How to Delegate in Seven Steps (and Skyrocket your Business)

How to Delegate in Seven Steps (and Skyrocket your Business) image

What did you do on Friday? If your day looked like most other agents, it probably consisted of answering emails, valuation appointments, calling clients and organising staff.  You may also have photographed a new property, written the details up, uploaded to your system, pulled off a couple of Rightmove performance reports, sent your designer a new canvassing leaflet to produce, signed off the newspaper advert, updated the company Facebook page, sent a couple of tweets, and maybe taken a viewing or two.

All in the life of the average estate agent.

But you’re not an average estate agent.  You’re an EXCELLENT estate agent. And all these never-ending claims on your time are stealing your ability to BE excellent.

You need to delegate.

“Surround yourself with the best people you can find, delegate authority, and don’t interfere so long as the policy you’ve decided upon is being carried out.”

Ronald Reagan

Delegation is difficult.  After all, it’s quicker to do the job yourself than to explain to someone else how to do it. And you don’t have the time to do that.

Problem is, if you don’t make the time, then what’s going to change? Here’s my seven step guide to making delegation a priority, and ensuring it works effectively for you:

1. Write down everything you do – for a week, more if you can, have a list next to you on your desk (a digital note doesn’t quite have the same feel to it) and add any time you spend on each task. So you might have a list of activities on the left, and on the right, whether you spent 5 minutes, half an hour, or more. Make sure that you write every minute down, even if it’s getting a coffee, or chatting to a friend on the phone.  You need to account for every moment you’re ‘at work’.

2. Categorise the tasks – next, add up all the minutes, then sort the totals into general areas of activity, eg marketing, recruitment, admin, down-time, etc. Try to keep the themes quite broad, so you have around 6-8 areas in total.

3. Create a pie chart – this is a very visual way of representing how you’re using your time, and you’ll find it quite a revelation. If you don’t know how to do this in Excel, (delegate it, perhaps?) just draw it by hand. The results will still be the same.

4. Prioritise your activities – go back to your broad list of activities, and re-write them on a new piece of paper. Now put a number next to each one, to indicate its importance to your business goals.  On your pie chart (print it out if it’s digital), write the numbers on the areas of activity.  How well do they correspond with the actual proportion of time you’ve spent on each one?  Look for any that are out of sync, in other words, where you are spending more time than the activity deserves. These are your areas where you need to focus your delegation efforts.

5. Select the tasks to delegate – look at your original list of activities, and write down all the tasks in the areas you need to delegate. For example, you might have ‘Property marketing’ as a general area, so this list will include tasks like organising photography, writing up the property details, uploading to the portals, matching it against your database, and much more besides.  Perhaps you’ve already delegated some of these tasks, so put a star next to the ones you’re doing yourself.

6. Create task sheets – you now need to write a task sheet for each one of these activities. Keep each task sheet to one page wherever possible, and write it as if for a brand new member of staff that knows nothing about the business.  At the top of the task sheet, write the headline as a ‘How to’, then add an objective underneath in one sentence, eg To upload property details to our system and the portals we use, efficiently and accurately.  Creating task sheets is a slow process, but one of the most important things you can do for your business.  Try to write at least one every day, then when you’ve completed each one, give it to someone who has never carried out that task before, so you can test its robustness, and find any gaps. Repeat this process, with the help of your team members, until you have created a company manual, updating each task sheet as necessary with new changes and updates.

7. Create a delegation chart – look at the types of activities you have on your list, and in your task sheets. Who is best suited to these tasks? Now you have comprehensive instructions for each and every task that needs doing, it’s so much easier to actually delegate them to the right person.  Perhaps there’s someone in your office that is naturally good at admin, or lead generation, or social media.  Make sure you’re not overloading anyone with a ton of extra responsibilities suddenly, and consider hiring someone to take on any tasks that no one has the time to do.

If you carry out this exercise thoroughly, it could free up a third of your time, or more.  That could equate to as much as fifteen hours per week. That’s a great chunk of time you can now spend on your business, instead of in your business.  And only by doing this, can you take the time to do the things that really matter, like planning, setting goals and actually growing your business.

Remember, you can do anything, but you can’t do everything.

What to read nextIs your diary running your business?

What to do next: Do you get my Supertips? They’re jam-packed full of great tips and marketing strategies just like this one, and best still – they’re free! Get yours here www.samashdown.co.uk/samsupertips

Speak to Sam: If you’d like to know how I think you could improve your marketing, just answer a few short questions here and I’ll tell you if and how you could be more effective.

Sam Ashdown

Sam is an industry-renowned marketing strategist to estate agents. She helps agents grow and flourish, using her unique smart marketing techniques and strategies. Sam works with agents throughout the UK to help them gain more valuations, win more instructions and sell more properties.

You May Also Enjoy

to let sign 2025
Breaking News

Thames Valley Rents Surge to £1,448 – 6% Above UK Average

Average rents in Thames Valley reach £1,448 pcm, nearly 6% above the UK average, new report reveals Rents in Thames Valley reach £1,448 pcm, nearly 6% above the UK average of £1,369 Wokingham and Reading highlighted as key areas of interest for renters and investors Renters in Thames Valley are more likely to be older than anywhere else in…
Read More
Breaking News

July’s HMRC Property Transactions Report

Headline statistics Headline statistics from the latest transactions data include: the provisional seasonally adjusted estimate of the number of UK residential transactions in July 2026 is 96,710, 1% lower than July 2025 and 2% lower than June 2026 the provisional non-seasonally adjusted estimate of the number of UK residential transactions in July 2026 is 106,620, 5% higher than July…
Read More
Breaking News

Almost half of homesellers hit by broken chains

The latest research from House Buyer Bureau has revealed that almost half of home sellers who form part of a property chain have seen that chain break during the sales process, with buyers changing their minds and pulling out by far the most common reason why.   House Buyer Bureau commissioned an independent survey of 1,072…
Read More
Social Housing 2019
Breaking News

Only 1 in 10 new-build homebuyers happy

Just 1 in 10 new-build buyers got the home they wanted before moving in   The latest research from UK Property Development (UKPD) has found that just 11% of people who purchased a new-build home in the past two years were able to personalise their property exactly as they wanted before moving in. As a…
Read More
Breaking News

One-third of tenant income in the UK goes on rent

Lomond’s Summer 2026 Quarterly Insights report reveals tenants now spend an average of 32.7% of their yearly income on rent UK average rents rise to £1,369pcm, increasing by +4.3% in the same period last year Average rent in London reaches £2,418pcm, 76% higher than the UK average The average age of renters across the UK is now 31.5   Lomond, the UK’s leading network of lettings and sales agents, has…
Read More
Finance

Six in 10 UK businesses look to adapt operations in response to extreme heat

37 per cent have increased heat-related investment, with 23 per cent considering it Cooling equipment, including air conditioning and ventilation, is the most common investment priority (28 per cent) Barclays anonymised client data shows that air conditioning suppliers saw cash inflows increase by 4.3 per cent year-on-year into Barclays accounts Consumers claim 25.1°C is their…
Read More