NEXT WORKSHOP STARTS IN:
skill training workshop for obms
Live Workshop • February 20 at 8:00 PM EST
How to Audit Your Client’s Business
A step-by-step framework for identifying gaps, opportunities, and priorities inside any client business — without overwhelm.
workshop at a glance
when it runs
February 20 at 8:00 PM EST
who it's for
OBMs who want a clear, repeatable way to assess a client’s business, identify gaps, and confidently recommend next steps — without guessing or overworking.
what you'll get
A practical audit framework you can reuse with every client, plus a complete audit kit to help you assess, document, and present findings with confidence.
What We'll Cover
Learn the exact areas to review when auditing a client’s business — so you know what actually matters and what can be ignored.
Walk away with a repeatable audit process that instantly positions you as the strategic partner — not just the implementer.
See how to evaluate a client’s systems, workflows, and operations without needing full backend access.
This for you if..
Want a clear way to assess a client’s business
Feel unsure where to start when onboarding and auditing a new client
Want to sound confident and strategic in client conversations
Need a repeatable audit process they can use again and again
Course Name is perfect for you if...
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This for you if..
Want a clear way to assess a client’s business
Feel unsure where to start when onboarding and auditing a new client
Want to sound confident and strategic in client conversations
Need a repeatable audit process they can use again and again
What's Included
This isn’t a surface-level training or a high-level overview.
You’ll get the exact type of tools, frameworks, and walkthroughs used in real client work — organized so you can apply them immediately, not “someday.”
LIVE TRAINING
A guided, step-by-step walkthrough focused on practical application and real-world use.
REPLAY
Available for 10 days so you can review the material or catch anything you missed.
WORKSHOP KIT
Supporting templates, and resources designed to help you implement what you learn without starting from scratch.
ACCESS TO OBM LAB
Your workspace for workshops, replays, and ongoing skill-based training — all in one place.
InTRODUCING
This Month's Workshop Kit
Business Audit Toolkit
A practical audit toolkit designed to help you confidently assess any client’s business. This kit supports the live workshop and gives you a repeatable system you can use across clients, industries, and project types.
Client Audit Framework (step-by-step audit structure)
Audit Template and Questions for any business type
Client Summary & Findings Template
Post-Audit Action Plan Template
What's Included
This isn’t a surface-level training or a high-level overview.
You’ll get the exact type of tools, frameworks, and walkthroughs used in real client work — organized so you can apply them immediately, not “someday.”
LIVE TRAINING
A guided, step-by-step walkthrough focused on practical application and real-world use.
REPLAY
Available for 10 days so you can review the material or catch anything you missed.
WORKSHOP KIT
Supporting templates, and resources designed to help you implement what you learn without starting from scratch.
ACCESS TO OBM LAB
Your workspace for workshops, replays, and ongoing skill-based training — all in one place.
InTRODUCING
This Month's Workshop Kit
Business Audit Toolkit
A practical audit toolkit designed to help you confidently assess any client’s business. This kit supports the live workshop and gives you a repeatable system you can use across clients, industries, and project types.
Client Audit Framework (step-by-step audit structure)
Audit Template and Questions for any business type
Client Summary & Findings Template
Post-Audit Action Plan Template
What's Included
This isn’t a surface-level training or a high-level overview.
You’ll get the exact type of tools, frameworks, and walkthroughs used in real client work — organized so you can apply them immediately, not “someday.”
LIVE TRAINING
A guided, step-by-step walkthrough focused on practical application and real-world use.
REPLAY
Available for 10 days so you can review the material or catch anything you missed.
WORKSHOP KIT
Supporting templates, and resources designed to help you implement what you learn without starting from scratch.
ACCESS TO OBM LAB
Your workspace for workshops, replays, and ongoing skill-based training — all in one place.
InTRODUCING
This Month's Workshop Kit
Business Audit Toolkit
A practical audit toolkit designed to help you confidently assess any client’s business. This kit supports the live workshop and gives you a repeatable system you can use across clients, industries, and project types.
Client Audit Framework (step-by-step audit structure)
Audit Template and Questions for any business type
Client Summary & Findings Template
Post-Audit Action Plan Template
Live Workshop • February 20 at 8:00 PM EST
Ready to join this month's workshop?
When you join The OBM Lab™, you get access to:
This month’s live workshop
A monthly skills workshop subscription
The downloadable workshop kit
Access to all future monthly workshops while you’re a member
Course Name is perfect for you if...
I'm on a mission to help the most brilliant brains in the online space operationalize their visions so they can spend less time on building systems and more time generating revenue.
Live Workshop • February 20 at 8:00 PM EST
Ready to join this month's workshop?
When you join The OBM Lab™, you get access to:
This month’s live workshop
A monthly skills workshop subscription
The downloadable workshop kit
Access to all future monthly workshops while you’re a member
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