Playbooks and templates for leaders who delegate.
Free, practical PDFs you can use whether or not you work with us. Enter your email to unlock the download.
Playbooks and templates
The Delegation Playbook for CEOs
Time audit, the 4D filter, one-page SOPs, decision rights and a 30-day checklist.
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SDR & Revenue Assistant Handoff Checklist
ICP, tools and access, CRM rules, messaging and meeting-booking prep.
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Bookkeeping Handoff Checklist
Scope, least-privilege access, documents, controls and a month-end close outline.
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Remote Assistant Onboarding Template
Before-day-one checklist, a week-one plan and a day-30 review.
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Free tools
Remote Assistant Onboarding Checklist
Tick through day one to day 30; progress saves in your browser.
Also free: the glossary, the proposal builder, the delegation audit, the cost calculator and the security overview.
Upcoming sessions
Live, practical sessions are being scheduled. Topics planned:
- Delegating your first 10 hours a week
- Setting up a remote assistant securely: access, MFA and offboarding
- Handing off CRM hygiene without losing pipeline visibility
Dates to be announced. Sign up and we'll email you when registration opens.
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Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.