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Sub-Contractor Task Delegation Kit
Scoped task brief + delegation SOP so contractors get clear work without needing to be in every client channel. Keeps the client relationship clean and the contractor focused.
What's Included
- Task brief template (scope, deliverable, deadline, review date)
- Contractor onboarding SOP (first task checklist)
- Revision request form
- Contractor performance tracking log
- Handoff checklist (contractor → agency → client)
How to Use This Template
- Fill out a task brief for each delegated deliverable
- Share the brief with the contractor — no Slack context dump needed
- Use the handoff checklist when returning the deliverable to the client
- Log revision cycles to benchmark contractor quality over time
Who This Is For
- •Agencies working with freelance contractors or offshore teams
- •AI agencies delegating non-AI work (copy, design, research)
- •Solo operators scaling capacity without adding full-time staff
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Template FAQ
Should contractors see client names?
Optional. You can anonymize client details in the task brief if your contracts require it.
Can I manage contractor tasks in Systemly?
Yes. Contractor tasks can be tracked in the Projects module alongside client deliverables, with separate assignee fields.