just need to start.
TL;DR: First Tasks to Delegate to Your Virtual Assistant
Recurring admin (email, scheduling, CRM updates)
Social media scheduling + repurposing
Client onboarding + follow-ups
SOP building from your brain
Blog, email, and lead magnet implementation
Let go of the grind. Hire strategically. Scale sustainably.
That’s what your BAM–VA™ is built for.

Connect to your “Let it Go List” + Buy Back Your Time pillar
Stop guessing. Start handing off the right tasks with confidence.
❝ You can’t scale when your calendar is maxed. Delegation is your first step to growth. ❞
— The BAM–VA™ Philosophy
Hiring a VA should feel like relief—not another decision to make.
But here’s the problem: most entrepreneurs don’t know what to delegate first.
They wait too long, hand off the wrong things, or overwhelm their new VA with vague instructions.
The result? Wasted time, missed expectations, and a belief that “delegation doesn’t work.”
That’s why we created the Let-It-Go List: a strategic delegation starter plan built to help you buy back your time—without burning out or dropping balls.
Step 1: Audit Your Time Like a CEO
Before you delegate, you need to know where your time is actually going.
Ask yourself:
What do I touch every day that someone else could handle?
What tasks drain my energy, even if they’re simple?
What’s keeping me from revenue-generating or strategic work?
Pro Tip: Use a “CEO Time Audit” (15-minute daily review) to highlight low-leverage tasks. Or ask your BAM–VA™ to help you track them during onboarding.
Step 2: Build Your “Let-It-Go List”
Here are the 5 high-impact categories every business owner should look at first:
1. Recurring Admin Tasks
These tasks happen daily or weekly and don’t require your brainpower.
Examples:
Email triage and filtering
Calendar scheduling and confirmations
Zoom link setups and follow-ups
CRM updates (Go High Level, ClickUp, GroupTrack)
Why delegate this first: Reclaim hours every week with simple swaps.
2. Social Media Content Support
You don’t have to be a ghost—but you don’t have to do it all either.
Examples:
Repurpose old content into new posts
Schedule posts using Metricool or Meta
Upload podcast/video snippets as reels
Manage hashtag libraries
Why delegate this first: It keeps you visible while you focus on strategy.
3. Client or Community Touchpoints
These are critical—but they don’t need to be done by you.
Examples:
Sending onboarding materials
Answering common DMs
Community engagement (FB group, GroupTrack follow-ups)
Client check-in reminders
Why delegate this first: Protects client experience and your energy.
4. SOP Creation as You Go
Yes, you can delegate documenting how things are done.
Examples:
Ask your BAM–VA™ to record Looms + build SOPs
Capture processes for launch prep, client onboarding, file structure, etc.
Why delegate this first: It multiplies the impact of every task you hand off.
5. Light Marketing Tasks
You don’t need a CMO to keep things moving.
Examples:
Uploading blog posts
Formatting email newsletters
Creating lead magnet PDFs
Updating links in bios and offers
Why delegate this first: Keeps your growth engine running while you strategize.
Bonus Tip: Delegate with Clarity
A task only saves you time if it’s clear. When you delegate:
Include a Loom (video walkthrough)
Write step-by-step instructions once (store it in ClickUp or Google Docs)
Assign due dates + urgency (Slack task status works well)
Not sure how to set this up? That’s part of the BAM–VA™ onboarding process.
What Happens After You Delegate the First 10 Tasks?
✔️ Your calendar opens up
✔️ Your team moves without micromanagement
✔️ You start operating like a real CEO — not a stressed-out taskmaster
Your BAM–VA™ can help you build this list, organize your business, and document everything along the way. You don’t need to be “ready” — you just need to start.
TL;DR: First Tasks to Delegate to Your Virtual Assistant
Recurring admin (email, scheduling, CRM updates)
Social media scheduling + repurposing
Client onboarding + follow-ups
SOP building from your brain
Blog, email, and lead magnet implementation
Let go of the grind. Hire strategically. Scale sustainably.
That’s what your BAM–VA™ is built for.
What I Offer
Are you tired of being disorganized and inefficient? Do you feel like your business is running you instead of the other way around? If so, my "Systemize and Organize" course is perfect for you! This course will teach you how to streamline your operations and get control of your business. We'll start by looking at ways to streamline your schedule, so you can make the most of your time. Then we'll move on to organizing your workspace, so you can be more productive and efficient. And finally, we'll discuss how to develop systems for handling common tasks, so you can free up even more time for the things you love. By the end of this course, you'll have all the tools you need to take your business to the next level. So what are you waiting for? Enroll today!
What You Would Learn
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Nulla sollicitudin elementum justo, vel malesuada ex dictum ut. Nullam imperdiet ante quis felis blandit auctor. Quisque hendrerit mollis varius. Donec euismod sapien vel lectus hendrerit, at vestibulum ligula varius. Morbi mi nibh, fringilla vitae nunc vel, luctus ultrices eros.
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Nulla sollicitudin elementum justo, vel malesuada ex dictum ut. Nullam imperdiet ante quis felis blandit auctor. Quisque hendrerit mollis varius. Donec euismod sapien vel lectus hendrerit, at vestibulum ligula varius. Morbi mi nibh, fringilla vitae nunc vel, luctus ultrices eros.
Let's Make It Happen
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BUSINESS COACHING 101

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SALES AND MARKETING

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