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Checklist: Are you ready to outsource?

April 12, 2017



Your business is growing and you desperately need some help to capitalise on all the opportunities that are coming your way. You want to dive into the pool of outsourcing, but are you ready for this commitment? Here are five things you need to check off before you should outsource.




Show me the money! It's true that you can save money by outsourcing. It's a simple matter of comparing the time it takes you to DIY with the cost of having an expert complete it for you. Nonetheless, you need to make sure that you have the cash available to pay for it. If you’re unsure about how much a service should cost, ask in a Facebook group or forum first. Contact people that have been recommended to you to request a quote and go from there.


What tasks should you outsource?


If you haven’t already, check out my ebook on how to identify tasks to outsource. Whilst you might have an idea in your head of the tasks that you would like someone else to tackle for you, it may not be the best use of your time and money. Answer the five questions in the ebook to give you a better idea of what to prioritise first.


How to communicate


Is this a one-off job or a recurring one? Is a task or a project? Having outsourcers is just like having employed staff. You need to give them the brief for the task, give them the time and space to complete the task, but check in regularly to ensure that they are on track.


If you are using a copywriter or graphic designer you will usually complete a formal brief. However, this should not stop you from communicating with them during the project.


Whilst you have the popular options of phone, text or email, consider other project based tools such as Asana or Evernote to communicate with each other.


Tools you need


Following on from the previous point, you may like to trial free apps such as Asana, Evernote, Trello or Slack to ensure open and efficient communication between you and your outsourcer.


You should also have a file sharing app such as Google Drive, Dropbox or OneDrive. All have free versions that you can upgrade as you need more storage space.




For a great partnership to develop between you and your outsourcer, you need to be able to provide honest and continual feedback. If you feel uncomfortable doing this, think about how you would feel in the same situation if someone you were working for wasn’t quite happy with your work. You would want to know so that you could improve and ensure that your client was happy.


Outsourcing is a valuable addition to any business. It can provide expertise and support to enable you to be more efficient with your time. By covering the items listed above you can ensure that your relationship is a positive and productive one.

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