Many firm owners convince themselves they’re indispensable when they’re really just bottlenecks. I was one of them until I sold my firm and had to transfer every single responsibility to my team.
In this episode, I’ll share the delegation framework that helped me go from doing everything to doing nothing in eight months—and why waiting to delegate is costing you more than you think.
Listen below.
3:14 When I sold my firm, part of the transition meant documenting everything I did. Every task, every responsibility, everything that hit my desk weekly or monthly.
4:17 Here’s what’s wild: eight months after that list, I’d transferred every single responsibility to the team. Sales, marketing, client management, admin work—everything.
5:03 Let go of what you’re holding on to now, not later. That’s exactly why I created the F.I.R.M. Delegation System.
5:26 Step 1: Flip Your Mindset – The whole process starts with you. Getting work off your plate isn’t about your team’s ability—it’s about your willingness to let go.
6:19 Step 2: Identify What to Delegate – After fixing your mindset, identify what to delegate. It’s not as straightforward as you’d think.
8:03 Step 3: Roll Out Roles and Responsibilities – This is where it gets real and where many get stuck. Delegation only works when someone truly owns the work you’re delegating.
9:21 Step 4: Map Out Your SOPs – The last step is to write SOPs for what you’re delegating. Proper delegation is impossible without documented processes.
