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Plan what to outsource

Which jobs to give to a freelancer or assistant, and in what order.

Best for
Owners thinking about outside help
Est. time saved
2+ hours
Works with
ChatGPT, Claude and Gemini

When to use it

  • You're stretched and wondering what to outsource first.
  • You want a plan before you hire anyone.

When not to

  • To pick a supplier for you. Check references and contracts yourself.

What to have ready

  • Your list of regular tasks
  • Your goals
  • Who's on your team now
  • Your budget for outside help, if you know

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me decide what to outsource in my business. This is a plan for me to check.

My regular tasks (with roughly how long each takes a week, if you know):
[PASTE YOUR TASKS]
My goals: [E.G. MORE TIME FOR SALES, TAKE ON TWO MORE CLIENTS]
My team now: [E.G. ME AND A PART-TIME ADMIN]
Budget for outside help: [E.G. $500 A MONTH, OR "NOT SURE"]

Please:
1. Make a table: task, how suitable it is to outsource (1 to 5), and why.
2. Pick the top three to outsource first, and say why.
3. For each, list what to look for in someone to do it.
4. Suggest how to hand it over, check the work and keep in touch.
5. List the risks, such as access to customer data, and how to reduce them.
6. If I've given a budget and hours, show what it might cost. Otherwise list what I'd need to find out.

Rules:
- Use only what I've told you. Don't invent rates, costs, savings or returns.
- Keep anything involving customer data or money under my control unless I say otherwise.
- Anything meant for a supplier or my team is a draft for me to check first.

Example input

A made-up example of what the brackets might say.

Tasks: bookkeeping (3 hours a week), social media posts (2 hours), answering inquiries (5 hours), scheduling (2 hours), quoting (4 hours). Goals: more time for sales. Team: me and a part-time admin. Budget: $400 a month.

Tips

  • Start with one task and a short trial before you commit.
  • Write a how-to guide first. It makes handing over far easier.

Want prompts built around your business?

Our AI Tool Audit finds the jobs worth handing to AI, and writes ready-to-use prompts for your top three.