OBM Monthly Retainer Services

This is my standard OBM package, which is perfect for 6 or 7-figure coaches and/or consultants looking for growth and sustainability. This package will take you away from the manager seat and back to the visionary role.

As your OBM, I am here to help you build a strong foundation for your business. This service may include a combination of:

  • Establish a habit of quarterly planning
  • Working with the team
  • Streamlining your operations by creating systems that allow for work to be done efficiently and effectively
  •  Document Process Including Detailed Step-by-Step Instructions
  • Driving progress – it’s my role to ensure that progress is being made toward established goals
  • Tracking & Managing KPIs and Revenue Generation > the business is making money
  • Clearing YOUR plate – so that you can focus your efforts on CEO-level activities and growing the business (instead of running it!)
  • Keeping track of your business finances and managing revenue streams through done for your bookkeeping

Investment starts at $3000/month


Client Care Specialized Services:

⭐️⭐️⭐️⭐️⭐️ Client Onboarding

⭐️⭐️⭐️⭐️⭐️ Client Offboarding

Managing client email communications

Invoicing, tracking payments

CRM – Dubsado Specialist

Project Management – ClickUp Specialist

Events coordination and management

Speaking engagements management

Investment starts at $2000/month

We are mostly likely to be the right fit if you are:

✅ Ready to uplevel
✅ Needing someone to manage #allthethings
✅ Wanting a thought partner

✅Looking for someone who will proactively take things out of your plate and PRIORITIZE YOUR TIME

✅Looking for a person who has a knack for creating systems and processes that organize everything ✅LOoking for a business partner you can bounce off of ideas

Is that you?

My Zone of Genius ( the area of life where I’m at my best – naturally) is supporting entrepreneurs, whose mission and vision I believe in – going deeper than tasks and to-do’s, but supporting the person underneath it all, hearing the things that you don’t say, treating your success as if it were my very own. I promisse you that while working with me, I’ll tirelessly work to keep you in your Zone of Genius, a place where you can be your best and inspire others.