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"How do you source trusted employees, consultants, and other providers so you can confidently delegate—especially if delegating is hard for you to begin with?"

This is a popular question from my business growth class. It doesn't always come up, but it comes up often enough and last week was no exception.

Trust is one of those elusive things. As I've said before: It's hard to earn and oh, so easy to lose.

A few weeks back I shared how to successfully vet coaches, consultants, and workshops/courses. (See Expert Expert Advice).

While those rules of engagement hold true here, too, there's more involved when we're talking about handing off responsibilities that will impact your business for better or worse.

And, yes, trusting people to help and do no harm, too.

So let's get into what you need to do to protect yourself and your business before, during, and after you bring someone onboard:

  1. First and foremost, never cede control over your money without active, regular oversight. (And I do mean, never, ever!)
    That goes for business partners and family members as much as for financial managers such as CFOs, CPAs, and other professionals.
  2. Do your due diligence when it comes to checking references, running background checks, and vetting social media and online activity for red flags.
    Many entrepreneurs skip some of these steps because they require investing time and, perhaps, some money. But, we both know you're smarter than that, right?!
  3. Set up checks and balances in your operations so your team has the information and tools they need to succeed and you have ongoing knowledge of what and how they're doing.
    While you never want to micromanage people, that does not mean you shouldn't manage them or monitor their work on a regular basis.
  4. Manage access to information and tools so your team can do their jobs with limited opportunity to do damage.
    This means having a system for adding team members to tech tools, governing roles within those tools, and having a system for authorization and sign-off on critical business activities.
  5. Create an off-boarding process to quickly remove team members from systems, accounts, and tools and communicate changes to internal and external teams, clients, and vendors.
    This can feel harsh if a relationship ends on good terms but it's necessary to protect your business and keep operations running smoothly in times of staffing and support transition.

Above all of the above, trust your gut.

Our instinct responds to information we're picking up beyond what our rational minds are noticing and should not be discounted or overridden without good cause.

I know it can be hard to let others in and hand over aspects of our precious babies, but as you grow your business, you need to let others help you because you really can't do it all yourself.

You got this...I trust you! 🤓

Until next time,

PS - If you missed it, last week I explained why it doesn't matter if The Algorithm Is Gonna Get You.

Lauren is a true gem.

Her realistic approach to business is something every owner needs to elevate their business to the next level. She's such an amazing coach!

Elesia Forgie, Owner, Sunflower Laundromat

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Easily Said & Done

I help entrepreneurs leapfrog over the typical potholes that derail most small businesses with inspiration, motivation, education, and support across a wide range of business topics drawn from over a decade of running my own business, teaching entrepreneurship for the City of New York, and coaching and consulting privately with dozens of women and minority small business owners. Honestly, why go it alone when help is an email away?

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