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The Statement Strategy ⇪

And find and fix your delegation challenge

February 23, 2025 • Read Time: 3 minutes

Our aim at Athena is to give you your time back so you can spend it in the ways that matter most.

In each issue of our newsletter you’ll get unique delegation tips.

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Credit Card Delegations

There's a goldmine sitting in your inbox right now, buried in a file most people never open beyond checking the total.

Your credit card statement.

Not the charges you recognize — the morning coffee runs, the Amazon orders, the airline tickets.

I'm talking about the hidden patterns, the behavioral breadcrumbs.

Your credit card statement isn’t just a record of past spending—it’s a source of insights into what you can further offload and optimize.

Here's how:

1) Identify Hidden Delegations

Give your assistant your last 3 months of statements to look for:

  • Recurring services you're managing yourself

  • One-off bookings that could be systematized

  • Administrative tasks hiding in plain sight

One Athena member discovered they were personally handling all their supplement reorders.

Their assistant now manages the entire process, from researching better prices to setting up auto-renewals.

2) Build Systems for Cost-Savings

Your assistant can track:

  • Price variations for recurring purchases

  • Unused subscriptions

  • Opportunities for bulk purchases or annual vs. monthly savings

For example, your assistant might identify recurring Instacart charges, and find that Costco offers $100 gift cards for $80, and purchase these on your behalf.

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