What to Expect When Working with an OBM

As a coach, consultant, or service-based provider, managing the day-to-day operations of your business can quickly become overwhelming. With so many moving parts, client management, marketing, content creation, and team coordination, it’s no surprise that you often find yourself juggling tasks that take you away from the bigger picture: growing your business and serving your clients.

This is where an Online Business Manager (OBM) comes in. An OBM acts as the strategic partner you need to free up your time and help streamline your operations, so you can focus on doing what you do best. But what does it actually look like when you work with an OBM? Let’s dive in.

1. An OBM Becomes Your Strategic Partner, Not Just a Task Doer

One of the biggest misconceptions about OBMs is that they’re just virtual assistants who take care of the small tasks on your to-do list. While an OBM certainly manages tasks, their role goes far beyond that.

When you hire an OBM, you’re not just outsourcing administrative work. You’re bringing on a strategic partner who understands your business’s bigger picture. They are there to help you make informed decisions, align your operations with your vision, and ensure everything works harmoniously so you can focus on what truly matters, your clients and your growth.

2. Operational Systems Get Streamlined

An OBM is an expert in systems and workflows. They will evaluate the current state of your business and identify areas where processes can be optimized or automated. This could mean:

• Setting up client management systems (like Dubsado or HoneyBook) to handle onboarding, payments, and communications seamlessly.

• Automating marketing workflows to ensure leads are consistently nurtured without additional manual effort.

• Integrating tools that talk to each other, saving you time and preventing missed details or dropped balls.

The result? Your systems run like clockwork, and you don’t have to worry about anything falling through the cracks.

3. Your Team Gets Managed with Efficiency and Clarity

If you have a team (even if it’s just a few contractors or freelancers), an OBM can step in as the team leader. They’ll oversee day-to-day operations, manage tasks, and ensure that projects are completed on time.

Here’s how an OBM handles team management:

• Delegating tasks to the right person at the right time

• Keeping everyone accountable with regular check-ins and updates

• Setting up systems for clear communication, so there are no misunderstandings or delays

With an OBM at the helm, your team will be aligned, focused, and productive, and you’ll feel confident that everything is being handled without needing to micromanage.

4. Project Management and Launches Become a Breeze

For many coaches, consultants, and service providers, managing launches and special projects is a crucial but stressful task. There are so many moving parts, timelines, marketing materials, and client communication that it’s easy for things to get chaotic.

Your OBM will manage your launches from start to finish, ensuring every detail is covered:

• Creating launch timelines and milestones

• Managing content creation and scheduling

• Coordinating with your team to make sure everything is on track

• Handling any last-minute adjustments, so your launch runs smoothly

Having an OBM manage these tasks means your launch will be organized, on time, and stress-free.

5. KPI Tracking and Performance Evaluation

As a business owner, it’s vital to track your business performance, but it can be easy to get bogged down in daily operations. An OBM helps by setting up systems to track key performance indicators (KPIs) and using data to evaluate your business’s success.

Some examples of KPIs an OBM might track:

• Lead conversion rates

• Client retention rates

• Marketing ROI

• Operational costs and efficiencies

Your OBM will regularly review these metrics with you, providing strategic insights and recommendations for improving your business.

6. You Gain Time and Peace of Mind

Ultimately, what you can expect when working with an OBM is more time and mental space. With the day-to-day operations in capable hands, you’re free to focus on big-picture strategies and creative ideas.

No more worrying about missed deadlines, tasks falling through the cracks, or feeling like you’re always playing catch-up. An OBM gives you the clarity to step into your CEO role and run your business with confidence.

7. A Collaborative Partnership That Grows with Your Business

Finally, it’s important to note that working with an OBM is a collaborative partnership. An OBM is there to support your vision, offer insights, and help you grow your business. They are adaptable and can scale with you as your business evolves, so as your goals change, your OBM is there to ensure your operations grow in alignment with those goals.

Ready to Work with an OBM?

If you’re feeling ready to elevate your business operations and gain the freedom to focus on what matters most, your clients and your growth, then it’s time to consider working with an OBM.

At Virtually By Mo, we specialize in helping coaches, consultants, and service-based providers streamline their business operations and build systems that work.

Book a free discovery call today to find out how we can help you take your business to the next level. Let’s work together to create a business that not only thrives but also feels effortless.

www.virtuallybymo.com/contact

By working with an OBM, you’re investing in not just your operations, but your peace of mind, your business’s growth, and your ability to serve your clients without the overwhelm. Let us help you build a business that runs like a well-oiled machine.