Delegate to an Online Business Manager (OBM)

An OBM is your strategic right hand. While a VA helps you do the work, an OBM helps you run the business. Think of them as the virtual operations manager of your team. They’re focused on structure, efficiency, team management, and growth strategy.

    • Audit and improve business systems and workflows

    • Implement tools and automations (Think Asana, ClickUp, Zapier, CRMs, etc.)

    • Set up project management platforms and SOP libraries

    • Organize backend processes for efficiency and scalability

    • Create dashboards for KPIs, metrics, and reporting

    • Oversee timelines, milestones, and team responsibilities

    • Manage client onboarding and offboarding workflows

    • Coordinate cross-functional projects

    • Track progress and ensure deadlines are met

    • Keep projects moving forward without your constant involvement

    • Delegate and assign tasks across your team

    • Hire, onboard, or offboard contractors and team members

    • Host weekly or monthly team check-ins

    • Act as a team lead or liaison between you and your staff

    • Create team accountability systems

    • Assist with quarterly or yearly business planning

    • Help set goals and design strategic roadmaps

    • Analyze bottlenecks in operations or delivery

    • Spot opportunities for streamlining, scaling, or outsourcing

    • Conduct revenue planning and offer growth insights

    • Plan, coordinate, and manage launches (products, services, events)

    • Build timelines, track deliverables, and manage teams/vendors

    • Oversee task delegation during marketing campaigns

    • Ensure all moving parts (emails, tech, landing pages, etc.) align

    • Oversee the execution of your content calendar

    • Coordinate between copywriters, designers, and VAs

    • Manage marketing schedules (newsletters, blogs, social media)

    • Track performance and report back on analytics

    • Monitor client satisfaction and experience

    • Refine service delivery processes

    • Manage communications with high-level clients when appropriate

    • Track deliverables, feedback loops, and turnaround time

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