Start with a delegation brief
Write down the work you want to hand over before taking sales calls. Separate recurring tasks from decisions you want to keep. For example: “I want help planning posts and tracking promotion sources; I will approve every post and keep control of account recovery.” Be specific about platforms, content boundaries, communication hours, approvals, reporting, and tasks you will continue doing yourself. This makes a “full service” claim testable against an actual scope.
- Work to delegate: name the task, frequency, platform and expected output.
- Decisions to retain: note what requires your approval, including content boundaries, offers and account changes.
- Evidence you need: decide what document, live walkthrough, sample report or written process would answer each concern.
- Your constraints: list availability, language, budget, privacy needs and any existing commitments.