Go ahead, admit it, there is a control freak in you. It’s in all of us. When it comes to deciding to delegate parts of your business to another person, or a new team member, not only is it important to know what qualities you would like to have in that person, it is even more important to have a plan! Whether you are ready to delegate a lot or a little, that plan can and will set you up for success in your partnership with an assistant or additional team member.

Know when it’s time to ask for help!

Set some time aside to look at your business goals, and find the area that is zapping most of your income-producing time. Is it lead generation, contact management, marketing, listing coordination, or another area?  What tasks, or series of tasks, do you feel comfortable delegating?  Go through on paper, your day to day duties, and decide what to delegate, how much to delegate, and what you could delegate later once your partnership is well underway.

Provided below is a Delegation Checklist that not only can serve as a general list of easily delegated tasks, but are also the common talents and services available in the repertoire of an assistant or VA.  If you find that your needs are best assisted within one or two major areas, then you know where to focus yourself as well as your team member.

      Listing Coordination

  • Prepare Pre-listing Packet, CMA and other marketing materials for listing presentation
  • If approved by local MLS, input listings, and manage updates etc.
  • Arrange for Home Stager
  • Prepare and write well-written ad copy for the listings for coordinated placement in marketing materials
  • Create and send Just Listed postcards
  • Design & send to printer property flyers/brochures/postcards
  • Order/ create/post Virtual Tour on web sites
  • Create print ads for open houses for approval by you
  • Input listings into all web sites, and manage updates and changes
  • Enhance listings on Realtor.com
  • Create branded HTML ads/Postlets for use in Craigslist.com and others.
  • Prepare Open House materials
  • Prepare Seller Reports to keep sellers informed of web traffic on their listing
  • Set up and manage showing feedback information
  • Create, update and maintain all single property web sites

      Marketing & Lead Generation

  • Maintain computer based contact management and lead generation system
  • Design and create system for drip-email campaigns
  • Design direct mail marketing system to databases
  • Design flyers, postcards, and multi media materials
  • Manage and update community/neighborhood web sites
  • Create and run FSBO and Expired Listing campaigns
  • Newsletter program (printed or web-based)
  • Create & design Relocation materials
  • Create & design First Time Home Buyer Packets

      Client Relations Management & Retention

  • Send out relocation packages
  • Respond to online inquiries
  • Manage the purchase & delivery of client closing gifts
  • Coordinate appointments
  • Send out special occasion cards, reminders, announcements and newsletters
  • Put past clients on a retention email- drip campaign
  • Think about planning an annual client thank you event
  • Other

      Transaction Management

  • Manage transaction via OTM (Online Transaction Management system, ex: Settlement Room, Relay)
  • Schedule inspection appointments
  • Coordinate lender appointments and track loan process
  • Coordinate closing dates & times
  • Other

Additional tips:

Set up systems for your business that are easy to use in collaboration. Google Docs, Dropbox, Skype, a good lead management platform, get as much into the cloud as you can.

Have a good communication plan. Whether it’s email, text, or a meeting once a week, make sure you have a blocked time planned to communicate, get on the same page, brainstorm.

Give positive feeedback! Everyone likes to know if they are doing a good job, not just when they made a mistake.

“The most important thing when delegating is trusting that you have the right people on your bus and that it’s going to get done. Having to go back over what you delegated doesn’t save anyone time.” adds, Lisa Archer of Live, Love, Charlotte

Start small. Start with one or two tasks that you can delegate. See how it helps free up your time.  Finding specialists can do more than just assist, they can be pro-active in discovering and executing those core aspects. Don’t let average people, average marketing, and average administration be the status quo of your business, or that is what you will get…average results.

There is no substitute for a great assistant, and to take your business to the next level, you will have to hire great people. But if you’re not ready to hire an assistant, hire the right technology. You focus on what you do best! Don’t let your control freak get the best of your business. 


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