About This Lesson
Stage 3: Delegate
Your systems are documented. Now you need a team to run them. Jeremy walks you through hiring, training, and actually letting go — delegating client work, operations, and eventually some sales.
What’s Covered
Training your team on compliance procedures and designating a compliance point person
Assigning marketing ownership and launching paid digital lead generation campaigns
Training associate advisors to run discovery and closing meetings independently
Creating an escalation matrix — what gets escalated vs. handled by the team
Creating video SOPs for every tool and standardizing CRM data entry across the team
Building a talent pipeline with structured interview scorecards and career path documentation
Implementing quarterly performance reviews, defining core values, and creating an employee handbook
Building a 3-year financial forecast with capacity planning and bonus structures
Build Series PDF Guide — Stages 2 & 3
Constraint tables, action plans, graduation criteria, book recommendations, and AI prompts built for your stage
You’ve completed the Build Series! Scale Series is now available.
