Three Questions to Ask Yourself Before You Outsource

I often get asked 'how do I know when I am ready to outsource' or 'what should I outsource'...

I believe each key task in our business can fall under one (or more) of these three headings:


1. Automating

Automating enables us to complete tasks by removing ourselves through technology. Often tasks that are ideal for automation are tasks that don't take much time, but happen frequently.

Here is a great course I took recently on automation ideas


2. Batching (with workflows and templates)

This is grouping tasks together with workflows, or using templates to save time in repeat tasks.

For example:


3. Outsourcing

Now we get to the outsourcing stage and here are the three questions I encourage you to ask yourself


Question #1: What will I do with this extra time?

We need to make sure that the tasks we outsource are going to beneficial for our business.

For example, I outsourced the scheduling of my blog posts and through that I was able to bring on another blogging client. I was able to make more money and by having outsourced the schedule of my blog posts, it also gave me accountability to hand them in and get them ready for schedule (yay for consistent blogging!)


Question #2 Does this person exceed my experience?

It is important to think about the value of this person. Do the skills they bring, add value to the places you want to outsource.

Alternatively, if the person doesn't exceed the experience are they teachable and enthusiastic.

For example, I bought on a VA who was really strong in design (and exceeding my experience), and I also outsourced scheduling my blog to her because I was able to do a short loom video of my process and she was very quick to learn and was enthusiastic about it.

So when thinking about this question consider their experience, past record and their character. If you can find someone with a great mix, you are onto a winner!


Question #3 Am I willing to trust someone with this task?

I often hear from past clients that they were nervous about trusting someone with an area of their business, and I get that because I felt the same.

I want you to consider two things when thinking of this question:

  • If the task is bringing you joy, you shouldn't outsource it fully. It will be harder to trust someone and let it go if it is actually something you enjoy. For example, I was considering outsourcing my blog writing, but then I realised I actually really enjoy it and so this was a task I would have a hard time trusting someone with. On the other hand, book keeping went way over my head (and my excitement levels weren't very high towards it), so I found that I was able to trust someone because it didn't bring me joy AND they knew the task better than I did... thanks Katie, you're a lifesaver (if you need a book keeper or financial coach, go knock on her inbox, you won't regret it!)

  • If you are going to micro manage the task, it isn't worth your time. I have found that the clients who get the most out of outsourcing and see the benefits of outsourcing, are the ones that trust me enough to go through the process. I don't mean never ask questions, I think it's healthy to have a grip of what you're outsourcing and the process they use so you can check every now and then, but if you are daily checking the tasks- you will find it is extremely time consuming and isn't making the most of the purpose of outsourcing.




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Considering to grow your team and outsource some tasks in your business. These 3 questions are what I ask myself every time I consider outsourcing a task and what I encourage my clients to think about also.
Considering to grow your team and outsource some tasks in your business. These 3 questions are what I ask myself every time I consider outsourcing a task and what I encourage my clients to think about also.