Free business admin resource
Free DelegoAssist Admin Starter Pack
Get three practical templates to help you organise your admin, document your processes, and improve client onboarding.
This free starter pack is designed for busy business owners who want to create more structure in their admin, SOPs, and client onboarding processes.
Inside the pack, you will receive:
Admin Audit Checklist
Identify where your time is going and what should be delegated first.
SOP Starter Template
Document repeatable processes clearly so someone else can follow them.
Client Onboarding Checklist
Create a smoother, more consistent client onboarding experience.
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What is inside the starter pack?
The DelegoAssist Admin Starter Pack gives you three practical documents that help you review your current admin, document repeated tasks, and improve how new clients are onboarded.
Admin Audit Checklist
Review inbox tasks, scheduling, client admin, documents, SOPs, finance admin, and marketing admin so you can identify what should be delegated first.
SOP Starter Template
Document your processes clearly with sections for process purpose, tools, access, step-by-step actions, quality checks, version control, and review schedules.
Client Onboarding Checklist
Create a more consistent onboarding process with checklists for setup, welcome communication, access, kick-off meetings, and 30-day reviews.
Need help organising your admin?
DelegoAssist supports growing businesses with dedicated PA support, admin assistance, SOP management, client onboarding support, and sharepoint-based organisation.
Get the free pack