Looking for Meaningful Ways To

Connect With Your Top 20 VIPs?

    

New Call-to-action


At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Assign All Asana Tasks from One User to Another

The Problem

The current assistant for a client planned to depart at the end of the month, however all of her Asana tasks needed to be re-assigned from her to the new Delegate Solutions associate replacing her.

Read More

Provide Multiple Documents Without Attaching Them Individually in an Email

The Problem

The client needed to share key documents and resources with his own clients, which included sharing extensive guidebooks and worksheets. These were lengthy, burdensome, and could clog up a singular email thread.

Read More

Making Dinner Reservations For the Next Day

The Problem

The client’s associate was making dinner reservations for the client and his business partner. Through OpenTable.com, a generally effective method for making dinner reservations, the associate was having no luck. The associate wasn’t able to get reservations until a month out.

Read More

Use an Online Bulletin Board to Introduce Yourself to Team Members

The Problem

A client beginning service with Delegate Solutions was getting a new associate. He wanted to break the barrier between himself and the associate, needing to express his previous awards, publications, and accolades.

Read More

Deploy a Video Conferencing Solution

The Problem

The client was working with a multitude of vendors, with her remote team all across the U.S., and was also reaching out to non-profits. She needed a friendly approach to these potential clientele without spending an arm and a leg to go visit their headquarters. Alas, a solution that provided face-to-face interaction needed to be enlisted.

Read More

Calendly Automatically Adds Meetings to Calendar For You

The Problem

A client was continuously sending emails to her associate to get meetings scheduled. In between the podcasts, the phone calls, and the in-person coffee meetings, the scheduling was too time-consuming. The associate was spending around an hour each day looking at the client’s schedule and trying to find a time that worked for the interviewee.

Read More

Take Client Paperwork Electronic

The Problem

A lawyer needed signatures for every single client he took on at his law firm. This involved getting documents to men and women all over his region, having them sign, and receiving the contract back. It would involve a paperchase with every contract.

Read More

Find a Simple Task Management Tool That Works Within Email

The Problem

The company’s CEO was constantly letting crucial tasks fall by the wayside because there seemed to always be “fires” to put out. Instead of focusing on big picture tasks, like updating protocol or booking a key meeting, he was serving as his company’s IT guy and sounding board for small issues.

Read More

Eliminate Email for Back and Forth Blog Editing

The Problem

The Delegate Solutions staff writer was going to start blogging for another associate’s client. The staff writer needed to produce blog content and easily get it to the associate for the client’s review, but she didn’t want to clog up her colleagues inbox with unnecessary emails.

Read More

Track Airline Flight Costs and Buy Cheap

The Problem

One of our Delegate Solutions team members lives in Rhode Island, but her family all lives in Dallas, TX. She was finding herself needing to buy flights at exorbitant prices just to see her family around the holidays.

Read More

Posts by Topic

see all