Elite Online Business Management
for Group Program and Mastermind CEOs making fast-paced, functional, and fearless moves in their business. Get the type of management that seamlessly slip behind the scenes while you focus on the main show.
Okayy, I see you C.E.O!
You’ve got your team.
You’ve got a solid program.
You’ve got an audience.
But... (you knew a 'but' was coming)
If you're wondering what separates the good from the great - it's having the right support and systems in place that allows you to focus on new opportunities. Not trying to be Chief Operator of Everything!
As your business scales, it becomes less organized, and it becomes harder to focus on the items that matter like; customer retention (which is the real bag), refined sales & marketing processes, and leading and bringing your vision to the team.
As your growth partner, I'll be the additional eyes, ears, and hands in every part of your business so you can hit the level of growth that you know is waiting for you.
Here's What's Included In My OBM Retainer
Operations Management
Your backend systems and processes have come such a long way from when you first started. Judging by the lack of fires that need putting out, all of your bases are covered. That is, for now. But what about the next stage? I’ll make sure your systems, tools and automations actually make sense for where your business currently is and where it’s going.
This includes:
✓Optimizing or setting up new systems to fuel the organization and streamline communication within your services and team. This also includes quarterly and annual business audits.
✓ Outlining and documenting standard operating procedures (SOPs) to empower your team and fuel business efficiency.
✓ Project Management: Mapping out clear implementation plans for your ideas and tracking their progress, keeping everything running smoothly.
"This program helped me achieve this amazing result.
I wouldn't be here without it."
MARY, STUDENT OF COURSE NAME
Program Management
As you've grown your coaching program, there are probably a few things you haven't been able to fix as you grew it. I’ll work with you on everything from managing your day-to-day workflows of the program to making sure your team members have what they need to perform and also being the backend systems person for your client onboarding.
This includes:
✓Manage client and student onboarding/offboarding, ensuring clear goals and seamless transitions.
✓ Identifying improvement opportunities, streamlining processes, and sharing insights to align programs with client needs and market trends.
✓ Maintaining up-to-date program materials and documentation, ensuring effective support and compliance with SOPs.
"This program helped me achieve this amazing result.
I wouldn't be here without it."
MARY, STUDENT OF COURSE NAME
Team Management
You've likely heard that hiring is what would give you back more time in your business and help you focus on the areas that matter. While this is true, it’s rare that it ends at the hiring of the people.
There’s also the training of the people, managing, and communicating that badass idea you had at 11 pm in the shower to the people. And that can be, well, exhausting. I get you from reactive hiring, to proactive hiring..
This includes:
✓ Streamlining your workflow by assigning tasks, equipping your team for success, and keeping projects on track.
✓ Assist in the hiring process for new team members, and onboard them into your business.
✓ Bridging the gap between your marketing and your overall strategy, ensuring campaigns hit your business goals and KPIs dead-on.
"This program helped me achieve this amazing result.
I wouldn't be here without it."
MARY, STUDENT OF COURSE NAME
Performance Management
There’s a concept I’m going to need you to get familiar with if we work together: Data is sexy as hell. And while you may not speak "Data" I do. This is how we'll make majority of your business decisions. I'll create easy to use ways for your to retain the information, and set the foundation for sourcing and gathering the metrics (automatically), leaving you with the "look and go" dashboard you desire.
This includes:
✓ Tracking key performance indicators (KPIs) across your business activities to pinpoint what's working and fuel smarter decisions.
✓ Providing constant SEO monitoring to optimize your marketing channels for maximum results.
✓Analyzing group program/mastermind/membership data to uncover insights and create strategic plans to improve the customer experience
"This program helped me achieve this amazing result.
I wouldn't be here without it."
MARY, STUDENT OF COURSE NAME
BEFORE YOU EVEN THINK ABOUT APPLYING YOU SHOULD KNOW
This is not the "hit it and quit it" type relationship.
ie: dumping you with a strategy and waving goodbye while I count your money and you’re left wondering how the hell you’re going to get it all implemented.
I'll help you grow in ways that actually make long-term sense
(not short-term shiny).
THIS MEANS
IMPLEMENTING PROCESSES
Getting my hands dirty in the operations & tech, and actually implementing the systems I recommend so you don't have to
DIGGING INTO THE DATA
Looking at past campaigns and business strategy to ask, 'Did this really work as well as we think it did?' A.K.A. - I know data
DEVELOPING YOUR DOERS
Hiring, Onboarding, and training and managing your team members. And saying goodbye when necessary.
KEEPING TRACK OF GOALS
We'll set goals that we actually turn into measurable acheivements. And see how far we've come.
And finally... it means figuring out how the hell to tie it all together.
The First 90 Days
We ain't drinking water from a firehose around here!
In the first 90 days I follow a strategic approach that prioritizes building a strong
working relationship and setting the foundation in your business.
We'll do this by following my 90 day framework: Audit, Strategize, Prepare
30 - Days
Audit
In month one we'll audit your business and discover whats worked, what hasn't and where you've experienced significant growth. At the end of the audit I'll have a better idea of what we're working with and prioritize the next step action items in your business.
60-Days
Strategize
From the audit, and the list of priorities, we'll define what next level success looks like for you. This includes establishing your goals and creating a system to measure your OKRs and KPIs on a weekly, monthly, quarterly and annual basis.
90-Days
Prepare
Once we've built our strategy, I'll then setup your foundational systems in your business. These systems will provide you with a complete picture of how your entire business - and giving you full access to what's working and what is not.
If there's one thing I want you to take away from this?
I'm deeply invested in your success. Forget one-night stands.
This is a win-win forever kind of partnership.
In fact, we might even need matching
t-shirts. Let me get on that.
This is what the Online Business Management offer is all about.
✓ Yes, it’s result driven (because frankly anything outside of getting results just feels silly).
✓ Yes, it means we’re in it together for the long haul.
✓ Yes, it’s result driven (because frankly anything outside of getting results just feels silly).
Which is why I only offer this to a select few! Ready to become one of them?
"This program helped me achieve this amazing result.
I wouldn't be here without it."
MARY, STUDENT OF COURSE NAME
Frequently Asked Questions
Do you work on an hourly basis.
No. I provide a flat rate instead of an hourly fee, so you always know exactly what your expenses will be each month (your Accountant will love me lol).
Who do you typically work with?
Course Creators, Group Program and Mastermind CEOs. Meaning have some form of course, or successful group program, membership or mastermind. Where you are constantly enrolling students year round.
Is it okay if I'm not organized (on my backend yet)
Your mess is my success! But you MUST be ready to improve. I always start with an audit of your current situation and provide you with a systems and operations strategy to get things organized in your business. #judgementfreezone
Why should I choose you as my OBM?
I have never been in fast fixes or trendy “one size fits all” business strategies. I’m here to provide customized solutions that actually move the needle in your business and to be there right along side you to help you execute them. If you're ready for your ideas to finally become tangible, we should definitely work together.
I help OBMs build the back-office blueprint to streamlining their work, manage their clients effectively, and live their definition of their feel good lifestyle.
FOR OBMS
FOR EVERYONE
LEGAL ISH
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