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!

Use Trainual to Document Processes and Procedures

The Problem

Our client, a busy chiropractor who owns a practice with several locations, had all of her organizations process documentation in different platforms. Some were in Google Drive, some posted on the wall in the breakroom, some in her head. Particularly for on-boarding new employees, it was essential that she get everything documented and in one place.

Read More

Use Priv for Beauty Solutions on the Go

The Problem

Our client, a professional public speaker, travels frequently to speaking engagements around the US. Many of her speaking engagements are video recorded, and she needs to look her best! 

Read More

Use Travel Fairy for Vacation/Trip Planning

The Problem

Our client, a busy small business owner with a family of 5 was trying to plan a fun-filled family vacation to Philadelphia, but needed help finding things to do that were family-friendly and “off the beaten path”.

Read More

Use Keeper for Password Management

The Problem

A client of ours, a business development consultant, had passwords located in several excel spreadsheets, post-it notes, voice memos, and on napkins, and was constantly having to reset passwords/logins. He needed a better solution. 

Read More

Use Zoom Recordings to Store Process Instructions

The Problem

Our client, a busy small business owner, had her Delegate Solutions team help with developing/documenting some new, more efficient processes she wanted to implement across her business. The challenge was getting the information out to her team in an efficient way. She didn’t want to have meeting after meeting to discuss, or have to answer questions over and over (“how do we do that again?”). Our team set out to find a way to supplement the written instructions in a way that her team could revisit when necessary.

Read More

Use Automation Agency to Handle All Your Tech Needs

The Problem

Our client, a busy solopreneur, had several rather technical issues he needed addressed by a tech/web-design/branding/marketing expert. He needed some revisions to his website that required coding and extensive back-end expertise, as well as automation from some of the marketing platforms he used. Since the nature of the tasks he needed completed were a bit more “techy”, requiring extensive HTML coding and the like, our team set out to find a solution that would be reliable, fast and high-quality. 

Read More

Use Waze to Beat Traffic Woes

The Problem

Our client, a busy entrepreneur who travels frequently to business meetings via his personal vehicle, was frustrated with the app he was using for navigation assistance. He found himself in the middle of terrible traffic frequently, and wanted a better solution to get him where he needed to be, on time, and avoiding unnecessary delays. We set out to find a better navigation solution for him to make his commutes as hassle and delay-free as possible.

Read More

Use Room Planner to Visualize Furniture in A New Space

The Problem

Our client, a busy entrepreneur who had just acquired a new office space, needed to purchase new office furniture, but really wanted to see how it would look in the space before purchasing. We set out to find a solution that would enable us to create a virtual space matching her new office dimensions to see how the furniture would fit before she made the purchase.

Read More

Use Google Keep to Keep Things Organized and On Track

The Problem

A client of Delegate Solutions, a busy small business owner, is constantly on the go, and needed a way to capture spur of the moment thoughts, ideas for new product lines, and even grocery lists. She wanted something that would sync to all her devices so that she could access these “notes” at any time. It was important to her that the app be straightforward and simple.

Read More

Use Adobe Scan to Scan Documents On The Go

The Problem

Our client, a busy entrepreneur who travels frequently for business, needed a way to scan receipts/travel documents on the go so that he could submit his expenses for reimbursement. He was not a fan of holding on to pockets full of receipts on his sometimes extended trips, and we needed to find a user-friendly, effective solution for him.

Read More

Posts by Topic

see all

Take Back Your Time And 

Get Back to What You Do Best

See If Our System Is Right for You

Take the Assessment ›