Turning Delegated Tasks into Thriving Partnerships with Freedom Makers Virtual Services

Sarah Clarkson • February 24, 2025
A man is helping another man climb a wooden staircase.

For small business owners and solopreneurs, achieving business goals year after year often requires balancing strategic vision with the daily demands of running a company. Many of our Freedom Makers Virtual Services' clients have discovered that a strong partnership with their virtual assistant is a game-changer, allowing them to reclaim their time and energy and focus on what matters most. 


By investing in a relationship with their Freedom Maker, they have successfully turned routine delegation of tasks into true partnerships that are helping drive business success.


From Delegation to Partnership Through Trust


The journey starts with clear goal setting.


Our clients who take the time to define their business goals and align them with how they plan to use their Freedom Maker are the ones who see the most significant returns. For instance, clients in the coaching and consulting industries often start by delegating administrative tasks like email management, scheduling, and CRM updates​​. 


However, with consistent communication and relationship building, Freedom Maker virtual assistants can evolve into trusted collaborators who can manage client-facing projects, develop workflows, and introduce new tools to the business.


One long-time client, Kristi, shared how her Freedom Maker became her "go-to" resource - even among some internal team members - for high-priority tasks. By exploring additional ways her Freedom Maker could contribute to her team, Kristi has embraced a transition from task delegation to true partnership. Kristi now trusts her Freedom Maker with some strategic decisions like maintaining brand consistency​​.


And, because Freedom Maker virtual assistants come from diverse professional backgrounds, each has experience working in multiple industries and on various platforms​. The reach of this type of knowledge can be invaluable for a busy solopreneur, handling all the ins and outs of their business operations. A collaborative spirit (built on trust) helps our business owner clients to innovate and scale without being bogged down by operational details​. 


For example, a restaurant owner client initially engaged a Freedom Maker to handle social media content creation. Over time, their role expanded to include customer engagement strategies and promotional campaign planning​​.


By leveraging the assistance of a Freedom Maker, our clients can often free up valuable time and energy to invest in new areas for business growth. Another client reported that delegating tasks like grant writing and event coordination freed up their schedule and allowed them to focus on scaling a new coaching program​.


Tools, Trust, and Transformation


The secret to growing a relationship with a Freedom Maker virtual assistant into a thriving partnership lies in clarity and communication.


At Freedom Makers Virtual Services, our Success Managers emphasize the 4Cs of delegation - Clarity, Constraints, Coaching, and Communication​​. These principles ensure each Freedom Maker understands both the "how" and "why" of their tasks. If a small business owner allows their Freedom Maker to understand their greater goals and long-term vision, the Freedom Maker can better align their task completion with the impact it can have. 


Tools play a pivotal role in this transformation. Platforms like Asana, Trello, and Monday.com streamline task management and allow a shared visibility into projects, keeping both the client and Freedom Maker aligned. Communication tools like Slack and Zoom strengthen collaboration and create opportunities for real-time updates, fostering trust and transparency in the partnership​​.


One of the Freedom Makers within our community reported how helping her client manage her LinkedIn engagement helped her achieve some of her business growth goals. Through goal setting, meeting regularly, and robust task tracking, Sandra helped her client remain consistent and top of mind on her social media platforms. Through strategic posts and engagement, she amplified her client's professional presence with financial services professionals and connected her with potential partners, clients, and collaborators.


This type of strong relationship starts with identifying the right tasks to delegate. For instance, the FMVS Task Audit Tool allows small business owners to assess and identify the tasks they are doing that don't contribute directly to their goals. Having that insight and sharing it with their Freedom Maker at the beginning of the relationship can not only reduce stress but also open opportunities for automation or process improvements.


Even if the business owner starts small, only handing off a task or two early on, the framework for collaboration is set. 


A Collaborative Future


The power of a Freedom Maker virtual assistant lies not just in what they do for businesses but in how they do it.


By introducing new efficiencies, a Freedom Maker can help their client achieve their goals and reach milestones - whether they are small or ambitious ones.


Freedom Makers are proactive, with skillsets bolstered by tools like Asana, Monday.com, and Trello, to keep tasks on track and build trust. They are reliable and committed to delivering results that align with your business goals. They can integrate into your operations and provide the type of support that goes beyond task execution to include process improvements, workflow optimization, and problem solving.


Whether it's maintaining a professional online presence, managing customer relationships, or refining internal systems, Freedom Makers have experience and adaptability to support your business. By working IN your business, they help you have the time and energy to work ON your business.


A trusted Freedom Maker can become an extension of your team, bringing a fresh perspective and often introducing you to new strategies and tools you hadn't considered. 


