OBM Retainer
Simplify Your Operational Needs
Designed to handle the complexities of your business with expertise and efficiency, this stratgic partnership makes sure you have the support you need, when you need it.
Whether you’re juggling multiple roles as a solo entrepreneur or managing a growing team, my service—starting at $50 an hour—covers everything an Online Business Manager does, from strategic planning and project management to social media oversight and operational optimization.
We’ll work hand-in-hand to align with your vision and drive lasting success.
TL;DR
You’ve hit your revenue ceiling – you can’t earn any more money without getting help.
You’re still wearing all the hats and need someone to lend a hand.
I’m an ops nerd and love showing up in my whole nerdy glory so you can get on with being your awesome self.
I’ve been called an Ops Unicorn (among other things) because I love to make everything fit and flow together seamlessly.
It’s my jam!
Experience the peace of mind that comes with knowing all aspects of your business are smooth and streamlined, allowing you to focus on growth and innovation.
An OBM ensures that; the right things (planning) get done in the right way (systems), at the right time (project management), by the right people (team management) and on budget (finance).
Here's how I can help
Discover how my comprehensive OBM services can transform your business operations with these three key pillars of support:
Holistic Management
Get the complete picture of business management from every angle.
From social media playbooks to keeping projects on track, I’ve got team oversight and process smoothing covered.
Customized Support
Personalized help that fits your business like a glove.
Whether it’s content game-plans, rocking Pinterest, or automation wizardry, I tailor it to your needs.
Priority-Driven Flexibility
Zero in on what really counts for your business success.
Flexible strategies ready to tackle top priorities and shift with your evolving goals.
Why You'll Love Working Together
Experience a service that’s perfectly shaped to tackle the unique hurdles of your business world.
From streamlining your processes to dropping strategic gems, my approach is all about delivering clear benefits while sparking growth and innovation.
Here’s why businesses are loving the OBM Retainer:
Cost Effective
One hourly rate covers loads of services, giving you full-scale solutions without breaking the bank.
Integrated Approach
Cross-functional magic ensures everything works seamlessly together to boost productivity.
Expert Insight
Tap into my experience as a seasoned DOO, OBM, and small business owner to tackle challenges and fuel steady growth.
Responsive Strategy
Flexible game plans that adjust to your business's changing needs, keeping strategies fresh and effective.
How Much Will It Cost?
In my experience, this works best:
Month 1
$2500
During this first month, we’ll dedicate 15 hours* in weeks 1 and 2, then 10 hours in weeks 3 and 4.
Totaling 50 hours.
Months 2-3
$2000
In month 2 we’ll drop down to 10 hours a week, and use that as a benchmark for hours in month 3.**
Totaling 40 hours.
Month 4 +
Based on the number of hours we’ve consistently used in the first few months, alongside your needs and budget, we’ll decide on an ongoing retainer hourly package moving forward.
* Because this is the first 2 weeks of our engagement, there will likely be a lot of research and fact finding during these weeks. This is why we always allow extra hours in the first month.
** Hours worked over the agreed retainer will be charged in the next invoice.
Invoices are sent in advance to secure your hours. You will be invoiced on the same day every month if we start on the 15th, your invoices will arrive on the 15th going forward.
When we get to the end of our first 3 months, we can take a look at how many hours you’re consistently using, alongside your needs and budget, as well as my availability, and decide on an hours plan for the next quarter.
How It Works
Book a discovery call
Book in with me using the form below, and I'll send you an in-depth questionnaire so that I can get to know you and your business before we meet. This is a great place to offload and tell me #AllTheThings.
Come to the call
We'll start with a one-hour Zoom chat where we'll review your business needs and set clear priorities. This is our chance to map out the road ahead. You'll also get a recording of our session to revisit any time.
Good to go? Contract and Invoice time!
Review the contract, and when you're happy, sign it and ping it back to me.
Upon signing, you’ll get your first invoice for $2500. Once payment is received, I'll get started #NotExcited.
