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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 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.

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Using Zoom Video Conference Instead of Ad-Ridden Skype


The Problem

The client was feeling overwhelmed with the various video conference technologies on the market today. She knew she needed to enlist a video system that was easy to use for both her and her own clients. Skype and Google Hangouts seemed a bit too complicated and cumbersome for the job she needed done.

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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.

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Strategic Coach's Experience Transformer Worksheet Turns a Lost Customer Into a New Screening Process for Customers

The Problem

A client was facing difficulty between her team and her customers. Specifically, one customer - though he was helping to generate revenue for the company - was treating the team members with little to no respect. The team members felt devalued by the customer. The team members recognized that every effort she tried was to no avail.

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Enter Mass Amounts of Data Into CRM System

The Problem

Both the client and our team were spending a significant amount of time focusing on data entry into their CRM. This system, Client Look, was supposed to be a functional way to house customer data. However, it was far from useful without any contacts or information in it.

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