Systems You Need in Place Before Delegating with Melissa Morris

October 17, 2018 Abby Herman

Everyone who’s followed me at all knows that I love to talk about delegation. But before you can delegate anything, you need to have systems in place so your team members know what to do and how to do it. On this episode of The Sassy Strategist, I’m talking to Melissa Morris, a business operations strategist for small business owners. She helps service-based biz owners streamline client management systems so they can effectively scale their businesses.

The more you grow your business and bring on more clients, the more difficult it is to serve your clients well without systems in place. Many clients grow quickly, not being ready for that growth. They end up being reactive. Delegating work to team members is helpful, but it’s impossible to do well (and to set your team members up for success) without the right tools in place.

Listen in to our conversation to find out why you may find you don’t need to delegate just yet and the key questions to ask yourself as you hunt for that key time-suck. We also dive into how to overcome the need to be a people-pleaser and tips and strategies to put in place so you don’t feel like you’re at the mercy of your clients all the time.

About Melissa Morris

Melissa Morris is a Business Operations Consultant and often says that she frees hamsters from wheels. She helps service-based business owners streamline their business processes so they have more time to work ON their business not just IN their business. Melissa has a 4 year old and a 2 year old. When she’s not organizing something or wrangling small children, you can find her digging into a personal development book or taking a nap! Visit her website or follow her on Facebook.

Key Ideas Covered

  • Three things you need to have in place before you can start delegating
  • As a service provider, you can be in control of your client relationships
  • The more you grow, the more you need systems in place
  • Being overly available to your clients is hurting your business


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