Comms and Apps
Slack is where it’s at! If you need help setting it up, I’m your girl. You will then share passwords via LastPass (or BitWarden, Proton Pass, or 1Password). You’ll then add me to any project management software and Google Drive folders.
let the fun begin
We'll dive into the strategic plan, adding tasks and deadlines to the task manager (or create one, if necessary), and generally get stuck in!
Happy Clients Say The Nicest Things
Ready? Let's Chat!
Professional Kudos
I’m all about making your life easier, and being a Notion Ambassador, ClickUp Verified Expert, Power User, and Ambassador, and Asana Ambassador means I’ve got the chops to do just that. Trust me—these platforms think so too! Ready to see what we can accomplish together?
Which Camp Are You In?
Who This Is For:
- Entrepreneurs and small business owners looking for a hands-on partner to simplify operations and zero in on strategic growth.
- Businesses eager for a long-term relationship that evolves with their needs and business objectives.
- Teams aiming for seamless processes where every part of the business syncs up like clockwork.
- Clients who appreciate clear reports, strategic insights, and proactive tweaks for boosting productivity and ROI.
Who This Isn't For:
- Businesses chasing short-term, one-off projects without an eye on long-term strategy.
- Folks not quite ready to commit to a set number of hours each month, preferring one-off help instead.
- Business owners who like flying solo on strategic decisions without outside collaboration.
- Teams not keen on introducing new systems or processes to improve efficiency and alignment.
Want Some Use Cases?
Linking Up Marketing and Money-Making Moves
Think of social media as the heartbeat that supports your email marketing, blog posts, and Pinterest strategies. When it all clicks together, each piece boosts the other, making your marketing efforts way more impactful. Your offers, upsells, sales pages, and launches need to sing in harmony across all these platforms for real success.
When different people handle each piece, it can get a bit scattered, sometimes missing the big picture. While this separation works now and then, it often results in missed chances for synergy.
With me as your OBM, you’ll get top-notch oversight across everything marketing and revenue-related. I help every campaign, post, and offer align with your business strategy. The outcome? Complete coverage and a united front make everything work harder for your bottom line.
This partnership gives you a strategic buddy who’s all about teaming up with you. Together, we’ll make every marketing move count, boosting your vision and shaping a powerful brand presence everywhere.
Teaming Up For Top-Notch Customer Happiness
In today’s fast-paced world, disconnected systems and siloed teams can trip up efficiency and lead to missed opportunities. By pulling together functions like marketing, operations, and customer service, we can craft a smooth experience that keeps customers happy and boosts your ROI.
In our partnership, we’ll work together to bridge any gaps, making internal communication a breeze and turning isolated tasks into strategic actions that speak to your audience.
Picture this: your marketing campaigns, customer service chats, and operations all humming together like a well-oiled machine. As your OBM, I connect the dots between these key areas, encouraging seamless communication and collaboration. This way, not only do we nip issues in the bud, but we also give your revenue a lift by building a consistent, captivating brand experience your audience will love. Even if it’s just you and me steering the ship, I’ll be your trusty partner, making sure every part of your business syncs up for maximum impact.
Smooth Project Sailing for Bigger Returns
Projects can have a lot of moving pieces, each one crucial for growth and boosting revenue. Without solid oversight and integration, there’s a risk of wasting resources and missing the mark on objectives.
In our partnership, I jump in as your strategic coordinator, aligning projects with your long-term goals. Together, we’ll make decisions that keep things efficient, making sure every investment pushes you closer to your big-picture growth.
Whether it’s launching a new product or overhauling processes, having one central hub for coordination is key. As your OBM, I make sure every project ties into your strategy, squeezing the most out of resources and increasing ROI.
By syncing up efforts across departments, I help teams hit goals faster and more effectively, cutting out redundancies so every hour and dollar spent takes your business further. For the solo entrepreneur, think of me as your right-hand person, blending your vision with my operational know-how to lift your business to new heights.
Core Support Areas
As an OBM, I'm here to support you, taking the nitty-gritty off your plate so you can focus on growing and innovating. Our partnership is all about boosting efficiency and adaptability across these core areas:
Management, Strategy and Systems
- Project & Operations Management: Keep projects and daily operations on track and humming smoothly. This means hitting deadlines and making the most of your resources.