If you're already working with a Freedom Maker, consider deepening your partnership by utilizing our new Assignment Task Audit tool, or speaking directly with your Freedom Maker about what else you may accomplish together. And if you're thinking about bringing a Freedom Maker into your business, know that you're not just getting task support - you're gaining a potential partner who will be 100% invested in your success.


At Freedom Makers Virtual Services, we're proud to support our clients' goals and help businesses thrive. Contact our Discovery Team to learn how to add a Freedom Maker to your team today!

Freedom Makers Blog

Small business owner

Redefining Balance: Achieving Work-Life Integration Through Delegation

By Sarah Clarkson • July 25, 2025
The statistics are striking: 81% of business owners work nights 89% work weekends Many work more than 49 hours a week Yet, research shows that working more than 40 hours per week negatively impacts our health, relationships, and longevity. Burnout, exhaustion, and chronic stress often follow. How do small business owners avoid this trap without sacrificing their goals? At Freedom Makers, we believe the answer isn't about "balance." It's about work-life integration. What Is Work-Life Integration? Unlike "balance," which weighs work against life, integration means designing a life where your work and personal priorities coexist naturally. In other words, it's not about splitting time evenly. It's about making space for what matters most. That starts with outsourcing the tasks that drain your time and energy. Work-Life Integration in Action JD Schramm , a leadership communication coach and longtime business owner, knew the value of staying close to his clients. However, operational tasks kept chipping away at his focus. In his case, he didn't decide to bring a Freedom Maker virtual assistant onto his team to get more done. Instead, he started outsourcing tasks to a virtual executive assistant to get back to his purpose. As he explains, "I'm no longer the one digging into slide formatting, onboarding tools, or payment processors. My EA figures it out, gets it done, and keeps things moving." Before that, he was the one managing every detail, which left little time for what actually mattered. JD needed a partner to manage the back-end logistics so he could stay forward-facing with clients. Freedom Maker Jacqueline came on board and has built systems for email triage, CRM upkeep, event coordination, Zoom logistics, and follow‑ups. With Jackie handling his systems, onboarding tools, and back-end logistics, JD has found space again for his clients, his business growth, and his personal life. "Since bringing on an EA through Freedom Makers Virtual Services, I've been able to shift more of my focus back to clients and business development... That time back has made room for deeper client work as well as for family time I wasn't getting before." – JD Schramm JD's experience is a clear example of how outsourcing the right tasks can create more space . How you use that space - for deeper client work, for family time, or working in the parts of business that energize you - is up to you. In JD's case, he didn't split his time more evenly between "work" and "life." He simply started spending his work time on the things that truly needed his focus, and handed off the rest. Where to Begin: The Task Audit Most small business owners are caught in the weeds. Not because they're doing anything wrong, but because they're doing everything. Most don't start their companies to spend their days in spreadsheets, answering scheduling emails, or manually updating CRMs. And yet, that's precisely what consumes so many of their hours. Entrepreneurs don't lack vision. They lack capacity. We encourage the small business owners who come to us for support to hand off tasks of their choosing to a Freedom Maker virtual assistant. Not everything needs to be outsourced. Some operational tasks might actually energize you or help you feel grounded within your business. Those drivers are unique to you. Our Task Audit is a free tool that helps you: Identify what truly needs your attention Highlight what can be handed off Begin prioritizing your time more strategically Work-life integration doesn't happen by accident. It's a choice, and it starts with deciding what you can let go of. We believe in creating pairings that support you and your business where you need and want assistance so that you can lead your business with clarity and intention. 🡆 Take our Task Audit and begin your journey to true integration. 🡄 And if you are already working with a Freedom Maker, now may be the perfect time to take your delegation journey to the next level. If you've already outsourced your inbox or calendar, what's next? Use our Assignment Task Audit (found on your Client Resources Page) to: Reevaluate what's still on your plate Identify new areas your Freedom Maker can support Continue evolving your partnership toward even better integration Reclaim Your Time And Realign Your Energy Work-life integration isn't a milestone you reach; it's something you continually shape. Just as your priorities shift as your business grows, so will your work-life integration. When you get clarity on what you are willing to outsource, you let go of the tasks that no longer require your direct attention, you make room for the kind of presence that fuels both your business and your life. So, whether you're just starting to explore outsourcing or already working with a Freedom Maker, take another look at your task list. The more intentionally you delegate, the more fully you can show up for your business, your clients, and yourself. Reach out to our Discovery team today so we can help you find the right support for your unique business needs.
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