Delegation OS
Why You Are Overwhelmed
Scaling with no systems
Scaling with
smooth systems
1
2
Personal Brand
Built by you
Time-intensive growth
Single creator focus
Dependent on you
Personal Media Company
Built by a team
Scalable systems in place
Multi-platform presence
Free up more time
Personal Media Company OS
30/60/90 day plans
Learn-1 year vision
Job Description
Recruit
Interview
Hire
Onboarding
Performance Reviews
Personal goals
Career mobility goals
OKRs
Specific tasks
Competencies
Cultural values
Identify talent
Talent OS
Identify roles
Compensation
Contracts signed
Compile questions
Key competencies
Meet team members
Project / Challenge
Meet the team
Cultural values
Access to tech
Company email and Slack
SOPs
Company Principles
Company Wiki
Asana Project Management
Self Review
What's working?
What's not working?
Start / Stop / Keep
Phase 1 - Ideation
Team: Matt - Chief Everything Officer
Monthly Revenue: $0-$30,000
Audience: 40,000
Product: Soulful Entrepreneur Cohort Based Course
Tech: Zoom, Slack, Stripe, Beehiiv, Loom
“I am spinning plates. Audience, Product, Community. This is overwhelming. I have no idea what I’m doing.”
* Month 1-3
Phase 2 - Validation
Team: Matt - CEO Brennan - Newsletter / Funnel / Copywriting / Growth / Conversions, Michael - Courses / Workshop / Website, Georgi - Finance
Monthly Revenue: $40,000-$100,000
Audience: 250,000
Product: Founder OS Program
Tech: Zoom, Kajabi, Skool, Stripe, Beehiiv, Loom
“Okay I got some help. Let’s set our audience on fire and refine the product.”
* Month 3-6
Phase 3 - Monetization
Team:
Matt - CEO
Brennan - Newsletter / Funnel / Copywriting / Growth / Conversions
Michael - Courses / Workshop / Website
Victoria - Creative Director
Georgi - Finance
Cris - Chief of Staff
Sara & Tatiana - Video
Jordan - Digital Media Manager
Jordan - Brand Strategist
Cat - Designer
Thomas - Writer
Monthly Revenue: $100,000-$200,000
Audience: 700,000
Product: Founder OS Program
Tech: Zoom, Kajabi, Skool, Stripe, ConvertKit, Loom
“This is a lot of people. When in doubt I’m going to focus on sales and founder experience.”
* Month 6-12
Phase 4 - Scale
Team:
Matt - CEO
Brennan - Newsletter / Funnel / Copywriting / Growth / Conversions
Michael - Courses / Workshop / Website
Victoria - Creative Director
Georgi - Finance
Hayden - CFO
Claire - Chief of Staff
Sara & Tatiana - Video
Jordan - Brand Strategist
Chris - Brand Strategist
Chris - Setter
Thomas - Writer
Cat & Rox - Designer
Nick & Ana - Social Media
Ronan - YouTube Editor
Rohan - Founder Success
Barrett - Founder Success
Shyanne - Founder Success
Erwin - Founder Success
Monthly Revenue: $200,000-$400,000
Audience: 1,300,000
Product: Founder OS Program, Founder OS Mastermind
Tech: Zoom, Kajabi, Skool, Stripe, ConvertKit, Loom, Hubspot, Webflow
“I need to stay disciplined and systemize everything. Make sure this ship keeps sailing smoothly.”
* Month 12-18
Phase 5 - Mastery
Team:
Matt - CEO
Brennan - Head of Marketing
Jordan - Head of Tech
Victoria - Creative Director
Hayden - CFO
Georgi - Finance
Jake - Head of Sales
Claire - Chief of Staff
Sara & Tatiana - Video
Jordan - Brand Strategist
Chris - Brand Strategist
Michael - Brand Strategist
Chris - Setter
AJ - Setter
Felicia - Setter
Thomas - Writer
Cat & Rox - Designer
Nick & Ana - Social Media
Ronan - YouTube Editor
Rohan - Founder Success
Barrett - Founder Success
Shyanne - Founder Success
Erwin - Founder Success
Monthly Revenue: $400,000-$1,000,000
Audience: 1,800,000
Product: Founder OS Program, Founder OS+, Founder OS MM
Tech: Zoom, Kajabi, Skool, Stripe, ConvertKit, Loom, Hubspot, Webflow, Convert, RightMessage
* Month 18-24
How To Scale Your Team
Monthly Profit Level | Team |
$0-$15,000 | You |
$15,000-$30,000 | You + Writer/Video Editor + Tech (Part-time) + Finance (Part-time) |
$30,000-$50,000 | You + Writer/Video Editor + Tech (Part-time) + Finance (Part-time) + Copywriter + Social Media Manager + Closer + Setter + Designer |
$50,000-$100,000 | You + Writer + Video Editor + Tech (Part-time) + CFO (Fractional) + Copywriter + Social Media Manager + Closer + Setter + Designer + �Chief of Staff |
$100,000+ | You + Writer + Video Editor(s) + Tech (Part-time) + CFO (Fractional) + Copywriter + Social Media Manager + Closer(s)+ Setter(s) + Designer + Chief of Staff + Creative Director + Head of Sales |
Complete Time Audit System
Delegation Checklist
Create Job Scorecards
Hire
Intensive Onboarding
Time Audit System
Delegation Math
Hiring Process
+
+
Scorecard
Interview
Challenge
Job Scorecards
Challenge
1
Onboarding
Create detailed onboarding docs
2
Onboarding
Create detailed onboarding docs
Train 3x a week
3
Onboarding
Create detailed onboarding docs
Train 3x a week
Have them send EOD reports
4
Onboarding
Create detailed onboarding docs
Train 3x a week
Have them send EOD reports
Have them send EOW reports
5
Onboarding
Create detailed onboarding docs
Train 3x a week
Have them send EOD reports
Have them send EOW reports
1 Month Test - How are they performing?
Founder OS - Talent Network
Other A Players - Similar fish swim together
Your Audience - Share a post that you’re hiring
BEST PLACES TO FIND HIRES
Content Assembly Line
Copywriter
Closer
Setter
Chief of Staff
Social Writer
X + LinkedIn
Video Editor
Short Form + Long Form
Social Manager
Post Content
Increase Operational Efficiency
1
Map out your customer journey
Increase Operational Efficiency
2
Map out your customer journey
2-3 top systems for each stage
Increase Operational Efficiency
3
Map out your customer journey
2-3 top systems for each stage
Google Drive Company Folder
Increase Operational Efficiency
4
Map out your customer journey
2-3 top systems for each stage
Google Drive Company Folder
Train the Team on 2 Processes Weekly
Increase Operational Efficiency
5
Map out your customer journey
2-3 top systems for each stage
Google Drive Company Folder
Train the Team on 2 Processes Weekly
Get 5% Better Every Week
Two Reminders
Hire slow
If it’s not a “hell yes” it’s a “no”
Next Steps For You to Take
Complete your Time Audit
Figure out your Next Key Hire
Share the Job Scorecard
Delegation Checklist