OBM Retainer
OUR SIGNATURE SERVICE
For scaling online business owners who are done managing their own operations.
We come in, learn your business inside and out, and take ownership of the systems that keep everything running so you don't have to.
Our OBM retainer starts with a structured onboarding phase, followed by ongoing operations scoped to exactly what your
business needs.
What It Looks Like When Operations Are Off Your Plate
Weeks 1–2: Onboarding
We get fully situated in your business: auditing your systems, accessing your tools and team, and mapping how work currently moves.
You'll have a clear project roadmap by end of week 2.
Weeks 3–12: Ongoing Operations
We implement the roadmap and take ownership of the day-to-day. As your business evolves, we manage active workflows, adjust systems as needed, and keep documentation and SOPs up to date. You'll have weekly check-ins plus async support in between so you're always in the loop.
What's Included
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$3000/mo
- Replay uploads
- Calendar updates
- Client newsletters
- Vacation reminders
- Curriculum uploads
- Offboarding clients
Marketing &
Content
- Podcast and speaking outreach
- Content Curation / Repurposing
- Content Scheduling
General Tech Support
- Troubleshooting zaps
- Managing Airtable bases
- Managing automations
- Streamlining automations
Client Communication
- Communicating with clients
- Leading team meetings
- Preparing meeting agendas
- Managing client inboxes
- Managing client calendars
- Client check-ins and updates
- Team check-ins and updates
- Creating & managing response banks
Team and Task Management
- Creating project plans
- Assigning tasks from meetings
- Managing projects in ClickUp
- Managing the team calendar (OOO, vacations, etc.)
- Improve efficiency / automations
- Creating & managing SOPs
Program / Client Management
Up to 40 hours per month
The Investment
$1500/mo
Up to 20 hours per month
Client Communication
Team & Task Management
Program / Client Management
General Tech Support
Marketing &
Content
3-MONTHS MINIMUM
faq
We will plan out your estimated hours for the month together. If additional hours are needed, we will let you know in advance.
We have a set amount of regularly scheduled meetings so that you are updated on the progress of projects and anything operations-related happening in your business.
We have Slack as our main platform to communicate in real-time. You will hear a response from us within the next business day, Monday to Thursday from 11am-4pm EST.
In terms of getting projects started, you will need to let us know the date you will want this project done, including dates for client announcements, etc. Other than that, during our onboarding process, we will collect information on your preference as well as everything we need to know about your business such as policies, schedule, offers, etc.