- Strategic Planning & Implementation: Help shape strategic plans that drive growth and set up systems or tools that streamline work (think CRMs and workflow automations).
- Productivity Boosts: Train your team on tools that make everyday tasks a breeze, squeezing every bit of potential out of your operations.
Marketing and Content
- Marketing and Content Strategy: Together, craft plans to boost your brand’s visibility and engagement.
- Launch Management: Coordinate everything to ensure your product launches go off without a hitch, from timelines to promotions.
- Digital Presence (Social Media & More): Navigate the social world and integrate Pinterest, email marketing, and more to keep your audience hooked and connected.
Finance and Tracking
- Financial & KPI Management: Keep your finances in check with budget monitoring and utilize metrics that align your business decisions.
- Risk & Crisis Management: Be prepared for anything with strategies that mitigate risks and ensure you’re ready for disruptions.
- Change & Compliance: Manage changes smoothly to promote team buy-in and keep everything legally sound.
People Power
- Team & Relationship Management: Make internal communications and client experiences top-notch, ensuring everyone is on the same wavelength.
- Vendor Partnerships & Networking: Strengthen bonds with suppliers and explore new networking opportunities.
- Performance Monitoring: Develop systems that track growth and make sure your team thrives.
FAQ
ask me
anything
What's included in the OBM Retainer?
Everything from strategic planning and project management to social media and ops. It’s all tailored to fit what your business needs.
What's the onboarding process?
Once the paperwork’s done and you’ve paid the first month’s invoice in advance, it’s all about plugging me into your systems (sharing passwords, adding me to project management software and all the juicy things). I can even help you introduce my role to your team if you have one.
Who benefits most from your service?
Solo entrepreneurs and expanding teams who want to streamline and focus on strategic growth.
How do we measure success?
Through clear KPIs (if they’re your thing) and regular progress reports, we both see and celebrate the wins.
How do we handle communication?
Slack is our go-to for keeping everything organized and aligned. Simple and effective!
Weekly or twice-monthly update meetings, as well as quarterly strategy sessions, via Zoom.
Invoices and weekly time updates will be emailed, but other than that, it’s Slack all the way!
Can your services adapt to my changing needs?
Absolutely! Regular check-ins mean we’re always in sync and ready to tweak strategies as your goals evolve.
How will I know how my time is being used?
Toggl is used to track hours, and you will have a link to check your hours on demand
What's the invoice & payment process?
Invoices are sent on the same day each month. This invoice includes the upcoming month’s hours as well as any additional hours used (over contracted hours last month). I prefer payment via Wise.
What apps and software can we use?
Here are some of my favorite places: Notion, ClickUp, Trello, Airtable, Asana, Slack, Metricool, SmarterQueue, Todoist, Zoom, Google Calendar, Docs, Sheets, Slides, Canva, (Convert)Kit, MailerLite, Zapier, Make, Pipedream, OpenAI.
Just because an app or program isn’t mentioned here doesn’t mean I don’t know how to use it, but there’s only so much space on a webpage!
What processes and systems can we implement?
Project Management, Customer Relationship Management, Content Creation, Email Marketing, Nurture & Delivery Sequences, Sales Funnels, Event Planning, Financial Management, CRM setup, WordPress management, Pinterest campaigns, Team Management and Collaboration Tools, Operational Systems, Workflow Automation, Business Performance Tracking, Lead Generation, Customer Journey
What's your experience and credentials?
Current/Recent Positions: Entrepreneur/CEO/Founder, Multinational Digital Marketing Agency Director of Operations, 501(c)(3) Operations Director, VA, OBM, Notion Template Developer, Pinterest Marketing Specialist, Social Media Manager
Academic Credentials: MSc Psychology, PG Dip English Literature, Culture and Modernity, BA (Hons) English Literature + Philosophy.
Professional Credentials: Notion Ambassador + Ambassador Buddy, Notion Certified, ClickUp Verified Ambassador + Expert, Asana Ambassador. Former Atlassian Community Leader (Trello + Butler)
