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.
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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
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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
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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
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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
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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
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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
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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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