what can I do for you?

The official definition of an Online Business Manager (OBM) is:
A virtually based support professional who manages online-based businesses,
including the day-to-day management of projects, operations, team members and
metrics.


However, I like to look at the role from a bit of a different angle – what is the purpose of an Online Business Manager beyond ‘what they do’?


The role of the OBM boils down to one simple thing:
To free up the business owner so that you can focus your time and energy on the
things that only YOU can do in your business.


This includes all business-building activities like marketing, sales, working with clients,
product development, strategic alliances, and big picture business planning – all of which are essential to the growth of a business.
You need to be spending your time here – everything else can be managed by an Online Business Manager (me!)
Most business owners look to hire an OBM when they simply cannot grow their business anymore being the only one in charge.

You’ve reached the point where you have a solid business plan, revenue is flowing in and you are tired of being the one who has to “take care of everything.” In order for you to take your business to the next level, you need to pull yourself out of the day-to-day management activities and focus on growth.

Here is an extensive list of all management services I can provide in the retainer monthly package. We will build a custom plan with a combination of the following services:

Manage Team


● Identify team needs based on current business goals and projects
● Create measures of success for the role
● Determine what type of specialist would be the best fit
● Craft job posting/details
● Blast opportunity out there via various networks
● Filter initial responses and review portfolios
● Set up interviews
● Narrow choices after initial interviews and request proposal
● Setup second interview (if necessary)
● Check references from other clients
● Review proposals from preferred candidates
● Making the offer to the selected candidate
● Ensure there is a signed contract in place for all hires
● Create a communication plan with new team members

Manage Projects


● Creation of a project plan, including timeline, process, people and other resources
● Setup and maintenance of an online project management tool
● Delegating details of the project to various team members
● Communication of project status and ongoing details to all players
● Following-up with players as necessary to ensure that “stuff gets done” on time
● Managing the budget for the project
● Handling challenges for the project as they arise
● Creation of processes, tools, and players for key systems within the business
● Implementation of automated business tools & software to manage various systems
● Creation and maintenance of your Standard Operating & Procedures (SOP) Guide
● Management of all client payments and collections process
● Management of systems access and login information
● Ensuring there is an effective backup system in place for all information
● Establish decision-making guidelines for team members

Manage Operations


● Review of the key systems needed to run a business, including customer service, billing,
communication, back-ups, marketing, follow-up and delivery
● Creation of processes, tools and players for key systems within the business
● Implementation of automated business tools & software to manage various systems
● Creation and maintenance of your Standard Operating & Procedures (SOP) Guide
● Management of all client payments and collections process
● Management of systems access and login information
● Ensuring there is an effective backup system in place for all information
● Establish decision-making guidelines for team members


KPI or metrics Management


● Keeping track of key statistics for the business on a weekly & monthly basis
● Setting up a reporting system that includes what to track
● Analyzing metrics and discussing trends/patterns with business owner


Manage your Revenue Streams


● Manage the production and completion of revenue streams including:
o Books & workbooks
o Multimedia products
o Membership programs

Managing Speaking Engagements

Preparation of Speaking Kit
● Reviewing speaking requests on behalf of the client
● Confirming details of speaking agreement
● Coordinating details with Host
● Managing Travel
● Preparation of all speaking materials in advance
● Ordering of any products to be sold on-site
● Onsite management (as required)

Free up the Business Owner!

●Reviewing where the business owner is spending their time
● Proactively taking stuff off your plate
● Acting as a gatekeeper on behalf of the business owner
● Creating an email management system for the business owner
● Setting up a scheduling system for the business owner

Bookkeeping

Categorize all Business Transactions weekly for MAX tax savings
Perform Monthly Bank & Account Reconciliations for accuracy
Prepare Monthly Financial Statements for Client clearly see the Health of their Business

Manage your Website


● Review content on all websites to look for outdated or incorrect information
● Managing all updates to website content (either themselves or by hiring a technical VA)
● Managing the creation of any new websites
● Finding and managing web/blog designers, graphic designers, and copywriters as required
● Setting up everything “behind the subscribe button” for list building
● Setting up everything “behind the buy button” for purchases
● Testing all links, forms, and buy buttons on the website to look for errors and inconsistencies
● Ensuring Google Analytics (or some other statistics program) is in place on all websites
● Ensuring the social media applications/plugins are in place
● Sourcing testimonials for inclusion on web pages (as required)
● Setting up a store page that lists all your products/offerings

Manage your Affiliate Program


● Work with the business owner to establish details for their affiliate program
● Setting up the affiliate program in the shopping cart
● Setting up a resource page for affiliates
● Coordination of promotional materials for various promotions
● Keeping in touch with affiliates to advise of upcoming promotions
● Follow-up with affiliates as needed to support their promotions
● Managing payment of affiliates

READY TO START?