Resource Library

How to Delegate a Task to an AI Operator

Write one handoff card, get one version back, and approve it before anything is sent.

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The Proposal Follow-Up Handoff Kit

Sent the proposal? Give the next step an owner. One writable handoff card, explicit approval before sending, and a tracker that logs what happens next.

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The Holiday Handoff Test

Would your EA know what to do? Decide what your assistant may handle, what must wait, and when to contact you before you step away. 18-page fill-in workbook with 10 realistic scenarios.

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Your First AI + Human Delegation Plan

Pick one workflow and hand it off this week. Name the result, list the approved sources, mark the human check, and decide what stays yours. Printable 8-page workbook.

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Content Off Your Plate

Stop starting content from scratch. Turn the questions you already answer into useful content, then make the work easy to hand off. The simple delegation guide, 9 pages.

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