How to Hire the Right OBM for Your Coaching Business

Jun 18
4 min read

Finding the right Online Business Manager (OBM) for your coaching business can feel like navigating a complex maze. Balancing a multitude of tasks while trying to serve clients effectively can be overwhelming. A great OBM won't just manage your operations; they will allow you to focus on what you do best: coaching. This guide offers valuable insights and actionable strategies to help you hire the right OBM who can elevate your business.

Understanding the Role of an OBM

Before hiring an OBM, it's vital to grasp what they do. An Online Business Manager is a professional who oversees various aspects of your business operations. They handle tasks such as:

Project Management: Ensuring that projects are completed on time and within budget.
Systems Creation: Developing efficient systems that improve workflow.
Team Management: Coordinating with freelancers or team members to maximise productivity.

An OBM essentially serves as your business partner, executing operations and strategies to align with your coaching goals. For example, an OBM can take over administrative tasks, allowing you to dedicate more time to client interactions, which can lead to a 30% increase in client satisfaction and retention.

Identify Your Needs

Identifying your specific needs is the crucial first step in hiring. Determine what tasks you want to delegate. Common needs for coaches include:

Client Management: Assistance with onboarding new clients and follow-up communications.
Project Management: Tracking progress and ensuring timely project completion.
Operational Systems: Streamlining tasks to enhance overall efficiency.
Team Coordination: Overseeing freelance contributors or team members.

By clarifying what you need, you can effectively communicate your expectations to potential candidates.

Creating a Compelling Job Description

A compelling job description is key to attracting qualified candidates. Your description should be specific and clearly outline:

Scope of Work: Detail what tasks the OBM will handle.
Required Experience: Specify any necessary background or skills.
Tools Used: Mention the platforms or tools your business uses.
Company Values: Describe your coaching business's mission to attract like-minded candidates.

A clear job description will not only attract better-suited candidates but also reduce the time you spend interviewing those who do not align with your goals.

Assessing Experience and Skills

When interviewing candidates, it’s essential to consider both their experience and skills. Look for someone who understands the tools you use and aligns with your coaching philosophy. Ask questions such as:

Can you walk me through a past project you've managed? What challenges arose, and how did you resolve them?
What experience do you have working specifically with coaches or in the coaching field?
How do you manage multiple deadlines when tasks become chaotic?

These questions will provide insights into their problem-solving skills and ability to navigate challenges.

Communication is Key

In a virtual work environment, effective communication is crucial. Ensure your OBM values quick responses and open dialogue. Discuss your preferred communication methods—whether through email, video calls, or project management tools. Evaluating their proactive communication style during the interview can save you future headaches.

Implementing a trial period can also help gauge whether communication styles match. During this time, discuss how often updates will occur and how issues can be addressed together.

Cultural Fit Matters

Skills are important, but so is the cultural fit. The right OBM should not only possess the necessary skills but also harmonise with your business's culture. Ask questions about their work philosophy, approach to teamwork, and interests outside work.

For example, if your coaching method emphasises empathy and understanding, find an OBM who shares those values. A partnership founded on mutual respect can foster collaboration and enhance productivity.

Budgeting for Your OBM

Understanding the financial implications of hiring an OBM is essential. Their fees may be project-based or a monthly retainer, often ranging from $30 to $150 per hour, depending on experience. Research current market rates to determine your budget based on the expertise you require.

Being transparent about your budget during the hiring conversation can help manage expectations and avoid misunderstandings later.

Trust Your Instincts

After interviews, trust your instincts. Choosing the right OBM involves both logical analysis and gut feelings. If you sense a strong rapport and confidence in their abilities, you may have found the right match. If you feel uncertain, seek additional references or engage in trial projects with finalists to see their performance in action.

Finalising the Hire

Once you've identified the ideal OBM, it’s time to finalise the hire. Draft a detailed contract that includes:

Expectations: Clearly outline the tasks and responsibilities.
Timeline: Set project deadlines and regular check-ins.
Payment Structure: Specify how and when payments will be made.
Confidentiality Agreements: Protect your business's sensitive information.

Setting clear guidelines will help both parties stay aligned and accountable.

Establishing a Strong Onboarding Process

Once your OBM is on board, a solid onboarding process is key to their success. Create a comprehensive onboarding document that:

Details Your Business Processes: Outline how things are done.
Introduces Your Tools: Familiarise them with software and systems.
Shares Your Vision: Explain your long-term goals and objectives.

Investing time in onboarding can lead to quicker acclimatisation and better productivity, ultimately benefiting your coaching practice.

Looking for a Proven Partner?

I’m Mo Abdullahi, a Certified OBM® & Systems Strategist. If you’d like to see what a calm, structured back-end could look like in your own coaching business, book a free 30-minute Discovery Call. No pitch, just a clear conversation about whether working together makes sense for your goals.

👉 Schedule here: www.virtuallybymo.com/contact 💛