Stop Being the Bottleneck: A 3-Step Delegation Kickstart
If you've ever thought, "I know I need help... but I don’t even know where to start," you're not alone.
I hear this all the time from founders, small team leaders, and especially from owners in family-run businesses who are still wearing 47 hats. You know you’re the bottleneck — but delegating feels overwhelming, hiring sounds expensive, and your to-do list is a mile long.
So let’s make it simple.
Here’s the exact 3-step process I walk through with my clients to get clear on what to delegate — and finally stop being the one slowing everything down.
Step 1: Map Your Business Pillars
Every business — no matter the industry — breaks down into three core pillars:
Marketing & Sales: How you get people in the door.
Service or Product Delivery: How you fulfill your promise.
Cash Management: How you get paid and keep things running.
Supporting all of this is Team & People Management, but start by brain dumping everything that needs to happen under those three main categories. Keep it high level — just jot down the major functions or tasks that must happen for your business to operate.
Step 2: Highlight What You’re Still Doing
Now go back through that brain dump and circle everything you personally touch.
Every task. Every decision. Every process.
This is your current “job description.” And spoiler: it’s probably way too long.
Step 3: Define Your Ideal Role
Now ask yourself:
What are the things I want to be doing?
What are the things I need to be doing based on my role as CEO/founder/owner?
What am I doing just because I always have?
Create a clean, updated job description for yourself. Then compare it to the list from Step 2.
Everything you’re doing that doesn’t belong on your ideal role list?
👉 That’s your delegation roadmap.
Whether that’s a VA, a project coordinator, or an entirely new hire — this clarity is the starting point. You can't delegate what you haven't defined.
Final Thought
This works whether you're a service-based business, a product company, or in the trades.
It works whether you have no team or a team of 20.
Because no matter your stage of business, clarity drives better decisions. And delegation without clarity? That’s just chaos with a different face.
So if you’re feeling like the bottleneck — start here.
Get it out of your head and onto paper.
Want help mapping this out or building your next hire plan? Let’s chat.